This release adds 2 notable features for engineering teams evaluating rollout.
✓ No known CVEs patched in this version
Topics
Summary
AI summaryFixed create_category to write app-compatible documents with required fields and default values.
Full changelog
Fixed
create_categorywrites app-compatible documents (#232): MCP-created categories were invisible to the Copilot Money app because they were missing required fields (id,emoji,color,bg_color,order,is_other,auto_budget_lock,auto_delete_lock,plaid_category_ids,partial_name_rules) and used acustom_*ID format the app doesn't recognize. Now uses Firestore auto-generated IDs and writes all app-required fields with sensible defaults.get_categoriesuses user categories instead of Plaid taxonomy (#238): The tool was built around the Plaid taxonomy (~120 static categories) as the primary system, but the app only uses user-created categories. List view returned 144 categories (mostly Plaid noise), search only found unusable Plaid IDs, and ~10 real user categories were invisible. All views now use user categories from LevelDB exclusively.update_categorysyncsbg_colorwhencolorchanges: Previously, updating a category's color left the background tint stale.- Tag filter uses
tag_idsfield (#224): Tag-based transaction filtering now checks thetag_idsarray instead of scanning for#hashtagsin transaction names.
Added
FirestoreClient.getDocument(): New method for reading individual documents from Firestore REST API.- Finance skills:
/finance-pulse(30-second financial check-in),/finance-trip(travel expense tracking),/finance(orchestrator).
Changed
createDocumentnow supports auto-generated Firestore document IDs (passundefinedasdocumentId) and returns the created document ID.- CI: bumped
actions/github-scriptv7→v9,codecov/codecov-actionv5→v6,softprops/action-gh-releasev2→v3.
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About ignaciohermosillacornejo/copilot-money-mcp
Read and manage Copilot Money personal finance data — 30 tools for transactions, budgets, accounts, recurring charges, investments, and goals. Reads are 100% local from the Firestore cache; opt-in writes (`--write`) go directly to Copilot's GraphQL API.
Related context
Beta — feedback welcome: [email protected]