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@@ -4,7 +4,7 @@ from pathlib import Path
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from dotenv import load_dotenv
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from mcp.server.fastmcp import FastMCP
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from ... import service
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from . import tool_contracts as contracts
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load_dotenv(Path(__file__).resolve().parents[3] / ".env")
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mcp = FastMCP("jarca-ledger-mcp")
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@@ -12,282 +12,282 @@ mcp = FastMCP("jarca-ledger-mcp")
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@mcp.tool()
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def ledger_health_check() -> dict:
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"""Verify the Jarca Ledger MCP server and SQLite database are reachable."""
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return service.health_check()
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return contracts.health_check()
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@mcp.tool()
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def get_ledger_db_status(include_hash: bool = True, include_integrity: bool = True) -> dict:
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"""Return non-sensitive DB status evidence: path, size, mtime, checksum, table row counts, and aggregate totals."""
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return service.get_ledger_db_status(include_hash=include_hash, include_integrity=include_integrity)
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return contracts.get_ledger_db_status(include_hash=include_hash, include_integrity=include_integrity)
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@mcp.tool()
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def create_ledger_backup(backup_dir: str = "", retention_days: int = 30, retention_count: int = 20) -> dict:
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"""Create a timestamped ledger DB backup. Restore is intentionally not exposed as an MCP tool."""
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return service.create_ledger_backup(backup_dir=backup_dir or None, retention_days=retention_days, retention_count=retention_count)
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return contracts.create_ledger_backup(backup_dir=backup_dir or None, retention_days=retention_days, retention_count=retention_count)
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@mcp.tool()
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def list_ledger_backups(backup_dir: str = "", include_hash: bool = False, limit: int = 50) -> dict:
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"""List ledger DB backups with metadata-only evidence."""
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return service.list_ledger_backups(backup_dir=backup_dir or None, include_hash=include_hash, limit=limit)
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return contracts.list_ledger_backups(backup_dir=backup_dir or None, include_hash=include_hash, limit=limit)
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@mcp.tool()
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def get_ledger_backup_status(file_path: str, include_hash: bool = True, include_integrity: bool = True) -> dict:
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"""Return metadata-only status and integrity evidence for one backup file."""
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return service.get_ledger_backup_status(file_path, include_hash=include_hash, include_integrity=include_integrity)
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return contracts.get_ledger_backup_status(file_path, include_hash=include_hash, include_integrity=include_integrity)
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@mcp.tool()
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def create_ledger_account(name: str, type: str = "bank", institution: str = "", currency: str = "KRW", active: bool = True, memo: str = "", account_number_masked: str = "", holder_name: str = "", last_balance: int | None = None, last_synced_at: str = "", statement_status: str = "unknown", liquidity_bucket: str = "other") -> dict:
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"""Create an account/card/cash/investment/loan ledger account."""
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return service.create_ledger_account(name, type, institution, currency, active, memo, account_number_masked, holder_name, last_balance, last_synced_at, statement_status, liquidity_bucket)
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return contracts.create_ledger_account(name, type, institution, currency, active, memo, account_number_masked, holder_name, last_balance, last_synced_at, statement_status, liquidity_bucket)
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@mcp.tool()
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def list_ledger_accounts(active_only: bool = True) -> dict:
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"""List ledger accounts and cards."""
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return service.list_ledger_accounts(active_only)
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return contracts.list_ledger_accounts(active_only)
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@mcp.tool()
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def update_ledger_account(account_id: str, name: str | None = None, type: str | None = None, institution: str | None = None, currency: str | None = None, active: bool | None = None, memo: str | None = None, account_number_masked: str | None = None, holder_name: str | None = None, last_balance: int | None = None, last_synced_at: str | None = None, statement_status: str | None = None, liquidity_bucket: str | None = None) -> dict:
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"""Update selected account fields, including statement_status/liquidity_bucket for manual reconciliation."""
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return service.update_ledger_account(account_id, name=name, type=type, institution=institution, currency=currency, active=active, memo=memo, account_number_masked=account_number_masked, holder_name=holder_name, last_balance=last_balance, last_synced_at=last_synced_at, statement_status=statement_status, liquidity_bucket=liquidity_bucket)
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return contracts.update_ledger_account(account_id, name=name, type=type, institution=institution, currency=currency, active=active, memo=memo, account_number_masked=account_number_masked, holder_name=holder_name, last_balance=last_balance, last_synced_at=last_synced_at, statement_status=statement_status, liquidity_bucket=liquidity_bucket)
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@mcp.tool()
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def get_asset_liquidity_report() -> dict:
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"""Return asset liquidity, debt, and net worth from shared account/manual valuation sources."""
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return service.get_asset_liquidity_report()
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return contracts.get_asset_liquidity_report()
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@mcp.tool()
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def list_manual_assets(active_only: bool = True) -> dict:
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"""List manual non-transaction assets/liabilities used for net-worth valuation."""
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return service.list_manual_assets(active_only=active_only)
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return contracts.list_manual_assets(active_only=active_only)
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@mcp.tool()
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def create_manual_asset(name: str, valuation_amount: int, valuation_date: str, liquidity_bucket: str, source_note: str, memo: str = "", currency: str = "KRW", active: bool = True) -> dict:
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"""Create a manual non-transaction asset/liability valuation row."""
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return service.create_manual_asset(name, valuation_amount, valuation_date, liquidity_bucket, source_note=source_note, memo=memo, currency=currency, active=active)
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return contracts.create_manual_asset(name, valuation_amount, valuation_date, liquidity_bucket, source_note=source_note, memo=memo, currency=currency, active=active)
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@mcp.tool()
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def update_manual_asset(asset_id: str, name: str | None = None, valuation_amount: int | None = None, valuation_date: str | None = None, liquidity_bucket: str | None = None, source_note: str | None = None, memo: str | None = None, currency: str | None = None, active: bool | None = None) -> dict:
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"""Update selected fields on a manual asset/liability valuation row."""
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return service.update_manual_asset(asset_id, name=name, valuation_amount=valuation_amount, valuation_date=valuation_date, liquidity_bucket=liquidity_bucket, source_note=source_note, memo=memo, currency=currency, active=active)
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return contracts.update_manual_asset(asset_id, name=name, valuation_amount=valuation_amount, valuation_date=valuation_date, liquidity_bucket=liquidity_bucket, source_note=source_note, memo=memo, currency=currency, active=active)
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@mcp.tool()
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def deactivate_manual_asset(asset_id: str, hard_delete: bool = False) -> dict:
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"""Deactivate a manual asset/liability by default; hard delete only for exceptional cleanup."""
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return service.deactivate_manual_asset(asset_id, hard_delete=hard_delete)
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return contracts.deactivate_manual_asset(asset_id, hard_delete=hard_delete)
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@mcp.tool()
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def preview_asset_snapshot_close(basis_date: str = "") -> dict:
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"""Preview a month-end asset snapshot close without mutating the database."""
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return service.preview_asset_snapshot_close(basis_date=basis_date)
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return contracts.preview_asset_snapshot_close(basis_date=basis_date)
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@mcp.tool()
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def close_asset_snapshot(basis_date: str = "", source_note: str = "", memo: str = "", correction_reason: str = "") -> dict:
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"""Close an asset snapshot for a basis date; same-date re-close appends correction rows."""
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return service.close_asset_snapshot(basis_date=basis_date, source_note=source_note, memo=memo, correction_reason=correction_reason)
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return contracts.close_asset_snapshot(basis_date=basis_date, source_note=source_note, memo=memo, correction_reason=correction_reason)
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@mcp.tool()
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def get_asset_snapshot_report(basis_date: str = "") -> dict:
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"""Return basis-date asset snapshot/net-worth report with live-authority fallback."""
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return service.get_asset_snapshot_report(basis_date=basis_date)
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return contracts.get_asset_snapshot_report(basis_date=basis_date)
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@mcp.tool()
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def get_net_worth_timeseries(start_date: str = "", end_date: str = "", months: int = 12) -> dict:
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"""Return net-worth timeseries from stored asset snapshot rows."""
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return service.get_net_worth_timeseries(start_date=start_date, end_date=end_date, months=months)
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return contracts.get_net_worth_timeseries(start_date=start_date, end_date=end_date, months=months)
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@mcp.tool()
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def get_balance_reconciliation_report(account_id: str = "", baseline_balance: int | None = None, baseline_at: str = "", source_note: str = "", memo: str = "", tolerance: int = 1000) -> dict:
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"""Preview balance reconciliation for manual_only/partial_import accounts without mutating the DB."""
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return service.get_balance_reconciliation_report(account_id, baseline_balance, baseline_at, source_note, memo, tolerance)
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return contracts.get_balance_reconciliation_report(account_id, baseline_balance, baseline_at, source_note, memo, tolerance)
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@mcp.tool()
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def create_ledger_transaction(transaction_date: str = "", type: str = "expense", amount: int = 0, category: str = "", subcategory: str = "", merchant: str = "", description: str = "", account_id: str = "", payment_method: str = "", person: str = "", project: str = "", tags: list[str] | str | None = None, is_fixed: bool = False, currency: str = "KRW", posted_date: str = "", source: str = "manual", external_id: str = "", memo: str = "", dedupe: bool = True) -> dict:
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"""Create an income, expense, transfer, refund, or adjustment transaction. Amount is positive KRW minor unit; type determines direction."""
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return service.create_ledger_transaction(transaction_date, type, amount, category, subcategory, merchant, description, account_id, payment_method, person, project, tags, is_fixed, currency, posted_date, source, external_id, memo, dedupe)
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return contracts.create_ledger_transaction(transaction_date, type, amount, category, subcategory, merchant, description, account_id, payment_method, person, project, tags, is_fixed, currency, posted_date, source, external_id, memo, dedupe)
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@mcp.tool()
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def list_ledger_transactions(start_date: str = "", end_date: str = "", type: str = "", category: str = "", person: str = "", account_id: str = "", include_deleted: bool = False, limit: int = 100) -> dict:
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"""List ledger transactions with date/category/person/account filters."""
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return service.list_ledger_transactions(start_date, end_date, type, category, person, account_id, include_deleted, limit)
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return contracts.list_ledger_transactions(start_date, end_date, type, category, person, account_id, include_deleted, limit)
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@mcp.tool()
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def update_ledger_transaction(transaction_id: str, transaction_date: str | None = None, type: str | None = None, amount: int | None = None, category: str | None = None, subcategory: str | None = None, merchant: str | None = None, description: str | None = None, account_id: str | None = None, payment_method: str | None = None, person: str | None = None, project: str | None = None, tags: list[str] | str | None = None, is_fixed: bool | None = None, memo: str | None = None, status: str | None = None) -> dict:
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"""Update selected fields on a ledger transaction."""
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return service.update_ledger_transaction(transaction_id, transaction_date=transaction_date, type=type, amount=amount, category=category, subcategory=subcategory, merchant=merchant, description=description, account_id=account_id, payment_method=payment_method, person=person, project=project, tags=tags, is_fixed=is_fixed, memo=memo, status=status)
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return contracts.update_ledger_transaction(transaction_id, transaction_date=transaction_date, type=type, amount=amount, category=category, subcategory=subcategory, merchant=merchant, description=description, account_id=account_id, payment_method=payment_method, person=person, project=project, tags=tags, is_fixed=is_fixed, memo=memo, status=status)
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@mcp.tool()
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def delete_ledger_transaction(transaction_id: str, hard_delete: bool = False) -> dict:
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"""Soft-delete a ledger transaction by default, or permanently delete with hard_delete=true."""
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return service.delete_ledger_transaction(transaction_id, hard_delete)
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return contracts.delete_ledger_transaction(transaction_id, hard_delete)
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@mcp.tool()
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def create_ledger_budget(month: str, category: str, amount: int, subcategory: str = "", person: str = "", currency: str = "KRW", memo: str = "") -> dict:
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"""Create or update a monthly category/person budget."""
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return service.create_ledger_budget(month, category, amount, subcategory, person, currency, memo)
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return contracts.create_ledger_budget(month, category, amount, subcategory, person, currency, memo)
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@mcp.tool()
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def list_ledger_budgets(month: str = "") -> dict:
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"""List ledger budgets, optionally for a month YYYY-MM."""
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return service.list_ledger_budgets(month)
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return contracts.list_ledger_budgets(month)
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@mcp.tool()
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def get_monthly_cashflow_report(month: str = "") -> dict:
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"""Return income, expenses, net cashflow, and savings rate for a month."""
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return service.get_monthly_cashflow_report(month)
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return contracts.get_monthly_cashflow_report(month)
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@mcp.tool()
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def get_category_spending_report(month: str = "", start_date: str = "", end_date: str = "", person: str = "") -> dict:
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"""Return category/subcategory spending for a month or date range."""
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return service.get_category_spending_report(month, start_date, end_date, person)
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return contracts.get_category_spending_report(month, start_date, end_date, person)
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@mcp.tool()
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def get_fixed_cost_report(month: str = "") -> dict:
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"""Return fixed expense transactions and total fixed cost for a month."""
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return service.get_fixed_cost_report(month)
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return contracts.get_fixed_cost_report(month)
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@mcp.tool()
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def get_budget_vs_actual_report(month: str = "") -> dict:
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"""Compare monthly budgets against actual spending."""
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return service.get_budget_vs_actual_report(month)
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return contracts.get_budget_vs_actual_report(month)
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@mcp.tool()
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def get_investable_cashflow_report(month: str = "", minimum_cash_buffer: int = 0, planned_extra_expense: int = 0) -> dict:
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"""Estimate cashflow available for investing after buffer and planned extra expenses."""
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return service.get_investable_cashflow_report(month, minimum_cash_buffer, planned_extra_expense)
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return contracts.get_investable_cashflow_report(month, minimum_cash_buffer, planned_extra_expense)
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@mcp.tool()
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def preview_ledger_csv_import(file_path: str, source: str = "generic") -> dict:
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"""Preview a UTF-8/UTF-8-BOM CSV import before saving transactions."""
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return service.preview_ledger_csv_import(file_path, source)
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return contracts.preview_ledger_csv_import(file_path, source)
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@mcp.tool()
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def preview_kb_bank_pdf_import(file_path: str, password: str, preview_limit: int = 20) -> dict:
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"""Preview transactions from a password-protected KB Kookmin Bank account-history PDF without saving them."""
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return service.preview_kb_bank_pdf_import(file_path, password, preview_limit)
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return contracts.preview_kb_bank_pdf_import(file_path, password, preview_limit)
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@mcp.tool()
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def import_kb_bank_pdf(file_path: str, password: str, account_id: str = "", skip_duplicates: bool = True, skip_validation: bool = False) -> dict:
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"""Import transactions from a KB Kookmin Bank account-history PDF into the ledger database."""
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return service.import_kb_bank_pdf(file_path, password, account_id, skip_duplicates, skip_validation=skip_validation)
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return contracts.import_kb_bank_pdf(file_path, password, account_id, skip_duplicates, skip_validation=skip_validation)
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@mcp.tool()
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def preview_seoulpay_xlsx_import(file_path: str, password: str = "", preview_limit: int = 20) -> dict:
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"""Preview transactions from a SeoulPay usage-history XLSX before saving them."""
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return service.preview_seoulpay_xlsx_import(file_path, password, preview_limit)
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return contracts.preview_seoulpay_xlsx_import(file_path, password, preview_limit)
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@mcp.tool()
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def import_seoulpay_xlsx(file_path: str, password: str = "", account_id: str = "", skip_duplicates: bool = True) -> dict:
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"""Import transactions from a SeoulPay usage-history XLSX into the ledger database."""
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return service.import_seoulpay_xlsx(file_path, password, account_id, skip_duplicates)
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return contracts.import_seoulpay_xlsx(file_path, password, account_id, skip_duplicates)
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@mcp.tool()
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def preview_toss_securities_pdf_import(file_path: str, preview_limit: int = 20) -> dict:
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"""Preview transactions from a Toss Securities transaction-history PDF without saving them."""
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return service.preview_toss_securities_pdf_import(file_path, preview_limit)
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return contracts.preview_toss_securities_pdf_import(file_path, preview_limit)
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@mcp.tool()
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def import_toss_securities_pdf(file_path: str, account_id: str = "", skip_duplicates: bool = True) -> dict:
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"""Import transactions from a Toss Securities transaction-history PDF into the ledger database."""
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return service.import_toss_securities_pdf(file_path, account_id, skip_duplicates)
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return contracts.import_toss_securities_pdf(file_path, account_id, skip_duplicates)
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@mcp.tool()
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def preview_toss_bank_pdf_import(file_path: str, preview_limit: int = 20) -> dict:
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"""Preview transactions from a Toss Bank transaction-history PDF without saving them."""
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return service.preview_toss_bank_pdf_import(file_path, preview_limit)
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return contracts.preview_toss_bank_pdf_import(file_path, preview_limit)
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@mcp.tool()
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def import_toss_bank_pdf(file_path: str, account_id: str = "", skip_duplicates: bool = True) -> dict:
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"""Import transactions from a Toss Bank transaction-history PDF into the ledger database."""
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return service.import_toss_bank_pdf(file_path, account_id, skip_duplicates)
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return contracts.import_toss_bank_pdf(file_path, account_id, skip_duplicates)
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@mcp.tool()
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def list_ledger_import_batches(source: str = "", include_rolled_back: bool = True, limit: int = 50) -> dict:
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"""List CSV/PDF/API import batches."""
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return service.list_ledger_import_batches(source, include_rolled_back, limit)
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return contracts.list_ledger_import_batches(source, include_rolled_back, limit)
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@mcp.tool()
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def rollback_ledger_import_batch(import_batch_id: str, hard_delete: bool = False) -> dict:
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"""Roll back all transactions created by one import batch. Soft-deletes by default."""
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return service.rollback_ledger_import_batch(import_batch_id, hard_delete)
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return contracts.rollback_ledger_import_batch(import_batch_id, hard_delete)
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@mcp.tool()
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def create_category_rule(match_field: str, pattern: str, category: str, subcategory: str = "", transaction_type: str = "", match_type: str = "contains", priority: int = 100, person: str = "", is_fixed: bool | None = None, confidence: float = 1.0, memo: str = "", amount_min: int | None = None, amount_max: int | None = None, day_of_month: int | None = None) -> dict:
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"""Create or update a ledger transaction categorization rule."""
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return service.create_category_rule(match_field, pattern, category, subcategory, transaction_type, match_type, priority, person, is_fixed, confidence, memo, amount_min, amount_max, day_of_month)
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return contracts.create_category_rule(match_field, pattern, category, subcategory, transaction_type, match_type, priority, person, is_fixed, confidence, memo, amount_min, amount_max, day_of_month)
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@mcp.tool()
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def seed_default_category_rules(overwrite: bool = False) -> dict:
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"""Seed default Jarca category rules for common Korean household ledger patterns."""
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return service.seed_default_category_rules(overwrite)
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return contracts.seed_default_category_rules(overwrite)
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@mcp.tool()
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def list_category_rules(active_only: bool = True) -> dict:
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"""List transaction categorization rules."""
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return service.list_category_rules(active_only)
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return contracts.list_category_rules(active_only)
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@mcp.tool()
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def update_category_rule(rule_id: str, match_field: str, pattern: str, category: str, subcategory: str = "", transaction_type: str = "", match_type: str = "contains", priority: int = 100, person: str = "", is_fixed: bool | None = None, confidence: float = 1.0, memo: str = "", amount_min: int | None = None, amount_max: int | None = None, day_of_month: int | None = None, active: bool = True) -> dict:
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"""Update an existing ledger transaction categorization rule."""
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return service.update_category_rule(rule_id, match_field, pattern, category, subcategory, transaction_type, match_type, priority, person, is_fixed, confidence, memo, amount_min, amount_max, day_of_month, active)
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return contracts.update_category_rule(rule_id, match_field, pattern, category, subcategory, transaction_type, match_type, priority, person, is_fixed, confidence, memo, amount_min, amount_max, day_of_month, active)
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@mcp.tool()
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def delete_category_rule(rule_id: str) -> dict:
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"""Delete a transaction categorization rule."""
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return service.delete_category_rule(rule_id)
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return contracts.delete_category_rule(rule_id)
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@mcp.tool()
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|
def preview_categorization(limit: int = 1000, only_uncategorized: bool = True) -> dict:
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|
"""Preview category-rule matches before writing categories to transactions."""
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|
return service.preview_categorization(limit, only_uncategorized)
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|
return contracts.preview_categorization(limit, only_uncategorized)
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@mcp.tool()
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def apply_categorization_rules(limit: int = 1000, only_uncategorized: bool = True) -> dict:
|
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|
"""Apply active category rules to matching ledger transactions."""
|
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|
|
return service.apply_categorization_rules(limit, only_uncategorized)
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|
return contracts.apply_categorization_rules(limit, only_uncategorized)
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@mcp.tool()
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|
def list_uncategorized_transactions(limit: int = 100, min_amount: int = 0) -> dict:
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|
"""List active transactions that still have no category."""
|
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|
return service.list_uncategorized_transactions(limit, min_amount)
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|
return contracts.list_uncategorized_transactions(limit, min_amount)
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@mcp.tool()
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|
def get_uncategorized_merchant_summary(limit: int = 50) -> dict:
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|
|
"""Summarize uncategorized transactions by merchant/raw_summary/type for user review."""
|
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|
return service.get_uncategorized_merchant_summary(limit)
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|
return contracts.get_uncategorized_merchant_summary(limit)
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|
@mcp.tool()
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|
|
def create_ledger_category(category: str, subcategory: str = "", sort_order: int = 100, memo: str = "", cashflow_kind: str = "") -> dict:
|
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|
|
"""Create or reactivate a ledger category/subcategory used by the dashboard and transactions."""
|
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|
|
return service.create_ledger_category(category, subcategory, sort_order, memo, cashflow_kind)
|
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|
|
return contracts.create_ledger_category(category, subcategory, sort_order, memo, cashflow_kind)
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|
@mcp.tool()
|
|
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|
|
def seed_default_ledger_categories(overwrite: bool = False) -> dict:
|
|
|
|
|
"""Seed default ledger categories and subcategories."""
|
|
|
|
|
return service.seed_default_ledger_categories(overwrite)
|
|
|
|
|
return contracts.seed_default_ledger_categories(overwrite)
|
|
|
|
|
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|
|
@mcp.tool()
|
|
|
|
|
def list_ledger_categories(active_only: bool = True, include_usage: bool = True) -> dict:
|
|
|
|
|
"""List ledger categories and subcategories, optionally with usage counts."""
|
|
|
|
|
return service.list_ledger_categories(active_only, include_usage)
|
|
|
|
|
return contracts.list_ledger_categories(active_only, include_usage)
|
|
|
|
|
|
|
|
|
|
@mcp.tool()
|
|
|
|
|
def list_cross_transfer_review_queue(limit: int = 300) -> dict:
|
|
|
|
|
"""List KB↔토스 계좌 이체 확인필요 큐 항목."""
|
|
|
|
|
return service.list_cross_transfer_review_queue(limit)
|
|
|
|
|
return contracts.list_cross_transfer_review_queue(limit)
|
|
|
|
|
|
|
|
|
|
@mcp.tool()
|
|
|
|
|
def preview_cross_account_transfers(limit: int = 500) -> dict:
|
|
|
|
|
"""Preview KB↔토스은행 이체 매칭 후보를 반환합니다."""
|
|
|
|
|
return service.preview_cross_account_transfers(limit)
|
|
|
|
|
return contracts.preview_cross_account_transfers(limit)
|
|
|
|
|
|
|
|
|
|
@mcp.tool()
|
|
|
|
|
def run_cross_account_transfer_match(limit: int = 500) -> dict:
|
|
|
|
|
"""Run KB↔토스은행 자동 이체 매칭 및 태그/분류 반영을 수행합니다."""
|
|
|
|
|
return service.run_cross_account_transfer_match(limit)
|
|
|
|
|
return contracts.run_cross_account_transfer_match(limit)
|
|
|
|
|
|
|
|
|
|
@mcp.tool()
|
|
|
|
|
def delete_ledger_category(category: str, subcategory: str = "", hard_delete: bool = False, force: bool = False) -> dict:
|
|
|
|
|
"""Deactivate or delete a ledger category/subcategory."""
|
|
|
|
|
return service.delete_ledger_category(category, subcategory, hard_delete, force)
|
|
|
|
|
return contracts.delete_ledger_category(category, subcategory, hard_delete, force)
|
|
|
|
|
|
|
|
|
|
def main() -> None:
|
|
|
|
|
mcp.run()
|
|
|
|
|
Jarca