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feat(mcp): add get_recurring_transactions tool - #28

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eshaffer321 merged 1 commit into
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feat/mcp-recurring-transactions
Oct 8, 2026
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eshaffer321 merged 1 commit into
mainfrom
feat/mcp-recurring-transactions

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Summary

  • Adds a get_recurring_transactions MCP tool that wraps Recurring.List / ListWithDateRange. It returns merchant, amount, frequency, next date, category, account, and the isActive/isApproximate flags.
  • startDate and endDate are optional (YYYY-MM-DD). With no dates it covers the next 30 days.
  • Gitignores the cmd/mcp-server/mcp-server build output and the local .codex/ agent config, which can contain tokens.
  • Adds a CHANGELOG entry under Unreleased.

Testing

  • go build ./..., go vet (mcp-server), and go test ./pkg/monarch/... all pass.
  • The MCP server tests pass with MONARCH_TOKEN unset (integration tests skip).
  • The integration test TestGetRecurringTransactionsTool follows the same live-API pattern as the existing tool tests. It has not been run against the live API this round because the local token has expired. Please re-run it with a fresh token before merging.

Notes

  • If you pass endDate without startDate, it's ignored and you get the 30-day default.
  • After merge, tag a minor release (v2.2.0) per CLAUDE.md.

Expose Recurring.List/ListWithDateRange via the MCP server with optional
startDate/endDate (defaults to the next 30 days). Also gitignore the
mcp-server build output and local .codex/ agent config.
@eshaffer321
eshaffer321 merged commit dc93733 into main Oct 8, 2026
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@eshaffer321
eshaffer321 deleted the feat/mcp-recurring-transactions branch October 8, 2026 02:14
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