Release v0.3.0

Welcome to the Moneydance MCP Bridge (v0.3.0)

This release enables AI agents to securely interact with your Moneydance financial data.

Getting Started

• User Guide: Installation and configuration instructions.
• Privacy & Security: Learn how your data is handled.

What's Changed

[0.3.0] - 2026-05-19

Changed

• Accuracy: Migrated the get_net_worth implementation to use the native Moneydance SDK NetWorthCalculator class, aligning the calculation logic with the official desktop application and updating the schema to support standard calculation options.

Fixed

• Stability: Resolved Claude Desktop startup hangs by implementing robust SIGTERM/SIGINT process cleanup handlers in the mcp-proxy.mjs wrapper.
• Stability: Increased proxy HTTP timeout to 60 seconds to prevent early boot failures during JVM warmup.

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See the full Changelog for details on all versions.

Included Assets

• mcpserver.mxt: The Moneydance extension.
• subscription-finder.zip: AI Skill package for auditing recurring payments.

Release v0.2.0

Welcome to the Moneydance MCP Bridge (v0.2.0)

This release enables AI agents to securely interact with your Moneydance financial data.

Getting Started

• User Guide: Installation and configuration instructions.
• Privacy & Security: Learn how your data is handled.

What's Changed

[0.2.0] - 2026-05-15

Added

• Account Management: Added historical balance support and metadata visibility to get_accounts.
• Portfolio Analytics: Implemented get_security_performance for ROI, cost basis, and gain/loss analysis.
• Transaction Intelligence: Enhanced filtering and split-transaction breakdown support.

Changed

• SDK Hardening: Full migration to native SDK primitives (AccountIterator, TxnSearch) for improved reliability and performance.
• Documentation: Standardized User Guide and added Privacy & Security compliance details.

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See the full Changelog for details on all versions.

Included Assets

• mcpserver.mxt: The Moneydance extension.
• subscription-finder.zip: AI Skill package for auditing recurring payments.

Release v0.1.0

🚀 Welcome to the Moneydance MCP Bridge (v0.1.0)

This release enables AI agents to securely interact with your Moneydance financial data.

📖 Getting Started

• User Guide: Installation and configuration instructions.
• Privacy & Security: Learn how your data is handled.

📦 Included Assets

• mcpserver.mxt: The Moneydance extension.
• subscription-finder.zip: AI Skill package for auditing recurring payments.