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.