v0.17.3

• Says when macOS blocks the vault. Banktivity 10's library is protected app
  data. Run from Claude Desktop, the server was refused access and reported "no
  Banktivity 10 vault found". It now reports that macOS blocked access and points
  to Full Disk Access. The README explains the permission.
• License. Work by david00769 after commit 9bcd5d2 is under the PolyForm
  Noncommercial License 1.0.0, with commercial licenses available from
  david00769. Everything up to that commit, including every release through
  v0.17.2, stays MIT, and so does every credited contribution. See LICENSE.

Install

Download banktivity-swift-mcp-v0.17.3-macos-universal.tar.gz below
(Apple Silicon and Intel), check it against the .sha256 file, then:

tar xzf banktivity-swift-mcp-v*-macos-universal.tar.gz
xattr -d com.apple.quarantine banktivity-cli banktivity-mcp 2>/dev/null || true
mv banktivity-cli banktivity-mcp ~/.local/bin/

For Claude Desktop, download banktivity-swift-mcp-v0.17.3-macos-universal.mcpb
instead and open it to install the server as an extension.

The binaries are ad-hoc signed, not notarized, so macOS quarantines a
downloaded copy until the xattr line clears it. Or build from source:
git clone https://github.com/david00769/banktivity-swift-mcp.git && cd banktivity-swift-mcp && make install.

Contributors whose work is in this release are credited in
ACKNOWLEDGEMENTS.md.

v0.17.2

• Finds your Banktivity 10 vault. With BANKTIVITY_FILE_PATH (and
  --vault) unset or empty, the server and CLI use the vault in Banktivity
  10's library, ~/Library/Group Containers/group.com.iggsoftware.banktivity.library/IGGFinance/production/Documents/<vault id>/,
  when it holds exactly one; with several they list them. The Claude Desktop
  extension's vault path is now optional, and its example pointed at a folder
  Banktivity 10 does not use. A path that is a folder rather than a .bank8
  now gets an error listing the vaults inside it, and ~ is expanded.

Install

Download banktivity-swift-mcp-v0.17.2-macos-universal.tar.gz below
(Apple Silicon and Intel), check it against the .sha256 file, then:

tar xzf banktivity-swift-mcp-v*-macos-universal.tar.gz
xattr -d com.apple.quarantine banktivity-cli banktivity-mcp 2>/dev/null || true
mv banktivity-cli banktivity-mcp ~/.local/bin/

For Claude Desktop, download banktivity-swift-mcp-v0.17.2-macos-universal.mcpb
instead and open it to install the server as an extension.

The binaries are ad-hoc signed, not notarized, so macOS quarantines a
downloaded copy until the xattr line clears it. Or build from source:
git clone https://github.com/david00769/banktivity-swift-mcp.git && cd banktivity-swift-mcp && make install.

Contributors whose work is in this release are credited in
ACKNOWLEDGEMENTS.md.

v0.17.1

• Claude Desktop extension and MCP Registry. Each release now has an MCP
  Bundle, banktivity-swift-mcp-vX.Y.Z-macos-universal.mcpb, that installs
  banktivity-mcp in Claude Desktop and asks for the vault path (and an
  optional read-only switch). make mcpb builds it. The release workflow
  publishes the server to the official MCP Registry as
  io.github.david00769/banktivity-swift-mcp (server.json). glama.json
  names the maintainer for the Glama directory.
• uncategorized list can include transfers. --exclude-transfers
  defaulted to on with no way to turn it off, so the CLI always hid transfers
  (the get_uncategorized_transactions tool did not), and a debug build
  refused to parse the command at all. --no-exclude-transfers now includes
  them; the default is unchanged.

Install

Download banktivity-swift-mcp-v0.17.1-macos-universal.tar.gz below
(Apple Silicon and Intel), check it against the .sha256 file, then:

tar xzf banktivity-swift-mcp-v*-macos-universal.tar.gz
xattr -d com.apple.quarantine banktivity-cli banktivity-mcp 2>/dev/null || true
mv banktivity-cli banktivity-mcp ~/.local/bin/

For Claude Desktop, download banktivity-swift-mcp-v0.17.1-macos-universal.mcpb
instead and open it to install the server as an extension.

The binaries are ad-hoc signed, not notarized, so macOS quarantines a
downloaded copy until the xattr line clears it. Or build from source:
git clone https://github.com/david00769/banktivity-swift-mcp.git && cd banktivity-swift-mcp && make install.

Contributors whose work is in this release are credited in
ACKNOWLEDGEMENTS.md.

v0.17.0

This release takes work from other people's forks, each credited below and in
ACKNOWLEDGEMENTS.md, plus fixes found while testing it.

• Core Data can no longer rewrite Banktivity's database (Peter Baker).
  Core Data's automatic migration is turned off, and the vault's model files are
  read in a fixed order. Before, if the model didn't match what Banktivity had
  written, Core Data "migrated" the store by dropping and recreating tables. One
  line-items update emptied the security price table (40,459 rows) and
  reported success. Now a mismatch stops the vault from opening.
• Safe installs (Peter Baker). make install and the new
  make install-fast write the binary under a temporary name, sign it, then
  rename it into place. Copying over a running banktivity-mcp used to get it
  killed by macOS ("Code Signature Invalid"). make verify checks that both
  installed binaries run. The Makefile also works with only Xcode's Command
  Line Tools installed.
• See what the bank sent (tool by producethis). The new
  get_line_item_source tool and line-items source <id> command show the raw
  imported record for a line item: description, source (for example Plaid),
  identifier and timestamps. This is what Banktivity's "Imported Transaction
  Details" shows. A manual entry returns an empty list.
• Transaction types on create (Roberto Michelena). transactions create
  and create_transaction take an optional type. Without one, the type is
  worked out from the bank and card lines: two or more accounts make a Transfer
  (fee and currency transfers included), otherwise money out is a Withdrawal and
  money in is a Deposit. Before, every new transaction got whichever type
  the database happened to return first, often "Return Of Capital". Only check, deposit,
  transfer and withdrawal can be named, because buys and dividends need a
  security; use securities create-trade and create-income for those.
• accounts update and the update_account tool (Peter Baker). Rename
  an account, change its type, or hide it. Categories are refused, and a new type
  must stay on the same side of the investment line: a checking account can't
  become a brokerage account, or the reverse. accounts create and
  accounts update now share one list of type names. equity is gone from that
  list; creating an equity account never worked.
• Optional HTTP server (Peter Baker). Set BANKTIVITY_HTTP_PORT to run one
  long-lived server on 127.0.0.1 instead of one stdio process per client.
  BANKTIVITY_HTTP_PATH changes the path (default /mcp). Leave it unset for
  the usual stdio mode. The server checks each request's origin, refuses
  malformed, oversized or chunked requests, and handles several clients
  connecting at once.
• A flaky test crash is fixed for good. Two test suites touched Core Data off
  the main thread, which crashed the run now and then. They now run on the main
  actor. A new test, MainActorSuiteGuardTests, fails the run if any future
  suite forgets.
• CI and releases. Every push builds and tests the code on GitHub, and
  pushing a version tag publishes a release with a universal download.

Install

Download banktivity-swift-mcp-v0.17.0-macos-universal.tar.gz below
(Apple Silicon and Intel), check it against the .sha256 file, then:

tar xzf banktivity-swift-mcp-v*-macos-universal.tar.gz
xattr -d com.apple.quarantine banktivity-cli banktivity-mcp 2>/dev/null || true
mv banktivity-cli banktivity-mcp ~/.local/bin/

The binaries are ad-hoc signed, not notarized, so macOS quarantines a
downloaded copy until the xattr line clears it. Or build from source:
git clone https://github.com/david00769/banktivity-swift-mcp.git && cd banktivity-swift-mcp && make install.

Contributors whose work is in this release are credited in
ACKNOWLEDGEMENTS.md.