v0.3.2 — uvx fix

Fixes the broken uvx monarch-mcp-jamiew install (async entry point was never awaited) and rewrites the install docs to be uvx-first across Claude Desktop, Claude Code, and Codex.

v0.3.1

Packaging and publishing setup.

• MIT LICENSE
• PyPI package: monarch-mcp-jamiew (hatchling build, ~24KB wheel)
• MCP Registry manifest (server.json, 2025-12-11 schema)
• GitHub Actions workflow for auto-publish to PyPI on release
• Renamed package from monarch-money-mcp to monarch-mcp-jamiew
• Fixed repo URLs to match jamiew/monarch-mcp
• Local CI script: uv run python scripts/ci.py
• All deps bumped to latest

v0.3.0

a large rewrite of the MCP server with new tooling, testing, and observability.

Highlights

• MCP tool annotations — all 19 tools now declare read/write intent (READONLY, WRITE_IDEMPOTENT, WRITE_CREATE, etc.)
• MCP resources & prompts — 3 resources (categories, accounts, institutions) and 4 guided prompts (spending analysis, budget review, financial health check, transaction categorization)
• Log analyzer & session evaluator — scripts/analyze_logs.py and scripts/eval_session.py for measuring token usage and identifying optimization opportunities
• Token-optimized responses — compact categories (just id+name), lean bulk update responses, smarter compact transaction format
• Local CI script — uv run python scripts/ci.py runs the same checks as GitHub Actions

Server changes

• Consolidated logging — removed redundant analytics tracking, simplified to structlog
• Deleted ~200 lines of dead code (unused Pydantic models, duplicate helpers)
• Bulk transaction updates return compact {transaction_id, status} instead of echoing full objects
• get_transaction_categories returns compact {id, name} pairs by default (verbose=True for full)
• Compact transactions now include categoryId, only include pending/notes when present

Testing & CI

• 151 tests across 13 test files (up from ~70)
• GitHub Actions CI on Python 3.10–3.13 (ruff, mypy, pytest)
• Ruff linting and formatting enforced
• Code review workflow with sticky comments

Dependencies

• mcp 1.18 → 1.26
• monarchmoneycommunity 1.2 → 1.3
• pytest 8 → 9
• starlette 0.48 → 0.52, typer 0.19 → 0.24, uvicorn 0.38 → 0.41
• All deps bumped to latest

Docs

• README rewritten — cleaner structure, proper fork attribution to @colvint and @hammem
• PII policy added to CLAUDE.md — no real financial data in code or docs
• All examples use anonymized data

v0.2.0

What's New

Critical Fix: API Endpoint Update

Monarch Money changed their API endpoint from api.monarchmoney.com to api.monarch.com, breaking the official monarchmoney library. This release switches to the community-maintained fork monarchmoneycommunity which has the fix.

New Features

• Integration tests - Real API connectivity tests that auto-skip when credentials aren't available
• Health check script - Quick way to verify API connectivity: uv run scripts/health_check.py
• Improved documentation - .env setup guide and development workflow docs

Changes

• Switch from monarchmoney to monarchmoneycommunity (git dependency)
• Upgrade to gql 4.0 (required by community fork)
• Add tests/test_integration.py with pytest-based health checks
• Add scripts/health_check.py for standalone connectivity testing
• Update README with environment variable documentation

Testing

# Quick health check
uv run scripts/health_check.py

# Run integration tests (requires .env with credentials)
uv run pytest tests/test_integration.py -v

Full Changelog: https://github.com/jamiew/monarch-money-mcp/commits/v0.2.0