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v0.6.0 — P5 Resources & prompts

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@yuens1002 yuens1002 released this 13 Jun 13:43
26be652

Added

  • MCP resources: bookie://accounts (JSON list of all accounts with current balances) and bookie://reports/{year} (annual fiscal snapshot in markdown: Schedule C, Schedule E, and a one-row-per-month summary table).
  • MCP prompts: monthly-close (guided month-end close workflow), categorize-uncategorized (find and categorize entries lacking an income/expense leg), prepare-tax-summary (generate + export annual Schedule C and E).
  • manage_rules gains action='suggest': scans past income/expense categorizations, groups by normalized description, and returns candidate rules for descriptions appearing 2+ times with no existing rule matching them. Rejects accountId, pattern, id, and priority when action='suggest'.