What is Pocketsmith

Pocketsmith is a financial management tool that helps users track their income, expenses, and budgets through a user-friendly interface and advanced forecasting features.

Use cases

Use cases for Pocketsmith include tracking monthly expenses, planning for future financial goals, analyzing spending habits, and managing multiple income sources.

How to use

To use Pocketsmith, users need to sign up for an account, link their bank accounts for automatic transaction imports, and set up budgets and forecasts to manage their finances effectively.

Key features

Key features of Pocketsmith include automatic bank feeds, customizable budgeting, cash flow forecasting, financial reporting, and mobile access for on-the-go management.

Where to use

Pocketsmith is primarily used in personal finance management, budgeting, and financial forecasting across various sectors including individual users, families, and small businesses.

MCP Server

This project is an MCP (Multi-Agent Conversation Protocol) Server for the given OpenAPI URL - https://api.apis.guru/v2/specs/pocketsmith.com/2.0/openapi.json, auto-generated using AG2’s MCP builder.

Prerequisites

• Python 3.9+
• pip and uv

Installation

1. Clone the repository:

   git clone <repository-url>
   cd mcp-server
   

2. Install dependencies:
   The .devcontainer/setup.sh script handles installing dependencies using pip install -e ".[dev]". If you are not using the dev container, you can run this command manually.

   pip install -e ".[dev]"
   

   Alternatively, you can use uv:

   uv pip install --editable ".[dev]"
   

Development

This project uses ruff for linting and formatting, mypy for static type checking, and pytest for testing.

Linting and Formatting

To check for linting issues:

ruff check

To format the code:

ruff format

These commands are also available via the scripts/lint.sh script.

Static Analysis

To run static analysis (mypy, bandit, semgrep):

./scripts/static-analysis.sh

This script is also configured as a pre-commit hook in .pre-commit-config.yaml.

Running Tests

To run tests with coverage:

./scripts/test.sh

This will run pytest and generate a coverage report. For a combined report and cleanup, you can use:

./scripts/test-cov.sh

Pre-commit Hooks

This project uses pre-commit hooks defined in .pre-commit-config.yaml. To install the hooks:

pre-commit install

The hooks will run automatically before each commit.

Running the Server

The MCP server can be started using the mcp_server/main.py script. It supports different transport modes (e.g., stdio, sse).

To start the server (e.g., in stdio mode):

python mcp_server/main.py stdio

The server can be configured using environment variables:

• CONFIG_PATH: Path to a JSON configuration file (e.g., mcp_server/mcp_config.json).
• CONFIG: A JSON string containing the configuration.
• SECURITY: Environment variables for security parameters (e.g., API keys).

Refer to the if __name__ == "__main__": block in mcp_server/main.py for details on how these are loaded.

The tests/test_mcp_server.py file demonstrates how to start and interact with the server programmatically for testing.

Building and Publishing

This project uses Hatch for building and publishing.
To build the project:

hatch build

To publish the project:

hatch publish

These commands are also available via the scripts/publish.sh script.