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Add Skill install tab + MCP publishing docs + debug scripts - #5

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Winxton merged 4 commits into
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winston/skill-tab-and-debug-scripts
Apr 26, 2026
Merged

Add Skill install tab + MCP publishing docs + debug scripts#5
Winxton merged 4 commits into
mainfrom
winston/skill-tab-and-debug-scripts

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@Winxton

@Winxton Winxton commented Apr 24, 2026

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Summary

  • Skill install flow — new /api/skill endpoint serves skill/SKILL.md; adds a "Skill" tab on /connect with install instructions.
  • MCP publish docs — new docs/mcp-server.md walks through the npm + MCP registry publishing flow for @openfinance-sh/mcp.
  • Gitignores .mcp.json since local copies embed dev API keys.

Test plan

  • Dev server comes up with new skill route: curl http://localhost:3000/api/skill returns the SKILL.md content
  • Visit /connect and click the "Skill" tab — verify SKILL.md renders and copy buttons work
  • Verify .mcp.json stays local (not tracked after git status)

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Project Deployment Actions Updated (UTC)
openfinance-client Ready Ready Preview, Comment Apr 26, 2026 11:39pm

- /api/skill route serves skill/SKILL.md (server/src/routes/skill.ts,
  wired in server/src/index.ts and copied in Dockerfile).
- "Skill" tab on /connect fetches SKILL.md and shows client-specific
  install instructions for Claude Code, Claude.ai/Desktop, and other
  agents.
- docs/mcp-server.md documents the mcp-server npm + registry publish
  flow.
- server/src/scripts/: check-sync, debug-sync, fake-sync-error,
  get-accounts, test-disconnect-email for ad-hoc account/sync
  investigation (used today to diagnose the DBOS scheduler stall).
- Gitignore .mcp.json since local copies embed dev API keys.
- Removed the skillClient state and simplified the Skill installation tab.
- Updated the tab structure to focus on "claude" and "skill" options.
- Enhanced installation instructions for skills, emphasizing the use of SKILL.md and the OPENFINANCE_API_KEY environment variable.
- Improved UI layout for better clarity and user experience.
- Added comprehensive tests for the QuilttService.syncTransactions method, including setup and teardown for user and account connections.
- Refactored account upsert logic into a dedicated method, upsertAccountsFromConnection, to streamline account handling during synchronization.
- Improved handling of account states during initial sync, ensuring accounts are correctly upserted even if the initial sync returns empty data.
@Winxton
Winxton merged commit babc7c4 into main Apr 26, 2026
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@Winxton
Winxton deleted the winston/skill-tab-and-debug-scripts branch April 26, 2026 23:39
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