Fix local build

README.md

@@ -1,6 +1,6 @@
 # PocketSmith MCP Server
 
-*Generated from [cyanheads/mcp-ts-template](https://github.com/cyanheads/mcp-ts-template)*
+_Generated from [cyanheads/mcp-ts-template](https://github.com/cyanheads/mcp-ts-template)_
 
 An MCP (Model Context Protocol) server for managing budgets via the PocketSmith API.
 
@@ -13,12 +13,14 @@ Built on the [cyanheads/mcp-ts-template](https://github.com/cyanheads/mcp-ts-tem
 **⚠️ CRITICAL**: This server provides full access to your PocketSmith financial data. Please read our complete [Security Guide](SECURITY.md) before installation.
 
 ### Security Quick Start
+
 - This server handles **highly sensitive financial data**
 - Your PocketSmith API key provides **complete access** to your financial accounts
 - Only use with **trusted MCP clients** and secure configurations
 - **Enable confirmation prompts** for all financial operations
 
 ### Essential Security Checklist
+
 - [ ] Read the complete [SECURITY.md](SECURITY.md) documentation
 - [ ] Store API key in secure environment variables only
 - [ ] Use stdio transport for single-user scenarios
@@ -30,19 +32,29 @@ Built on the [cyanheads/mcp-ts-template](https://github.com/cyanheads/mcp-ts-tem
 
 ## Quick Start
 
-1. **Install dependencies**:
+1. Clone `pocketsmith-ts` to `../pocketsmith-ts`
+
    ```bash
+   git clone https://github.com/joho/pocketsmith-ts.git
+   cd pocketsmith-ts
    npm install
    ```
 
-2. **Set up environment**: Copy `.env.example` to `.env` and add your PocketSmith API key
+2. **Install dependencies in this repo**:
+
+   ```bash
+   npm install
+   ```
+
+3. **Set up environment**: Copy `.env.example` to `.env` and add your PocketSmith API key
+
+4. **Build**:
 
-3. **Build**: 
    ```bash
    npm run build
    ```
 
-4. **Run**:
+5. **Run**:
    ```bash
    npm run start:stdio  # For MCP clients
    npm run start:http   # For web applications
@@ -51,42 +63,51 @@ Built on the [cyanheads/mcp-ts-template](https://github.com/cyanheads/mcp-ts-tem
 ## Available Tools
 
 ### Account Management
+
 - `get_accounts` - View account balances and information
 - `get_user_summary` - Comprehensive financial overview
 
-### Transaction Management  
+### Transaction Management
+
 - `get_transactions` - Search and filter transactions with advanced criteria
 - `get_transaction` - Get detailed information about a specific transaction
 - `create_transaction` - Add new transactions with categories and notes
 - `update_transaction` - Modify existing transactions (change payee, amount, category, etc.)
 - `delete_transaction` - Remove transactions (with confirmation)
 
 ### Category Management
-- `get_categories` - View spending categories and hierarchies  
+
+- `get_categories` - View spending categories and hierarchies
 - `create_category` - Add new spending categories with colors and parent relationships
 - `update_category` - Modify existing categories (rename, recolor, reparent)
 
 ### Budget Analysis
+
 - `get_budgets` - Analyze budget vs actual spending performance
 - `get_budget_summary` - Detailed budget analysis with period breakdowns
 
 ### Recurring Events
+
 - `get_recurring_events` - View scheduled/recurring transactions and income
 
 ### Attachments & Receipts
+
 - `get_transaction_attachments` - View attachments for specific transactions
 - `get_user_attachments` - View all user attachments across transactions
 - `create_transaction_attachment` - Add receipts and documents to transactions
 
 ### Categorization Rules
+
 - `get_category_rules` - View automatic categorization rules
 - `create_category_rule` - Create rules for auto-categorizing transactions
 
 ### Account Details
+
 - `get_account_transactions` - Get transactions for specific accounts
 - `get_transaction_accounts` - Detailed transaction account information
 
 ### System Information
+
 - `get_currencies` - View supported currencies and their formats
 - `get_institutions` - View connected financial institutions
 
@@ -110,13 +131,13 @@ For Claude Desktop or other MCP clients:
 
 ---
 
-*Built with ❤️ and the [Model Context Protocol](https://modelcontextprotocol.io/)*
+_Built with ❤️ and the [Model Context Protocol](https://modelcontextprotocol.io/)_
 
 ---
 
 # 🚀 Original MCP TypeScript Template Documentation
 
-*The following documentation is from the original [cyanheads/mcp-ts-template](https://github.com/cyanheads/mcp-ts-template):*
+_The following documentation is from the original [cyanheads/mcp-ts-template](https://github.com/cyanheads/mcp-ts-template):_
 
 [![TypeScript](https://img.shields.io/badge/TypeScript-^5.8.3-blue.svg)](https://www.typescriptlang.org/)
 [![Model Context Protocol SDK](https://img.shields.io/badge/MCP%20SDK-^1.15.1-green.svg)](https://github.com/modelcontextprotocol/typescript-sdk)