You Need A Budget (YNAB) MCP

MIT License

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lookup-entity-by-id

Retrieve detailed information about an account, category, or payee in YNAB by specifying its ID. Use this tool to identify entities when only their ID is known.

Instructions

Look up the name and details of a specific account, category, or payee by its ID. A utility for when you have an ID but need the full context.

Input Schema

Name	Required	Description
`budget_id`	No	The ID of the budget. If not provided, the default budget will be used.
`entity_id`	Yes	The ID of the entity to look up.
`entity_type`	Yes	The type of entity to look up.

Input Schema (JSON Schema)

{
  "$defs": {
    "EntityType": {
      "enum": [
        "account",
        "category",
        "payee"
      ],
      "title": "EntityType",
      "type": "string"
    }
  },
  "properties": {
    "budget_id": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "description": "The ID of the budget. If not provided, the default budget will be used.",
      "title": "Budget Id"
    },
    "entity_id": {
      "description": "The ID of the entity to look up.",
      "title": "Entity Id",
      "type": "string"
    },
    "entity_type": {
      "$ref": "#/$defs/EntityType",
      "description": "The type of entity to look up."
    }
  },
  "required": [
    "entity_type",
    "entity_id"
  ],
  "title": "LookupEntityByIdInput",
  "type": "object"
}

Install Server

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