manage-financial-overview

Retrieve, update, or refresh a financial overview including account balances, goals, and context notes. Ideal for budget analysis and management.

Instructions

Get, update, or refresh a high-level financial overview. This is the best starting point for any analysis, providing account balances, goals, and important context notes.

Input Schema

Name	Required	Description
`action`	Yes	The action to perform.
`budget_id`	No	The ID of the budget. If not provided, the default budget will be used.
`data`	No	The new data for the section. Required for 'update' action.
`section`	No	The section to update (e.g., 'goals', 'action_items'). Required for 'update' action.

Input Schema (JSON Schema)

{
  "$defs": {
    "ManageFinancialOverviewAction": {
      "enum": [
        "get",
        "update",
        "refresh"
      ],
      "title": "ManageFinancialOverviewAction",
      "type": "string"
    }
  },
  "properties": {
    "action": {
      "$ref": "#/$defs/ManageFinancialOverviewAction",
      "description": "The action to perform."
    },
    "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"
    },
    "data": {
      "anyOf": [
        {
          "additionalProperties": true,
          "type": "object"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "description": "The new data for the section. Required for 'update' action.",
      "title": "Data"
    },
    "section": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "description": "The section to update (e.g., 'goals', 'action_items'). Required for 'update' action.",
      "title": "Section"
    }
  },
  "required": [
    "action"
  ],
  "title": "ManageFinancialOverviewInput",
  "type": "object"
}

You Need A Budget (YNAB) MCP

manage-financial-overview

Instructions

Input Schema

Input Schema (JSON Schema)

Other Tools from You Need A Budget (YNAB) MCP

Related Tools

MCP directory API