manage-payees

manage-payees

Merge and standardize multiple payee names into a single name to streamline and organize budgeting data in YNAB. Simplify payee management by consolidating duplicates or variants.

Instructions

Merge multiple payee names into a single name. Use this to clean up payee data, for example, by renaming 'STARBUCKS #123' and 'Starbucks Coffee' to just 'Starbucks'.

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.
`name`	No	The new name for the payees. Required for 'rename' action.
`payee_ids`	Yes	The IDs of the payees to affect.

Input Schema (JSON Schema)

{
  "$defs": {
    "ManagePayeesAction": {
      "enum": [
        "rename"
      ],
      "title": "ManagePayeesAction",
      "type": "string"
    }
  },
  "properties": {
    "action": {
      "$ref": "#/$defs/ManagePayeesAction",
      "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"
    },
    "name": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "description": "The new name for the payees. Required for 'rename' action.",
      "title": "Name"
    },
    "payee_ids": {
      "description": "The IDs of the payees to affect.",
      "items": {
        "type": "string"
      },
      "title": "Payee Ids",
      "type": "array"
    }
  },
  "required": [
    "action",
    "payee_ids"
  ],
  "title": "ManagePayeesInput",
  "type": "object"
}

You Need A Budget (YNAB) MCP

Instructions

Input Schema

Input Schema (JSON Schema)

Other Tools from You Need A Budget (YNAB) MCP

Related Tools

MCP directory API