GetUnapprovedTransactionsTool.ts•2.59 kB
import { z } from "zod";
import * as ynab from "ynab";
export const name = "get_unapproved_transactions";
export const description = "Gets unapproved transactions from a budget. First time pulls last 3 days, subsequent pulls use server knowledge to get only changes.";
export const inputSchema = {
budgetId: z.string().optional().describe("The ID of the budget to fetch transactions for (optional, defaults to the budget set in the YNAB_BUDGET_ID environment variable)"),
};
interface GetUnapprovedTransactionsInput {
budgetId?: string;
}
function getBudgetId(inputBudgetId?: string): string {
const budgetId = inputBudgetId || process.env.YNAB_BUDGET_ID || "";
if (!budgetId) {
throw new Error("No budget ID provided. Please provide a budget ID or set the YNAB_BUDGET_ID environment variable.");
}
return budgetId;
}
export async function execute(input: GetUnapprovedTransactionsInput, api: ynab.API) {
try {
const budgetId = getBudgetId(input.budgetId);
console.log(`Getting unapproved transactions for budget ${budgetId}`);
const response = await api.transactions.getTransactions(
budgetId,
undefined,
ynab.GetTransactionsTypeEnum.Unapproved
);
// Transform the transactions to a more readable format
const transactions = response.data.transactions
.filter((transaction) => !transaction.deleted)
.map((transaction) => ({
id: transaction.id,
date: transaction.date,
amount: (transaction.amount / 1000).toFixed(2), // Convert milliunits to actual currency
memo: transaction.memo,
approved: transaction.approved,
account_name: transaction.account_name,
payee_name: transaction.payee_name,
category_name: transaction.category_name,
transfer_account_id: transaction.transfer_account_id,
transfer_transaction_id: transaction.transfer_transaction_id,
matched_transaction_id: transaction.matched_transaction_id,
import_id: transaction.import_id,
}));
return {
content: [{ type: "text" as const, text: JSON.stringify({
transactions,
transaction_count: transactions.length,
}, null, 2) }]
};
} catch (error) {
console.error(`Error getting unapproved transactions for budget ${input.budgetId || process.env.YNAB_BUDGET_ID}:`);
console.error(JSON.stringify(error, null, 2));
return {
content: [{ type: "text" as const, text: `Error getting unapproved transactions: ${
error instanceof Error ? error.message : JSON.stringify(error)
}` }]
};
}
}