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YNAB MCP Server

by dgalarza

get_category_spending_summary

Analyze category spending patterns over time to track expenses, view monthly breakdowns, and understand budget performance with visual charts.

Instructions

Get spending summary for a category over a date range.

Args: budget_id: The ID of the budget (use 'last-used' for default budget) category_id: The category ID to analyze since_date: Start date (YYYY-MM-DD format) until_date: End date (YYYY-MM-DD format) include_graph: Include terminal graph visualization (default: True) Returns: JSON string with summary including total spent, average per month, transaction count, monthly breakdown, and optional graph

Input Schema

NameRequiredDescriptionDefault
budget_idYes
category_idYes
include_graphNo
since_dateYes
until_dateYes

Input Schema (JSON Schema)

{ "properties": { "budget_id": { "title": "Budget Id", "type": "string" }, "category_id": { "title": "Category Id", "type": "string" }, "include_graph": { "default": true, "title": "Include Graph", "type": "boolean" }, "since_date": { "title": "Since Date", "type": "string" }, "until_date": { "title": "Until Date", "type": "string" } }, "required": [ "budget_id", "category_id", "since_date", "until_date" ], "type": "object" }

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