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YNAB MCP Server

by dgalarza

update_category

Modify YNAB budget categories by renaming, adding notes, moving between groups, or updating goal targets to maintain accurate financial organization.

Instructions

Update a category's properties (rename, change note, move to different group, or update goal target).

Args: budget_id: The ID of the budget (use 'last-used' for default budget) category_id: The category ID to update name: New name for the category (optional) note: New note for the category (optional) category_group_id: Move to a different category group ID (optional) goal_target: New goal target amount - only works if category already has a goal configured (optional) Returns: JSON string with the updated category

Input Schema

NameRequiredDescriptionDefault
budget_idYes
category_group_idNo
category_idYes
goal_targetNo
nameNo
noteNo

Input Schema (JSON Schema)

{ "properties": { "budget_id": { "title": "Budget Id", "type": "string" }, "category_group_id": { "default": null, "title": "Category Group Id", "type": "string" }, "category_id": { "title": "Category Id", "type": "string" }, "goal_target": { "default": null, "title": "Goal Target", "type": "number" }, "name": { "default": null, "title": "Name", "type": "string" }, "note": { "default": null, "title": "Note", "type": "string" } }, "required": [ "budget_id", "category_id" ], "type": "object" }

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