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YNAB MCP Server

by jeangnc

get_category

Retrieve current month data and details for a specific YNAB budget category to monitor spending and track financial goals.

Instructions

Get detailed information about a specific category including current month data.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budget_idYesThe budget ID
category_idYesThe category ID

Implementation Reference

  • The core handler function in YNABClient that performs the HTTP request to retrieve category details from the YNAB API.
    async getCategory(budgetId: string, categoryId: string) { return this.request<{ category: any }>(`/budgets/${budgetId}/categories/${categoryId}`); }
  • Zod schema for validating input parameters (budget_id and category_id) used for the get_category tool.
    const CategorySchema = z.object({ budget_id: z.string().describe("The budget ID"), category_id: z.string().describe("The category ID"), });
  • src/index.ts:205-216 (registration)
    Tool definition registration in the tools array provided to list_tools request handler, including name, description, and input schema.
    { name: "get_category", description: "Get detailed information about a specific category including current month data.", inputSchema: { type: "object" as const, properties: { budget_id: { type: "string", description: "The budget ID" }, category_id: { type: "string", description: "The category ID" }, }, required: ["budget_id", "category_id"], }, },
  • src/index.ts:343-347 (registration)
    Dispatch and execution logic in the CallToolRequestSchema handler: parses args with CategorySchema and invokes the getCategory handler.
    case "get_category": { const { budget_id, category_id } = CategorySchema.parse(args); result = await client.getCategory(budget_id, category_id); break; }

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