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jeangnc

YNAB MCP Server

by jeangnc

get_month

Retrieve detailed budget information for a specific month, including all category balances, to analyze spending and track financial progress.

Instructions

Get detailed budget information for a specific month including all category balances.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budget_idYesThe budget ID
monthYesThe budget month (YYYY-MM-01)

Implementation Reference

  • MCP tool handler for 'get_month': parses arguments using MonthSchema and invokes the YNABClient.getMonth method.
    case "get_month": { const { budget_id, month } = MonthSchema.parse(args); result = await client.getMonth(budget_id, month); break; }
  • YNABClient method implementing the core logic: fetches the specific month's budget data from the YNAB API.
    async getMonth(budgetId: string, month: string) { return this.request<{ month: any }>(`/budgets/${budgetId}/months/${month}`); }
  • Zod schema used to validate and parse input arguments for the get_month tool.
    const MonthSchema = z.object({ budget_id: z.string().describe("The budget ID"), month: z.string().describe("The budget month in ISO format (YYYY-MM-01)"), });
  • src/index.ts:278-289 (registration)
    Registers the 'get_month' tool in the MCP tools list, including name, description, and JSON input schema.
    { name: "get_month", description: "Get detailed budget information for a specific month including all category balances.", inputSchema: { type: "object" as const, properties: { budget_id: { type: "string", description: "The budget ID" }, month: { type: "string", description: "The budget month (YYYY-MM-01)" }, }, required: ["budget_id", "month"], }, },

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