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YNAB MCP Server

by jeangnc

get_transaction

Retrieve detailed information about a specific transaction in YNAB by providing the budget ID and transaction ID.

Instructions

Get detailed information about a specific transaction.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budget_idYesThe budget ID
transaction_idYesThe transaction ID

Implementation Reference

  • The core handler function in YNABClient that fetches the specific transaction from the YNAB API using the provided budgetId and transactionId.
    async getTransaction(budgetId: string, transactionId: string) { return this.request<{ transaction: any }>(`/budgets/${budgetId}/transactions/${transactionId}`); }
  • Zod schema used for input validation of budget_id and transaction_id parameters.
    const TransactionSchema = z.object({ budget_id: z.string().describe("The budget ID"), transaction_id: z.string().describe("The transaction ID"), });
  • src/index.ts:233-244 (registration)
    Tool registration in the tools array, defining name, description, and input schema for MCP server.
    { name: "get_transaction", description: "Get detailed information about a specific transaction.", inputSchema: { type: "object" as const, properties: { budget_id: { type: "string", description: "The budget ID" }, transaction_id: { type: "string", description: "The transaction ID" }, }, required: ["budget_id", "transaction_id"], }, },
  • Dispatch handler in the main CallToolRequestSchema handler that validates args and invokes the getTransaction method.
    case "get_transaction": { const { budget_id, transaction_id } = TransactionSchema.parse(args); result = await client.getTransaction(budget_id, transaction_id); break; }

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