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jeangnc

YNAB MCP Server

by jeangnc

list_payees

Retrieve all payees associated with a specific budget to track spending sources and manage transaction categorization.

Instructions

Get all payees for a budget.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budget_idYesThe budget ID

Implementation Reference

  • The core handler function in the YNABClient class that fetches the list of payees for a given budget ID from the YNAB API.
    async listPayees(budgetId: string) { return this.request<{ payees: any[] }>(`/budgets/${budgetId}/payees`); }
  • Zod schema for validating the budget_id input parameter used in the list_payees tool.
    const BudgetIdSchema = z.object({ budget_id: z.string().describe("The budget ID (use 'last-used' for most recent)"), });
  • src/index.ts:245-255 (registration)
    The tool registration object defining the name, description, and JSON input schema for the 'list_payees' tool in the list of available tools.
    { name: "list_payees", description: "Get all payees for a budget.", inputSchema: { type: "object" as const, properties: { budget_id: { type: "string", description: "The budget ID" }, }, required: ["budget_id"], }, },
  • The switch case in the MCP CallToolRequest handler that parses arguments using BudgetIdSchema and calls the listPayees method.
    case "list_payees": { const { budget_id } = BudgetIdSchema.parse(args); result = await client.listPayees(budget_id); break; }

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