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jeangnc

YNAB MCP Server

by jeangnc

list_scheduled_transactions

Retrieve all scheduled or recurring transactions for a specified budget to manage upcoming payments and income.

Instructions

Get all scheduled/recurring transactions for a budget.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budget_idYesThe budget ID

Implementation Reference

  • The core function that executes the tool logic by fetching scheduled transactions from the YNAB API.
    async listScheduledTransactions(budgetId: string) { return this.request<{ scheduled_transactions: any[] }>(`/budgets/${budgetId}/scheduled_transactions`); }
  • The server-side handler case that validates input and calls the client method to execute the tool.
    case "list_scheduled_transactions": { const { budget_id } = BudgetIdSchema.parse(args); result = await client.listScheduledTransactions(budget_id); break; }
  • src/index.ts:256-266 (registration)
    Registers the tool in the tools array provided to the MCP server.
    { name: "list_scheduled_transactions", description: "Get all scheduled/recurring transactions for a budget.", inputSchema: { type: "object" as const, properties: { budget_id: { type: "string", description: "The budget ID" }, }, required: ["budget_id"], }, },
  • Zod schema for input validation used in the tool handler.
    const BudgetIdSchema = z.object({ budget_id: z.string().describe("The budget ID (use 'last-used' for most recent)"), });

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