MCP YNAB Server

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create_transaction

Add a new transaction in YNAB by specifying account ID, amount, payee, and optional details like category and memo through the MCP YNAB Server.

Instructions

Create a new transaction in YNAB.

Input Schema

Name	Required	Description
`account_id`	Yes
`amount`	Yes	Amount in dollars
`category_name`	No
`memo`	No
`payee_name`	Yes

Input Schema (JSON Schema)

{
  "properties": {
    "account_id": {
      "title": "Account Id",
      "type": "string"
    },
    "amount": {
      "description": "Amount in dollars",
      "title": "Amount",
      "type": "number"
    },
    "category_name": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Category Name"
    },
    "memo": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Memo"
    },
    "payee_name": {
      "title": "Payee Name",
      "type": "string"
    }
  },
  "required": [
    "account_id",
    "amount",
    "payee_name"
  ],
  "title": "create_transactionArguments",
  "type": "object"
}

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