MCP YNAB Server

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get_transactions_needing_attention

Identify YNAB transactions requiring categorization or approval by filtering based on type and date range. Simplify budget management with focused insights.

Instructions

List transactions that need attention based on specified filter type in a YNAB budget.

Input Schema

Name	Required	Description	Default
`budget_id`	Yes
`days_back`	No	Number of days to look back (default 30, None for all)
`filter_type`	No	Type of transactions to show. One of: 'uncategorized', 'unapproved', 'both'	both

Input Schema (JSON Schema)

{
  "properties": {
    "budget_id": {
      "title": "Budget Id",
      "type": "string"
    },
    "days_back": {
      "anyOf": [
        {
          "type": "integer"
        },
        {
          "type": "null"
        }
      ],
      "default": 30,
      "description": "Number of days to look back (default 30, None for all)",
      "title": "Days Back"
    },
    "filter_type": {
      "default": "both",
      "description": "Type of transactions to show. One of: 'uncategorized', 'unapproved', 'both'",
      "title": "Filter Type",
      "type": "string"
    }
  },
  "required": [
    "budget_id"
  ],
  "title": "get_transactions_needing_attentionArguments",
  "type": "object"
}

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