YNAB MCP

/** * YNAB Payees API operations * Handles payee listing and retrieval */ const { API } = require('ynab'); const { logger } = require('../utils/logger'); const { tokenManager } = require('../auth/tokenManager'); const { ValidationError, NotFoundError } = require('../utils/errorHandler'); const { rateLimiter } = require('../utils/rateLimit'); /** * List all payees in a budget * @param {object} params - Parameters with email and budgetId * @returns {Promise<object>} List of payees */ async function listPayees(params) { if (!params.email) { throw new ValidationError('Email parameter is required'); } if (!params.budgetId) { throw new ValidationError('Budget ID parameter is required'); } // Get fresh access token const accessToken = await tokenManager.getFreshAccessToken(params.email); // Create YNAB API instance const ynabAPI = new API(accessToken); // Use rate limiter to handle YNAB API limits return await rateLimiter.executeWithRateLimit(params.email, async () => { logger.info(`Listing payees for budget ${params.budgetId} for ${params.email}`); try { const response = await ynabAPI.payees.getPayees(params.budgetId); const payees = response.data.payees; // Format the response return { payees: payees .filter(payee => !payee.deleted) .map(payee => ({ id: payee.id, name: payee.name, transfer_account_id: payee.transfer_account_id, deleted: payee.deleted })), server_knowledge: response.data.server_knowledge }; } catch (error) { // Check for 404 error if (error.error && error.error.id === '404') { throw new NotFoundError(`Budget with ID ${params.budgetId} not found`); } // Re-throw other errors throw error; } }); } /** * Get details of a specific payee * @param {object} params - Parameters with email, budgetId, and payeeId * @returns {Promise<object>} Payee details */ async function getPayee(params) { if (!params.email) { throw new ValidationError('Email parameter is required'); } if (!params.budgetId) { throw new ValidationError('Budget ID parameter is required'); } if (!params.payeeId) { throw new ValidationError('Payee ID parameter is required'); } // Get fresh access token const accessToken = await tokenManager.getFreshAccessToken(params.email); // Create YNAB API instance const ynabAPI = new API(accessToken); // Use rate limiter to handle YNAB API limits return await rateLimiter.executeWithRateLimit(params.email, async () => { logger.info(`Getting payee ${params.payeeId} for budget ${params.budgetId}`); try { const response = await ynabAPI.payees.getPayeeById( params.budgetId, params.payeeId ); const payee = response.data.payee; // Return payee details return { id: payee.id, name: payee.name, transfer_account_id: payee.transfer_account_id, deleted: payee.deleted }; } catch (error) { // Check for 404 error if (error.error && error.error.id === '404') { throw new NotFoundError( `Payee with ID ${params.payeeId} not found in budget ${params.budgetId}` ); } // Re-throw other errors throw error; } }); } /** * Get transactions for a specific payee * @param {object} params - Parameters with email, budgetId, and payeeId * @returns {Promise<object>} List of transactions for the payee */ async function getPayeeTransactions(params) { if (!params.email) { throw new ValidationError('Email parameter is required'); } if (!params.budgetId) { throw new ValidationError('Budget ID parameter is required'); } if (!params.payeeId) { throw new ValidationError('Payee ID parameter is required'); } // Get fresh access token const accessToken = await tokenManager.getFreshAccessToken(params.email); // Create YNAB API instance const ynabAPI = new API(accessToken); // Use rate limiter to handle YNAB API limits return await rateLimiter.executeWithRateLimit(params.email, async () => { logger.info(`Getting transactions for payee ${params.payeeId} in budget ${params.budgetId}`); try { // First, verify the payee exists const payeeResponse = await ynabAPI.payees.getPayeeById( params.budgetId, params.payeeId ); const payee = payeeResponse.data.payee; // Then get transactions for this payee const transactionsResponse = await ynabAPI.transactions.getTransactionsByPayee( params.budgetId, params.payeeId ); const transactions = transactionsResponse.data.transactions; // Format the transactions return { payee: { id: payee.id, name: payee.name, transfer_account_id: payee.transfer_account_id }, transactions: transactions.map(transaction => ({ id: transaction.id, date: transaction.date, amount: transaction.amount, amount_formatted: formatCurrency(transaction.amount), memo: transaction.memo, cleared: transaction.cleared, approved: transaction.approved, account_id: transaction.account_id, account_name: transaction.account_name, category_id: transaction.category_id, category_name: transaction.category_name })) }; } catch (error) { // Check for 404 error if (error.error && error.error.id === '404') { throw new NotFoundError( `Payee with ID ${params.payeeId} not found in budget ${params.budgetId}` ); } // Re-throw other errors throw error; } }); } /** * Format currency amount (in milliunits) to a readable string * @param {number} amountInMilliunits - Amount in milliunits * @returns {string} Formatted currency string */ function formatCurrency(amountInMilliunits) { const amount = amountInMilliunits / 1000; return new Intl.NumberFormat('en-US', { style: 'currency', currency: 'USD', minimumFractionDigits: 2 }).format(amount); } module.exports = { listPayees, getPayee, getPayeeTransactions };