ynab_get_accounts

Instructions

Implementation Reference

• src/ynab_mcp_server/server.py:115-155 (handler)

  Main handler for ynab_get_accounts tool. Fetches accounts from YNAB API for a given budget_id, groups them by type (filtering out deleted/closed), formats balances in currency, and returns a markdown summary with total balance.

  @mcp.tool(
      name="ynab_get_accounts",
      annotations={
          "title": "List Accounts",
          "readOnlyHint": True,
          "destructiveHint": False,
          "idempotentHint": True,
          "openWorldHint": False,
      }
  )
  async def ynab_get_accounts(params: GetAccountsInput) -> str:
      """List all accounts in a budget with their current balances."""
      try:
          async with YNABClient() as client:
              accounts = await client.get_accounts(params.budget_id)
          
          by_type = {}
          for a in accounts:
              if a.get("deleted") or a.get("closed"):
                  continue
              atype = a.get("type", "other")
              if atype not in by_type:
                  by_type[atype] = []
              by_type[atype].append(a)
          
          result = "## Accounts\n\n"
          total_balance = 0
          
          for atype, accts in by_type.items():
              result += f"### {atype.replace('_', ' ').title()}\n\n"
              for a in accts:
                  balance = a.get("balance", 0)
                  total_balance += balance
                  result += f"- **{a['name']}**: {format_currency(balance)}\n"
                  result += f"  - ID: `{a['id']}`\n"
              result += "\n"
          
          result += f"**Total Balance: {format_currency(total_balance)}**\n"
          return result
      except Exception as e:
          return format_error(e)

• src/ynab_mcp_server/models.py:45-47 (schema)

  Input schema for ynab_get_accounts. Extends BudgetIdInput which provides a budget_id field (default 'last-used') with whitespace stripping.

  class GetAccountsInput(BudgetIdInput):
      """Input for listing accounts in a budget."""
      pass

• src/ynab_mcp_server/server.py:115-124 (registration)

  Registers ynab_get_accounts as an MCP tool via @mcp.tool() decorator with read-only, idempotent annotations.

  @mcp.tool(
      name="ynab_get_accounts",
      annotations={
          "title": "List Accounts",
          "readOnlyHint": True,
          "destructiveHint": False,
          "idempotentHint": True,
          "openWorldHint": False,
      }
  )

• src/ynab_mcp_server/api.py:212-215 (helper)

  API client method that calls YNAB's GET /budgets/{budget_id}/accounts endpoint and returns the accounts list.

  async def get_accounts(self, budget_id: str) -> List[Dict[str, Any]]:
      """Get all accounts for a budget."""
      response = await self._request("GET", f"/budgets/{budget_id}/accounts")
      return response["data"]["accounts"]

• src/ynab_mcp_server/models.py:17-24 (schema)

  Base input schema inherited by GetAccountsInput, providing the budget_id field with 'last-used' default.

  class BudgetIdInput(BaseModel):
      """Base model with budget_id field."""
      model_config = ConfigDict(str_strip_whitespace=True)
      
      budget_id: str = Field(
          default="last-used",
          description="Budget ID or 'last-used' for the most recently accessed budget",
      )