Bulk Approve Transactions

Instructions

Implementation Reference

• src/tools/BulkApproveTransactionsTool.ts:25-78 (handler)

  The execute function that handles the bulk approve transactions logic. It maps transaction IDs to approved:true, calls api.transactions.updateTransactions, formats the response, and returns a success/error result.

  export async function execute(input: BulkApproveTransactionsInput, api: ynab.API) {
    try {
      const budgetId = getBudgetId(input.budgetId);
  
      if (!input.transactionIds || input.transactionIds.length === 0) {
        throw new Error("No transaction IDs provided");
      }
  
      // Build the update transactions array
      const transactions: ynab.SaveTransactionWithIdOrImportId[] = input.transactionIds.map((id) => ({
        id,
        approved: true,
      }));
  
      const response = await api.transactions.updateTransactions(budgetId, {
        transactions,
      });
  
      if (!response.data.transactions) {
        throw new Error("Failed to update transactions - no transaction data returned");
      }
  
      const updatedTransactions = response.data.transactions.map((txn) => ({
        id: txn.id,
        date: txn.date,
        amount: (txn.amount / 1000).toFixed(2),
        payee_name: txn.payee_name,
        approved: txn.approved,
      }));
  
      return {
        content: [{
          type: "text" as const,
          text: JSON.stringify({
            success: true,
            approved_count: updatedTransactions.length,
            transactions: updatedTransactions,
            message: `Successfully approved ${updatedTransactions.length} transaction(s)`,
          }, null, 2),
        }],
      };
    } catch (error) {
      console.error("Error bulk approving transactions:", error);
      return {
        content: [{
          type: "text" as const,
          text: JSON.stringify({
            success: false,
            error: getErrorMessage(error),
          }, null, 2),
        }],
      };
    }
  }

• src/tools/BulkApproveTransactionsTool.ts:5-10 (schema)

  Exported name, description, and input schema (budgetId optional string, transactionIds array of strings) for the tool.

  export const name = "ynab_bulk_approve_transactions";
  export const description = "Approves multiple transactions at once. Provide an array of transaction IDs to approve them all in a single API call.";
  export const inputSchema = {
    budgetId: z.string().optional().describe("The ID of the budget (optional, defaults to YNAB_BUDGET_ID environment variable)"),
    transactionIds: z.array(z.string()).describe("Array of transaction IDs to approve"),
  };

• src/tools/BulkApproveTransactionsTool.ts:17-23 (helper)

  Helper function getBudgetId that resolves the budget ID from input or the YNAB_BUDGET_ID environment variable.

  function getBudgetId(inputBudgetId?: string): string {
    const budgetId = inputBudgetId || process.env.YNAB_BUDGET_ID || "";
    if (!budgetId) {
      throw new Error("No budget ID provided. Please provide a budget ID or set the YNAB_BUDGET_ID environment variable.");
    }
    return budgetId;
  }

• src/index.ts:75-79 (registration)

  Registration of the tool on the MCP server using server.registerTool with the name 'ynab_bulk_approve_transactions'.

  server.registerTool(BulkApproveTransactionsTool.name, {
    title: "Bulk Approve Transactions",
    description: BulkApproveTransactionsTool.description,
    inputSchema: BulkApproveTransactionsTool.inputSchema,
  }, async (input) => BulkApproveTransactionsTool.execute(input, api));

• src/index.ts:14-14 (registration)

  Import of BulkApproveTransactionsTool module.

  import * as BulkApproveTransactionsTool from "./tools/BulkApproveTransactionsTool.js";