Bulk Approve Transactions
ynab_bulk_approve_transactionsApprove multiple YNAB transactions simultaneously by providing transaction IDs in a single API call, saving time on manual approval tasks.
Instructions
Approves multiple transactions at once. Provide an array of transaction IDs to approve them all in a single API call.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| budgetId | No | The ID of the budget (optional, defaults to YNAB_BUDGET_ID environment variable) | |
| transactionIds | Yes | Array of transaction IDs to approve |
Implementation Reference
- The main handler function that executes the bulk approval of transactions using the YNAB API. It takes transaction IDs, updates them to approved status, and returns the results.
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), }], }; } } - Tool name, description, and Zod-based input schema definition.
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/index.ts:75-79 (registration)Registers the tool with the MCP server, providing title, description, inputSchema, and the execute handler wrapped with the YNAB API instance.
server.registerTool(BulkApproveTransactionsTool.name, { title: "Bulk Approve Transactions", description: BulkApproveTransactionsTool.description, inputSchema: BulkApproveTransactionsTool.inputSchema, }, async (input) => BulkApproveTransactionsTool.execute(input, api)); - Helper function to retrieve or default the budget ID from input or 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; }