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calebl

YNAB MCP Server

by calebl

ynab_delete_transaction

Remove a transaction from your YNAB budget. This action permanently deletes the specified transaction and cannot be reversed.

Instructions

Deletes a transaction from the budget. This action cannot be undone.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budgetIdNoThe ID of the budget (optional, defaults to YNAB_BUDGET_ID environment variable)
transactionIdYesThe ID of the transaction to delete

Implementation Reference

  • The main handler function that executes the deletion of a YNAB transaction using the API. Handles budget ID resolution, API call, success/error responses.
    export async function execute(input: DeleteTransactionInput, api: ynab.API) {
      try {
        const budgetId = getBudgetId(input.budgetId);
    
        const response = await api.transactions.deleteTransaction(
          budgetId,
          input.transactionId
        );
    
        if (!response.data.transaction) {
          throw new Error("Failed to delete transaction - no transaction data returned");
        }
    
        return {
          content: [{
            type: "text" as const,
            text: JSON.stringify({
              success: true,
              transactionId: response.data.transaction.id,
              message: "Transaction deleted successfully",
            }, null, 2),
          }],
        };
      } catch (error) {
        console.error("Error deleting transaction:", error);
        return {
          content: [{
            type: "text" as const,
            text: JSON.stringify({
              success: false,
              error: getErrorMessage(error),
            }, null, 2),
          }],
        };
      }
    }
  • Exports the tool name, description, and Zod input schema defining budgetId (optional) and transactionId parameters.
    export const name = "ynab_delete_transaction";
    export const description = "Deletes a transaction from the budget. This action cannot be undone.";
    export const inputSchema = {
      budgetId: z.string().optional().describe("The ID of the budget (optional, defaults to YNAB_BUDGET_ID environment variable)"),
      transactionId: z.string().describe("The ID of the transaction to delete"),
    };
  • src/index.ts:93-97 (registration)
    Registers the tool with the MCP server using name, custom title, description, inputSchema from the tool module, and async executor calling the tool's execute function with API.
    server.registerTool(DeleteTransactionTool.name, {
      title: "Delete Transaction",
      description: DeleteTransactionTool.description,
      inputSchema: DeleteTransactionTool.inputSchema,
    }, async (input) => DeleteTransactionTool.execute(input, api));

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