Get Unapproved Transactions
ynab_get_unapproved_transactionsRetrieve unapproved YNAB transactions for review, automatically fetching recent changes after initial setup to maintain budget oversight.
Instructions
Gets unapproved transactions from a budget. First time pulls last 3 days, subsequent pulls use server knowledge to get only changes.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| budgetId | No | The ID of the budget to fetch transactions for (optional, defaults to the budget set in the YNAB_BUDGET_ID environment variable) |
Implementation Reference
- The execute function that implements the tool's core logic: resolves budget ID, fetches unapproved transactions from YNAB API, filters and transforms data, returns formatted JSON response or error.
export async function execute(input: GetUnapprovedTransactionsInput, api: ynab.API) { try { const budgetId = getBudgetId(input.budgetId); console.error(`Getting unapproved transactions for budget ${budgetId}`); const response = await api.transactions.getTransactions( budgetId, undefined, ynab.GetTransactionsTypeEnum.Unapproved ); // Transform the transactions to a more readable format const transactions = response.data.transactions .filter((transaction) => !transaction.deleted) .map((transaction) => ({ id: transaction.id, date: transaction.date, amount: (transaction.amount / 1000).toFixed(2), // Convert milliunits to actual currency memo: transaction.memo, approved: transaction.approved, account_name: transaction.account_name, payee_name: transaction.payee_name, category_name: transaction.category_name, transfer_account_id: transaction.transfer_account_id, transfer_transaction_id: transaction.transfer_transaction_id, matched_transaction_id: transaction.matched_transaction_id, import_id: transaction.import_id, })); return { content: [{ type: "text" as const, text: JSON.stringify({ transactions, transaction_count: transactions.length, }, null, 2) }] }; } catch (error) { console.error("Error getting unapproved transactions:", error); return { content: [{ type: "text" as const, text: JSON.stringify({ success: false, error: getErrorMessage(error), }, null, 2) }] }; } } - Tool metadata including name, description, and Zod input schema for optional budgetId parameter.
export const name = "ynab_get_unapproved_transactions"; export const description = "Gets unapproved transactions from a budget. First time pulls last 3 days, subsequent pulls use server knowledge to get only changes."; export const inputSchema = { budgetId: z.string().optional().describe("The ID of the budget to fetch transactions for (optional, defaults to the budget set in the YNAB_BUDGET_ID environment variable)"), }; - src/index.ts:39-43 (registration)MCP server registration of the tool, specifying title, description, inputSchema, and handler wrapper calling the tool's execute function with YNAB API.
server.registerTool(GetUnapprovedTransactionsTool.name, { title: "Get Unapproved Transactions", description: GetUnapprovedTransactionsTool.description, inputSchema: GetUnapprovedTransactionsTool.inputSchema, }, async (input) => GetUnapprovedTransactionsTool.execute(input, api)); - Helper function to resolve and validate the budget ID from input parameter or 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; }