YNAB MCP Server

Instructions

Args:
    budget_id: The ID of the budget (use 'last-used' for default budget)

Returns:
    JSON string with list of accounts

Implementation Reference

• src/ynab_mcp/server.py:52-64 (handler)

  MCP tool handler for 'get_accounts'. Decorated with @mcp.tool() for automatic registration and execution. Fetches accounts using YNABClient and serializes to JSON.

  @mcp.tool()
  async def get_accounts(budget_id: str) -> str:
      """Get all accounts for a budget.
  
      Args:
          budget_id: The ID of the budget (use 'last-used' for default budget)
  
      Returns:
          JSON string with list of accounts
      """
      client = get_ynab_client()
      result = await client.get_accounts(budget_id)
      return json.dumps(result, indent=2)

• src/ynab_mcp/ynab_client.py:217-249 (helper)

  Core implementation in YNABClient class. Calls YNAB SDK's get_accounts API, filters out deleted accounts, formats balances from milliunits, returns structured list of accounts.

  async def get_accounts(self, budget_id: str) -> list[dict[str, Any]]:
      """Get all accounts for a budget.
  
      Args:
          budget_id: The budget ID or 'last-used'
  
      Returns:
          List of account dictionaries
      """
      try:
          response = self.client.accounts.get_accounts(budget_id)
          accounts = []
  
          for account in response.data.accounts:
              # Skip deleted accounts
              if account.deleted:
                  continue
  
              accounts.append(
                  {
                      "id": account.id,
                      "name": account.name,
                      "type": account.type,
                      "on_budget": account.on_budget,
                      "closed": account.closed,
                      "balance": account.balance / 1000 if account.balance else 0,
                  }
              )
  
          return accounts
      except Exception as e:
          raise Exception(f"Failed to get accounts: {e}") from e

• src/ynab_mcp/server.py:52-52 (registration)

  The @mcp.tool() decorator registers the get_accounts function as an MCP tool.

  @mcp.tool()