ynab-mcpb

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ynab_create_transactions

Create up to 100 YNAB transactions in one batch, with duplicate detection and dry-run validation to preview and confirm before saving.

Instructions

Create 1–100 transactions in a single batch with duplicate detection and dry-run support.

Args:

budget_id (string, optional): Budget UUID. Omit to use the default budget.
transactions (array, required): Up to 100 transaction objects. Each requires account_id, date, and exactly one of amount_decimal (preferred), amount_milliunits, or deprecated amount.
dry_run (boolean, optional): Validate without saving. Default: false.

Returns: summary (created, duplicates, failed), results[], transactions[].

Examples:

Dry run first: set dry_run=true to validate before committing
If you explicitly want YNAB-side duplicate import detection, set import_id on each transaction

Write safety: call without confirmation_token to preview. The preview returns confirmation_token and confirmation_expires_at in its structured output (and in its text). Execute the identical validated request with that short-lived confirmation_token.

Input Schema

Name	Required	Description
`dry_run`	No
`budget_id`	No
`transactions`	Yes
`confirmation_token`	No	Short-lived, single-use token returned by the immediately preceding preview of this exact validated request. Omit, or pass null or an empty string, to preview.

Output Schema

Name	Required	Description	Default
No arguments

Schema Changelog

Changes observed during successful MCP inspections.

Changed1 schema field changedv0.32.0Nov 7, 2026

changedOutput schema / anyOf

Previous value: -[
-  {
-    "additionalProperties": false,
-    "properties": {
-      "action": {
-        "const": "ynab_create_transactions",
-        "type": "string"
-      },
-      "dry_run": {
-        "const": true,
-        "type": "boolean"
-      },
-      "note": {
-        "type": "string"
-      },
-      "summary": {
-        "additionalProperties": false,
-        "properties": {
-          "accounts_affected": {
-            "items": {
-              "type": "string"
-            },
-            "type": "array"
-          },
-          "categories_affected": {
-            "items": {
-              "type": "string"
-            },
-            "type": "array"
-          },
-          "date_range": {
-            "additionalProperties": false,
-            "properties": {
-              "earliest": {
-                "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
-                "type": "string"
-              },
-              "latest": {
-                "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
-                "type": "string"
-              }
-            },
-            "required": [
-              "earliest",
-              "latest"
-            ],
-            "type": "object"
-          },
-          "total_amount": {
-            "type": "number"
-          },
-          "total_transactions": {
-            "type": "number"
-          }
-        },
-        "required": [
-          "total_transactions",
-          "total_amount",
-          "accounts_affected",
-          "categories_affected"
-        ],
-        "type": "object"
-      },
-      "transactions_preview": {
-        "items": {
-          "additionalProperties": false,
-          "properties": {
-            "account_id": {
-              "type": "string"
-            },
-            "account_name": {
-              "type": "string"
-            },
-            "amount": {
-              "description": "Amount in decimal currency units",
-              "type": "number"
-            },
-            "amount_currency": {
-              "type": "number"
-            },
-            "amount_formatted": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "amount_milliunits": {
-              "maximum": 9007199254740991,
-              "minimum": -9007199254740991,
-              "type": "integer"
-            },
-            "approved": {
-              "type": "boolean"
-            },
-            "category_id": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "category_name": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "cleared": {
-              "type": "string"
-            },
-            "date": {
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
-              "type": "string"
-            },
-            "debt_transaction_type": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "deleted": {
-              "type": "boolean"
-            },
-            "flag_color": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "flag_name": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "id": {
-              "type": "string"
-            },
-            "import_id": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "import_payee_name": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "import_payee_name_original": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "matched_transaction_id": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "memo": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "parent_transaction_id": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "payee_id": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "payee_name": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "request_index": {
-              "type": "number"
-            },
-            "scheduled_transaction_id": {
-              "type": "string"
-            },
-            "subtransactions": {
-              "items": {
-                "additionalProperties": false,
-                "properties": {
-                  "amount": {
-                    "description": "Amount in decimal currency units",
-                    "type": "number"
-                  },
-                  "amount_currency": {
-                    "type": "number"
-                  },
-                  "amount_formatted": {
-                    "type": [
-                      "string",
-                      "null"
-                    ]
-                  },
-                  "amount_milliunits": {
-                    "maximum": 9007199254740991,
-                    "minimum": -9007199254740991,
-                    "type": "integer"
-                  },
-                  "category_id": {
-                    "type": [
-                      "string",
-                      "null"
-                    ]
-                  },
-                  "category_name": {
-                    "type": [
-                      "string",
-                      "null"
-                    ]
-                  },
-                  "deleted": {
-                    "type": "boolean"
-                  },
-                  "id": {
-                    "type": "string"
-                  },
-                  "memo": {
-                    "type": [
-                      "string",
-                      "null"
-                    ]
-                  },
-                  "payee_id": {
-                    "type": [
-                      "string",
-                      "null"
-                    ]
-                  },
-                  "payee_name": {
-                    "type": [
-                      "string",
-                      "null"
-                    ]
-                  },
-                  "scheduled_transaction_id": {
-                    "type": "string"
-                  },
-                  "transaction_id": {
-                    "type": "string"
-                  },
-                  "transfer_account_id": {
-                    "type": [
-                      "string",
-                      "null"
-                    ]
-                  },
-                  "transfer_transaction_id": {
-                    "type": [
-                      "string",
-                      "null"
-                    ]
-                  }
-                },
-                "required": [
-                  "amount"
-                ],
-                "type": "object"
-              },
-              "type": "array"
-            },
-            "transaction_id": {
-              "type": "string"
-            },
-            "transfer_account_id": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "transfer_transaction_id": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "type": {
-              "enum": [
-                "transaction",
-                "subtransaction"
-              ],
-              "type": "string"
-            }
-          },
-          "required": [
-            "amount",
-            "date",
-            "account_id",
-            "request_index"
-          ],
-          "type": "object"
-        },
-        "type": "array"
-      },
-      "validation": {
-        "const": "passed",
-        "type": "string"
-      }
-    },
-    "required": [
-      "dry_run",
-      "action",
-      "validation",
-      "summary",
-      "transactions_preview",
-      "note"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": {},
-    "properties": {
-      "duplicate_import_ids": {
-        "items": {
-          "type": "string"
-        },
-        "type": "array"
-      },
-      "message": {
-        "type": "string"
-      },
-      "mode": {
-        "enum": [
-          "full",
-          "summary",
-          "ids_only"
-        ],
-        "type": "string"
-      },
-      "results": {
-        "items": {
-          "additionalProperties": {},
-          "properties": {
-            "correlation_key": {
-              "type": "string"
-            },
-            "error": {
-              "type": "string"
-            },
-            "error_code": {
-              "type": "string"
-            },
-            "request_index": {
-              "type": "number"
-            },
-            "status": {
-              "enum": [
-                "created",
-                "duplicate",
-                "updated",
-                "failed"
-              ],
-              "type": "string"
-            },
-            "transaction_id": {
-              "type": "string"
-            }
-          },
-          "required": [
-            "request_index",
-            "status",
-            "correlation_key"
-          ],
-          "type": "object"
-        },
-        "type": "array"
-      },
-      "results_omitted": {
-        "type": "boolean"
-      },
-      "server_knowledge": {
-        "type": "number"
-      },
-      "success": {
-        "type": "boolean"
-      },
-      "summary": {
-        "additionalProperties": false,
-        "properties": {
-          "created": {
-            "type": "number"
-          },
-          "duplicates": {
-            "type": "number"
-          },
-          "failed": {
-            "type": "number"
-          },
-          "total_requested": {
-            "type": "number"
-          },
-          "updated": {
-            "type": "number"
-          }
-        },
-        "required": [
-          "total_requested",
-          "failed"
-        ],
-        "type": "object"
-      },
-      "transactions": {
-        "items": {
-          "additionalProperties": false,
-          "properties": {
-            "account_id": {
-              "type": "string"
-            },
-            "account_name": {
-              "type": "string"
-            },
-            "amount": {
-              "description": "Amount in decimal currency units",
-              "type": "number"
-            },
-            "amount_currency": {
-              "type": "number"
-            },
-            "amount_formatted": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "amount_milliunits": {
-              "maximum": 9007199254740991,
-              "minimum": -9007199254740991,
-              "type": "integer"
-            },
-            "approved": {
-              "type": "boolean"
-            },
-            "category_id": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "category_name": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "cleared": {
-              "type": "string"
-            },
-            "date": {
-              "type": "string"
-            },
-            "debt_transaction_type": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "deleted": {
-              "type": "boolean"
-            },
-            "flag_color": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "flag_name": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "id": {
-              "type": "string"
-            },
-            "import_id": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "import_payee_name": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "import_payee_name_original": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "matched_transaction_id": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "memo": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "parent_transaction_id": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "payee_id": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "payee_name": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "scheduled_transaction_id": {
-              "type": "string"
-            },
-            "subtransactions": {
-              "items": {
-                "additionalProperties": false,
-                "properties": {
-                  "amount": {
-                    "description": "Amount in decimal currency units",
-                    "type": "number"
-                  },
-                  "amount_currency": {
-                    "type": "number"
-                  },
-                  "amount_formatted": {
-                    "type": [
-                      "string",
-                      "null"
-                    ]
-                  },
-                  "amount_milliunits": {
-                    "maximum": 9007199254740991,
-                    "minimum": -9007199254740991,
-                    "type": "integer"
-                  },
-                  "category_id": {
-                    "type": [
-                      "string",
-                      "null"
-                    ]
-                  },
-                  "category_name": {
-                    "type": [
-                      "string",
-                      "null"
-                    ]
-                  },
-                  "deleted": {
-                    "type": "boolean"
-                  },
-                  "id": {
-                    "type": "string"
-                  },
-                  "memo": {
-                    "type": [
-                      "string",
-                      "null"
-                    ]
-                  },
-                  "payee_id": {
-                    "type": [
-                      "string",
-                      "null"
-                    ]
-                  },
-                  "payee_name": {
-                    "type": [
-                      "string",
-                      "null"
-                    ]
-                  },
-                  "scheduled_transaction_id": {
-                    "type": "string"
-                  },
-                  "transaction_id": {
-                    "type": "string"
-                  },
-                  "transfer_account_id": {
-                    "type": [
-                      "string",
-                      "null"
-                    ]
-                  },
-                  "transfer_transaction_id": {
-                    "type": [
-                      "string",
-                      "null"
-                    ]
-                  }
-                },
-                "required": [
-                  "amount"
-                ],
-                "type": "object"
-              },
-              "type": "array"
-            },
-            "transaction_id": {
-              "type": "string"
-            },
-            "transfer_account_id": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "transfer_transaction_id": {
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "type": {
-              "enum": [
-                "transaction",
-                "subtransaction"
-              ],
-              "type": "string"
-            }
-          },
-          "required": [
-            "id",
-            "amount",
-            "deleted",
-            "date",
-            "account_id",
-            "cleared",
-            "approved"
-          ],
-          "type": "object"
-        },
-        "type": "array"
-      }
-    },
-    "required": [
-      "success",
-      "summary",
-      "results"
-    ],
-    "type": "object"
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "action": {
+        "const": "ynab_create_transactions",
+        "type": "string"
+      },
+      "confirmation_expires_at": {
+        "description": "Preview only: when confirmation_token expires (ISO 8601).",
+        "format": "date-time",
+        "type": "string"
+      },
+      "confirmation_token": {
+        "description": "Preview only: single-use token that executes this exact request when passed back as confirmation_token.",
+        "type": "string"
+      },
+      "dry_run": {
+        "const": true,
+        "type": "boolean"
+      },
+      "note": {
+        "type": "string"
+      },
+      "summary": {
+        "additionalProperties": false,
+        "properties": {
+          "accounts_affected": {
+            "items": {
+              "type": "string"
+            },
+            "type": "array"
+          },
+          "categories_affected": {
+            "items": {
+              "type": "string"
+            },
+            "type": "array"
+          },
+          "date_range": {
+            "additionalProperties": false,
+            "properties": {
+              "earliest": {
+                "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+                "type": "string"
+              },
+              "latest": {
+                "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+                "type": "string"
+              }
+            },
+            "required": [
+              "earliest",
+              "latest"
+            ],
+            "type": "object"
+          },
+          "total_amount": {
+            "type": "number"
+          },
+          "total_transactions": {
+            "type": "number"
+          }
+        },
+        "required": [
+          "total_transactions",
+          "total_amount",
+          "accounts_affected",
+          "categories_affected"
+        ],
+        "type": "object"
+      },
+      "transactions_preview": {
+        "items": {
+          "additionalProperties": false,
+          "properties": {
+            "account_id": {
+              "type": "string"
+            },
+            "account_name": {
+              "type": "string"
+            },
+            "amount": {
+              "description": "Amount in decimal currency units",
+              "type": "number"
+            },
+            "amount_currency": {
+              "type": "number"
+            },
+            "amount_formatted": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "amount_milliunits": {
+              "maximum": 9007199254740991,
+              "minimum": -9007199254740991,
+              "type": "integer"
+            },
+            "approved": {
+              "type": "boolean"
+            },
+            "category_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "category_name": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "cleared": {
+              "type": "string"
+            },
+            "date": {
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+              "type": "string"
+            },
+            "debt_transaction_type": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "deleted": {
+              "type": "boolean"
+            },
+            "flag_color": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "flag_name": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "id": {
+              "type": "string"
+            },
+            "import_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "import_payee_name": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "import_payee_name_original": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "matched_transaction_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "memo": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "parent_transaction_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "payee_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "payee_name": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "request_index": {
+              "type": "number"
+            },
+            "scheduled_transaction_id": {
+              "type": "string"
+            },
+            "subtransactions": {
+              "items": {
+                "additionalProperties": false,
+                "properties": {
+                  "amount": {
+                    "description": "Amount in decimal currency units",
+                    "type": "number"
+                  },
+                  "amount_currency": {
+                    "type": "number"
+                  },
+                  "amount_formatted": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "amount_milliunits": {
+                    "maximum": 9007199254740991,
+                    "minimum": -9007199254740991,
+                    "type": "integer"
+                  },
+                  "category_id": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "category_name": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "deleted": {
+                    "type": "boolean"
+                  },
+                  "id": {
+                    "type": "string"
+                  },
+                  "memo": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "payee_id": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "payee_name": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "scheduled_transaction_id": {
+                    "type": "string"
+                  },
+                  "transaction_id": {
+                    "type": "string"
+                  },
+                  "transfer_account_id": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "transfer_transaction_id": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  }
+                },
+                "required": [
+                  "amount"
+                ],
+                "type": "object"
+              },
+              "type": "array"
+            },
+            "transaction_id": {
+              "type": "string"
+            },
+            "transfer_account_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "transfer_transaction_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "type": {
+              "enum": [
+                "transaction",
+                "subtransaction"
+              ],
+              "type": "string"
+            }
+          },
+          "required": [
+            "amount",
+            "date",
+            "account_id",
+            "request_index"
+          ],
+          "type": "object"
+        },
+        "type": "array"
+      },
+      "validation": {
+        "const": "passed",
+        "type": "string"
+      },
+      "warnings": {
+        "items": {
+          "additionalProperties": false,
+          "properties": {
+            "code": {
+              "type": "string"
+            },
+            "count": {
+              "type": "number"
+            },
+            "message": {
+              "type": "string"
+            },
+            "sample_ids": {
+              "items": {
+                "type": "string"
+              },
+              "type": "array"
+            }
+          },
+          "required": [
+            "code",
+            "count",
+            "message"
+          ],
+          "type": "object"
+        },
+        "type": "array"
+      }
+    },
+    "required": [
+      "dry_run",
+      "action",
+      "validation",
+      "summary",
+      "transactions_preview",
+      "note"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": {},
+    "properties": {
+      "confirmation_expires_at": {
+        "description": "Preview only: when confirmation_token expires (ISO 8601).",
+        "format": "date-time",
+        "type": "string"
+      },
+      "confirmation_token": {
+        "description": "Preview only: single-use token that executes this exact request when passed back as confirmation_token.",
+        "type": "string"
+      },
+      "duplicate_import_ids": {
+        "items": {
+          "type": "string"
+        },
+        "type": "array"
+      },
+      "message": {
+        "type": "string"
+      },
+      "mode": {
+        "enum": [
+          "full",
+          "summary",
+          "ids_only"
+        ],
+        "type": "string"
+      },
+      "results": {
+        "items": {
+          "additionalProperties": {},
+          "properties": {
+            "correlation_key": {
+              "type": "string"
+            },
+            "error": {
+              "type": "string"
+            },
+            "error_code": {
+              "type": "string"
+            },
+            "request_index": {
+              "type": "number"
+            },
+            "status": {
+              "enum": [
+                "created",
+                "duplicate",
+                "updated",
+                "failed"
+              ],
+              "type": "string"
+            },
+            "transaction_id": {
+              "type": "string"
+            }
+          },
+          "required": [
+            "request_index",
+            "status",
+            "correlation_key"
+          ],
+          "type": "object"
+        },
+        "type": "array"
+      },
+      "results_omitted": {
+        "type": "boolean"
+      },
+      "server_knowledge": {
+        "type": "number"
+      },
+      "success": {
+        "type": "boolean"
+      },
+      "summary": {
+        "additionalProperties": false,
+        "properties": {
+          "created": {
+            "type": "number"
+          },
+          "duplicates": {
+            "type": "number"
+          },
+          "failed": {
+            "type": "number"
+          },
+          "total_requested": {
+            "type": "number"
+          },
+          "updated": {
+            "type": "number"
+          }
+        },
+        "required": [
+          "total_requested",
+          "failed"
+        ],
+        "type": "object"
+      },
+      "transactions": {
+        "items": {
+          "additionalProperties": false,
+          "properties": {
+            "account_id": {
+              "type": "string"
+            },
+            "account_name": {
+              "type": "string"
+            },
+            "amount": {
+              "description": "Amount in decimal currency units",
+              "type": "number"
+            },
+            "amount_currency": {
+              "type": "number"
+            },
+            "amount_formatted": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "amount_milliunits": {
+              "maximum": 9007199254740991,
+              "minimum": -9007199254740991,
+              "type": "integer"
+            },
+            "approved": {
+              "type": "boolean"
+            },
+            "category_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "category_name": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "cleared": {
+              "type": "string"
+            },
+            "date": {
+              "type": "string"
+            },
+            "debt_transaction_type": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "deleted": {
+              "type": "boolean"
+            },
+            "flag_color": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "flag_name": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "id": {
+              "type": "string"
+            },
+            "import_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "import_payee_name": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "import_payee_name_original": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "matched_transaction_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "memo": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "parent_transaction_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "payee_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "payee_name": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "scheduled_transaction_id": {
+              "type": "string"
+            },
+            "subtransactions": {
+              "items": {
+                "additionalProperties": false,
+                "properties": {
+                  "amount": {
+                    "description": "Amount in decimal currency units",
+                    "type": "number"
+                  },
+                  "amount_currency": {
+                    "type": "number"
+                  },
+                  "amount_formatted": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "amount_milliunits": {
+                    "maximum": 9007199254740991,
+                    "minimum": -9007199254740991,
+                    "type": "integer"
+                  },
+                  "category_id": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "category_name": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "deleted": {
+                    "type": "boolean"
+                  },
+                  "id": {
+                    "type": "string"
+                  },
+                  "memo": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "payee_id": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "payee_name": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "scheduled_transaction_id": {
+                    "type": "string"
+                  },
+                  "transaction_id": {
+                    "type": "string"
+                  },
+                  "transfer_account_id": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "transfer_transaction_id": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  }
+                },
+                "required": [
+                  "amount"
+                ],
+                "type": "object"
+              },
+              "type": "array"
+            },
+            "transaction_id": {
+              "type": "string"
+            },
+            "transfer_account_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "transfer_transaction_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "type": {
+              "enum": [
+                "transaction",
+                "subtransaction"
+              ],
+              "type": "string"
+            }
+          },
+          "required": [
+            "id",
+            "amount",
+            "deleted",
+            "date",
+            "account_id",
+            "cleared",
+            "approved"
+          ],
+          "type": "object"
+        },
+        "type": "array"
+      }
+    },
+    "required": [
+      "success",
+      "summary",
+      "results"
+    ],
+    "type": "object"
+  }
+]

Changed5 schema fields changedv0.31.0Oct 29, 2026

addedInput schema / properties / confirmation_token / anyOf

Added value: +[
+  {
+    "minLength": 16,
+    "type": "string"
+  },
+  {
+    "const": ""
+  },
+  {
+    "type": "null"
+  }
+]

changedInput schema / properties / confirmation_token / description

Previous value: -"Short-lived, single-use token returned by the immediately preceding preview of this exact validated request."New value: +"Short-lived, single-use token returned by the immediately preceding preview of this exact validated request. Omit, or pass null or an empty string, to preview."

removedInput schema / properties / confirmation_token / minLength
```
Removed value: -16
```
removedInput schema / properties / confirmation_token / type
```
Removed value: -"string"
```

changedOutput schema / anyOf

Previous value: -[
-  {
-    "additionalProperties": false,
-    "properties": {
-      "action": {
-        "const": "ynab_create_transactions",
-        "type": "string"
-      },
-      "dry_run": {
-        "const": true,
-        "type": "boolean"
-      },
-      "note": {
-        "type": "string"
-      },
-      "summary": {
-        "additionalProperties": false,
-        "properties": {
-          "accounts_affected": {
-            "items": {
-              "type": "string"
-            },
-            "type": "array"
-          },
-          "categories_affected": {
-            "items": {
-              "type": "string"
-            },
-            "type": "array"
-          },
-          "date_range": {
-            "additionalProperties": false,
-            "properties": {
-              "earliest": {
-                "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
-                "type": "string"
-              },
-              "latest": {
-                "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
-                "type": "string"
-              }
-            },
-            "required": [
-              "earliest",
-              "latest"
-            ],
-            "type": "object"
-          },
-          "total_amount": {
-            "type": "number"
-          },
-          "total_transactions": {
-            "type": "number"
-          }
-        },
-        "required": [
-          "total_transactions",
-          "total_amount",
-          "accounts_affected",
-          "categories_affected"
-        ],
-        "type": "object"
-      },
-      "transactions_preview": {
-        "items": {
-          "additionalProperties": false,
-          "properties": {
-            "account_id": {
-              "type": "string"
-            },
-            "amount": {
-              "type": "number"
-            },
-            "category_id": {
-              "type": "string"
-            },
-            "date": {
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
-              "type": "string"
-            },
-            "import_id": {
-              "type": "string"
-            },
-            "memo": {
-              "type": "string"
-            },
-            "payee_id": {
-              "type": "string"
-            },
-            "payee_name": {
-              "type": "string"
-            },
-            "request_index": {
-              "type": "number"
-            }
-          },
-          "required": [
-            "request_index",
-            "account_id",
-            "date",
-            "amount"
-          ],
-          "type": "object"
-        },
-        "type": "array"
-      },
-      "validation": {
-        "const": "passed",
-        "type": "string"
-      }
-    },
-    "required": [
-      "dry_run",
-      "action",
-      "validation",
-      "summary",
-      "transactions_preview",
-      "note"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": {},
-    "properties": {
-      "duplicate_import_ids": {
-        "items": {
-          "type": "string"
-        },
-        "type": "array"
-      },
-      "message": {
-        "type": "string"
-      },
-      "mode": {
-        "enum": [
-          "full",
-          "summary",
-          "ids_only"
-        ],
-        "type": "string"
-      },
-      "results": {
-        "items": {
-          "additionalProperties": {},
-          "properties": {
-            "correlation_key": {
-              "type": "string"
-            },
-            "error": {
-              "type": "string"
-            },
-            "error_code": {
-              "type": "string"
-            },
-            "request_index": {
-              "type": "number"
-            },
-            "status": {
-              "enum": [
-                "created",
-                "duplicate",
-                "updated",
-                "failed"
-              ],
-              "type": "string"
-            },
-            "transaction_id": {
-              "type": "string"
-            }
-          },
-          "required": [
-            "request_index",
-            "status",
-            "correlation_key"
-          ],
-          "type": "object"
-        },
-        "type": "array"
-      },
-      "server_knowledge": {
-        "type": "number"
-      },
-      "success": {
-        "type": "boolean"
-      },
-      "summary": {
-        "additionalProperties": false,
-        "properties": {
-          "created": {
-            "type": "number"
-          },
-          "duplicates": {
-            "type": "number"
-          },
-          "failed": {
-            "type": "number"
-          },
-          "total_requested": {
-            "type": "number"
-          },
-          "updated": {
-            "type": "number"
-          }
-        },
-        "required": [
-          "total_requested",
-          "failed"
-        ],
-        "type": "object"
-      },
-      "transactions": {
-        "items": {
-          "additionalProperties": false,
-          "properties": {
-            "account_id": {
-              "description": "Account ID",
-              "type": "string"
-            },
-            "account_name": {
-              "description": "Account name",
-              "type": "string"
-            },
-            "amount": {
-              "description": "Transaction amount in dollars",
-              "type": "number"
-            },
-            "approved": {
-              "description": "Approved flag",
-              "type": "boolean"
-            },
-            "category_id": {
-              "description": "Category ID",
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "category_name": {
-              "description": "Category name",
-              "type": "string"
-            },
-            "cleared": {
-              "description": "Cleared status",
-              "type": "string"
-            },
-            "date": {
-              "description": "Transaction date",
-              "type": "string"
-            },
-            "deleted": {
-              "description": "Deleted flag",
-              "type": "boolean"
-            },
-            "flag_color": {
-              "description": "Flag color",
-              "type": "string"
-            },
-            "id": {
-              "description": "Transaction ID",
-              "type": "string"
-            },
-            "import_id": {
-              "description": "Import ID",
-              "type": "string"
-            },
-            "matched_transaction_id": {
-              "description": "Matched transaction ID",
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "memo": {
-              "description": "Transaction memo",
-              "type": "string"
-            },
-            "payee_id": {
-              "description": "Payee ID",
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "payee_name": {
-              "description": "Payee name",
-              "type": "string"
-            },
-            "transfer_account_id": {
-              "description": "Transfer account ID",
-              "type": [
-                "string",
-                "null"
-              ]
-            },
-            "transfer_transaction_id": {
-              "description": "Transfer transaction ID",
-              "type": [
-                "string",
-                "null"
-              ]
-            }
-          },
-          "required": [
-            "id",
-            "date",
-            "amount",
-            "cleared",
-            "approved",
-            "account_id",
-            "deleted"
-          ],
-          "type": "object"
-        },
-        "type": "array"
-      }
-    },
-    "required": [
-      "success",
-      "summary",
-      "results"
-    ],
-    "type": "object"
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "action": {
+        "const": "ynab_create_transactions",
+        "type": "string"
+      },
+      "dry_run": {
+        "const": true,
+        "type": "boolean"
+      },
+      "note": {
+        "type": "string"
+      },
+      "summary": {
+        "additionalProperties": false,
+        "properties": {
+          "accounts_affected": {
+            "items": {
+              "type": "string"
+            },
+            "type": "array"
+          },
+          "categories_affected": {
+            "items": {
+              "type": "string"
+            },
+            "type": "array"
+          },
+          "date_range": {
+            "additionalProperties": false,
+            "properties": {
+              "earliest": {
+                "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+                "type": "string"
+              },
+              "latest": {
+                "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+                "type": "string"
+              }
+            },
+            "required": [
+              "earliest",
+              "latest"
+            ],
+            "type": "object"
+          },
+          "total_amount": {
+            "type": "number"
+          },
+          "total_transactions": {
+            "type": "number"
+          }
+        },
+        "required": [
+          "total_transactions",
+          "total_amount",
+          "accounts_affected",
+          "categories_affected"
+        ],
+        "type": "object"
+      },
+      "transactions_preview": {
+        "items": {
+          "additionalProperties": false,
+          "properties": {
+            "account_id": {
+              "type": "string"
+            },
+            "account_name": {
+              "type": "string"
+            },
+            "amount": {
+              "description": "Amount in decimal currency units",
+              "type": "number"
+            },
+            "amount_currency": {
+              "type": "number"
+            },
+            "amount_formatted": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "amount_milliunits": {
+              "maximum": 9007199254740991,
+              "minimum": -9007199254740991,
+              "type": "integer"
+            },
+            "approved": {
+              "type": "boolean"
+            },
+            "category_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "category_name": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "cleared": {
+              "type": "string"
+            },
+            "date": {
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+              "type": "string"
+            },
+            "debt_transaction_type": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "deleted": {
+              "type": "boolean"
+            },
+            "flag_color": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "flag_name": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "id": {
+              "type": "string"
+            },
+            "import_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "import_payee_name": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "import_payee_name_original": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "matched_transaction_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "memo": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "parent_transaction_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "payee_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "payee_name": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "request_index": {
+              "type": "number"
+            },
+            "scheduled_transaction_id": {
+              "type": "string"
+            },
+            "subtransactions": {
+              "items": {
+                "additionalProperties": false,
+                "properties": {
+                  "amount": {
+                    "description": "Amount in decimal currency units",
+                    "type": "number"
+                  },
+                  "amount_currency": {
+                    "type": "number"
+                  },
+                  "amount_formatted": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "amount_milliunits": {
+                    "maximum": 9007199254740991,
+                    "minimum": -9007199254740991,
+                    "type": "integer"
+                  },
+                  "category_id": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "category_name": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "deleted": {
+                    "type": "boolean"
+                  },
+                  "id": {
+                    "type": "string"
+                  },
+                  "memo": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "payee_id": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "payee_name": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "scheduled_transaction_id": {
+                    "type": "string"
+                  },
+                  "transaction_id": {
+                    "type": "string"
+                  },
+                  "transfer_account_id": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "transfer_transaction_id": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  }
+                },
+                "required": [
+                  "amount"
+                ],
+                "type": "object"
+              },
+              "type": "array"
+            },
+            "transaction_id": {
+              "type": "string"
+            },
+            "transfer_account_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "transfer_transaction_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "type": {
+              "enum": [
+                "transaction",
+                "subtransaction"
+              ],
+              "type": "string"
+            }
+          },
+          "required": [
+            "amount",
+            "date",
+            "account_id",
+            "request_index"
+          ],
+          "type": "object"
+        },
+        "type": "array"
+      },
+      "validation": {
+        "const": "passed",
+        "type": "string"
+      }
+    },
+    "required": [
+      "dry_run",
+      "action",
+      "validation",
+      "summary",
+      "transactions_preview",
+      "note"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": {},
+    "properties": {
+      "duplicate_import_ids": {
+        "items": {
+          "type": "string"
+        },
+        "type": "array"
+      },
+      "message": {
+        "type": "string"
+      },
+      "mode": {
+        "enum": [
+          "full",
+          "summary",
+          "ids_only"
+        ],
+        "type": "string"
+      },
+      "results": {
+        "items": {
+          "additionalProperties": {},
+          "properties": {
+            "correlation_key": {
+              "type": "string"
+            },
+            "error": {
+              "type": "string"
+            },
+            "error_code": {
+              "type": "string"
+            },
+            "request_index": {
+              "type": "number"
+            },
+            "status": {
+              "enum": [
+                "created",
+                "duplicate",
+                "updated",
+                "failed"
+              ],
+              "type": "string"
+            },
+            "transaction_id": {
+              "type": "string"
+            }
+          },
+          "required": [
+            "request_index",
+            "status",
+            "correlation_key"
+          ],
+          "type": "object"
+        },
+        "type": "array"
+      },
+      "results_omitted": {
+        "type": "boolean"
+      },
+      "server_knowledge": {
+        "type": "number"
+      },
+      "success": {
+        "type": "boolean"
+      },
+      "summary": {
+        "additionalProperties": false,
+        "properties": {
+          "created": {
+            "type": "number"
+          },
+          "duplicates": {
+            "type": "number"
+          },
+          "failed": {
+            "type": "number"
+          },
+          "total_requested": {
+            "type": "number"
+          },
+          "updated": {
+            "type": "number"
+          }
+        },
+        "required": [
+          "total_requested",
+          "failed"
+        ],
+        "type": "object"
+      },
+      "transactions": {
+        "items": {
+          "additionalProperties": false,
+          "properties": {
+            "account_id": {
+              "type": "string"
+            },
+            "account_name": {
+              "type": "string"
+            },
+            "amount": {
+              "description": "Amount in decimal currency units",
+              "type": "number"
+            },
+            "amount_currency": {
+              "type": "number"
+            },
+            "amount_formatted": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "amount_milliunits": {
+              "maximum": 9007199254740991,
+              "minimum": -9007199254740991,
+              "type": "integer"
+            },
+            "approved": {
+              "type": "boolean"
+            },
+            "category_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "category_name": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "cleared": {
+              "type": "string"
+            },
+            "date": {
+              "type": "string"
+            },
+            "debt_transaction_type": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "deleted": {
+              "type": "boolean"
+            },
+            "flag_color": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "flag_name": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "id": {
+              "type": "string"
+            },
+            "import_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "import_payee_name": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "import_payee_name_original": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "matched_transaction_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "memo": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "parent_transaction_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "payee_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "payee_name": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "scheduled_transaction_id": {
+              "type": "string"
+            },
+            "subtransactions": {
+              "items": {
+                "additionalProperties": false,
+                "properties": {
+                  "amount": {
+                    "description": "Amount in decimal currency units",
+                    "type": "number"
+                  },
+                  "amount_currency": {
+                    "type": "number"
+                  },
+                  "amount_formatted": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "amount_milliunits": {
+                    "maximum": 9007199254740991,
+                    "minimum": -9007199254740991,
+                    "type": "integer"
+                  },
+                  "category_id": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "category_name": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "deleted": {
+                    "type": "boolean"
+                  },
+                  "id": {
+                    "type": "string"
+                  },
+                  "memo": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "payee_id": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "payee_name": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "scheduled_transaction_id": {
+                    "type": "string"
+                  },
+                  "transaction_id": {
+                    "type": "string"
+                  },
+                  "transfer_account_id": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  },
+                  "transfer_transaction_id": {
+                    "type": [
+                      "string",
+                      "null"
+                    ]
+                  }
+                },
+                "required": [
+                  "amount"
+                ],
+                "type": "object"
+              },
+              "type": "array"
+            },
+            "transaction_id": {
+              "type": "string"
+            },
+            "transfer_account_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "transfer_transaction_id": {
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "type": {
+              "enum": [
+                "transaction",
+                "subtransaction"
+              ],
+              "type": "string"
+            }
+          },
+          "required": [
+            "id",
+            "amount",
+            "deleted",
+            "date",
+            "account_id",
+            "cleared",
+            "approved"
+          ],
+          "type": "object"
+        },
+        "type": "array"
+      }
+    },
+    "required": [
+      "success",
+      "summary",
+      "results"
+    ],
+    "type": "object"
+  }
+]

Changed1 schema field changedv0.29.1Oct 26, 2026

changedOutput schema / anyOf

Previous value: -[
-  {
-    "additionalProperties": false,
-    "properties": {
-      "action": {
-        "const": "ynab_create_transactions",
-        "type": "string"
-      },
-      "dry_run": {
-        "const": true,
-        "type": "boolean"
-      },
-      "note": {
-        "type": "string"
-      },
-      "summary": {
-        "additionalProperties": false,
-        "properties": {
-          "accounts_affected": {
-            "items": {
-              "type": "string"
-            },
-            "type": "array"
-          },
-          "categories_affected": {
-            "items": {
-              "type": "string"
-            },
-            "type": "array"
-          },
-          "date_range": {
-            "additionalProperties": false,
-            "properties": {
-              "earliest": {
-                "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
-                "type": "string"
-              },
-              "latest": {
-                "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
-                "type": "string"
-              }
-            },
-            "required": [
-              "earliest",
-              "latest"
-            ],
-            "type": "object"
-          },
-          "total_amount": {
-            "type": "number"
-          },
-          "total_transactions": {
-            "type": "number"
-          }
-        },
-        "required": [
-          "total_transactions",
-          "total_amount",
-          "accounts_affected",
-          "categories_affected"
-        ],
-        "type": "object"
-      },
-      "transactions_preview": {
-        "items": {
-          "additionalProperties": false,
-          "properties": {
-            "account_id": {
-              "type": "string"
-            },
-            "amount": {
-              "type": "number"
-            },
-            "category_id": {
-              "type": "string"
-            },
-            "date": {
-              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
-              "type": "string"
-            },
-            "import_id": {
-              "type": "string"
-            },
-            "memo": {
-              "type": "string"
-            },
-            "payee_id": {
-              "type": "string"
-            },
-            "payee_name": {
-              "type": "string"
-            },
-            "request_index": {
-              "type": "number"
-            }
-          },
-          "required": [
-            "request_index",
-            "account_id",
-            "date",
-            "amount"
-          ],
-          "type": "object"
-        },
-        "type": "array"
-      },
-      "validation": {
-        "const": "passed",
-        "type": "string"
-      }
-    },
-    "required": [
-      "dry_run",
-      "action",
-      "validation",
-      "summary",
-      "transactions_preview",
-      "note"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": {},
-    "properties": {
-      "duplicate_import_ids": {
-        "items": {
-          "type": "string"
-        },
-        "type": "array"
-      },
-      "message": {
-        "type": "string"
-      },
-      "mode": {
-        "enum": [
-          "full",
-          "summary",
-          "ids_only"
-        ],
-        "type": "string"
-      },
-      "results": {
-        "items": {
-          "additionalProperties": {},
-          "properties": {
-            "correlation_key": {
-              "type": "string"
-            },
-            "error": {
-              "type": "string"
-            },
-            "error_code": {
-              "type": "string"
-            },
-            "request_index": {
-              "type": "number"
-            },
-            "status": {
-              "enum": [
-                "created",
-                "duplicate",
-                "updated",
-                "failed"
-              ],
-              "type": "string"
-            },
-            "transaction_id": {
-              "type": "string"
-            }
-          },
-          "required": [
-            "request_index",
-            "status",
-            "correlation_key"
-          ],
-          "type": "object"
-        },
-        "type": "array"
-      },
-      "server_knowledge": {
-        "type": "number"
-      },
-      "success": {
-        "type": "boolean"
-      },
-      "summary": {
-        "additionalProperties": false,
-        "properties": {
-          "created": {
-            "type": "number"
-          },
-          "duplicates": {
-            "type": "number"
-          },
-          "failed": {
-            "type": "number"
-          },
-          "total_requested": {
-            "type": "number"
-          },
-          "updated": {
-            "type": "number"
-          }
-        },
-        "required": [
-          "total_requested",
-          "failed"
-        ],
-        "type": "object"
-      },
-      "transactions": {
-        "items": {
-          "additionalProperties": false,
-          "properties": {
-            "account_id": {
-              "description": "Account ID",
-              "type": "string"
-            },
-            "account_name": {
-              "description": "Account name",
-              "type": "string"
-            },
-            "amount": {
-              "description": "Transaction amount in dollars",
-              "type": "number"
-            },
-            "approved": {
-              "description": "Approved flag",
-              "type": "boolean"
-            },
-            "category_id": {
-              "anyOf": [
-                {
-                  "type": "string"
-                },
-                {
-                  "type": "null"
-                }
-              ],
-              "description": "Category ID"
-            },
-            "category_name": {
-              "description": "Category name",
-              "type": "string"
-            },
-            "cleared": {
-              "description": "Cleared status",
-              "type": "string"
-            },
-            "date": {
-              "description": "Transaction date",
-              "type": "string"
-            },
-            "deleted": {
-              "description": "Deleted flag",
-              "type": "boolean"
-            },
-            "flag_color": {
-              "description": "Flag color",
-              "type": "string"
-            },
-            "id": {
-              "description": "Transaction ID",
-              "type": "string"
-            },
-            "import_id": {
-              "description": "Import ID",
-              "type": "string"
-            },
-            "matched_transaction_id": {
-              "anyOf": [
-                {
-                  "type": "string"
-                },
-                {
-                  "type": "null"
-                }
-              ],
-              "description": "Matched transaction ID"
-            },
-            "memo": {
-              "description": "Transaction memo",
-              "type": "string"
-            },
-            "payee_id": {
-              "anyOf": [
-                {
-                  "type": "string"
-                },
-                {
-                  "type": "null"
-                }
-              ],
-              "description": "Payee ID"
-            },
-            "payee_name": {
-              "description": "Payee name",
-              "type": "string"
-            },
-            "transfer_account_id": {
-              "anyOf": [
-                {
-                  "type": "string"
-                },
-                {
-                  "type": "null"
-                }
-              ],
-              "description": "Transfer account ID"
-            },
-            "transfer_transaction_id": {
-              "anyOf": [
-                {
-                  "type": "string"
-                },
-                {
-                  "type": "null"
-                }
-              ],
-              "description": "Transfer transaction ID"
-            }
-          },
-          "required": [
-            "id",
-            "date",
-            "amount",
-            "cleared",
-            "approved",
-            "account_id",
-            "deleted"
-          ],
-          "type": "object"
-        },
-        "type": "array"
-      }
-    },
-    "required": [
-      "success",
-      "summary",
-      "results"
-    ],
-    "type": "object"
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "action": {
+        "const": "ynab_create_transactions",
+        "type": "string"
+      },
+      "dry_run": {
+        "const": true,
+        "type": "boolean"
+      },
+      "note": {
+        "type": "string"
+      },
+      "summary": {
+        "additionalProperties": false,
+        "properties": {
+          "accounts_affected": {
+            "items": {
+              "type": "string"
+            },
+            "type": "array"
+          },
+          "categories_affected": {
+            "items": {
+              "type": "string"
+            },
+            "type": "array"
+          },
+          "date_range": {
+            "additionalProperties": false,
+            "properties": {
+              "earliest": {
+                "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+                "type": "string"
+              },
+              "latest": {
+                "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+                "type": "string"
+              }
+            },
+            "required": [
+              "earliest",
+              "latest"
+            ],
+            "type": "object"
+          },
+          "total_amount": {
+            "type": "number"
+          },
+          "total_transactions": {
+            "type": "number"
+          }
+        },
+        "required": [
+          "total_transactions",
+          "total_amount",
+          "accounts_affected",
+          "categories_affected"
+        ],
+        "type": "object"
+      },
+      "transactions_preview": {
+        "items": {
+          "additionalProperties": false,
+          "properties": {
+            "account_id": {
+              "type": "string"
+            },
+            "amount": {
+              "type": "number"
+            },
+            "category_id": {
+              "type": "string"
+            },
+            "date": {
+              "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+              "type": "string"
+            },
+            "import_id": {
+              "type": "string"
+            },
+            "memo": {
+              "type": "string"
+            },
+            "payee_id": {
+              "type": "string"
+            },
+            "payee_name": {
+              "type": "string"
+            },
+            "request_index": {
+              "type": "number"
+            }
+          },
+          "required": [
+            "request_index",
+            "account_id",
+            "date",
+            "amount"
+          ],
+          "type": "object"
+        },
+        "type": "array"
+      },
+      "validation": {
+        "const": "passed",
+        "type": "string"
+      }
+    },
+    "required": [
+      "dry_run",
+      "action",
+      "validation",
+      "summary",
+      "transactions_preview",
+      "note"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": {},
+    "properties": {
+      "duplicate_import_ids": {
+        "items": {
+          "type": "string"
+        },
+        "type": "array"
+      },
+      "message": {
+        "type": "string"
+      },
+      "mode": {
+        "enum": [
+          "full",
+          "summary",
+          "ids_only"
+        ],
+        "type": "string"
+      },
+      "results": {
+        "items": {
+          "additionalProperties": {},
+          "properties": {
+            "correlation_key": {
+              "type": "string"
+            },
+            "error": {
+              "type": "string"
+            },
+            "error_code": {
+              "type": "string"
+            },
+            "request_index": {
+              "type": "number"
+            },
+            "status": {
+              "enum": [
+                "created",
+                "duplicate",
+                "updated",
+                "failed"
+              ],
+              "type": "string"
+            },
+            "transaction_id": {
+              "type": "string"
+            }
+          },
+          "required": [
+            "request_index",
+            "status",
+            "correlation_key"
+          ],
+          "type": "object"
+        },
+        "type": "array"
+      },
+      "server_knowledge": {
+        "type": "number"
+      },
+      "success": {
+        "type": "boolean"
+      },
+      "summary": {
+        "additionalProperties": false,
+        "properties": {
+          "created": {
+            "type": "number"
+          },
+          "duplicates": {
+            "type": "number"
+          },
+          "failed": {
+            "type": "number"
+          },
+          "total_requested": {
+            "type": "number"
+          },
+          "updated": {
+            "type": "number"
+          }
+        },
+        "required": [
+          "total_requested",
+          "failed"
+        ],
+        "type": "object"
+      },
+      "transactions": {
+        "items": {
+          "additionalProperties": false,
+          "properties": {
+            "account_id": {
+              "description": "Account ID",
+              "type": "string"
+            },
+            "account_name": {
+              "description": "Account name",
+              "type": "string"
+            },
+            "amount": {
+              "description": "Transaction amount in dollars",
+              "type": "number"
+            },
+            "approved": {
+              "description": "Approved flag",
+              "type": "boolean"
+            },
+            "category_id": {
+              "description": "Category ID",
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "category_name": {
+              "description": "Category name",
+              "type": "string"
+            },
+            "cleared": {
+              "description": "Cleared status",
+              "type": "string"
+            },
+            "date": {
+              "description": "Transaction date",
+              "type": "string"
+            },
+            "deleted": {
+              "description": "Deleted flag",
+              "type": "boolean"
+            },
+            "flag_color": {
+              "description": "Flag color",
+              "type": "string"
+            },
+            "id": {
+              "description": "Transaction ID",
+              "type": "string"
+            },
+            "import_id": {
+              "description": "Import ID",
+              "type": "string"
+            },
+            "matched_transaction_id": {
+              "description": "Matched transaction ID",
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "memo": {
+              "description": "Transaction memo",
+              "type": "string"
+            },
+            "payee_id": {
+              "description": "Payee ID",
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "payee_name": {
+              "description": "Payee name",
+              "type": "string"
+            },
+            "transfer_account_id": {
+              "description": "Transfer account ID",
+              "type": [
+                "string",
+                "null"
+              ]
+            },
+            "transfer_transaction_id": {
+              "description": "Transfer transaction ID",
+              "type": [
+                "string",
+                "null"
+              ]
+            }
+          },
+          "required": [
+            "id",
+            "date",
+            "amount",
+            "cleared",
+            "approved",
+            "account_id",
+            "deleted"
+          ],
+          "type": "object"
+        },
+        "type": "array"
+      }
+    },
+    "required": [
+      "success",
+      "summary",
+      "results"
+    ],
+    "type": "object"
+  }
+]

Changed5 schema fields changedv0.27.1Jul 12, 2026

addedInput schema / properties / confirmation_token

Added value: +{
+  "description": "Short-lived, single-use token returned by the immediately preceding preview of this exact validated request.",
+  "minLength": 16,
+  "type": "string"
+}

addedInput schema / properties / transactions / items / properties / amount / description

Added value: +"Deprecated legacy alias for amount_milliunits. Use amount_decimal for currency input or amount_milliunits for raw YNAB values."

addedInput schema / properties / transactions / items / properties / amount_decimal

Added value: +{
+  "description": "Preferred: amount in decimal currency units (for example, -12.34). Rounded exactly to the nearest YNAB milliunit.",
+  "type": "number"
+}

addedInput schema / properties / transactions / items / properties / amount_milliunits

Added value: +{
+  "description": "Raw YNAB milliunits. Use only when the value is already converted.",
+  "maximum": 9007199254740991,
+  "minimum": -9007199254740991,
+  "type": "integer"
+}

changedInput schema / properties / transactions / items / required

Previous value: -[
-  "account_id",
-  "amount",
-  "date"
-]New value: +[
+  "account_id",
+  "date"
+]

Addedv0.26.9May 11, 2026

TDQS

A4.5/5.0

Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare readOnlyHint=false, destructiveHint=false, idempotentHint=false, openWorldHint=true, so the safety profile is covered; the description adds the genuinely non-obvious parts: a short-lived single-use confirmation token gate, duplicate detection, and a summary of created/duplicates/failed. The remaining gap is what happens to a detected duplicate (skipped, failed, or created) — the description never says, which matters for a non-idempotent write.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Front-loaded one-liner followed by clearly labeled Args/Returns/Examples/Write safety sections, all of which earn their place. Minor waste: the Returns line restates what the existing output schema already provides, and the Args section partially duplicates schema fields.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a non-idempotent batch write with a two-phase confirmation flow, the description covers the token lifecycle, batch limits, amount-format rules, and dry-run path — the things an agent must know to call it correctly. Return values are legitimately omitted from the description's burden because an output schema exists, and the residual gaps (auth requirements, duplicate disposition) are narrow.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

With only 25% schema description coverage, the description carries the load and does it well: it documents budget_id's default-budget fallback, the per-item required fields, and the mutually-exclusive rule "exactly one of amount_decimal (preferred), amount_milliunits, or deprecated amount" — a constraint the schema cannot express at all. That exclusivity rule alone materially reduces the chance of a malformed call.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a specific verb and resource with scope: "Create 1–100 transactions in a single batch." The batch size and single-batch framing distinguish it from the singular ynab_create_transaction and from ynab_update_transactions without the agent needing to open any schema.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Gives conditional guidance ("Dry run first", "If you explicitly want YNAB-side duplicate import detection, set import_id") plus an explicit preview-then-execute workflow via confirmation_token. It stops short of naming alternatives such as ynab_create_transaction for single records or ynab_update_transactions for edits, so the when-not is left implicit.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Deploy Server

ynab_create_transactions

Instructions

Input Schema

Output Schema

Schema Changelog

TDQS

Other Tools