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jeangnc

YNAB MCP Server

by jeangnc

get_account

Retrieve detailed information about a specific YNAB account by providing budget and account IDs to access balance, transactions, and account settings.

Instructions

Get detailed information about a specific account.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budget_idYesThe budget ID
account_idYesThe account ID

Implementation Reference

  • The core handler function in YNABClient that fetches the specific account details from the YNAB API endpoint.
    async getAccount(budgetId: string, accountId: string) {
      return this.request<{ account: any }>(`/budgets/${budgetId}/accounts/${accountId}`);
    }
  • Zod schema used for input validation in the get_account tool handler.
    const AccountSchema = z.object({
      budget_id: z.string().describe("The budget ID"),
      account_id: z.string().describe("The account ID"),
    });
  • src/index.ts:182-193 (registration)
    MCP tool registration definition including name, description, and JSON input schema.
    {
      name: "get_account",
      description: "Get detailed information about a specific account.",
      inputSchema: {
        type: "object" as const,
        properties: {
          budget_id: { type: "string", description: "The budget ID" },
          account_id: { type: "string", description: "The account ID" },
        },
        required: ["budget_id", "account_id"],
      },
    },
  • Tool dispatch logic in the MCP CallToolRequest handler that parses arguments and invokes the getAccount method.
    case "get_account": {
      const { budget_id, account_id } = AccountSchema.parse(args);
      result = await client.getAccount(budget_id, account_id);
      break;
    }

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