ynab-mcp

Instructions

Implementation Reference

• src/tools/categories.ts:69-97 (handler)

  The "create_category" tool definition and handler implementation.

  server.registerTool("create_category", {
    title: "Create Category",
    description: "[1 API call] Create a new category in a budget",
    inputSchema: {
      budget_id: z.string().default("last-used").describe("Budget ID or 'last-used'"),
      name: z.string().describe("Category name"),
      category_group_id: z.string().describe("ID of the category group to add this category to"),
      note: z.string().optional().describe("Category note"),
      goal_target: z.number().optional().describe("Goal target amount in dollars"),
      goal_target_date: z.string().optional().describe("Goal target date (YYYY-MM-DD)"),
    },
    annotations: { readOnlyHint: false },
  }, async ({ budget_id, name, category_group_id, note, goal_target, goal_target_date }) => {
    try {
      const response = await getClient().categories.createCategory(budget_id, {
        category: {
          name,
          category_group_id,
          note,
          goal_target: goal_target != null ? dollarsToMilliunits(goal_target) : undefined,
          goal_target_date,
        },
      });
      const c = response.data.category;
      return textResult(`Created category "${c.name}"\nID: ${c.id}`);
    } catch (e: any) {
      return errorResult(e.message);
    }
  });