ynab-mcp

Instructions

Implementation Reference

• src/tools/transactions.ts:142-182 (handler)

  The `create_transactions` tool is defined here, including its input schema and handler function which calls the underlying API to create multiple transactions.

  server.registerTool("create_transactions", {
    title: "Create Multiple Transactions",
    description: "[1 API call, bulk] Create multiple transactions at once. Each transaction needs account_id, date, and amount at minimum.",
    inputSchema: {
      budget_id: z.string().default("last-used").describe("Budget ID or 'last-used'"),
      transactions: z.array(z.object({
        account_id: z.string().describe("Account ID"),
        date: z.string().describe("Date (YYYY-MM-DD)"),
        amount: z.number().describe("Amount in dollars (negative for outflows)"),
        payee_id: z.string().optional(),
        payee_name: z.string().optional(),
        category_id: z.string().optional(),
        memo: z.string().optional(),
        cleared: z.enum(CLEARED_VALUES).optional(),
        approved: z.boolean().optional(),
        flag_color: z.enum(FLAG_COLORS).optional(),
      })).describe("Array of transactions to create"),
    },
    annotations: { readOnlyHint: false },
  }, async ({ budget_id, transactions }) => {
    try {
      const response = await getClient().transactions.createTransaction(budget_id, {
        transactions: transactions.map((t) => ({
          account_id: t.account_id,
          date: t.date,
          amount: dollarsToMilliunits(t.amount),
          payee_id: t.payee_id,
          payee_name: t.payee_name,
          category_id: t.category_id,
          memo: t.memo,
          cleared: t.cleared,
          approved: t.approved,
          flag_color: t.flag_color ?? null,
        })),
      });
      const created = response.data.transactions;
      return textResult(`Created ${created?.length ?? 0} transaction(s).`);
    } catch (e: any) {
      return errorResult(e.message);
    }
  });