Create Multiple Transactions
create_transactionsAdd multiple financial records to YNAB budgets in bulk by specifying account, date, and amount for each transaction.
Instructions
[1 API call, bulk] Create multiple transactions at once. Each transaction needs account_id, date, and amount at minimum.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| budget_id | No | Budget ID or 'last-used' | last-used |
| transactions | Yes | Array of transactions to create |
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); } });