ynab-mcp

Instructions

Implementation Reference

• src/tools/accounts.ts:38-65 (handler)

  The `get_account` tool handler implementation, including input schema definition and the logic for fetching account details from the YNAB client.

  server.registerTool("get_account", {
    title: "Get Account",
    description: "[1 API call] Get details for a single account",
    inputSchema: {
      budget_id: z.string().default("last-used").describe("Budget ID or 'last-used'"),
      account_id: z.string().describe("The account ID"),
    },
    annotations: { readOnlyHint: true },
  }, async ({ budget_id, account_id }) => {
    try {
      const response = await getClient().accounts.getAccountById(budget_id, account_id);
      const a = response.data.account;
      const lines = [
        `Name: ${a.name}`,
        `Type: ${a.type}`,
        `Balance: ${formatCurrency(a.balance)}`,
        `Cleared Balance: ${formatCurrency(a.cleared_balance)}`,
        `Uncleared Balance: ${formatCurrency(a.uncleared_balance)}`,
        `On Budget: ${a.on_budget}`,
        `Closed: ${a.closed}`,
        `Note: ${a.note ?? "None"}`,
        `ID: ${a.id}`,
      ];
      return textResult(lines.join("\n"));
    } catch (e: any) {
      return errorResult(e.message);
    }
  });