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justmytwospence

ynab-mcp

get_payee

Retrieve detailed information about a specific payee in your YNAB budget to manage transactions and track spending sources.

Instructions

[1 API call] Get details for a single payee

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budget_idNoBudget ID or 'last-used'last-used
payee_idYesThe payee ID

Implementation Reference

  • Registration and handler logic for the 'get_payee' tool.
    server.registerTool("get_payee", {
      title: "Get Payee",
      description: "[1 API call] Get details for a single payee",
      inputSchema: {
        budget_id: z.string().default("last-used").describe("Budget ID or 'last-used'"),
        payee_id: z.string().describe("The payee ID"),
      },
      annotations: { readOnlyHint: true },
    }, async ({ budget_id, payee_id }) => {
      try {
        const response = await getClient().payees.getPayeeById(budget_id, payee_id);
        const p = response.data.payee;
        const lines = [
          `Name: ${p.name}`,
          `Transfer Account: ${p.transfer_account_id ?? "None"}`,
          `ID: ${p.id}`,
        ];
        return textResult(lines.join("\n"));
      } catch (e: any) {
        return errorResult(e.message);
      }
    });

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