ynab-mcp

Instructions

Implementation Reference

• src/tools/scheduled-transactions.ts:49-77 (handler)

  The handler function that executes the "get_scheduled_transaction" tool logic.

  }, async ({ budget_id, scheduled_transaction_id }) => {
    try {
      const response = await getClient().scheduledTransactions.getScheduledTransactionById(
        budget_id, scheduled_transaction_id
      );
      const t = response.data.scheduled_transaction;
      const lines = [
        `Date (First): ${t.date_first}`,
        `Date (Next): ${t.date_next}`,
        `Amount: ${formatCurrency(t.amount)}`,
        `Frequency: ${t.frequency}`,
        `Payee: ${t.payee_name ?? "None"} (ID: ${t.payee_id ?? "N/A"})`,
        `Category: ${t.category_name ?? "Uncategorized"} (ID: ${t.category_id ?? "N/A"})`,
        `Account: ${t.account_name} (ID: ${t.account_id})`,
        `Memo: ${t.memo ?? "None"}`,
        `Flag: ${t.flag_color ?? "None"}`,
        `ID: ${t.id}`,
      ];
      if (t.subtransactions && t.subtransactions.length > 0) {
        lines.push(`\nSplit Transactions:`);
        for (const sub of t.subtransactions) {
          lines.push(`  - ${formatCurrency(sub.amount)} | ${sub.category_name ?? "Uncategorized"} | ${sub.memo ?? ""}`);
        }
      }
      return textResult(lines.join("\n"));
    } catch (e: any) {
      return errorResult(e.message);
    }
  });

• src/tools/scheduled-transactions.ts:44-48 (schema)

  The input schema definition for the "get_scheduled_transaction" tool.

  inputSchema: {
    budget_id: z.string().default("last-used").describe("Budget ID or 'last-used'"),
    scheduled_transaction_id: z.string().describe("The scheduled transaction ID"),
  },
  annotations: { readOnlyHint: true },

• src/tools/scheduled-transactions.ts:41-41 (registration)

  Registration of the "get_scheduled_transaction" tool within the MCP server.

  server.registerTool("get_scheduled_transaction", {