ynab-mcp

Instructions

Implementation Reference

• src/tools/accounts.ts:13-36 (handler)

  The 'list_accounts' tool registration and handler implementation. It uses the YNAB client to fetch accounts for a given budget and formats the result.

  server.registerTool("list_accounts", {
    title: "List Accounts",
    description: "[1 API call] List all accounts for a budget including balances and types",
    inputSchema: {
      budget_id: z.string().default("last-used").describe("Budget ID or 'last-used'"),
      last_knowledge_of_server: z.number().optional().describe("Delta request token"),
    },
    annotations: { readOnlyHint: true },
  }, async ({ budget_id, last_knowledge_of_server }) => {
    try {
      const response = await getClient().accounts.getAccounts(budget_id, last_knowledge_of_server);
      const accounts = response.data.accounts;
      const lines = accounts.map((a) => {
        const status = a.closed ? " [CLOSED]" : "";
        const onBudget = a.on_budget ? "On Budget" : "Off Budget";
        return `- ${a.name}${status}: ${formatCurrency(a.balance)} (${a.type}, ${onBudget}) [ID: ${a.id}]`;
      });
      return textResult(
        `Accounts (${accounts.length}):\n${lines.join("\n")}\n\nServer Knowledge: ${response.data.server_knowledge}`
      );
    } catch (e: any) {
      return errorResult(e.message);
    }
  });