ynab-mcp

Instructions

Implementation Reference

• src/tools/budgets.ts:7-32 (handler)

  Implementation and registration of the 'list_budgets' tool. It fetches budgets using the YNAB client and formats them as a text result.

  server.registerTool("list_budgets", {
    title: "List Budgets",
    description: "[1 API call] List all budgets the user has access to, with optional account info",
    inputSchema: {
      include_accounts: z.boolean().optional().describe("Include accounts for each budget"),
    },
    annotations: { readOnlyHint: true },
  }, async ({ include_accounts }) => {
    try {
      const response = await getClient().plans.getPlans(include_accounts);
      const budgets = response.data.plans;
      const lines = budgets.map((b) => {
        let line = `- ${b.name} (ID: ${b.id})`;
        if (b.last_modified_on) line += ` [Last modified: ${b.last_modified_on}]`;
        if (include_accounts && b.accounts) {
          for (const a of b.accounts) {
            line += `\n  - ${a.name}: ${formatCurrency(a.balance)} (${a.type})`;
          }
        }
        return line;
      });
      return textResult(`Budgets:\n${lines.join("\n")}`);
    } catch (e: any) {
      return errorResult(e.message);
    }
  });