ynab-mcp

Instructions

Implementation Reference

• src/tools/transactions.ts:368-378 (registration)

  Registration of the list_month_transactions tool.

  server.registerTool("list_month_transactions", {
    title: "List Month Transactions",
    description: "[1 API call] List transactions for a specific month",
    inputSchema: {
      budget_id: z.string().default("last-used").describe("Budget ID or 'last-used'"),
      month: z.string().describe("Month in YYYY-MM-DD format (first of month)"),
      since_date: z.string().optional().describe("Only return transactions on or after this date"),
      type: z.enum(TRANSACTION_TYPES).optional().describe("Filter by type"),
      last_knowledge_of_server: z.number().optional().describe("Delta request token"),
    },
    annotations: { readOnlyHint: true },

• src/tools/transactions.ts:379-391 (handler)

  Handler implementation for the list_month_transactions tool.

  }, async ({ budget_id, month, since_date, type, last_knowledge_of_server }) => {
    try {
      const response = await getClient().transactions.getTransactionsByMonth(
        budget_id, month, since_date, type, last_knowledge_of_server
      );
      const txns = response.data.transactions;
      if (txns.length === 0) return textResult(`No transactions found for ${month}.`);
      const lines = txns.map(formatTransaction);
      return textResult(`Month Transactions for ${month} (${txns.length}):\n${lines.join("\n")}`);
    } catch (e: any) {
      return errorResult(e.message);
    }
  });