ynab-mcp

Instructions

Implementation Reference

• src/tools/transactions.ts:355-364 (handler)

  The handler logic that executes `getTransactionsByPayee` and formats the results.

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

• src/tools/transactions.ts:343-354 (registration)

  The tool registration with schema definition for input parameters.

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