ynab-mcp

Instructions

Implementation Reference

• src/tools/payees.ts:7-29 (handler)

  The handler for 'list_payees' which fetches payees from the YNAB API and formats them as a text response.

  server.registerTool("list_payees", {
    title: "List Payees",
    description: "[1 API call] List all payees for a budget",
    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().payees.getPayees(budget_id, last_knowledge_of_server);
      const payees = response.data.payees;
      const lines = payees.map((p) => {
        const transfer = p.transfer_account_id ? ` (Transfer: ${p.transfer_account_id})` : "";
        return `- ${p.name}${transfer} [ID: ${p.id}]`;
      });
      return textResult(
        `Payees (${payees.length}):\n${lines.join("\n")}\n\nServer Knowledge: ${response.data.server_knowledge}`
      );
    } catch (e: any) {
      return errorResult(e.message);
    }
  });