ynab-mcp

Instructions

Implementation Reference

• src/tools/scheduled-transactions.ts:14-39 (handler)

  Implementation of the list_scheduled_transactions tool handler.

  server.registerTool("list_scheduled_transactions", {
    title: "List Scheduled Transactions",
    description: "[1 API call] List all scheduled (recurring) transactions 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().scheduledTransactions.getScheduledTransactions(
        budget_id, last_knowledge_of_server
      );
      const txns = response.data.scheduled_transactions;
      if (txns.length === 0) return textResult("No scheduled transactions found.");
      const lines = txns.map((t) => {
        const freq = t.frequency ?? "once";
        return `- ${t.date_next ?? t.date_first} | ${formatCurrency(t.amount)} | ${t.payee_name ?? "No payee"} | ${t.category_name ?? "Uncategorized"} | ${freq} | ${t.account_name} [ID: ${t.id}]`;
      });
      return textResult(
        `Scheduled Transactions (${txns.length}):\n${lines.join("\n")}\n\nServer Knowledge: ${response.data.server_knowledge}`
      );
    } catch (e: any) {
      return errorResult(e.message);
    }
  });