ynab-mcp

Instructions

Implementation Reference

• src/tools/transactions.ts:19-43 (handler)

  The "list_transactions" tool implementation, including its registration, schema definition, and handler logic.

  server.registerTool("list_transactions", {
    title: "List Transactions",
    description: "[1 API call] List transactions for a budget with optional filters. Returns most recent transactions first.",
    inputSchema: {
      budget_id: z.string().default("last-used").describe("Budget ID or 'last-used'"),
      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 'uncategorized' or 'unapproved'"),
      last_knowledge_of_server: z.number().optional().describe("Delta request token"),
    },
    annotations: { readOnlyHint: true },
  }, async ({ budget_id, since_date, type, last_knowledge_of_server }) => {
    try {
      const response = await getClient().transactions.getTransactions(
        budget_id, since_date, type, last_knowledge_of_server
      );
      const txns = response.data.transactions;
      if (txns.length === 0) return textResult("No transactions found.");
      const lines = txns.map(formatTransaction);
      return textResult(
        `Transactions (${txns.length}):\n${lines.join("\n")}\n\nServer Knowledge: ${response.data.server_knowledge}`
      );
    } catch (e: any) {
      return errorResult(e.message);
    }
  });