ynab-mcp

Instructions

Implementation Reference

• src/tools/categories.ts:99-126 (handler)

  The registration and handler implementation for the update_category tool.

  server.registerTool("update_category", {
    title: "Update Category",
    description: "[1 API call] Update an existing category's name, note, or goal",
    inputSchema: {
      budget_id: z.string().default("last-used").describe("Budget ID or 'last-used'"),
      category_id: z.string().describe("The category ID to update"),
      name: z.string().optional().describe("New category name"),
      note: z.string().optional().describe("New category note"),
      goal_target: z.number().optional().describe("New goal target in dollars"),
      goal_target_date: z.string().optional().describe("New goal target date (YYYY-MM-DD)"),
    },
    annotations: { readOnlyHint: false },
  }, async ({ budget_id, category_id, name, note, goal_target, goal_target_date }) => {
    try {
      const response = await getClient().categories.updateCategory(budget_id, category_id, {
        category: {
          name,
          note,
          goal_target: goal_target != null ? dollarsToMilliunits(goal_target) : undefined,
          goal_target_date,
        },
      });
      const c = response.data.category;
      return textResult(`Updated category "${c.name}"\nID: ${c.id}`);
    } catch (e: any) {
      return errorResult(e.message);
    }
  });