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justmytwospence

ynab-mcp

update_payee

Modify a payee's name in YNAB budgets to correct errors or update information for accurate transaction tracking and financial reporting.

Instructions

[1 API call] Update a payee's name

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budget_idNoBudget ID or 'last-used'last-used
payee_idYesThe payee ID
nameYesNew payee name (max 500 characters)

Implementation Reference

  • The 'update_payee' tool handler, which calls YNAB API's updatePayee function.
    server.registerTool("update_payee", {
      title: "Update Payee",
      description: "[1 API call] Update a payee's name",
      inputSchema: {
        budget_id: z.string().default("last-used").describe("Budget ID or 'last-used'"),
        payee_id: z.string().describe("The payee ID"),
        name: z.string().max(500).describe("New payee name (max 500 characters)"),
      },
      annotations: { readOnlyHint: false },
    }, async ({ budget_id, payee_id, name }) => {
      try {
        const response = await getClient().payees.updatePayee(budget_id, payee_id, {
          payee: { name },
        });
        const p = response.data.payee;
        return textResult(`Updated payee "${p.name}"\nID: ${p.id}`);
      } catch (e: any) {
        return errorResult(e.message);
      }
    });

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