ynab-mcp

Instructions

Implementation Reference

• src/tools/scheduled-transactions.ts:119-134 (registration)

  The tool `update_scheduled_transaction` is registered here with its input schema definition.

  server.registerTool("update_scheduled_transaction", {
    title: "Update Scheduled Transaction",
    description: "[1 API call] Update an existing scheduled transaction",
    inputSchema: {
      budget_id: z.string().default("last-used").describe("Budget ID or 'last-used'"),
      scheduled_transaction_id: z.string().describe("The scheduled transaction ID"),
      account_id: z.string().describe("Account ID (required even if unchanged)"),
      date: z.string().describe("Date (YYYY-MM-DD, required even if unchanged)"),
      amount: z.number().optional().describe("New amount in dollars"),
      frequency: z.enum(FREQUENCIES).optional().describe("New frequency"),
      payee_id: z.string().optional().describe("New payee ID"),
      payee_name: z.string().optional().describe("New payee name"),
      category_id: z.string().optional().describe("New category ID"),
      memo: z.string().optional().describe("New memo"),
      flag_color: z.enum(FLAG_COLORS).optional().describe("New flag color"),
    },

• src/tools/scheduled-transactions.ts:136-160 (handler)

  The handler function for `update_scheduled_transaction` that executes the update logic via the YNAB client.

  }, async ({ budget_id, scheduled_transaction_id, account_id, date, amount, frequency, payee_id, payee_name, category_id, memo, flag_color }) => {
    try {
      const response = await getClient().scheduledTransactions.updateScheduledTransaction(
        budget_id, scheduled_transaction_id, {
          scheduled_transaction: {
            account_id,
            date,
            amount: amount != null ? dollarsToMilliunits(amount) : undefined,
            frequency,
            payee_id,
            payee_name,
            category_id,
            memo,
            flag_color: flag_color ?? null,
          },
        }
      );
      const t = response.data.scheduled_transaction;
      return textResult(
        `Updated scheduled transaction: ${t.date_first} | ${formatCurrency(t.amount)} | ${t.frequency}\nID: ${t.id}`
      );
    } catch (e: any) {
      return errorResult(e.message);
    }
  });