ynab-mcp

Instructions

Implementation Reference

• src/tools/transactions.ts:184-217 (handler)

  Registration and implementation of the 'update_transaction' MCP tool.

  server.registerTool("update_transaction", {
    title: "Update Transaction",
    description: "[1 API call] Update an existing transaction",
    inputSchema: {
      budget_id: z.string().default("last-used").describe("Budget ID or 'last-used'"),
      transaction_id: z.string().describe("The transaction ID to update"),
      account_id: z.string().optional().describe("New account ID"),
      date: z.string().optional().describe("New date (YYYY-MM-DD)"),
      amount: z.number().optional().describe("New amount in dollars"),
      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"),
      cleared: z.enum(CLEARED_VALUES).optional().describe("New cleared status"),
      approved: z.boolean().optional().describe("New approval status"),
      flag_color: z.enum(FLAG_COLORS).optional().describe("New flag color"),
    },
    annotations: { readOnlyHint: false },
  }, async ({ budget_id, transaction_id, ...fields }) => {
    try {
      const data: any = { ...fields };
      if (data.amount != null) data.amount = dollarsToMilliunits(data.amount);
      if (data.flag_color !== undefined) data.flag_color = data.flag_color ?? null;
      const response = await getClient().transactions.updateTransaction(budget_id, transaction_id, {
        transaction: data,
      });
      const t = response.data.transaction;
      return textResult(
        `Updated transaction: ${t.date} | ${formatCurrency(t.amount)} | ${t.payee_name ?? "No payee"}\nID: ${t.id}`
      );
    } catch (e: any) {
      return errorResult(e.message);
    }
  });