ynab-mcp

Instructions

Implementation Reference

• src/tools/transactions.ts:219-239 (registration)

  Registration of the "update_transactions" tool with input schema validation.

  server.registerTool("update_transactions", {
    title: "Bulk Update Transactions",
    description: "[1 API call, bulk] Update multiple transactions at once. Each must include either id or import_id to identify the transaction.",
    inputSchema: {
      budget_id: z.string().default("last-used").describe("Budget ID or 'last-used'"),
      transactions: z.array(z.object({
        id: z.string().optional().describe("Transaction ID"),
        import_id: z.string().optional().describe("Import ID"),
        account_id: z.string().optional(),
        date: z.string().optional(),
        amount: z.number().optional().describe("Amount in dollars"),
        payee_id: z.string().optional(),
        payee_name: z.string().optional(),
        category_id: z.string().optional(),
        memo: z.string().optional(),
        cleared: z.enum(CLEARED_VALUES).optional(),
        approved: z.boolean().optional(),
        flag_color: z.enum(FLAG_COLORS).optional(),
      })).describe("Transactions to update"),
    },
    annotations: { readOnlyHint: false },

• src/tools/transactions.ts:240-254 (handler)

  Handler logic for the "update_transactions" tool, performing a bulk update on YNAB transactions.

  }, async ({ budget_id, transactions }) => {
    try {
      const response = await getClient().transactions.updateTransactions(budget_id, {
        transactions: transactions.map((t) => ({
          ...t,
          amount: t.amount != null ? dollarsToMilliunits(t.amount) : undefined,
          flag_color: t.flag_color ?? null,
        })),
      });
      const updated = response.data.transactions;
      return textResult(`Updated ${updated?.length ?? 0} transaction(s).`);
    } catch (e: any) {
      return errorResult(e.message);
    }
  });