MCP YNAB Server

Instructions

Implementation Reference

• src/mcp_ynab/server.py:417-452 (handler)

  The handler function for the 'get_transactions' MCP tool. It fetches transactions for a specific budget and account using the YNAB API since the 1st of the current month, formats them into a markdown table, and returns the result.

  @mcp.tool()
  async def get_transactions(budget_id: str, account_id: str) -> str:
      """Get recent transactions for a specific account in a specific budget."""
      async with await get_ynab_client() as client:
          transactions_api = TransactionsApi(client)
          all_transactions: List[TransactionDetail] = []
          since_date = datetime.now().replace(day=1).date()
          response = transactions_api.get_transactions_by_account(
              budget_id, account_id, since_date=since_date
          )
          all_transactions.extend(response.data.transactions)
  
          markdown = "# Recent Transactions\n\n"
          if not all_transactions:
              return markdown + "_No recent transactions found._\n"
  
          headers = ["ID", "Date", "Amount", "Payee Name", "Category Name", "Memo"]
          align = ["left", "left", "right", "left", "left", "left"]
          rows = []
  
          for txn in all_transactions:
              amount_str = f"${txn.amount / 1000:,.2f}"
              rows.append(
                  [
                      txn.id,
                      txn.var_date.strftime("%Y-%m-%d"),
                      amount_str,
                      txn.payee_name or "N/A",
                      txn.category_name or "N/A",
                      txn.memo or "",
                  ]
              )
  
          markdown += _build_markdown_table(rows, headers, align)
          return markdown