List category groups
list_category_groupsList the category groups a plan offers, showing where categories can be created or moved. Use it to find valid group headings before classifying spending.
Instructions
List the category groups a category can be created in or moved to.
A group is a heading over categories: it holds no amount of its own, so nothing here says what was budgeted or spent. Categories are created in groups, and moved between them, in YNAB itself. For the money in each category use get_category_balances; to classify transactions, suggest_categories. With several plans, pass the plan id from list_plans: 'last-used' follows the plan last opened in YNAB. Hidden, deleted and system groups are left out. One YNAB request; changes nothing.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"plan_id": "<plan_id>"
},
"name": "list_category_groups"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| plan_id | Yes | YNAB plan id or 'last-used'. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |