@opentabs-dev/opentabs-plugin-ynab 0.0.74

package/dist/tools/list-accounts.js

@@ -0,0 +1,34 @@
+import { defineTool } from '@opentabs-dev/plugin-sdk';
+import { z } from 'zod';
+import { catalog, getPlanId } from '../ynab-api.js';
+import { accountSchema, mapAccount } from './schemas.js';
+export const listAccounts = defineTool({
+    name: 'list_accounts',
+    displayName: 'List Accounts',
+    description: 'List all accounts in the active YNAB plan. Returns account name, type, balances, and on-budget status. Includes checking, savings, credit cards, and tracking accounts.',
+    summary: 'List all budget accounts',
+    icon: 'landmark',
+    group: 'Accounts',
+    input: z.object({
+        include_closed: z.boolean().optional().describe('Include closed accounts (default false)'),
+    }),
+    output: z.object({
+        accounts: z.array(accountSchema).describe('List of accounts'),
+    }),
+    handle: async (params) => {
+        const planId = getPlanId();
+        const result = await catalog('syncBudgetData', {
+            budget_version_id: planId,
+            starting_device_knowledge: 0,
+            ending_device_knowledge: 0,
+            device_knowledge_of_server: 0,
+        });
+        const raw = result.changed_entities?.be_accounts ?? [];
+        let accounts = raw.filter(a => !a.is_tombstone).map(mapAccount);
+        if (!params.include_closed) {
+            accounts = accounts.filter(a => !a.closed);
+        }
+        return { accounts };
+    },
+});
+//# sourceMappingURL=list-accounts.js.map

package/dist/tools/list-accounts.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"list-accounts.js","sourceRoot":"","sources":["../../src/tools/list-accounts.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,UAAU,EAAE,MAAM,0BAA0B,CAAC;AACtD,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AACxB,OAAO,EAAE,OAAO,EAAE,SAAS,EAAE,MAAM,gBAAgB,CAAC;AAEpD,OAAO,EAAE,aAAa,EAAE,UAAU,EAAE,MAAM,cAAc,CAAC;AAMzD,MAAM,CAAC,MAAM,YAAY,GAAG,UAAU,CAAC;IACrC,IAAI,EAAE,eAAe;IACrB,WAAW,EAAE,eAAe;IAC5B,WAAW,EACT,yKAAyK;IAC3K,OAAO,EAAE,0BAA0B;IACnC,IAAI,EAAE,UAAU;IAChB,KAAK,EAAE,UAAU;IACjB,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,cAAc,EAAE,CAAC,CAAC,OAAO,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,yCAAyC,CAAC;KAC3F,CAAC;IACF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,QAAQ,EAAE,CAAC,CAAC,KAAK,CAAC,aAAa,CAAC,CAAC,QAAQ,CAAC,kBAAkB,CAAC;KAC9D,CAAC;IACF,MAAM,EAAE,KAAK,EAAC,MAAM,EAAC,EAAE;QACrB,MAAM,MAAM,GAAG,SAAS,EAAE,CAAC;QAC3B,MAAM,MAAM,GAAG,MAAM,OAAO,CAAa,gBAAgB,EAAE;YACzD,iBAAiB,EAAE,MAAM;YACzB,yBAAyB,EAAE,CAAC;YAC5B,uBAAuB,EAAE,CAAC;YAC1B,0BAA0B,EAAE,CAAC;SAC9B,CAAC,CAAC;QAEH,MAAM,GAAG,GAAI,MAAuD,CAAC,gBAAgB,EAAE,WAAW,IAAI,EAAE,CAAC;QACzG,IAAI,QAAQ,GAAG,GAAG,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,CAAC,YAAY,CAAC,CAAC,GAAG,CAAC,UAAU,CAAC,CAAC;QAEhE,IAAI,CAAC,MAAM,CAAC,cAAc,EAAE,CAAC;YAC3B,QAAQ,GAAG,QAAQ,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,CAAC,MAAM,CAAC,CAAC;QAC7C,CAAC;QAED,OAAO,EAAE,QAAQ,EAAE,CAAC;IACtB,CAAC;CACF,CAAC,CAAC"}

package/dist/tools/list-categories.d.ts

@@ -0,0 +1,26 @@
+import { z } from 'zod';
+export declare const listCategories: import("@opentabs-dev/plugin-sdk").ToolDefinition<z.ZodObject<{
+    include_hidden: z.ZodOptional<z.ZodBoolean>;
+}, z.core.$strip>, z.ZodObject<{
+    groups: z.ZodArray<z.ZodObject<{
+        id: z.ZodString;
+        name: z.ZodString;
+        hidden: z.ZodBoolean;
+    }, z.core.$strip>>;
+    categories: z.ZodArray<z.ZodObject<{
+        id: z.ZodString;
+        category_group_id: z.ZodString;
+        name: z.ZodString;
+        hidden: z.ZodBoolean;
+        budgeted: z.ZodString;
+        activity: z.ZodString;
+        balance: z.ZodString;
+        budgeted_milliunits: z.ZodNumber;
+        activity_milliunits: z.ZodNumber;
+        balance_milliunits: z.ZodNumber;
+        goal_type: z.ZodString;
+        goal_target: z.ZodString;
+        goal_percentage_complete: z.ZodNumber;
+    }, z.core.$strip>>;
+}, z.core.$strip>>;
+//# sourceMappingURL=list-categories.d.ts.map

package/dist/tools/list-categories.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"list-categories.d.ts","sourceRoot":"","sources":["../../src/tools/list-categories.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAWxB,eAAO,MAAM,cAAc;;;;;;;;;;;;;;;;;;;;;;;kBA+DzB,CAAC"}

package/dist/tools/list-categories.js

@@ -0,0 +1,62 @@
+import { defineTool } from '@opentabs-dev/plugin-sdk';
+import { z } from 'zod';
+import { catalog, getPlanId } from '../ynab-api.js';
+import { categoryGroupSchema, categorySchema, mapCategory, mapCategoryGroup } from './schemas.js';
+export const listCategories = defineTool({
+    name: 'list_categories',
+    displayName: 'List Categories',
+    description: 'List all category groups and categories in the active YNAB plan. Returns budgeted amounts, activity, and available balances for the current month. Excludes hidden and deleted categories by default.',
+    summary: 'List budget categories with balances',
+    icon: 'tags',
+    group: 'Categories',
+    input: z.object({
+        include_hidden: z.boolean().optional().describe('Include hidden categories (default false)'),
+    }),
+    output: z.object({
+        groups: z.array(categoryGroupSchema).describe('Category groups'),
+        categories: z.array(categorySchema).describe('Categories with budget data'),
+    }),
+    handle: async (params) => {
+        const planId = getPlanId();
+        const result = await catalog('syncBudgetData', {
+            budget_version_id: planId,
+            starting_device_knowledge: 0,
+            ending_device_knowledge: 0,
+            device_knowledge_of_server: 0,
+        });
+        const entities = result.changed_entities;
+        const rawGroups = (entities?.be_master_categories ?? []).filter(g => !g.is_tombstone);
+        const rawCategories = (entities?.be_subcategories ?? []).filter(c => !c.is_tombstone);
+        // Merge monthly subcategory budget calculations into categories
+        // entity_id format: mcbc/YYYY-MM/category-id — extract category-id suffix
+        const calcs = entities?.be_monthly_subcategory_budget_calculations ?? [];
+        const calcMap = new Map();
+        for (const calc of calcs) {
+            const entityId = calc.entities_monthly_subcategory_budget_id;
+            if (entityId) {
+                const parts = entityId.split('/');
+                const categoryId = parts.length >= 3 ? parts.slice(2).join('/') : entityId;
+                calcMap.set(categoryId, calc);
+            }
+        }
+        let groups = rawGroups.map(mapCategoryGroup);
+        let categories = rawCategories.map(c => {
+            const calc = calcMap.get(c.id ?? '');
+            return mapCategory({
+                ...c,
+                budgeted: calc?.budgeted ?? c.budgeted,
+                activity: calc?.activity ?? c.activity,
+                balance: calc?.balance ?? c.balance,
+                goal_type: calc?.goal_type ?? c.goal_type,
+                goal_target: calc?.goal_target ?? c.goal_target,
+                goal_percentage_complete: calc?.goal_percentage_complete ?? c.goal_percentage_complete,
+            });
+        });
+        if (!params.include_hidden) {
+            groups = groups.filter(g => !g.hidden);
+            categories = categories.filter(c => !c.hidden);
+        }
+        return { groups, categories };
+    },
+});
+//# sourceMappingURL=list-categories.js.map

package/dist/tools/list-categories.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"list-categories.js","sourceRoot":"","sources":["../../src/tools/list-categories.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,UAAU,EAAE,MAAM,0BAA0B,CAAC;AACtD,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AACxB,OAAO,EAAE,OAAO,EAAE,SAAS,EAAE,MAAM,gBAAgB,CAAC;AAEpD,OAAO,EAAE,mBAAmB,EAAE,cAAc,EAAE,WAAW,EAAE,gBAAgB,EAAE,MAAM,cAAc,CAAC;AAQlG,MAAM,CAAC,MAAM,cAAc,GAAG,UAAU,CAAC;IACvC,IAAI,EAAE,iBAAiB;IACvB,WAAW,EAAE,iBAAiB;IAC9B,WAAW,EACT,uMAAuM;IACzM,OAAO,EAAE,sCAAsC;IAC/C,IAAI,EAAE,MAAM;IACZ,KAAK,EAAE,YAAY;IACnB,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,cAAc,EAAE,CAAC,CAAC,OAAO,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,2CAA2C,CAAC;KAC7F,CAAC;IACF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,MAAM,EAAE,CAAC,CAAC,KAAK,CAAC,mBAAmB,CAAC,CAAC,QAAQ,CAAC,iBAAiB,CAAC;QAChE,UAAU,EAAE,CAAC,CAAC,KAAK,CAAC,cAAc,CAAC,CAAC,QAAQ,CAAC,6BAA6B,CAAC;KAC5E,CAAC;IACF,MAAM,EAAE,KAAK,EAAC,MAAM,EAAC,EAAE;QACrB,MAAM,MAAM,GAAG,SAAS,EAAE,CAAC;QAC3B,MAAM,MAAM,GAAG,MAAM,OAAO,CAAa,gBAAgB,EAAE;YACzD,iBAAiB,EAAE,MAAM;YACzB,yBAAyB,EAAE,CAAC;YAC5B,uBAAuB,EAAE,CAAC;YAC1B,0BAA0B,EAAE,CAAC;SAC9B,CAAC,CAAC;QAEH,MAAM,QAAQ,GAAI,MAAuD,CAAC,gBAAgB,CAAC;QAE3F,MAAM,SAAS,GAAG,CAAC,QAAQ,EAAE,oBAAoB,IAAI,EAAE,CAAC,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,CAAC,YAAY,CAAC,CAAC;QACtF,MAAM,aAAa,GAAG,CAAC,QAAQ,EAAE,gBAAgB,IAAI,EAAE,CAAC,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,CAAC,YAAY,CAAC,CAAC;QAEtF,gEAAgE;QAChE,0EAA0E;QAC1E,MAAM,KAAK,GAAG,QAAQ,EAAE,0CAA0C,IAAI,EAAE,CAAC;QACzE,MAAM,OAAO,GAAG,IAAI,GAAG,EAA2C,CAAC;QACnE,KAAK,MAAM,IAAI,IAAI,KAAK,EAAE,CAAC;YACzB,MAAM,QAAQ,GAAG,IAAI,CAAC,sCAAsC,CAAC;YAC7D,IAAI,QAAQ,EAAE,CAAC;gBACb,MAAM,KAAK,GAAG,QAAQ,CAAC,KAAK,CAAC,GAAG,CAAC,CAAC;gBAClC,MAAM,UAAU,GAAG,KAAK,CAAC,MAAM,IAAI,CAAC,CAAC,CAAC,CAAC,KAAK,CAAC,KAAK,CAAC,CAAC,CAAC,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC;gBAC3E,OAAO,CAAC,GAAG,CAAC,UAAU,EAAE,IAAI,CAAC,CAAC;YAChC,CAAC;QACH,CAAC;QAED,IAAI,MAAM,GAAG,SAAS,CAAC,GAAG,CAAC,gBAAgB,CAAC,CAAC;QAC7C,IAAI,UAAU,GAAG,aAAa,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE;YACrC,MAAM,IAAI,GAAG,OAAO,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,IAAI,EAAE,CAAC,CAAC;YACrC,OAAO,WAAW,CAAC;gBACjB,GAAG,CAAC;gBACJ,QAAQ,EAAE,IAAI,EAAE,QAAQ,IAAI,CAAC,CAAC,QAAQ;gBACtC,QAAQ,EAAE,IAAI,EAAE,QAAQ,IAAI,CAAC,CAAC,QAAQ;gBACtC,OAAO,EAAE,IAAI,EAAE,OAAO,IAAI,CAAC,CAAC,OAAO;gBACnC,SAAS,EAAE,IAAI,EAAE,SAAS,IAAI,CAAC,CAAC,SAAS;gBACzC,WAAW,EAAE,IAAI,EAAE,WAAW,IAAI,CAAC,CAAC,WAAW;gBAC/C,wBAAwB,EAAE,IAAI,EAAE,wBAAwB,IAAI,CAAC,CAAC,wBAAwB;aACvF,CAAC,CAAC;QACL,CAAC,CAAC,CAAC;QAEH,IAAI,CAAC,MAAM,CAAC,cAAc,EAAE,CAAC;YAC3B,MAAM,GAAG,MAAM,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,CAAC,MAAM,CAAC,CAAC;YACvC,UAAU,GAAG,UAAU,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,CAAC,MAAM,CAAC,CAAC;QACjD,CAAC;QAED,OAAO,EAAE,MAAM,EAAE,UAAU,EAAE,CAAC;IAChC,CAAC;CACF,CAAC,CAAC"}

package/dist/tools/list-months.d.ts

@@ -0,0 +1,16 @@
+import { z } from 'zod';
+export declare const listMonths: import("@opentabs-dev/plugin-sdk").ToolDefinition<z.ZodObject<{}, z.core.$strip>, z.ZodObject<{
+    months: z.ZodArray<z.ZodObject<{
+        month: z.ZodString;
+        income: z.ZodString;
+        budgeted: z.ZodString;
+        activity: z.ZodString;
+        to_be_budgeted: z.ZodString;
+        income_milliunits: z.ZodNumber;
+        budgeted_milliunits: z.ZodNumber;
+        activity_milliunits: z.ZodNumber;
+        to_be_budgeted_milliunits: z.ZodNumber;
+        age_of_money: z.ZodNumber;
+    }, z.core.$strip>>;
+}, z.core.$strip>>;
+//# sourceMappingURL=list-months.d.ts.map

package/dist/tools/list-months.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"list-months.d.ts","sourceRoot":"","sources":["../../src/tools/list-months.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAUxB,eAAO,MAAM,UAAU;;;;;;;;;;;;;kBA0CrB,CAAC"}

package/dist/tools/list-months.js

@@ -0,0 +1,43 @@
+import { defineTool } from '@opentabs-dev/plugin-sdk';
+import { z } from 'zod';
+import { catalog, getPlanId } from '../ynab-api.js';
+import { mapMonth, monthSchema } from './schemas.js';
+export const listMonths = defineTool({
+    name: 'list_months',
+    displayName: 'List Months',
+    description: 'List all budget months in the active YNAB plan. Returns income, budgeted, activity, and Ready to Assign amounts for each month. Sorted from most recent to oldest.',
+    summary: 'List budget months with summaries',
+    icon: 'calendar',
+    group: 'Months',
+    input: z.object({}),
+    output: z.object({
+        months: z.array(monthSchema).describe('List of budget months'),
+    }),
+    handle: async () => {
+        const planId = getPlanId();
+        const result = await catalog('syncBudgetData', {
+            budget_version_id: planId,
+            starting_device_knowledge: 0,
+            ending_device_knowledge: 0,
+            device_knowledge_of_server: 0,
+        });
+        const entities = result.changed_entities;
+        const rawMonths = entities?.be_monthly_budgets ?? [];
+        const rawCalcs = entities?.be_monthly_budget_calculations ?? [];
+        // Map calculation data by month (entities_monthly_budget_id format: mb/YYYY-MM-DD)
+        const calcMap = new Map();
+        for (const calc of rawCalcs) {
+            const budgetId = calc.entities_monthly_budget_id;
+            if (budgetId) {
+                const month = budgetId.replace('mb/', '');
+                calcMap.set(month, calc);
+            }
+        }
+        const months = rawMonths
+            .filter(m => !m.is_tombstone)
+            .map(m => mapMonth(m, calcMap.get(m.month ?? '')))
+            .sort((a, b) => b.month.localeCompare(a.month));
+        return { months };
+    },
+});
+//# sourceMappingURL=list-months.js.map

package/dist/tools/list-months.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"list-months.js","sourceRoot":"","sources":["../../src/tools/list-months.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,UAAU,EAAE,MAAM,0BAA0B,CAAC;AACtD,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AACxB,OAAO,EAAE,OAAO,EAAE,SAAS,EAAE,MAAM,gBAAgB,CAAC;AAEpD,OAAO,EAAE,QAAQ,EAAE,WAAW,EAAE,MAAM,cAAc,CAAC;AAOrD,MAAM,CAAC,MAAM,UAAU,GAAG,UAAU,CAAC;IACnC,IAAI,EAAE,aAAa;IACnB,WAAW,EAAE,aAAa;IAC1B,WAAW,EACT,oKAAoK;IACtK,OAAO,EAAE,mCAAmC;IAC5C,IAAI,EAAE,UAAU;IAChB,KAAK,EAAE,QAAQ;IACf,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC,EAAE,CAAC;IACnB,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,MAAM,EAAE,CAAC,CAAC,KAAK,CAAC,WAAW,CAAC,CAAC,QAAQ,CAAC,uBAAuB,CAAC;KAC/D,CAAC;IACF,MAAM,EAAE,KAAK,IAAI,EAAE;QACjB,MAAM,MAAM,GAAG,SAAS,EAAE,CAAC;QAC3B,MAAM,MAAM,GAAG,MAAM,OAAO,CAAa,gBAAgB,EAAE;YACzD,iBAAiB,EAAE,MAAM;YACzB,yBAAyB,EAAE,CAAC;YAC5B,uBAAuB,EAAE,CAAC;YAC1B,0BAA0B,EAAE,CAAC;SAC9B,CAAC,CAAC;QAEH,MAAM,QAAQ,GAAI,MAAuD,CAAC,gBAAgB,CAAC;QAC3F,MAAM,SAAS,GAAG,QAAQ,EAAE,kBAAkB,IAAI,EAAE,CAAC;QACrD,MAAM,QAAQ,GAAG,QAAQ,EAAE,8BAA8B,IAAI,EAAE,CAAC;QAEhE,mFAAmF;QACnF,MAAM,OAAO,GAAG,IAAI,GAAG,EAAgC,CAAC;QACxD,KAAK,MAAM,IAAI,IAAI,QAAQ,EAAE,CAAC;YAC5B,MAAM,QAAQ,GAAG,IAAI,CAAC,0BAA0B,CAAC;YACjD,IAAI,QAAQ,EAAE,CAAC;gBACb,MAAM,KAAK,GAAG,QAAQ,CAAC,OAAO,CAAC,KAAK,EAAE,EAAE,CAAC,CAAC;gBAC1C,OAAO,CAAC,GAAG,CAAC,KAAK,EAAE,IAAI,CAAC,CAAC;YAC3B,CAAC;QACH,CAAC;QAED,MAAM,MAAM,GAAG,SAAS;aACrB,MAAM,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,CAAC,YAAY,CAAC;aAC5B,GAAG,CAAC,CAAC,CAAC,EAAE,CAAC,QAAQ,CAAC,CAAC,EAAE,OAAO,CAAC,GAAG,CAAC,CAAC,CAAC,KAAK,IAAI,EAAE,CAAC,CAAC,CAAC;aACjD,IAAI,CAAC,CAAC,CAAC,EAAE,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,KAAK,CAAC,aAAa,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC,CAAC;QAElD,OAAO,EAAE,MAAM,EAAE,CAAC;IACpB,CAAC;CACF,CAAC,CAAC"}

package/dist/tools/list-payees.d.ts

@@ -0,0 +1,9 @@
+import { z } from 'zod';
+export declare const listPayees: import("@opentabs-dev/plugin-sdk").ToolDefinition<z.ZodObject<{}, z.core.$strip>, z.ZodObject<{
+    payees: z.ZodArray<z.ZodObject<{
+        id: z.ZodString;
+        name: z.ZodString;
+        transfer_account_id: z.ZodString;
+    }, z.core.$strip>>;
+}, z.core.$strip>>;
+//# sourceMappingURL=list-payees.d.ts.map

package/dist/tools/list-payees.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"list-payees.d.ts","sourceRoot":"","sources":["../../src/tools/list-payees.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AASxB,eAAO,MAAM,UAAU;;;;;;kBA0BrB,CAAC"}

package/dist/tools/list-payees.js

@@ -0,0 +1,29 @@
+import { defineTool } from '@opentabs-dev/plugin-sdk';
+import { z } from 'zod';
+import { catalog, getPlanId } from '../ynab-api.js';
+import { mapPayee, payeeSchema } from './schemas.js';
+export const listPayees = defineTool({
+    name: 'list_payees',
+    displayName: 'List Payees',
+    description: 'List all payees in the active YNAB plan. Payees represent merchants, employers, or transfer targets. Excludes deleted payees.',
+    summary: 'List all payees',
+    icon: 'store',
+    group: 'Payees',
+    input: z.object({}),
+    output: z.object({
+        payees: z.array(payeeSchema).describe('List of payees'),
+    }),
+    handle: async () => {
+        const planId = getPlanId();
+        const result = await catalog('syncBudgetData', {
+            budget_version_id: planId,
+            starting_device_knowledge: 0,
+            ending_device_knowledge: 0,
+            device_knowledge_of_server: 0,
+        });
+        const raw = result.changed_entities?.be_payees ?? [];
+        const payees = raw.filter(p => !p.is_tombstone).map(mapPayee);
+        return { payees };
+    },
+});
+//# sourceMappingURL=list-payees.js.map

package/dist/tools/list-payees.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"list-payees.js","sourceRoot":"","sources":["../../src/tools/list-payees.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,UAAU,EAAE,MAAM,0BAA0B,CAAC;AACtD,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AACxB,OAAO,EAAE,OAAO,EAAE,SAAS,EAAE,MAAM,gBAAgB,CAAC;AAEpD,OAAO,EAAE,QAAQ,EAAE,WAAW,EAAE,MAAM,cAAc,CAAC;AAMrD,MAAM,CAAC,MAAM,UAAU,GAAG,UAAU,CAAC;IACnC,IAAI,EAAE,aAAa;IACnB,WAAW,EAAE,aAAa;IAC1B,WAAW,EACT,+HAA+H;IACjI,OAAO,EAAE,iBAAiB;IAC1B,IAAI,EAAE,OAAO;IACb,KAAK,EAAE,QAAQ;IACf,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC,EAAE,CAAC;IACnB,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,MAAM,EAAE,CAAC,CAAC,KAAK,CAAC,WAAW,CAAC,CAAC,QAAQ,CAAC,gBAAgB,CAAC;KACxD,CAAC;IACF,MAAM,EAAE,KAAK,IAAI,EAAE;QACjB,MAAM,MAAM,GAAG,SAAS,EAAE,CAAC;QAC3B,MAAM,MAAM,GAAG,MAAM,OAAO,CAAa,gBAAgB,EAAE;YACzD,iBAAiB,EAAE,MAAM;YACzB,yBAAyB,EAAE,CAAC;YAC5B,uBAAuB,EAAE,CAAC;YAC1B,0BAA0B,EAAE,CAAC;SAC9B,CAAC,CAAC;QAEH,MAAM,GAAG,GAAI,MAAuD,CAAC,gBAAgB,EAAE,SAAS,IAAI,EAAE,CAAC;QACvG,MAAM,MAAM,GAAG,GAAG,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,CAAC,YAAY,CAAC,CAAC,GAAG,CAAC,QAAQ,CAAC,CAAC;QAE9D,OAAO,EAAE,MAAM,EAAE,CAAC;IACpB,CAAC;CACF,CAAC,CAAC"}

package/dist/tools/list-scheduled-transactions.d.ts

@@ -0,0 +1,21 @@
+import { z } from 'zod';
+export declare const listScheduledTransactions: import("@opentabs-dev/plugin-sdk").ToolDefinition<z.ZodObject<{}, z.core.$strip>, z.ZodObject<{
+    scheduled_transactions: z.ZodArray<z.ZodObject<{
+        id: z.ZodString;
+        date_first: z.ZodString;
+        date_next: z.ZodString;
+        frequency: z.ZodString;
+        amount: z.ZodString;
+        amount_milliunits: z.ZodNumber;
+        memo: z.ZodString;
+        flag_color: z.ZodString;
+        account_id: z.ZodString;
+        account_name: z.ZodString;
+        payee_id: z.ZodString;
+        payee_name: z.ZodString;
+        category_id: z.ZodString;
+        category_name: z.ZodString;
+        deleted: z.ZodBoolean;
+    }, z.core.$strip>>;
+}, z.core.$strip>>;
+//# sourceMappingURL=list-scheduled-transactions.d.ts.map

package/dist/tools/list-scheduled-transactions.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"list-scheduled-transactions.d.ts","sourceRoot":"","sources":["../../src/tools/list-scheduled-transactions.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AASxB,eAAO,MAAM,yBAAyB;;;;;;;;;;;;;;;;;;kBA+BpC,CAAC"}

package/dist/tools/list-scheduled-transactions.js

@@ -0,0 +1,32 @@
+import { defineTool } from '@opentabs-dev/plugin-sdk';
+import { z } from 'zod';
+import { catalog, getPlanId } from '../ynab-api.js';
+import { mapScheduledTransaction, scheduledTransactionSchema } from './schemas.js';
+export const listScheduledTransactions = defineTool({
+    name: 'list_scheduled_transactions',
+    displayName: 'List Scheduled Transactions',
+    description: 'List all scheduled (recurring) transactions in the active YNAB plan. Returns frequency, next occurrence date, amount, payee, and category for each.',
+    summary: 'List scheduled/recurring transactions',
+    icon: 'clock',
+    group: 'Transactions',
+    input: z.object({}),
+    output: z.object({
+        scheduled_transactions: z.array(scheduledTransactionSchema).describe('List of scheduled transactions'),
+    }),
+    handle: async () => {
+        const planId = getPlanId();
+        const result = await catalog('syncBudgetData', {
+            budget_version_id: planId,
+            starting_device_knowledge: 0,
+            ending_device_knowledge: 0,
+            device_knowledge_of_server: 0,
+        });
+        const raw = result.changed_entities?.be_scheduled_transactions ?? [];
+        const scheduledTransactions = raw
+            .filter(s => !s.is_tombstone)
+            .map(mapScheduledTransaction)
+            .sort((a, b) => a.date_next.localeCompare(b.date_next));
+        return { scheduled_transactions: scheduledTransactions };
+    },
+});
+//# sourceMappingURL=list-scheduled-transactions.js.map

package/dist/tools/list-scheduled-transactions.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"list-scheduled-transactions.js","sourceRoot":"","sources":["../../src/tools/list-scheduled-transactions.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,UAAU,EAAE,MAAM,0BAA0B,CAAC;AACtD,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AACxB,OAAO,EAAE,OAAO,EAAE,SAAS,EAAE,MAAM,gBAAgB,CAAC;AAEpD,OAAO,EAAE,uBAAuB,EAAE,0BAA0B,EAAE,MAAM,cAAc,CAAC;AAMnF,MAAM,CAAC,MAAM,yBAAyB,GAAG,UAAU,CAAC;IAClD,IAAI,EAAE,6BAA6B;IACnC,WAAW,EAAE,6BAA6B;IAC1C,WAAW,EACT,qJAAqJ;IACvJ,OAAO,EAAE,uCAAuC;IAChD,IAAI,EAAE,OAAO;IACb,KAAK,EAAE,cAAc;IACrB,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC,EAAE,CAAC;IACnB,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,sBAAsB,EAAE,CAAC,CAAC,KAAK,CAAC,0BAA0B,CAAC,CAAC,QAAQ,CAAC,gCAAgC,CAAC;KACvG,CAAC;IACF,MAAM,EAAE,KAAK,IAAI,EAAE;QACjB,MAAM,MAAM,GAAG,SAAS,EAAE,CAAC;QAC3B,MAAM,MAAM,GAAG,MAAM,OAAO,CAAa,gBAAgB,EAAE;YACzD,iBAAiB,EAAE,MAAM;YACzB,yBAAyB,EAAE,CAAC;YAC5B,uBAAuB,EAAE,CAAC;YAC1B,0BAA0B,EAAE,CAAC;SAC9B,CAAC,CAAC;QAEH,MAAM,GAAG,GACN,MAAuD,CAAC,gBAAgB,EAAE,yBAAyB,IAAI,EAAE,CAAC;QAE7G,MAAM,qBAAqB,GAAG,GAAG;aAC9B,MAAM,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,CAAC,YAAY,CAAC;aAC5B,GAAG,CAAC,uBAAuB,CAAC;aAC5B,IAAI,CAAC,CAAC,CAAC,EAAE,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,SAAS,CAAC,aAAa,CAAC,CAAC,CAAC,SAAS,CAAC,CAAC,CAAC;QAE1D,OAAO,EAAE,sBAAsB,EAAE,qBAAqB,EAAE,CAAC;IAC3D,CAAC;CACF,CAAC,CAAC"}

package/dist/tools/list-transactions.d.ts

@@ -0,0 +1,27 @@
+import { z } from 'zod';
+export declare const listTransactions: import("@opentabs-dev/plugin-sdk").ToolDefinition<z.ZodObject<{
+    account_id: z.ZodOptional<z.ZodString>;
+    since_date: z.ZodOptional<z.ZodString>;
+}, z.core.$strip>, z.ZodObject<{
+    transactions: z.ZodArray<z.ZodObject<{
+        id: z.ZodString;
+        date: z.ZodString;
+        amount: z.ZodString;
+        amount_milliunits: z.ZodNumber;
+        memo: z.ZodString;
+        cleared: z.ZodString;
+        approved: z.ZodBoolean;
+        flag_color: z.ZodString;
+        flag_name: z.ZodString;
+        account_id: z.ZodString;
+        account_name: z.ZodString;
+        payee_id: z.ZodString;
+        payee_name: z.ZodString;
+        category_id: z.ZodString;
+        category_name: z.ZodString;
+        transfer_account_id: z.ZodString;
+        import_id: z.ZodString;
+        deleted: z.ZodBoolean;
+    }, z.core.$strip>>;
+}, z.core.$strip>>;
+//# sourceMappingURL=list-transactions.d.ts.map

package/dist/tools/list-transactions.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"list-transactions.d.ts","sourceRoot":"","sources":["../../src/tools/list-transactions.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AASxB,eAAO,MAAM,gBAAgB;;;;;;;;;;;;;;;;;;;;;;;;kBA6C3B,CAAC"}

package/dist/tools/list-transactions.js

@@ -0,0 +1,44 @@
+import { defineTool } from '@opentabs-dev/plugin-sdk';
+import { z } from 'zod';
+import { catalog, getPlanId } from '../ynab-api.js';
+import { mapTransaction, transactionSchema } from './schemas.js';
+export const listTransactions = defineTool({
+    name: 'list_transactions',
+    displayName: 'List Transactions',
+    description: 'List transactions in the active YNAB plan. Returns all transactions sorted by date (newest first). Optionally filter by account ID. Results include amount, payee, category, cleared status, and memo.',
+    summary: 'List budget transactions',
+    icon: 'receipt',
+    group: 'Transactions',
+    input: z.object({
+        account_id: z.string().optional().describe('Filter by account ID. Omit to list all transactions.'),
+        since_date: z
+            .string()
+            .optional()
+            .describe('Only return transactions on or after this date (YYYY-MM-DD). Omit for all transactions.'),
+    }),
+    output: z.object({
+        transactions: z.array(transactionSchema).describe('List of transactions'),
+    }),
+    handle: async (params) => {
+        const planId = getPlanId();
+        const result = await catalog('syncBudgetData', {
+            budget_version_id: planId,
+            starting_device_knowledge: 0,
+            ending_device_knowledge: 0,
+            device_knowledge_of_server: 0,
+        });
+        const raw = result.changed_entities?.be_transactions ?? [];
+        let transactions = raw.filter(t => !t.is_tombstone).map(mapTransaction);
+        if (params.account_id) {
+            transactions = transactions.filter(t => t.account_id === params.account_id);
+        }
+        if (params.since_date) {
+            const sinceDate = params.since_date;
+            transactions = transactions.filter(t => t.date >= sinceDate);
+        }
+        // Sort by date descending
+        transactions.sort((a, b) => b.date.localeCompare(a.date));
+        return { transactions };
+    },
+});
+//# sourceMappingURL=list-transactions.js.map

package/dist/tools/list-transactions.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"list-transactions.js","sourceRoot":"","sources":["../../src/tools/list-transactions.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,UAAU,EAAE,MAAM,0BAA0B,CAAC;AACtD,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AACxB,OAAO,EAAE,OAAO,EAAE,SAAS,EAAE,MAAM,gBAAgB,CAAC;AAEpD,OAAO,EAAE,cAAc,EAAE,iBAAiB,EAAE,MAAM,cAAc,CAAC;AAMjE,MAAM,CAAC,MAAM,gBAAgB,GAAG,UAAU,CAAC;IACzC,IAAI,EAAE,mBAAmB;IACzB,WAAW,EAAE,mBAAmB;IAChC,WAAW,EACT,wMAAwM;IAC1M,OAAO,EAAE,0BAA0B;IACnC,IAAI,EAAE,SAAS;IACf,KAAK,EAAE,cAAc;IACrB,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,UAAU,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,sDAAsD,CAAC;QAClG,UAAU,EAAE,CAAC;aACV,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CAAC,yFAAyF,CAAC;KACvG,CAAC;IACF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,YAAY,EAAE,CAAC,CAAC,KAAK,CAAC,iBAAiB,CAAC,CAAC,QAAQ,CAAC,sBAAsB,CAAC;KAC1E,CAAC;IACF,MAAM,EAAE,KAAK,EAAC,MAAM,EAAC,EAAE;QACrB,MAAM,MAAM,GAAG,SAAS,EAAE,CAAC;QAC3B,MAAM,MAAM,GAAG,MAAM,OAAO,CAAa,gBAAgB,EAAE;YACzD,iBAAiB,EAAE,MAAM;YACzB,yBAAyB,EAAE,CAAC;YAC5B,uBAAuB,EAAE,CAAC;YAC1B,0BAA0B,EAAE,CAAC;SAC9B,CAAC,CAAC;QAEH,MAAM,GAAG,GAAI,MAAuD,CAAC,gBAAgB,EAAE,eAAe,IAAI,EAAE,CAAC;QAE7G,IAAI,YAAY,GAAG,GAAG,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,CAAC,YAAY,CAAC,CAAC,GAAG,CAAC,cAAc,CAAC,CAAC;QAExE,IAAI,MAAM,CAAC,UAAU,EAAE,CAAC;YACtB,YAAY,GAAG,YAAY,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,UAAU,KAAK,MAAM,CAAC,UAAU,CAAC,CAAC;QAC9E,CAAC;QAED,IAAI,MAAM,CAAC,UAAU,EAAE,CAAC;YACtB,MAAM,SAAS,GAAG,MAAM,CAAC,UAAU,CAAC;YACpC,YAAY,GAAG,YAAY,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,IAAI,IAAI,SAAS,CAAC,CAAC;QAC/D,CAAC;QAED,0BAA0B;QAC1B,YAAY,CAAC,IAAI,CAAC,CAAC,CAAC,EAAE,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,IAAI,CAAC,aAAa,CAAC,CAAC,CAAC,IAAI,CAAC,CAAC,CAAC;QAE1D,OAAO,EAAE,YAAY,EAAE,CAAC;IAC1B,CAAC;CACF,CAAC,CAAC"}