@opentabs-dev/opentabs-plugin-ynab 0.0.79 → 0.0.81

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (4) hide show
  1. package/package.json +3 -3
  2. package/dist/adapter.iife.js +0 -15314
  3. package/dist/adapter.iife.js.map +0 -7
  4. package/dist/tools.json +0 -1684
package/dist/tools.json DELETED
@@ -1,1684 +0,0 @@
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- {
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6
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7
- "tools": [
8
- {
9
- "name": "get_current_user",
10
- "displayName": "Get Current User",
11
- "description": "Get the profile of the currently authenticated YNAB user including name and email.",
12
- "summary": "Get your YNAB user profile",
13
- "icon": "user",
14
- "group": "Account",
15
- "input_schema": {
16
- "type": "object",
17
- "properties": {},
18
- "additionalProperties": false
19
- },
20
- "output_schema": {
21
- "type": "object",
22
- "properties": {
23
- "user": {
24
- "type": "object",
25
- "properties": {
26
- "id": {
27
- "type": "string",
28
- "description": "User ID"
29
- },
30
- "first_name": {
31
- "type": "string",
32
- "description": "First name"
33
- },
34
- "email": {
35
- "type": "string",
36
- "description": "Email address"
37
- }
38
- },
39
- "required": [
40
- "id",
41
- "first_name",
42
- "email"
43
- ],
44
- "additionalProperties": false
45
- }
46
- },
47
- "required": [
48
- "user"
49
- ],
50
- "additionalProperties": false
51
- }
52
- },
53
- {
54
- "name": "get_plan",
55
- "displayName": "Get Plan",
56
- "description": "Get details about the currently active YNAB plan (budget), including name, currency, and date format. The plan ID is extracted from the current URL.",
57
- "summary": "Get the active plan details",
58
- "icon": "wallet",
59
- "group": "Plans",
60
- "input_schema": {
61
- "type": "object",
62
- "properties": {},
63
- "additionalProperties": false
64
- },
65
- "output_schema": {
66
- "type": "object",
67
- "properties": {
68
- "plan": {
69
- "type": "object",
70
- "properties": {
71
- "id": {
72
- "type": "string",
73
- "description": "Plan (budget version) ID used in API calls"
74
- },
75
- "budget_id": {
76
- "type": "string",
77
- "description": "Underlying budget ID"
78
- },
79
- "name": {
80
- "type": "string",
81
- "description": "Plan name"
82
- },
83
- "date_format": {
84
- "type": "string",
85
- "description": "Date format string (e.g. MM/DD/YYYY)"
86
- },
87
- "currency_symbol": {
88
- "type": "string",
89
- "description": "Currency symbol (e.g. $)"
90
- },
91
- "currency_iso_code": {
92
- "type": "string",
93
- "description": "Currency ISO code (e.g. USD)"
94
- }
95
- },
96
- "required": [
97
- "id",
98
- "budget_id",
99
- "name",
100
- "date_format",
101
- "currency_symbol",
102
- "currency_iso_code"
103
- ],
104
- "additionalProperties": false
105
- }
106
- },
107
- "required": [
108
- "plan"
109
- ],
110
- "additionalProperties": false
111
- }
112
- },
113
- {
114
- "name": "list_accounts",
115
- "displayName": "List Accounts",
116
- "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.",
117
- "summary": "List all budget accounts",
118
- "icon": "landmark",
119
- "group": "Accounts",
120
- "input_schema": {
121
- "type": "object",
122
- "properties": {
123
- "include_closed": {
124
- "description": "Include closed accounts (default false)",
125
- "type": "boolean"
126
- }
127
- },
128
- "additionalProperties": false
129
- },
130
- "output_schema": {
131
- "type": "object",
132
- "properties": {
133
- "accounts": {
134
- "type": "array",
135
- "items": {
136
- "type": "object",
137
- "properties": {
138
- "id": {
139
- "type": "string",
140
- "description": "Account ID"
141
- },
142
- "name": {
143
- "type": "string",
144
- "description": "Account name"
145
- },
146
- "type": {
147
- "type": "string",
148
- "description": "Account type (e.g. checking, savings, creditCard)"
149
- },
150
- "on_budget": {
151
- "type": "boolean",
152
- "description": "Whether this account is on-budget"
153
- },
154
- "closed": {
155
- "type": "boolean",
156
- "description": "Whether the account is closed"
157
- },
158
- "balance": {
159
- "type": "string",
160
- "description": "Current balance formatted as currency string"
161
- },
162
- "balance_milliunits": {
163
- "type": "number",
164
- "description": "Current balance in milliunits"
165
- },
166
- "cleared_balance": {
167
- "type": "string",
168
- "description": "Cleared balance formatted as currency string"
169
- },
170
- "uncleared_balance": {
171
- "type": "string",
172
- "description": "Uncleared balance formatted as currency string"
173
- },
174
- "note": {
175
- "type": "string",
176
- "description": "Account note"
177
- }
178
- },
179
- "required": [
180
- "id",
181
- "name",
182
- "type",
183
- "on_budget",
184
- "closed",
185
- "balance",
186
- "balance_milliunits",
187
- "cleared_balance",
188
- "uncleared_balance",
189
- "note"
190
- ],
191
- "additionalProperties": false
192
- },
193
- "description": "List of accounts"
194
- }
195
- },
196
- "required": [
197
- "accounts"
198
- ],
199
- "additionalProperties": false
200
- }
201
- },
202
- {
203
- "name": "get_account",
204
- "displayName": "Get Account",
205
- "description": "Get details for a specific account in the active YNAB plan by its ID. Returns name, type, balances, and on-budget status.",
206
- "summary": "Get account details by ID",
207
- "icon": "landmark",
208
- "group": "Accounts",
209
- "input_schema": {
210
- "type": "object",
211
- "properties": {
212
- "account_id": {
213
- "type": "string",
214
- "minLength": 1,
215
- "description": "Account ID to retrieve"
216
- }
217
- },
218
- "required": [
219
- "account_id"
220
- ],
221
- "additionalProperties": false
222
- },
223
- "output_schema": {
224
- "type": "object",
225
- "properties": {
226
- "account": {
227
- "type": "object",
228
- "properties": {
229
- "id": {
230
- "type": "string",
231
- "description": "Account ID"
232
- },
233
- "name": {
234
- "type": "string",
235
- "description": "Account name"
236
- },
237
- "type": {
238
- "type": "string",
239
- "description": "Account type (e.g. checking, savings, creditCard)"
240
- },
241
- "on_budget": {
242
- "type": "boolean",
243
- "description": "Whether this account is on-budget"
244
- },
245
- "closed": {
246
- "type": "boolean",
247
- "description": "Whether the account is closed"
248
- },
249
- "balance": {
250
- "type": "string",
251
- "description": "Current balance formatted as currency string"
252
- },
253
- "balance_milliunits": {
254
- "type": "number",
255
- "description": "Current balance in milliunits"
256
- },
257
- "cleared_balance": {
258
- "type": "string",
259
- "description": "Cleared balance formatted as currency string"
260
- },
261
- "uncleared_balance": {
262
- "type": "string",
263
- "description": "Uncleared balance formatted as currency string"
264
- },
265
- "note": {
266
- "type": "string",
267
- "description": "Account note"
268
- }
269
- },
270
- "required": [
271
- "id",
272
- "name",
273
- "type",
274
- "on_budget",
275
- "closed",
276
- "balance",
277
- "balance_milliunits",
278
- "cleared_balance",
279
- "uncleared_balance",
280
- "note"
281
- ],
282
- "additionalProperties": false
283
- }
284
- },
285
- "required": [
286
- "account"
287
- ],
288
- "additionalProperties": false
289
- }
290
- },
291
- {
292
- "name": "list_categories",
293
- "displayName": "List Categories",
294
- "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.",
295
- "summary": "List budget categories with balances",
296
- "icon": "tags",
297
- "group": "Categories",
298
- "input_schema": {
299
- "type": "object",
300
- "properties": {
301
- "include_hidden": {
302
- "description": "Include hidden categories (default false)",
303
- "type": "boolean"
304
- }
305
- },
306
- "additionalProperties": false
307
- },
308
- "output_schema": {
309
- "type": "object",
310
- "properties": {
311
- "groups": {
312
- "type": "array",
313
- "items": {
314
- "type": "object",
315
- "properties": {
316
- "id": {
317
- "type": "string",
318
- "description": "Category group ID"
319
- },
320
- "name": {
321
- "type": "string",
322
- "description": "Category group name"
323
- },
324
- "hidden": {
325
- "type": "boolean",
326
- "description": "Whether the group is hidden"
327
- }
328
- },
329
- "required": [
330
- "id",
331
- "name",
332
- "hidden"
333
- ],
334
- "additionalProperties": false
335
- },
336
- "description": "Category groups"
337
- },
338
- "categories": {
339
- "type": "array",
340
- "items": {
341
- "type": "object",
342
- "properties": {
343
- "id": {
344
- "type": "string",
345
- "description": "Category ID"
346
- },
347
- "category_group_id": {
348
- "type": "string",
349
- "description": "Parent category group ID"
350
- },
351
- "name": {
352
- "type": "string",
353
- "description": "Category name"
354
- },
355
- "hidden": {
356
- "type": "boolean",
357
- "description": "Whether the category is hidden"
358
- },
359
- "budgeted": {
360
- "type": "string",
361
- "description": "Amount budgeted this month as currency string"
362
- },
363
- "activity": {
364
- "type": "string",
365
- "description": "Spending activity this month as currency string"
366
- },
367
- "balance": {
368
- "type": "string",
369
- "description": "Available balance as currency string"
370
- },
371
- "budgeted_milliunits": {
372
- "type": "number",
373
- "description": "Amount budgeted in milliunits"
374
- },
375
- "activity_milliunits": {
376
- "type": "number",
377
- "description": "Activity in milliunits"
378
- },
379
- "balance_milliunits": {
380
- "type": "number",
381
- "description": "Balance in milliunits"
382
- },
383
- "goal_type": {
384
- "type": "string",
385
- "description": "Goal type (TB, TBD, MF, NEED, DEBT, or empty if none)"
386
- },
387
- "goal_target": {
388
- "type": "string",
389
- "description": "Goal target amount as currency string"
390
- },
391
- "goal_percentage_complete": {
392
- "type": "number",
393
- "description": "Goal completion percentage (0-100)"
394
- }
395
- },
396
- "required": [
397
- "id",
398
- "category_group_id",
399
- "name",
400
- "hidden",
401
- "budgeted",
402
- "activity",
403
- "balance",
404
- "budgeted_milliunits",
405
- "activity_milliunits",
406
- "balance_milliunits",
407
- "goal_type",
408
- "goal_target",
409
- "goal_percentage_complete"
410
- ],
411
- "additionalProperties": false
412
- },
413
- "description": "Categories with budget data"
414
- }
415
- },
416
- "required": [
417
- "groups",
418
- "categories"
419
- ],
420
- "additionalProperties": false
421
- }
422
- },
423
- {
424
- "name": "update_category_budget",
425
- "displayName": "Update Category Budget",
426
- "description": "Set the budgeted amount for a category in a specific month. Amount is in currency units (e.g. 500 to budget $500). The month should be in YYYY-MM format (e.g. 2026-03 for March 2026).",
427
- "summary": "Set budgeted amount for a category",
428
- "icon": "pencil",
429
- "group": "Categories",
430
- "input_schema": {
431
- "type": "object",
432
- "properties": {
433
- "category_id": {
434
- "type": "string",
435
- "minLength": 1,
436
- "description": "Category ID to budget"
437
- },
438
- "month": {
439
- "type": "string",
440
- "minLength": 1,
441
- "description": "Month in YYYY-MM format (e.g. 2026-03)"
442
- },
443
- "budgeted": {
444
- "type": "number",
445
- "description": "Amount to budget in currency units (e.g. 500 for $500)"
446
- }
447
- },
448
- "required": [
449
- "category_id",
450
- "month",
451
- "budgeted"
452
- ],
453
- "additionalProperties": false
454
- },
455
- "output_schema": {
456
- "type": "object",
457
- "properties": {
458
- "category": {
459
- "type": "object",
460
- "properties": {
461
- "id": {
462
- "type": "string",
463
- "description": "Category ID"
464
- },
465
- "category_group_id": {
466
- "type": "string",
467
- "description": "Parent category group ID"
468
- },
469
- "name": {
470
- "type": "string",
471
- "description": "Category name"
472
- },
473
- "hidden": {
474
- "type": "boolean",
475
- "description": "Whether the category is hidden"
476
- },
477
- "budgeted": {
478
- "type": "string",
479
- "description": "Amount budgeted this month as currency string"
480
- },
481
- "activity": {
482
- "type": "string",
483
- "description": "Spending activity this month as currency string"
484
- },
485
- "balance": {
486
- "type": "string",
487
- "description": "Available balance as currency string"
488
- },
489
- "budgeted_milliunits": {
490
- "type": "number",
491
- "description": "Amount budgeted in milliunits"
492
- },
493
- "activity_milliunits": {
494
- "type": "number",
495
- "description": "Activity in milliunits"
496
- },
497
- "balance_milliunits": {
498
- "type": "number",
499
- "description": "Balance in milliunits"
500
- },
501
- "goal_type": {
502
- "type": "string",
503
- "description": "Goal type (TB, TBD, MF, NEED, DEBT, or empty if none)"
504
- },
505
- "goal_target": {
506
- "type": "string",
507
- "description": "Goal target amount as currency string"
508
- },
509
- "goal_percentage_complete": {
510
- "type": "number",
511
- "description": "Goal completion percentage (0-100)"
512
- }
513
- },
514
- "required": [
515
- "id",
516
- "category_group_id",
517
- "name",
518
- "hidden",
519
- "budgeted",
520
- "activity",
521
- "balance",
522
- "budgeted_milliunits",
523
- "activity_milliunits",
524
- "balance_milliunits",
525
- "goal_type",
526
- "goal_target",
527
- "goal_percentage_complete"
528
- ],
529
- "additionalProperties": false
530
- }
531
- },
532
- "required": [
533
- "category"
534
- ],
535
- "additionalProperties": false
536
- }
537
- },
538
- {
539
- "name": "list_payees",
540
- "displayName": "List Payees",
541
- "description": "List all payees in the active YNAB plan. Payees represent merchants, employers, or transfer targets. Excludes deleted payees.",
542
- "summary": "List all payees",
543
- "icon": "store",
544
- "group": "Payees",
545
- "input_schema": {
546
- "type": "object",
547
- "properties": {},
548
- "additionalProperties": false
549
- },
550
- "output_schema": {
551
- "type": "object",
552
- "properties": {
553
- "payees": {
554
- "type": "array",
555
- "items": {
556
- "type": "object",
557
- "properties": {
558
- "id": {
559
- "type": "string",
560
- "description": "Payee ID"
561
- },
562
- "name": {
563
- "type": "string",
564
- "description": "Payee name"
565
- },
566
- "transfer_account_id": {
567
- "type": "string",
568
- "description": "If a transfer payee, the linked account ID"
569
- }
570
- },
571
- "required": [
572
- "id",
573
- "name",
574
- "transfer_account_id"
575
- ],
576
- "additionalProperties": false
577
- },
578
- "description": "List of payees"
579
- }
580
- },
581
- "required": [
582
- "payees"
583
- ],
584
- "additionalProperties": false
585
- }
586
- },
587
- {
588
- "name": "list_transactions",
589
- "displayName": "List Transactions",
590
- "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.",
591
- "summary": "List budget transactions",
592
- "icon": "receipt",
593
- "group": "Transactions",
594
- "input_schema": {
595
- "type": "object",
596
- "properties": {
597
- "account_id": {
598
- "description": "Filter by account ID. Omit to list all transactions.",
599
- "type": "string"
600
- },
601
- "since_date": {
602
- "description": "Only return transactions on or after this date (YYYY-MM-DD). Omit for all transactions.",
603
- "type": "string"
604
- }
605
- },
606
- "additionalProperties": false
607
- },
608
- "output_schema": {
609
- "type": "object",
610
- "properties": {
611
- "transactions": {
612
- "type": "array",
613
- "items": {
614
- "type": "object",
615
- "properties": {
616
- "id": {
617
- "type": "string",
618
- "description": "Transaction ID"
619
- },
620
- "date": {
621
- "type": "string",
622
- "description": "Transaction date (YYYY-MM-DD)"
623
- },
624
- "amount": {
625
- "type": "string",
626
- "description": "Transaction amount as currency string"
627
- },
628
- "amount_milliunits": {
629
- "type": "number",
630
- "description": "Transaction amount in milliunits"
631
- },
632
- "memo": {
633
- "type": "string",
634
- "description": "Transaction memo"
635
- },
636
- "cleared": {
637
- "type": "string",
638
- "description": "Cleared status: cleared, uncleared, or reconciled"
639
- },
640
- "approved": {
641
- "type": "boolean",
642
- "description": "Whether the transaction is approved"
643
- },
644
- "flag_color": {
645
- "type": "string",
646
- "description": "Flag color or empty string"
647
- },
648
- "flag_name": {
649
- "type": "string",
650
- "description": "Custom flag name or empty string"
651
- },
652
- "account_id": {
653
- "type": "string",
654
- "description": "Account ID"
655
- },
656
- "account_name": {
657
- "type": "string",
658
- "description": "Account name"
659
- },
660
- "payee_id": {
661
- "type": "string",
662
- "description": "Payee ID"
663
- },
664
- "payee_name": {
665
- "type": "string",
666
- "description": "Payee name"
667
- },
668
- "category_id": {
669
- "type": "string",
670
- "description": "Category ID"
671
- },
672
- "category_name": {
673
- "type": "string",
674
- "description": "Category name"
675
- },
676
- "transfer_account_id": {
677
- "type": "string",
678
- "description": "If a transfer, the destination account ID"
679
- },
680
- "import_id": {
681
- "type": "string",
682
- "description": "Import ID for deduplication"
683
- },
684
- "deleted": {
685
- "type": "boolean",
686
- "description": "Whether the transaction is deleted"
687
- }
688
- },
689
- "required": [
690
- "id",
691
- "date",
692
- "amount",
693
- "amount_milliunits",
694
- "memo",
695
- "cleared",
696
- "approved",
697
- "flag_color",
698
- "flag_name",
699
- "account_id",
700
- "account_name",
701
- "payee_id",
702
- "payee_name",
703
- "category_id",
704
- "category_name",
705
- "transfer_account_id",
706
- "import_id",
707
- "deleted"
708
- ],
709
- "additionalProperties": false
710
- },
711
- "description": "List of transactions"
712
- }
713
- },
714
- "required": [
715
- "transactions"
716
- ],
717
- "additionalProperties": false
718
- }
719
- },
720
- {
721
- "name": "get_transaction",
722
- "displayName": "Get Transaction",
723
- "description": "Get details for a specific transaction by its ID. Returns full transaction data including any split subtransactions.",
724
- "summary": "Get transaction details by ID",
725
- "icon": "receipt",
726
- "group": "Transactions",
727
- "input_schema": {
728
- "type": "object",
729
- "properties": {
730
- "transaction_id": {
731
- "type": "string",
732
- "minLength": 1,
733
- "description": "Transaction ID to retrieve"
734
- }
735
- },
736
- "required": [
737
- "transaction_id"
738
- ],
739
- "additionalProperties": false
740
- },
741
- "output_schema": {
742
- "type": "object",
743
- "properties": {
744
- "transaction": {
745
- "type": "object",
746
- "properties": {
747
- "id": {
748
- "type": "string",
749
- "description": "Transaction ID"
750
- },
751
- "date": {
752
- "type": "string",
753
- "description": "Transaction date (YYYY-MM-DD)"
754
- },
755
- "amount": {
756
- "type": "string",
757
- "description": "Transaction amount as currency string"
758
- },
759
- "amount_milliunits": {
760
- "type": "number",
761
- "description": "Transaction amount in milliunits"
762
- },
763
- "memo": {
764
- "type": "string",
765
- "description": "Transaction memo"
766
- },
767
- "cleared": {
768
- "type": "string",
769
- "description": "Cleared status: cleared, uncleared, or reconciled"
770
- },
771
- "approved": {
772
- "type": "boolean",
773
- "description": "Whether the transaction is approved"
774
- },
775
- "flag_color": {
776
- "type": "string",
777
- "description": "Flag color or empty string"
778
- },
779
- "flag_name": {
780
- "type": "string",
781
- "description": "Custom flag name or empty string"
782
- },
783
- "account_id": {
784
- "type": "string",
785
- "description": "Account ID"
786
- },
787
- "account_name": {
788
- "type": "string",
789
- "description": "Account name"
790
- },
791
- "payee_id": {
792
- "type": "string",
793
- "description": "Payee ID"
794
- },
795
- "payee_name": {
796
- "type": "string",
797
- "description": "Payee name"
798
- },
799
- "category_id": {
800
- "type": "string",
801
- "description": "Category ID"
802
- },
803
- "category_name": {
804
- "type": "string",
805
- "description": "Category name"
806
- },
807
- "transfer_account_id": {
808
- "type": "string",
809
- "description": "If a transfer, the destination account ID"
810
- },
811
- "import_id": {
812
- "type": "string",
813
- "description": "Import ID for deduplication"
814
- },
815
- "deleted": {
816
- "type": "boolean",
817
- "description": "Whether the transaction is deleted"
818
- }
819
- },
820
- "required": [
821
- "id",
822
- "date",
823
- "amount",
824
- "amount_milliunits",
825
- "memo",
826
- "cleared",
827
- "approved",
828
- "flag_color",
829
- "flag_name",
830
- "account_id",
831
- "account_name",
832
- "payee_id",
833
- "payee_name",
834
- "category_id",
835
- "category_name",
836
- "transfer_account_id",
837
- "import_id",
838
- "deleted"
839
- ],
840
- "additionalProperties": false
841
- },
842
- "subtransactions": {
843
- "type": "array",
844
- "items": {
845
- "type": "object",
846
- "properties": {
847
- "id": {
848
- "type": "string",
849
- "description": "Subtransaction ID"
850
- },
851
- "transaction_id": {
852
- "type": "string",
853
- "description": "Parent transaction ID"
854
- },
855
- "amount": {
856
- "type": "string",
857
- "description": "Subtransaction amount as currency string"
858
- },
859
- "amount_milliunits": {
860
- "type": "number",
861
- "description": "Subtransaction amount in milliunits"
862
- },
863
- "memo": {
864
- "type": "string",
865
- "description": "Subtransaction memo"
866
- },
867
- "payee_id": {
868
- "type": "string",
869
- "description": "Payee ID"
870
- },
871
- "payee_name": {
872
- "type": "string",
873
- "description": "Payee name"
874
- },
875
- "category_id": {
876
- "type": "string",
877
- "description": "Category ID"
878
- },
879
- "category_name": {
880
- "type": "string",
881
- "description": "Category name"
882
- },
883
- "transfer_account_id": {
884
- "type": "string",
885
- "description": "If a transfer, the destination account ID"
886
- },
887
- "deleted": {
888
- "type": "boolean",
889
- "description": "Whether the subtransaction is deleted"
890
- }
891
- },
892
- "required": [
893
- "id",
894
- "transaction_id",
895
- "amount",
896
- "amount_milliunits",
897
- "memo",
898
- "payee_id",
899
- "payee_name",
900
- "category_id",
901
- "category_name",
902
- "transfer_account_id",
903
- "deleted"
904
- ],
905
- "additionalProperties": false
906
- },
907
- "description": "Split subtransactions (empty if not a split)"
908
- }
909
- },
910
- "required": [
911
- "transaction",
912
- "subtransactions"
913
- ],
914
- "additionalProperties": false
915
- }
916
- },
917
- {
918
- "name": "create_transaction",
919
- "displayName": "Create Transaction",
920
- "description": "Create a new transaction in the active YNAB plan. Amount is in currency units (e.g. -42.50 for a $42.50 expense, 1500 for $1500 income). Negative amounts are outflows (expenses), positive amounts are inflows (income).",
921
- "summary": "Create a new transaction",
922
- "icon": "plus",
923
- "group": "Transactions",
924
- "input_schema": {
925
- "type": "object",
926
- "properties": {
927
- "account_id": {
928
- "type": "string",
929
- "minLength": 1,
930
- "description": "Account ID to create the transaction in"
931
- },
932
- "date": {
933
- "type": "string",
934
- "minLength": 1,
935
- "description": "Transaction date in YYYY-MM-DD format"
936
- },
937
- "amount": {
938
- "type": "number",
939
- "description": "Amount in currency units (negative for expenses, positive for income). E.g. -42.50 for a $42.50 expense."
940
- },
941
- "payee_name": {
942
- "description": "Payee name (creates new payee if not found)",
943
- "type": "string"
944
- },
945
- "payee_id": {
946
- "description": "Existing payee ID (takes precedence over payee_name)",
947
- "type": "string"
948
- },
949
- "category_id": {
950
- "description": "Category ID to assign",
951
- "type": "string"
952
- },
953
- "memo": {
954
- "description": "Transaction memo",
955
- "type": "string"
956
- },
957
- "cleared": {
958
- "description": "Cleared status (default uncleared)",
959
- "type": "string",
960
- "enum": [
961
- "cleared",
962
- "uncleared",
963
- "reconciled"
964
- ]
965
- },
966
- "approved": {
967
- "description": "Whether the transaction is approved (default true)",
968
- "type": "boolean"
969
- },
970
- "flag_color": {
971
- "description": "Flag color",
972
- "type": "string",
973
- "enum": [
974
- "red",
975
- "orange",
976
- "yellow",
977
- "green",
978
- "blue",
979
- "purple"
980
- ]
981
- }
982
- },
983
- "required": [
984
- "account_id",
985
- "date",
986
- "amount"
987
- ],
988
- "additionalProperties": false
989
- },
990
- "output_schema": {
991
- "type": "object",
992
- "properties": {
993
- "transaction": {
994
- "type": "object",
995
- "properties": {
996
- "id": {
997
- "type": "string",
998
- "description": "Transaction ID"
999
- },
1000
- "date": {
1001
- "type": "string",
1002
- "description": "Transaction date (YYYY-MM-DD)"
1003
- },
1004
- "amount": {
1005
- "type": "string",
1006
- "description": "Transaction amount as currency string"
1007
- },
1008
- "amount_milliunits": {
1009
- "type": "number",
1010
- "description": "Transaction amount in milliunits"
1011
- },
1012
- "memo": {
1013
- "type": "string",
1014
- "description": "Transaction memo"
1015
- },
1016
- "cleared": {
1017
- "type": "string",
1018
- "description": "Cleared status: cleared, uncleared, or reconciled"
1019
- },
1020
- "approved": {
1021
- "type": "boolean",
1022
- "description": "Whether the transaction is approved"
1023
- },
1024
- "flag_color": {
1025
- "type": "string",
1026
- "description": "Flag color or empty string"
1027
- },
1028
- "flag_name": {
1029
- "type": "string",
1030
- "description": "Custom flag name or empty string"
1031
- },
1032
- "account_id": {
1033
- "type": "string",
1034
- "description": "Account ID"
1035
- },
1036
- "account_name": {
1037
- "type": "string",
1038
- "description": "Account name"
1039
- },
1040
- "payee_id": {
1041
- "type": "string",
1042
- "description": "Payee ID"
1043
- },
1044
- "payee_name": {
1045
- "type": "string",
1046
- "description": "Payee name"
1047
- },
1048
- "category_id": {
1049
- "type": "string",
1050
- "description": "Category ID"
1051
- },
1052
- "category_name": {
1053
- "type": "string",
1054
- "description": "Category name"
1055
- },
1056
- "transfer_account_id": {
1057
- "type": "string",
1058
- "description": "If a transfer, the destination account ID"
1059
- },
1060
- "import_id": {
1061
- "type": "string",
1062
- "description": "Import ID for deduplication"
1063
- },
1064
- "deleted": {
1065
- "type": "boolean",
1066
- "description": "Whether the transaction is deleted"
1067
- }
1068
- },
1069
- "required": [
1070
- "id",
1071
- "date",
1072
- "amount",
1073
- "amount_milliunits",
1074
- "memo",
1075
- "cleared",
1076
- "approved",
1077
- "flag_color",
1078
- "flag_name",
1079
- "account_id",
1080
- "account_name",
1081
- "payee_id",
1082
- "payee_name",
1083
- "category_id",
1084
- "category_name",
1085
- "transfer_account_id",
1086
- "import_id",
1087
- "deleted"
1088
- ],
1089
- "additionalProperties": false
1090
- }
1091
- },
1092
- "required": [
1093
- "transaction"
1094
- ],
1095
- "additionalProperties": false
1096
- }
1097
- },
1098
- {
1099
- "name": "update_transaction",
1100
- "displayName": "Update Transaction",
1101
- "description": "Update an existing transaction in the active YNAB plan. Only specified fields are changed; omitted fields remain unchanged. Amount is in currency units (negative for expenses, positive for income).",
1102
- "summary": "Update a transaction",
1103
- "icon": "pencil",
1104
- "group": "Transactions",
1105
- "input_schema": {
1106
- "type": "object",
1107
- "properties": {
1108
- "transaction_id": {
1109
- "type": "string",
1110
- "minLength": 1,
1111
- "description": "Transaction ID to update"
1112
- },
1113
- "account_id": {
1114
- "type": "string",
1115
- "minLength": 1,
1116
- "description": "Account ID the transaction belongs to"
1117
- },
1118
- "date": {
1119
- "description": "New transaction date in YYYY-MM-DD format",
1120
- "type": "string"
1121
- },
1122
- "amount": {
1123
- "description": "New amount in currency units (negative for expenses, positive for income)",
1124
- "type": "number"
1125
- },
1126
- "payee_name": {
1127
- "description": "New payee name",
1128
- "type": "string"
1129
- },
1130
- "payee_id": {
1131
- "description": "New payee ID",
1132
- "type": "string"
1133
- },
1134
- "category_id": {
1135
- "description": "New category ID",
1136
- "type": "string"
1137
- },
1138
- "memo": {
1139
- "description": "New transaction memo",
1140
- "type": "string"
1141
- },
1142
- "cleared": {
1143
- "description": "New cleared status",
1144
- "type": "string",
1145
- "enum": [
1146
- "cleared",
1147
- "uncleared",
1148
- "reconciled"
1149
- ]
1150
- },
1151
- "approved": {
1152
- "description": "New approval status",
1153
- "type": "boolean"
1154
- },
1155
- "flag_color": {
1156
- "description": "New flag color",
1157
- "type": "string",
1158
- "enum": [
1159
- "red",
1160
- "orange",
1161
- "yellow",
1162
- "green",
1163
- "blue",
1164
- "purple"
1165
- ]
1166
- }
1167
- },
1168
- "required": [
1169
- "transaction_id",
1170
- "account_id"
1171
- ],
1172
- "additionalProperties": false
1173
- },
1174
- "output_schema": {
1175
- "type": "object",
1176
- "properties": {
1177
- "transaction": {
1178
- "type": "object",
1179
- "properties": {
1180
- "id": {
1181
- "type": "string",
1182
- "description": "Transaction ID"
1183
- },
1184
- "date": {
1185
- "type": "string",
1186
- "description": "Transaction date (YYYY-MM-DD)"
1187
- },
1188
- "amount": {
1189
- "type": "string",
1190
- "description": "Transaction amount as currency string"
1191
- },
1192
- "amount_milliunits": {
1193
- "type": "number",
1194
- "description": "Transaction amount in milliunits"
1195
- },
1196
- "memo": {
1197
- "type": "string",
1198
- "description": "Transaction memo"
1199
- },
1200
- "cleared": {
1201
- "type": "string",
1202
- "description": "Cleared status: cleared, uncleared, or reconciled"
1203
- },
1204
- "approved": {
1205
- "type": "boolean",
1206
- "description": "Whether the transaction is approved"
1207
- },
1208
- "flag_color": {
1209
- "type": "string",
1210
- "description": "Flag color or empty string"
1211
- },
1212
- "flag_name": {
1213
- "type": "string",
1214
- "description": "Custom flag name or empty string"
1215
- },
1216
- "account_id": {
1217
- "type": "string",
1218
- "description": "Account ID"
1219
- },
1220
- "account_name": {
1221
- "type": "string",
1222
- "description": "Account name"
1223
- },
1224
- "payee_id": {
1225
- "type": "string",
1226
- "description": "Payee ID"
1227
- },
1228
- "payee_name": {
1229
- "type": "string",
1230
- "description": "Payee name"
1231
- },
1232
- "category_id": {
1233
- "type": "string",
1234
- "description": "Category ID"
1235
- },
1236
- "category_name": {
1237
- "type": "string",
1238
- "description": "Category name"
1239
- },
1240
- "transfer_account_id": {
1241
- "type": "string",
1242
- "description": "If a transfer, the destination account ID"
1243
- },
1244
- "import_id": {
1245
- "type": "string",
1246
- "description": "Import ID for deduplication"
1247
- },
1248
- "deleted": {
1249
- "type": "boolean",
1250
- "description": "Whether the transaction is deleted"
1251
- }
1252
- },
1253
- "required": [
1254
- "id",
1255
- "date",
1256
- "amount",
1257
- "amount_milliunits",
1258
- "memo",
1259
- "cleared",
1260
- "approved",
1261
- "flag_color",
1262
- "flag_name",
1263
- "account_id",
1264
- "account_name",
1265
- "payee_id",
1266
- "payee_name",
1267
- "category_id",
1268
- "category_name",
1269
- "transfer_account_id",
1270
- "import_id",
1271
- "deleted"
1272
- ],
1273
- "additionalProperties": false
1274
- }
1275
- },
1276
- "required": [
1277
- "transaction"
1278
- ],
1279
- "additionalProperties": false
1280
- }
1281
- },
1282
- {
1283
- "name": "delete_transaction",
1284
- "displayName": "Delete Transaction",
1285
- "description": "Delete a transaction from the active YNAB plan. This marks the transaction as deleted (soft delete).",
1286
- "summary": "Delete a transaction",
1287
- "icon": "trash-2",
1288
- "group": "Transactions",
1289
- "input_schema": {
1290
- "type": "object",
1291
- "properties": {
1292
- "transaction_id": {
1293
- "type": "string",
1294
- "minLength": 1,
1295
- "description": "Transaction ID to delete"
1296
- },
1297
- "account_id": {
1298
- "type": "string",
1299
- "minLength": 1,
1300
- "description": "Account ID the transaction belongs to"
1301
- }
1302
- },
1303
- "required": [
1304
- "transaction_id",
1305
- "account_id"
1306
- ],
1307
- "additionalProperties": false
1308
- },
1309
- "output_schema": {
1310
- "type": "object",
1311
- "properties": {
1312
- "success": {
1313
- "type": "boolean",
1314
- "description": "Whether the operation succeeded"
1315
- }
1316
- },
1317
- "required": [
1318
- "success"
1319
- ],
1320
- "additionalProperties": false
1321
- }
1322
- },
1323
- {
1324
- "name": "list_scheduled_transactions",
1325
- "displayName": "List Scheduled Transactions",
1326
- "description": "List all scheduled (recurring) transactions in the active YNAB plan. Returns frequency, next occurrence date, amount, payee, and category for each.",
1327
- "summary": "List scheduled/recurring transactions",
1328
- "icon": "clock",
1329
- "group": "Transactions",
1330
- "input_schema": {
1331
- "type": "object",
1332
- "properties": {},
1333
- "additionalProperties": false
1334
- },
1335
- "output_schema": {
1336
- "type": "object",
1337
- "properties": {
1338
- "scheduled_transactions": {
1339
- "type": "array",
1340
- "items": {
1341
- "type": "object",
1342
- "properties": {
1343
- "id": {
1344
- "type": "string",
1345
- "description": "Scheduled transaction ID"
1346
- },
1347
- "date_first": {
1348
- "type": "string",
1349
- "description": "First occurrence date (YYYY-MM-DD)"
1350
- },
1351
- "date_next": {
1352
- "type": "string",
1353
- "description": "Next occurrence date (YYYY-MM-DD)"
1354
- },
1355
- "frequency": {
1356
- "type": "string",
1357
- "description": "Recurrence frequency (never, daily, weekly, everyOtherWeek, twiceAMonth, every4Weeks, monthly, everyOtherMonth, every3Months, every4Months, twiceAYear, yearly, everyOtherYear)"
1358
- },
1359
- "amount": {
1360
- "type": "string",
1361
- "description": "Scheduled amount as currency string"
1362
- },
1363
- "amount_milliunits": {
1364
- "type": "number",
1365
- "description": "Scheduled amount in milliunits"
1366
- },
1367
- "memo": {
1368
- "type": "string",
1369
- "description": "Scheduled transaction memo"
1370
- },
1371
- "flag_color": {
1372
- "type": "string",
1373
- "description": "Flag color or empty string"
1374
- },
1375
- "account_id": {
1376
- "type": "string",
1377
- "description": "Account ID"
1378
- },
1379
- "account_name": {
1380
- "type": "string",
1381
- "description": "Account name"
1382
- },
1383
- "payee_id": {
1384
- "type": "string",
1385
- "description": "Payee ID"
1386
- },
1387
- "payee_name": {
1388
- "type": "string",
1389
- "description": "Payee name"
1390
- },
1391
- "category_id": {
1392
- "type": "string",
1393
- "description": "Category ID"
1394
- },
1395
- "category_name": {
1396
- "type": "string",
1397
- "description": "Category name"
1398
- },
1399
- "deleted": {
1400
- "type": "boolean",
1401
- "description": "Whether the scheduled transaction is deleted"
1402
- }
1403
- },
1404
- "required": [
1405
- "id",
1406
- "date_first",
1407
- "date_next",
1408
- "frequency",
1409
- "amount",
1410
- "amount_milliunits",
1411
- "memo",
1412
- "flag_color",
1413
- "account_id",
1414
- "account_name",
1415
- "payee_id",
1416
- "payee_name",
1417
- "category_id",
1418
- "category_name",
1419
- "deleted"
1420
- ],
1421
- "additionalProperties": false
1422
- },
1423
- "description": "List of scheduled transactions"
1424
- }
1425
- },
1426
- "required": [
1427
- "scheduled_transactions"
1428
- ],
1429
- "additionalProperties": false
1430
- }
1431
- },
1432
- {
1433
- "name": "list_months",
1434
- "displayName": "List Months",
1435
- "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.",
1436
- "summary": "List budget months with summaries",
1437
- "icon": "calendar",
1438
- "group": "Months",
1439
- "input_schema": {
1440
- "type": "object",
1441
- "properties": {},
1442
- "additionalProperties": false
1443
- },
1444
- "output_schema": {
1445
- "type": "object",
1446
- "properties": {
1447
- "months": {
1448
- "type": "array",
1449
- "items": {
1450
- "type": "object",
1451
- "properties": {
1452
- "month": {
1453
- "type": "string",
1454
- "description": "Month in YYYY-MM-DD format (first of month)"
1455
- },
1456
- "income": {
1457
- "type": "string",
1458
- "description": "Total income as currency string"
1459
- },
1460
- "budgeted": {
1461
- "type": "string",
1462
- "description": "Total budgeted as currency string"
1463
- },
1464
- "activity": {
1465
- "type": "string",
1466
- "description": "Total activity as currency string"
1467
- },
1468
- "to_be_budgeted": {
1469
- "type": "string",
1470
- "description": "Ready to Assign amount as currency string"
1471
- },
1472
- "income_milliunits": {
1473
- "type": "number",
1474
- "description": "Total income in milliunits"
1475
- },
1476
- "budgeted_milliunits": {
1477
- "type": "number",
1478
- "description": "Total budgeted in milliunits"
1479
- },
1480
- "activity_milliunits": {
1481
- "type": "number",
1482
- "description": "Total activity in milliunits"
1483
- },
1484
- "to_be_budgeted_milliunits": {
1485
- "type": "number",
1486
- "description": "Ready to Assign in milliunits"
1487
- },
1488
- "age_of_money": {
1489
- "type": "number",
1490
- "description": "Age of money in days"
1491
- }
1492
- },
1493
- "required": [
1494
- "month",
1495
- "income",
1496
- "budgeted",
1497
- "activity",
1498
- "to_be_budgeted",
1499
- "income_milliunits",
1500
- "budgeted_milliunits",
1501
- "activity_milliunits",
1502
- "to_be_budgeted_milliunits",
1503
- "age_of_money"
1504
- ],
1505
- "additionalProperties": false
1506
- },
1507
- "description": "List of budget months"
1508
- }
1509
- },
1510
- "required": [
1511
- "months"
1512
- ],
1513
- "additionalProperties": false
1514
- }
1515
- },
1516
- {
1517
- "name": "get_month",
1518
- "displayName": "Get Month",
1519
- "description": "Get budget summary and category details for a specific month. Returns the month overview (income, budgeted, activity, Ready to Assign) plus per-category breakdowns. Month format is YYYY-MM-DD using the first of the month (e.g. 2026-03-01).",
1520
- "summary": "Get budget details for a month",
1521
- "icon": "calendar",
1522
- "group": "Months",
1523
- "input_schema": {
1524
- "type": "object",
1525
- "properties": {
1526
- "month": {
1527
- "type": "string",
1528
- "minLength": 1,
1529
- "description": "Month in YYYY-MM-DD format (first of month, e.g. 2026-03-01)"
1530
- }
1531
- },
1532
- "required": [
1533
- "month"
1534
- ],
1535
- "additionalProperties": false
1536
- },
1537
- "output_schema": {
1538
- "type": "object",
1539
- "properties": {
1540
- "month": {
1541
- "type": "object",
1542
- "properties": {
1543
- "month": {
1544
- "type": "string",
1545
- "description": "Month in YYYY-MM-DD format (first of month)"
1546
- },
1547
- "income": {
1548
- "type": "string",
1549
- "description": "Total income as currency string"
1550
- },
1551
- "budgeted": {
1552
- "type": "string",
1553
- "description": "Total budgeted as currency string"
1554
- },
1555
- "activity": {
1556
- "type": "string",
1557
- "description": "Total activity as currency string"
1558
- },
1559
- "to_be_budgeted": {
1560
- "type": "string",
1561
- "description": "Ready to Assign amount as currency string"
1562
- },
1563
- "income_milliunits": {
1564
- "type": "number",
1565
- "description": "Total income in milliunits"
1566
- },
1567
- "budgeted_milliunits": {
1568
- "type": "number",
1569
- "description": "Total budgeted in milliunits"
1570
- },
1571
- "activity_milliunits": {
1572
- "type": "number",
1573
- "description": "Total activity in milliunits"
1574
- },
1575
- "to_be_budgeted_milliunits": {
1576
- "type": "number",
1577
- "description": "Ready to Assign in milliunits"
1578
- },
1579
- "age_of_money": {
1580
- "type": "number",
1581
- "description": "Age of money in days"
1582
- }
1583
- },
1584
- "required": [
1585
- "month",
1586
- "income",
1587
- "budgeted",
1588
- "activity",
1589
- "to_be_budgeted",
1590
- "income_milliunits",
1591
- "budgeted_milliunits",
1592
- "activity_milliunits",
1593
- "to_be_budgeted_milliunits",
1594
- "age_of_money"
1595
- ],
1596
- "additionalProperties": false
1597
- },
1598
- "categories": {
1599
- "type": "array",
1600
- "items": {
1601
- "type": "object",
1602
- "properties": {
1603
- "id": {
1604
- "type": "string",
1605
- "description": "Category ID"
1606
- },
1607
- "category_group_id": {
1608
- "type": "string",
1609
- "description": "Parent category group ID"
1610
- },
1611
- "name": {
1612
- "type": "string",
1613
- "description": "Category name"
1614
- },
1615
- "hidden": {
1616
- "type": "boolean",
1617
- "description": "Whether the category is hidden"
1618
- },
1619
- "budgeted": {
1620
- "type": "string",
1621
- "description": "Amount budgeted this month as currency string"
1622
- },
1623
- "activity": {
1624
- "type": "string",
1625
- "description": "Spending activity this month as currency string"
1626
- },
1627
- "balance": {
1628
- "type": "string",
1629
- "description": "Available balance as currency string"
1630
- },
1631
- "budgeted_milliunits": {
1632
- "type": "number",
1633
- "description": "Amount budgeted in milliunits"
1634
- },
1635
- "activity_milliunits": {
1636
- "type": "number",
1637
- "description": "Activity in milliunits"
1638
- },
1639
- "balance_milliunits": {
1640
- "type": "number",
1641
- "description": "Balance in milliunits"
1642
- },
1643
- "goal_type": {
1644
- "type": "string",
1645
- "description": "Goal type (TB, TBD, MF, NEED, DEBT, or empty if none)"
1646
- },
1647
- "goal_target": {
1648
- "type": "string",
1649
- "description": "Goal target amount as currency string"
1650
- },
1651
- "goal_percentage_complete": {
1652
- "type": "number",
1653
- "description": "Goal completion percentage (0-100)"
1654
- }
1655
- },
1656
- "required": [
1657
- "id",
1658
- "category_group_id",
1659
- "name",
1660
- "hidden",
1661
- "budgeted",
1662
- "activity",
1663
- "balance",
1664
- "budgeted_milliunits",
1665
- "activity_milliunits",
1666
- "balance_milliunits",
1667
- "goal_type",
1668
- "goal_target",
1669
- "goal_percentage_complete"
1670
- ],
1671
- "additionalProperties": false
1672
- },
1673
- "description": "Category budgets for this month"
1674
- }
1675
- },
1676
- "required": [
1677
- "month",
1678
- "categories"
1679
- ],
1680
- "additionalProperties": false
1681
- }
1682
- }
1683
- ]
1684
- }