@opentabs-dev/opentabs-plugin-ynab 0.0.85 → 0.0.87

package/dist/tools.json

@@ -1,5 +1,5 @@
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@@ -291,7 +291,7 @@
     {
       "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.",
+      "description": "List category groups and categories in the active YNAB plan. Returns budgeted amounts, activity, and available balances for the current month. Hidden and deleted categories are excluded by default — pass include_hidden=true to also see hidden categories (useful for editing budgets on hidden categories).",
       "summary": "List budget categories with balances",
       "icon": "tags",
       "group": "Categories",
@@ -420,6 +420,723 @@
         "additionalProperties": false
       }
     },
+    {
+      "name": "create_category",
+      "displayName": "Create Category",
+      "description": "Create a new category in an existing category group. Optionally set an initial goal: \"set_aside\" (set aside X per cadence), \"refill\" (refill the balance up to X per cadence), \"target_balance\" (have a balance of X), or \"target_by_date\" (have a balance of X by a specific date). NEED-style goals (set_aside, refill) accept weekly/monthly/yearly cadence. Debt goals are not supported for new categories — they only apply to existing debt-account categories.",
+      "summary": "Create a new budget category",
+      "icon": "plus",
+      "group": "Categories",
+      "input_schema": {
+        "type": "object",
+        "properties": {
+          "group_id": {
+            "type": "string",
+            "minLength": 1,
+            "description": "Category group ID to create the category in"
+          },
+          "name": {
+            "type": "string",
+            "minLength": 1,
+            "description": "Name of the new category"
+          },
+          "goal": {
+            "description": "Optional initial goal for the category",
+            "oneOf": [
+              {
+                "type": "object",
+                "properties": {
+                  "type": {
+                    "type": "string",
+                    "const": "set_aside"
+                  },
+                  "target": {
+                    "type": "number",
+                    "exclusiveMinimum": 0,
+                    "description": "Goal amount in currency units (e.g. 50 for $50)"
+                  },
+                  "cadence": {
+                    "description": "How often the goal recurs. Defaults to monthly.",
+                    "type": "string",
+                    "enum": [
+                      "weekly",
+                      "monthly",
+                      "yearly"
+                    ]
+                  },
+                  "every": {
+                    "description": "Multiplier on cadence (e.g. cadence=monthly + every=5 means every 5 months). Defaults to 1.",
+                    "type": "integer",
+                    "minimum": 1,
+                    "maximum": 9007199254740991
+                  },
+                  "day": {
+                    "description": "Day-of-week (0=Sunday, 6=Saturday) for weekly cadence, or day-of-month (1-31) for monthly cadence.",
+                    "type": "integer",
+                    "minimum": 0,
+                    "maximum": 31
+                  },
+                  "start_date": {
+                    "description": "First occurrence date (YYYY-MM-DD). Required for yearly cadence; optional for others.",
+                    "type": "string",
+                    "pattern": "^\\d{4}-\\d{2}-\\d{2}$"
+                  }
+                },
+                "required": [
+                  "type",
+                  "target"
+                ],
+                "additionalProperties": false
+              },
+              {
+                "type": "object",
+                "properties": {
+                  "type": {
+                    "type": "string",
+                    "const": "refill"
+                  },
+                  "target": {
+                    "type": "number",
+                    "exclusiveMinimum": 0,
+                    "description": "Goal amount in currency units (e.g. 50 for $50)"
+                  },
+                  "cadence": {
+                    "description": "How often the goal recurs. Defaults to monthly.",
+                    "type": "string",
+                    "enum": [
+                      "weekly",
+                      "monthly",
+                      "yearly"
+                    ]
+                  },
+                  "every": {
+                    "description": "Multiplier on cadence (e.g. cadence=monthly + every=5 means every 5 months). Defaults to 1.",
+                    "type": "integer",
+                    "minimum": 1,
+                    "maximum": 9007199254740991
+                  },
+                  "day": {
+                    "description": "Day-of-week (0=Sunday, 6=Saturday) for weekly cadence, or day-of-month (1-31) for monthly cadence.",
+                    "type": "integer",
+                    "minimum": 0,
+                    "maximum": 31
+                  },
+                  "start_date": {
+                    "description": "First occurrence date (YYYY-MM-DD). Required for yearly cadence; optional for others.",
+                    "type": "string",
+                    "pattern": "^\\d{4}-\\d{2}-\\d{2}$"
+                  }
+                },
+                "required": [
+                  "type",
+                  "target"
+                ],
+                "additionalProperties": false
+              },
+              {
+                "type": "object",
+                "properties": {
+                  "type": {
+                    "type": "string",
+                    "const": "target_balance"
+                  },
+                  "target": {
+                    "type": "number",
+                    "exclusiveMinimum": 0,
+                    "description": "Balance to maintain in currency units"
+                  }
+                },
+                "required": [
+                  "type",
+                  "target"
+                ],
+                "additionalProperties": false
+              },
+              {
+                "type": "object",
+                "properties": {
+                  "type": {
+                    "type": "string",
+                    "const": "target_by_date"
+                  },
+                  "target": {
+                    "type": "number",
+                    "exclusiveMinimum": 0,
+                    "description": "Target balance to have by the given date in currency units"
+                  },
+                  "date": {
+                    "type": "string",
+                    "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+                    "description": "Target date YYYY-MM-DD"
+                  }
+                },
+                "required": [
+                  "type",
+                  "target",
+                  "date"
+                ],
+                "additionalProperties": false
+              },
+              {
+                "type": "object",
+                "properties": {
+                  "type": {
+                    "type": "string",
+                    "const": "debt"
+                  },
+                  "target": {
+                    "type": "number",
+                    "exclusiveMinimum": 0,
+                    "description": "Monthly payment amount in currency units"
+                  },
+                  "day": {
+                    "description": "Day of month the payment is due (1-31). Defaults to 1.",
+                    "type": "integer",
+                    "minimum": 1,
+                    "maximum": 31
+                  }
+                },
+                "required": [
+                  "type",
+                  "target"
+                ],
+                "additionalProperties": false
+              },
+              {
+                "type": "object",
+                "properties": {
+                  "type": {
+                    "type": "string",
+                    "const": "none"
+                  }
+                },
+                "required": [
+                  "type"
+                ],
+                "additionalProperties": false
+              }
+            ]
+          },
+          "note": {
+            "description": "Optional note for the category",
+            "type": "string"
+          }
+        },
+        "required": [
+          "group_id",
+          "name"
+        ],
+        "additionalProperties": false
+      },
+      "output_schema": {
+        "type": "object",
+        "properties": {
+          "category": {
+            "type": "object",
+            "properties": {
+              "id": {
+                "type": "string",
+                "description": "Category ID"
+              },
+              "category_group_id": {
+                "type": "string",
+                "description": "Parent category group ID"
+              },
+              "name": {
+                "type": "string",
+                "description": "Category name"
+              },
+              "hidden": {
+                "type": "boolean",
+                "description": "Whether the category is hidden"
+              },
+              "budgeted": {
+                "type": "string",
+                "description": "Amount budgeted this month as currency string"
+              },
+              "activity": {
+                "type": "string",
+                "description": "Spending activity this month as currency string"
+              },
+              "balance": {
+                "type": "string",
+                "description": "Available balance as currency string"
+              },
+              "budgeted_milliunits": {
+                "type": "number",
+                "description": "Amount budgeted in milliunits"
+              },
+              "activity_milliunits": {
+                "type": "number",
+                "description": "Activity in milliunits"
+              },
+              "balance_milliunits": {
+                "type": "number",
+                "description": "Balance in milliunits"
+              },
+              "goal_type": {
+                "type": "string",
+                "description": "Goal type (TB, TBD, MF, NEED, DEBT, or empty if none)"
+              },
+              "goal_target": {
+                "type": "string",
+                "description": "Goal target amount as currency string"
+              },
+              "goal_percentage_complete": {
+                "type": "number",
+                "description": "Goal completion percentage (0-100)"
+              }
+            },
+            "required": [
+              "id",
+              "category_group_id",
+              "name",
+              "hidden",
+              "budgeted",
+              "activity",
+              "balance",
+              "budgeted_milliunits",
+              "activity_milliunits",
+              "balance_milliunits",
+              "goal_type",
+              "goal_target",
+              "goal_percentage_complete"
+            ],
+            "additionalProperties": false
+          }
+        },
+        "required": [
+          "category"
+        ],
+        "additionalProperties": false
+      }
+    },
+    {
+      "name": "update_category",
+      "displayName": "Update Category",
+      "description": "Rename a category, change its group, set/clear its goal, or hide/unhide it. Only specified fields change; omitted fields remain unchanged. Goal types: \"set_aside\" / \"refill\" (recurring NEED with optional cadence), \"target_balance\" (have $X), \"target_by_date\" (have $X by date), \"debt\" (recurring debt payment), or \"none\" to clear an existing goal.",
+      "summary": "Update a category",
+      "icon": "pencil",
+      "group": "Categories",
+      "input_schema": {
+        "type": "object",
+        "properties": {
+          "category_id": {
+            "type": "string",
+            "minLength": 1,
+            "description": "Category ID to update"
+          },
+          "name": {
+            "description": "New name",
+            "type": "string",
+            "minLength": 1
+          },
+          "group_id": {
+            "description": "New parent category group ID (to move the category)",
+            "type": "string",
+            "minLength": 1
+          },
+          "goal": {
+            "description": "New goal definition. Pass { type: \"none\" } to clear the goal.",
+            "oneOf": [
+              {
+                "type": "object",
+                "properties": {
+                  "type": {
+                    "type": "string",
+                    "const": "set_aside"
+                  },
+                  "target": {
+                    "type": "number",
+                    "exclusiveMinimum": 0,
+                    "description": "Goal amount in currency units (e.g. 50 for $50)"
+                  },
+                  "cadence": {
+                    "description": "How often the goal recurs. Defaults to monthly.",
+                    "type": "string",
+                    "enum": [
+                      "weekly",
+                      "monthly",
+                      "yearly"
+                    ]
+                  },
+                  "every": {
+                    "description": "Multiplier on cadence (e.g. cadence=monthly + every=5 means every 5 months). Defaults to 1.",
+                    "type": "integer",
+                    "minimum": 1,
+                    "maximum": 9007199254740991
+                  },
+                  "day": {
+                    "description": "Day-of-week (0=Sunday, 6=Saturday) for weekly cadence, or day-of-month (1-31) for monthly cadence.",
+                    "type": "integer",
+                    "minimum": 0,
+                    "maximum": 31
+                  },
+                  "start_date": {
+                    "description": "First occurrence date (YYYY-MM-DD). Required for yearly cadence; optional for others.",
+                    "type": "string",
+                    "pattern": "^\\d{4}-\\d{2}-\\d{2}$"
+                  }
+                },
+                "required": [
+                  "type",
+                  "target"
+                ],
+                "additionalProperties": false
+              },
+              {
+                "type": "object",
+                "properties": {
+                  "type": {
+                    "type": "string",
+                    "const": "refill"
+                  },
+                  "target": {
+                    "type": "number",
+                    "exclusiveMinimum": 0,
+                    "description": "Goal amount in currency units (e.g. 50 for $50)"
+                  },
+                  "cadence": {
+                    "description": "How often the goal recurs. Defaults to monthly.",
+                    "type": "string",
+                    "enum": [
+                      "weekly",
+                      "monthly",
+                      "yearly"
+                    ]
+                  },
+                  "every": {
+                    "description": "Multiplier on cadence (e.g. cadence=monthly + every=5 means every 5 months). Defaults to 1.",
+                    "type": "integer",
+                    "minimum": 1,
+                    "maximum": 9007199254740991
+                  },
+                  "day": {
+                    "description": "Day-of-week (0=Sunday, 6=Saturday) for weekly cadence, or day-of-month (1-31) for monthly cadence.",
+                    "type": "integer",
+                    "minimum": 0,
+                    "maximum": 31
+                  },
+                  "start_date": {
+                    "description": "First occurrence date (YYYY-MM-DD). Required for yearly cadence; optional for others.",
+                    "type": "string",
+                    "pattern": "^\\d{4}-\\d{2}-\\d{2}$"
+                  }
+                },
+                "required": [
+                  "type",
+                  "target"
+                ],
+                "additionalProperties": false
+              },
+              {
+                "type": "object",
+                "properties": {
+                  "type": {
+                    "type": "string",
+                    "const": "target_balance"
+                  },
+                  "target": {
+                    "type": "number",
+                    "exclusiveMinimum": 0,
+                    "description": "Balance to maintain in currency units"
+                  }
+                },
+                "required": [
+                  "type",
+                  "target"
+                ],
+                "additionalProperties": false
+              },
+              {
+                "type": "object",
+                "properties": {
+                  "type": {
+                    "type": "string",
+                    "const": "target_by_date"
+                  },
+                  "target": {
+                    "type": "number",
+                    "exclusiveMinimum": 0,
+                    "description": "Target balance to have by the given date in currency units"
+                  },
+                  "date": {
+                    "type": "string",
+                    "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+                    "description": "Target date YYYY-MM-DD"
+                  }
+                },
+                "required": [
+                  "type",
+                  "target",
+                  "date"
+                ],
+                "additionalProperties": false
+              },
+              {
+                "type": "object",
+                "properties": {
+                  "type": {
+                    "type": "string",
+                    "const": "debt"
+                  },
+                  "target": {
+                    "type": "number",
+                    "exclusiveMinimum": 0,
+                    "description": "Monthly payment amount in currency units"
+                  },
+                  "day": {
+                    "description": "Day of month the payment is due (1-31). Defaults to 1.",
+                    "type": "integer",
+                    "minimum": 1,
+                    "maximum": 31
+                  }
+                },
+                "required": [
+                  "type",
+                  "target"
+                ],
+                "additionalProperties": false
+              },
+              {
+                "type": "object",
+                "properties": {
+                  "type": {
+                    "type": "string",
+                    "const": "none"
+                  }
+                },
+                "required": [
+                  "type"
+                ],
+                "additionalProperties": false
+              }
+            ]
+          },
+          "hidden": {
+            "description": "Hide or unhide the category",
+            "type": "boolean"
+          },
+          "note": {
+            "description": "New note (pass empty string to clear)",
+            "type": "string"
+          }
+        },
+        "required": [
+          "category_id"
+        ],
+        "additionalProperties": false
+      },
+      "output_schema": {
+        "type": "object",
+        "properties": {
+          "category": {
+            "type": "object",
+            "properties": {
+              "id": {
+                "type": "string",
+                "description": "Category ID"
+              },
+              "category_group_id": {
+                "type": "string",
+                "description": "Parent category group ID"
+              },
+              "name": {
+                "type": "string",
+                "description": "Category name"
+              },
+              "hidden": {
+                "type": "boolean",
+                "description": "Whether the category is hidden"
+              },
+              "budgeted": {
+                "type": "string",
+                "description": "Amount budgeted this month as currency string"
+              },
+              "activity": {
+                "type": "string",
+                "description": "Spending activity this month as currency string"
+              },
+              "balance": {
+                "type": "string",
+                "description": "Available balance as currency string"
+              },
+              "budgeted_milliunits": {
+                "type": "number",
+                "description": "Amount budgeted in milliunits"
+              },
+              "activity_milliunits": {
+                "type": "number",
+                "description": "Activity in milliunits"
+              },
+              "balance_milliunits": {
+                "type": "number",
+                "description": "Balance in milliunits"
+              },
+              "goal_type": {
+                "type": "string",
+                "description": "Goal type (TB, TBD, MF, NEED, DEBT, or empty if none)"
+              },
+              "goal_target": {
+                "type": "string",
+                "description": "Goal target amount as currency string"
+              },
+              "goal_percentage_complete": {
+                "type": "number",
+                "description": "Goal completion percentage (0-100)"
+              }
+            },
+            "required": [
+              "id",
+              "category_group_id",
+              "name",
+              "hidden",
+              "budgeted",
+              "activity",
+              "balance",
+              "budgeted_milliunits",
+              "activity_milliunits",
+              "balance_milliunits",
+              "goal_type",
+              "goal_target",
+              "goal_percentage_complete"
+            ],
+            "additionalProperties": false
+          }
+        },
+        "required": [
+          "category"
+        ],
+        "additionalProperties": false
+      }
+    },
+    {
+      "name": "delete_category",
+      "displayName": "Delete Category",
+      "description": "Delete a category from the active YNAB plan. This is a soft delete (tombstone). Existing transactions assigned to this category remain in place but the category will no longer appear in budget views.",
+      "summary": "Delete a category",
+      "icon": "trash-2",
+      "group": "Categories",
+      "input_schema": {
+        "type": "object",
+        "properties": {
+          "category_id": {
+            "type": "string",
+            "minLength": 1,
+            "description": "Category ID to delete"
+          }
+        },
+        "required": [
+          "category_id"
+        ],
+        "additionalProperties": false
+      },
+      "output_schema": {
+        "type": "object",
+        "properties": {
+          "success": {
+            "type": "boolean"
+          }
+        },
+        "required": [
+          "success"
+        ],
+        "additionalProperties": false
+      }
+    },
+    {
+      "name": "create_category_group",
+      "displayName": "Create Category Group",
+      "description": "Create a new category group in the active YNAB plan.",
+      "summary": "Create a category group",
+      "icon": "folder-plus",
+      "group": "Categories",
+      "input_schema": {
+        "type": "object",
+        "properties": {
+          "name": {
+            "type": "string",
+            "minLength": 1,
+            "description": "Name of the new category group"
+          }
+        },
+        "required": [
+          "name"
+        ],
+        "additionalProperties": false
+      },
+      "output_schema": {
+        "type": "object",
+        "properties": {
+          "group": {
+            "type": "object",
+            "properties": {
+              "id": {
+                "type": "string",
+                "description": "Category group ID"
+              },
+              "name": {
+                "type": "string",
+                "description": "Category group name"
+              },
+              "hidden": {
+                "type": "boolean",
+                "description": "Whether the group is hidden"
+              }
+            },
+            "required": [
+              "id",
+              "name",
+              "hidden"
+            ],
+            "additionalProperties": false
+          }
+        },
+        "required": [
+          "group"
+        ],
+        "additionalProperties": false
+      }
+    },
+    {
+      "name": "delete_category_group",
+      "displayName": "Delete Category Group",
+      "description": "Delete a category group and all of its child categories from the active YNAB plan. This is a soft delete (tombstone). Internal/non-deletable groups (Credit Card Payments, Hidden Categories, Internal Master Category) cannot be deleted.",
+      "summary": "Delete a category group and its children",
+      "icon": "folder-x",
+      "group": "Categories",
+      "input_schema": {
+        "type": "object",
+        "properties": {
+          "group_id": {
+            "type": "string",
+            "minLength": 1,
+            "description": "Category group ID to delete"
+          }
+        },
+        "required": [
+          "group_id"
+        ],
+        "additionalProperties": false
+      },
+      "output_schema": {
+        "type": "object",
+        "properties": {
+          "success": {
+            "type": "boolean"
+          },
+          "deleted_category_count": {
+            "type": "number",
+            "description": "Number of child categories that were also tombstoned"
+          }
+        },
+        "required": [
+          "success",
+          "deleted_category_count"
+        ],
+        "additionalProperties": false
+      }
+    },
     {
       "name": "update_category_budget",
       "displayName": "Update Category Budget",
@@ -437,7 +1154,7 @@
           },
           "month": {
             "type": "string",
-            "minLength": 1,
+            "pattern": "^\\d{4}-\\d{2}(-\\d{2})?$",
             "description": "Month in YYYY-MM format (e.g. 2026-03)"
           },
           "budgeted": {
@@ -535,6 +1252,184 @@
         "additionalProperties": false
       }
     },
+    {
+      "name": "move_category_budget",
+      "displayName": "Move Category Budget",
+      "description": "Move budgeted money between categories or to/from Ready to Assign for a specific month. Omit from_category_id to move money out of Ready to Assign; omit to_category_id to move money back to Ready to Assign. Both null is invalid.",
+      "summary": "Move money between budget categories",
+      "icon": "arrow-left-right",
+      "group": "Categories",
+      "input_schema": {
+        "type": "object",
+        "properties": {
+          "month": {
+            "type": "string",
+            "pattern": "^\\d{4}-\\d{2}(-\\d{2})?$",
+            "description": "Month in YYYY-MM format (e.g. 2026-03)"
+          },
+          "amount": {
+            "type": "number",
+            "exclusiveMinimum": 0,
+            "description": "Amount to move in currency units (e.g. 50 for $50)"
+          },
+          "from_category_id": {
+            "description": "Source category ID. Omit to move from Ready to Assign.",
+            "type": "string"
+          },
+          "to_category_id": {
+            "description": "Destination category ID. Omit to move to Ready to Assign.",
+            "type": "string"
+          }
+        },
+        "required": [
+          "month",
+          "amount"
+        ],
+        "additionalProperties": false
+      },
+      "output_schema": {
+        "type": "object",
+        "properties": {
+          "categories": {
+            "type": "array",
+            "items": {
+              "type": "object",
+              "properties": {
+                "id": {
+                  "type": "string",
+                  "description": "Category ID"
+                },
+                "category_group_id": {
+                  "type": "string",
+                  "description": "Parent category group ID"
+                },
+                "name": {
+                  "type": "string",
+                  "description": "Category name"
+                },
+                "hidden": {
+                  "type": "boolean",
+                  "description": "Whether the category is hidden"
+                },
+                "budgeted": {
+                  "type": "string",
+                  "description": "Amount budgeted this month as currency string"
+                },
+                "activity": {
+                  "type": "string",
+                  "description": "Spending activity this month as currency string"
+                },
+                "balance": {
+                  "type": "string",
+                  "description": "Available balance as currency string"
+                },
+                "budgeted_milliunits": {
+                  "type": "number",
+                  "description": "Amount budgeted in milliunits"
+                },
+                "activity_milliunits": {
+                  "type": "number",
+                  "description": "Activity in milliunits"
+                },
+                "balance_milliunits": {
+                  "type": "number",
+                  "description": "Balance in milliunits"
+                },
+                "goal_type": {
+                  "type": "string",
+                  "description": "Goal type (TB, TBD, MF, NEED, DEBT, or empty if none)"
+                },
+                "goal_target": {
+                  "type": "string",
+                  "description": "Goal target amount as currency string"
+                },
+                "goal_percentage_complete": {
+                  "type": "number",
+                  "description": "Goal completion percentage (0-100)"
+                }
+              },
+              "required": [
+                "id",
+                "category_group_id",
+                "name",
+                "hidden",
+                "budgeted",
+                "activity",
+                "balance",
+                "budgeted_milliunits",
+                "activity_milliunits",
+                "balance_milliunits",
+                "goal_type",
+                "goal_target",
+                "goal_percentage_complete"
+              ],
+              "additionalProperties": false
+            },
+            "description": "Updated categories (1 if RTA is involved, 2 for category-to-category)"
+          }
+        },
+        "required": [
+          "categories"
+        ],
+        "additionalProperties": false
+      }
+    },
+    {
+      "name": "snooze_category_goal",
+      "displayName": "Snooze Category Goal",
+      "description": "Snooze a category goal for a specific month so it does not appear as needing funding for that month. Pass snooze=false to un-snooze.",
+      "summary": "Snooze a category goal for a month",
+      "icon": "bell-off",
+      "group": "Categories",
+      "input_schema": {
+        "type": "object",
+        "properties": {
+          "category_id": {
+            "type": "string",
+            "minLength": 1,
+            "description": "Category ID whose goal to snooze"
+          },
+          "month": {
+            "type": "string",
+            "pattern": "^\\d{4}-\\d{2}(-\\d{2})?$",
+            "description": "Month in YYYY-MM format (e.g. 2026-04)"
+          },
+          "snooze": {
+            "description": "true to snooze (default), false to un-snooze",
+            "type": "boolean"
+          }
+        },
+        "required": [
+          "category_id",
+          "month"
+        ],
+        "additionalProperties": false
+      },
+      "output_schema": {
+        "type": "object",
+        "properties": {
+          "success": {
+            "type": "boolean"
+          },
+          "snoozed_at": {
+            "anyOf": [
+              {
+                "type": "string"
+              },
+              {
+                "type": "null"
+              }
+            ],
+            "description": "ISO timestamp the goal was snoozed at, or null if un-snoozed"
+          }
+        },
+        "required": [
+          "success",
+          "snoozed_at"
+        ],
+        "additionalProperties": false
+      }
+    },
     {
       "name": "list_payees",
       "displayName": "List Payees",
@@ -601,6 +1496,14 @@
           "since_date": {
             "description": "Only return transactions on or after this date (YYYY-MM-DD). Omit for all transactions.",
             "type": "string"
+          },
+          "until_date": {
+            "description": "Only return transactions on or before this date (YYYY-MM-DD). Combine with since_date for a date range.",
+            "type": "string"
+          },
+          "payee_search": {
+            "description": "Case-insensitive substring match against payee_name, imported_payee, and original_imported_payee. Useful for finding all transactions for a merchant without knowing the exact payee ID.",
+            "type": "string"
           }
         },
         "additionalProperties": false
@@ -645,10 +1548,6 @@
                   "type": "string",
                   "description": "Flag color or empty string"
                 },
-                "flag_name": {
-                  "type": "string",
-                  "description": "Custom flag name or empty string"
-                },
                 "account_id": {
                   "type": "string",
                   "description": "Account ID"
@@ -677,9 +1576,13 @@
                   "type": "string",
                   "description": "If a transfer, the destination account ID"
                 },
-                "import_id": {
+                "imported_payee": {
+                  "type": "string",
+                  "description": "Bank-imported payee name after YNAB cleansing (empty if manually entered)"
+                },
+                "original_imported_payee": {
                   "type": "string",
-                  "description": "Import ID for deduplication"
+                  "description": "Raw payee string from the bank feed before any cleansing (empty if manually entered)"
                 },
                 "deleted": {
                   "type": "boolean",
@@ -695,7 +1598,6 @@
                 "cleared",
                 "approved",
                 "flag_color",
-                "flag_name",
                 "account_id",
                 "account_name",
                 "payee_id",
@@ -703,7 +1605,8 @@
                 "category_id",
                 "category_name",
                 "transfer_account_id",
-                "import_id",
+                "imported_payee",
+                "original_imported_payee",
                 "deleted"
               ],
               "additionalProperties": false
@@ -776,10 +1679,6 @@
                 "type": "string",
                 "description": "Flag color or empty string"
               },
-              "flag_name": {
-                "type": "string",
-                "description": "Custom flag name or empty string"
-              },
               "account_id": {
                 "type": "string",
                 "description": "Account ID"
@@ -808,9 +1707,13 @@
                 "type": "string",
                 "description": "If a transfer, the destination account ID"
               },
-              "import_id": {
+              "imported_payee": {
+                "type": "string",
+                "description": "Bank-imported payee name after YNAB cleansing (empty if manually entered)"
+              },
+              "original_imported_payee": {
                 "type": "string",
-                "description": "Import ID for deduplication"
+                "description": "Raw payee string from the bank feed before any cleansing (empty if manually entered)"
               },
               "deleted": {
                 "type": "boolean",
@@ -826,7 +1729,6 @@
               "cleared",
               "approved",
               "flag_color",
-              "flag_name",
               "account_id",
               "account_name",
               "payee_id",
@@ -834,7 +1736,8 @@
               "category_id",
               "category_name",
               "transfer_account_id",
-              "import_id",
+              "imported_payee",
+              "original_imported_payee",
               "deleted"
             ],
             "additionalProperties": false
@@ -1025,10 +1928,6 @@
                 "type": "string",
                 "description": "Flag color or empty string"
               },
-              "flag_name": {
-                "type": "string",
-                "description": "Custom flag name or empty string"
-              },
               "account_id": {
                 "type": "string",
                 "description": "Account ID"
@@ -1057,9 +1956,13 @@
                 "type": "string",
                 "description": "If a transfer, the destination account ID"
               },
-              "import_id": {
+              "imported_payee": {
+                "type": "string",
+                "description": "Bank-imported payee name after YNAB cleansing (empty if manually entered)"
+              },
+              "original_imported_payee": {
                 "type": "string",
-                "description": "Import ID for deduplication"
+                "description": "Raw payee string from the bank feed before any cleansing (empty if manually entered)"
               },
               "deleted": {
                 "type": "boolean",
@@ -1075,7 +1978,6 @@
               "cleared",
               "approved",
               "flag_color",
-              "flag_name",
               "account_id",
               "account_name",
               "payee_id",
@@ -1083,7 +1985,8 @@
               "category_id",
               "category_name",
               "transfer_account_id",
-              "import_id",
+              "imported_payee",
+              "original_imported_payee",
               "deleted"
             ],
             "additionalProperties": false
@@ -1098,7 +2001,7 @@
     {
       "name": "update_transaction",
       "displayName": "Update Transaction",
-      "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).",
+      "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). Transfers and split transactions cannot be updated through this tool — edit them directly in YNAB.",
       "summary": "Update a transaction",
       "icon": "pencil",
       "group": "Transactions",
@@ -1153,7 +2056,7 @@
             "type": "boolean"
           },
           "flag_color": {
-            "description": "New flag color",
+            "description": "New flag color (pass \"none\" to clear)",
             "type": "string",
             "enum": [
               "red",
@@ -1161,7 +2064,8 @@
               "yellow",
               "green",
               "blue",
-              "purple"
+              "purple",
+              "none"
             ]
           }
         },
@@ -1209,10 +2113,6 @@
                 "type": "string",
                 "description": "Flag color or empty string"
               },
-              "flag_name": {
-                "type": "string",
-                "description": "Custom flag name or empty string"
-              },
               "account_id": {
                 "type": "string",
                 "description": "Account ID"
@@ -1241,9 +2141,13 @@
                 "type": "string",
                 "description": "If a transfer, the destination account ID"
               },
-              "import_id": {
+              "imported_payee": {
                 "type": "string",
-                "description": "Import ID for deduplication"
+                "description": "Bank-imported payee name after YNAB cleansing (empty if manually entered)"
+              },
+              "original_imported_payee": {
+                "type": "string",
+                "description": "Raw payee string from the bank feed before any cleansing (empty if manually entered)"
               },
               "deleted": {
                 "type": "boolean",
@@ -1259,7 +2163,6 @@
               "cleared",
               "approved",
               "flag_color",
-              "flag_name",
               "account_id",
               "account_name",
               "payee_id",
@@ -1267,7 +2170,8 @@
               "category_id",
               "category_name",
               "transfer_account_id",
-              "import_id",
+              "imported_payee",
+              "original_imported_payee",
               "deleted"
             ],
             "additionalProperties": false
@@ -1282,7 +2186,7 @@
     {
       "name": "delete_transaction",
       "displayName": "Delete Transaction",
-      "description": "Delete a transaction from the active YNAB plan. This marks the transaction as deleted (soft delete).",
+      "description": "Delete a transaction from the active YNAB plan. This marks the transaction as deleted (soft delete). Transfer transactions cannot be deleted through this tool — delete them directly in YNAB.",
       "summary": "Delete a transaction",
       "icon": "trash-2",
       "group": "Transactions",
@@ -1486,8 +2390,15 @@
                   "description": "Ready to Assign in milliunits"
                 },
                 "age_of_money": {
-                  "type": "number",
-                  "description": "Age of money in days"
+                  "anyOf": [
+                    {
+                      "type": "number"
+                    },
+                    {
+                      "type": "null"
+                    }
+                  ],
+                  "description": "Age of money in days, or null if not yet computed"
                 }
               },
               "required": [
@@ -1527,6 +2438,10 @@
             "type": "string",
             "minLength": 1,
             "description": "Month in YYYY-MM-DD format (first of month, e.g. 2026-03-01)"
+          },
+          "include_hidden": {
+            "description": "Include hidden categories (default false)",
+            "type": "boolean"
           }
         },
         "required": [
@@ -1577,8 +2492,15 @@
                 "description": "Ready to Assign in milliunits"
               },
               "age_of_money": {
-                "type": "number",
-                "description": "Age of money in days"
+                "anyOf": [
+                  {
+                    "type": "number"
+                  },
+                  {
+                    "type": "null"
+                  }
+                ],
+                "description": "Age of money in days, or null if not yet computed"
               }
             },
             "required": [