get_budget_settings

Write tool: create a new account (checking, savings, creditCard, mortgage, etc.)

Write tool: create a new category in an existing group (with optional goal)

Write tool: create a new category group

Write tool: create a new payee

Write tool: create a transaction with optional split (subtransactions must sum to total)

Write tool: bulk create multiple transactions in a single API call (supports split transactions)

Write tool: delete a transaction. Requires confirmed: true.

Get full account details including notes and debt fields

Get budget summary (name, currency, account/category/payee counts). Pass lastKnowledgeOfServer for a delta export of every changed entity plus the next serverknowledge.

Get full category details including goal progress and cadence

Get money movement groups for a specific month

Get money movements for a specific month

Get month detail with per-category budget/activity/balance/goal breakdown

Get category budget for a specific month

Get payee details

Get a specific payee location

Get all locations for a specific payee

Get a single transaction by ID (includes subtransactions). Auto-handles composite scheduled-transaction IDs like uuidYYYY-MM-DD; if the underlying matched transaction has been deleted, falls back to returning the active scheduled template wrapped as { resourcetype: "scheduledtransaction", ... }.

Get transactions with filters: by account, category, payee, month, status (unapproved/uncategorized), sinceDate, and untilDate

Get the authenticated user

Write tool: trigger import from linked bank accounts

List all accounts with balances, debt details, and import status

List all budgets with IDs, names, date ranges, format settings, and default budget. Pass includeAccounts: true to include each budget's accounts.

List all category groups and their categories with budgeted/activity/balance

List all money movement groups (batched re-allocations)

List all money movements (budget re-allocations between categories)

List budget months with income, budgeted, activity, to-be-budgeted, age of money, and notes

List all payee locations (GPS coordinates from mobile app)

List all payees with transfer account mappings

Write tool: move all transactions from one payee to another, the merge workaround since the YNAB API has no payee delete/merge endpoint. Requires confirmed: true and supports expectedMatchedCount.

Case-insensitive partial name search over category names and category-group names (e.g., "groc" finds "Groceries"; "health" finds everything in a "Health & Medical" group). Multi-word queries are tokenized and OR-matched, results are ranked, and each result reports matchedon / matchedterms. Pass inc

Case-insensitive partial name search

Write tool: update name, note, goal target, goal target date, or move to a different group

Write tool: rename a category group

Write tool: set the budgeted amount for a category in a month

Write tool: rename a payee

Write tool: partial update - only specified fields change. Can convert a non-split transaction into a split via subtransactions. Composite scheduled-transaction IDs (uuidYYYY-MM-DD) are writable — see below.

Write tool: batch update multiple transactions at once (look up each entry by id or importId), then verify requested fields persisted using a single batch refetch. Returns newlyapprovedcount beside approvedcount. Pass returnSummary: true for compact counts instead of full objects on large batches (a