createTransaction

MCP tool from Ynab MCP Server by rgarcia

Create a new transaction

How to use it

Project documentation lists createTransaction for the Ynab MCP Server MCP server. Add the server to your MCP client (Claude Desktop, Cursor, Windsurf and others), then check which tools your installed version makes available. Tool availability can depend on configuration and credentials. A server handshake does not verify this tool’s behavior. See the full listing for setup details.

FULL YNAB MCP SERVER LISTING

Other tools in Ynab MCP Server (29)

createAccount

Create a new account

createScheduledTransaction

Create a new scheduled transaction

deleteTransaction

Delete a transaction

getAccountById

Get a single account

getAccounts

List all accounts for a budget

getBudgetById

Get a single budget with all related entities

getBudgetMonth

Get a single budget month

getBudgetMonths

List budget months

getBudgets

List all budgets

getBudgetSettingsById

Get budget settings

getCategories

List all categories for a budget

getCategoryById

Get a single category

getMonthCategoryById

Get a category for a specific month

getPayeeById

Get a single payee

getPayees

List all payees

getScheduledTransactionById

Get a single scheduled transaction

getScheduledTransactions

List scheduled transactions

getTransactionById

Get a single transaction

getTransactions

List transactions

getTransactionsByAccount

List transactions for an account

getTransactionsByCategory

List transactions for a category

getTransactionsByPayee

List transactions for a payee

getUser

Get authenticated user information

importTransactions

Import transactions

updateCategory

Update a category

updateMonthCategory

Update a category for a specific month

updatePayee

Update a payee

updateScheduledTransaction

Update a scheduled transaction

updateTransaction

Update a transaction