YNAB_GET_BUDGET_SETTINGS
Tool to retrieve budget-level settings. Use when you need to fetch currency and date formatting preferences for a specific budget.
YNAB_GET_CATEGORY_BY_ID
Tool to retrieve a single budget category by its ID. Use when you need detailed information about one category after confirming the budget selection.
YNAB_GET_MONTH_CATEGORY_BY_ID
Tool to retrieve a single category for a specific budget month. Use after selecting the budget and month when you need month-specific category details.
YNAB_GET_PAYEE_BY_ID
Tool to retrieve a single payee by its ID. Use when you need full details of a payee after confirming the budget and payee selection.
YNAB_GET_SCHEDULED_TRANSACTION_BY_ID
Tool to retrieve a single scheduled transaction. Use when you need details of a specific scheduled transaction by its ID after confirming the budget.
YNAB_GET_TRANSACTION_BY_ID
Tool to retrieve a single transaction by its ID. Use when you need detailed information for a specific transaction after confirming the budget.
YNAB_GET_USER
Tool to retrieve the authorized user's information. Use after authentication to get current user details.
YNAB_LIST_ACCOUNTS
Tool to list all accounts in a budget. Use when you need to retrieve all accounts (optionally only changes since last sync) after confirming the budget ID.
YNAB_LIST_BUDGETS
Tool to list budgets available to the authorized user. Use when you need to retrieve all budgets for the account.
YNAB_LIST_CATEGORIES
Tool to list all category groups and their categories for a budget. Use when you need the full set of budget categories or only those changed since last sync.
YNAB_LIST_MONTHS
Tool to list months for a budget with summary information. Use when you need an overview of all months or only changed months since a given knowledge value (delta requests).
YNAB_LIST_PAYEE_LOCATIONS
Tool to list payee locations for a budget. Use when you need to retrieve all stored latitude/longitude details for payees under a specific budget.
YNAB_LIST_PAYEE_LOCATIONS_BY_PAYEE
Tool to list locations associated with a payee. Use when you need all location entries of a given payee after confirming the budget.
YNAB_LIST_PAYEES
Tool to list payees in a budget. Use when you need all payees or only those changed since a known server knowledge value.
YNAB_LIST_SCHEDULED_TRANSACTIONS
Tool to list scheduled transactions for a budget. Use after confirming the budget ID; supports delta sync via last_knowledge_of_server.
YNAB_LIST_TRANSACTIONS
Tool to list transactions in a budget. Use when you need all or delta-filtered transactions after confirming the budget.
YNAB_LIST_TRANSACTIONS_BY_ACCOUNT
Tool to list transactions for a specific account. Use when you need all or delta-filtered transactions for a given account after confirming the budget and account ID.
YNAB_LIST_TRANSACTIONS_BY_CATEGORY
Tool to list transactions for a specific category (excludes pending). Use when you need completed transactions for a given category after obtaining budget_id and category_id.
YNAB_LIST_TRANSACTIONS_BY_PAYEE
Tool to list transactions for a specific payee in a budget. Use when you need to fetch all non-pending transactions for a payee after confirming budget and payee IDs.
YNAB_UPDATE_PAYEE
Tool to update a payee. Use when you need to rename an existing payee.
YNAB_UPDATE_SCHEDULED_TRANSACTION
Tool to update an existing scheduled transaction. Use when you need to change details of a scheduled transaction after confirming IDs.