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feat(mcp): expose write operations and missing read tools#24

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stephendolan merged 2 commits intomainfrom
feat/mcp-write-operations
Mar 4, 2026
Merged

feat(mcp): expose write operations and missing read tools#24
stephendolan merged 2 commits intomainfrom
feat/mcp-write-operations

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Summary

  • Adds 13 new MCP tools so AI agents can perform the full range of YNAB operations, not just read-only access
  • Covers transaction CRUD, payee management, category budgeting, scheduled transactions, and raw API access
  • Follows existing patterns in server.ts — each tool delegates to the existing api-client methods

New Tools

Transactions: create_transaction, update_transaction, delete_transaction, import_transactions
Categories: update_month_category
Payees: update_payee, list_payee_locations, list_transactions_by_payee
Scheduled: get_scheduled_transaction, delete_scheduled_transaction
Budget: get_budget_settings, list_budget_months
Other: raw_api_call

Test plan

  • TypeScript type checking passes
  • Linting passes (0 warnings, 0 errors)
  • All 20 existing tests pass
  • Production build succeeds
  • Manual testing with MCP client (e.g., update_transaction with approved: true)

Closes #23

🤖 Generated with Claude Code

stephendolan and others added 2 commits March 3, 2026 22:41
Enables MCP clients (AI agents) to perform the full range of YNAB
operations instead of being limited to read-only access. Adds 13 new
tools covering transactions CRUD, payee management, category budgeting,
scheduled transaction operations, and direct API access.

Closes #23

Co-Authored-By: Claude Opus 4.6 <[email protected]>
Co-Authored-By: Claude Opus 4.6 <[email protected]>
@stephendolan stephendolan merged commit 813ba3f into main Mar 4, 2026
@stephendolan stephendolan deleted the feat/mcp-write-operations branch March 4, 2026 03:44
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MCP server: expose write operations (create/update/delete transactions, etc.)

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