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API Gap Implementation#18

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calebl merged 4 commits intocalebl:mainfrom
grandcamel:api-gap-implement
Dec 26, 2025
Merged

API Gap Implementation#18
calebl merged 4 commits intocalebl:mainfrom
grandcamel:api-gap-implement

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@grandcamel
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I used Claude Opus 4.5 to analyze the gap in the MCP to API functionality. I then implemented ones we flagged as high and medium priority and fixed some minor logging issues.

-- Claude generated --

Summary

  • Add new tools for listing categories, accounts, scheduled transactions, months, and payees
  • Implement bulk transaction operations (approve, delete, update)
  • Add transaction retrieval with flexible filtering options
  • Implement import transactions functionality
  • Create error handling utility (getErrorMessage) for consistent error reporting across all tools
  • Refactor CLAUDE.md for improved clarity and structure

New Tools Added

Tool Description
ListCategoriesTool List budget categories
ListAccountsTool List budget accounts
ListScheduledTransactionsTool List scheduled transactions
ListMonthsTool List budget months
ListPayeesTool List payees
GetTransactionsTool Retrieve transactions with filters
ImportTransactionsTool Import transactions
BulkApproveTransactionsTool Approve multiple transactions
DeleteTransactionTool Delete a transaction
UpdateTransactionTool Update transaction details
UpdateCategoryBudgetTool Update category budget amounts

Test plan

  • Run npm test to verify all new tool tests pass
  • Run npm run build to ensure TypeScript compiles without errors
  • Verify existing tools still function correctly
  • Test new tools against live YNAB API with valid credentials

🤖 Generated with Claude Code

…n BudgetSummaryTool.js; add peer dependencies in package-lock.json
…and retrieving payees and transactions; enhance CLAUDE.md with git best practices
…ons, months, and importing transactions; implement corresponding tests
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@calebl calebl left a comment

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Overall, love it! Just a couple questions about switching lines from "console.log" to "console.error". Pretty minor

@calebl
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calebl commented Dec 26, 2025

I'll probably go ahead and merge as-is unless you happen to get to this in the next few days. I appreciate the contributions!

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calebl commented Dec 26, 2025

I see now. The "console.log" was actually resulting in an error.

@calebl calebl merged commit 1e2c156 into calebl:main Dec 26, 2025
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2 participants