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v2.1.0

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@oliverames oliverames released this 01 Jun 23:43
· 9 commits to main since this release

Categorization-session ergonomics, two new bulk write tools, and a group-total rounding fix. Tool surface grows 45 → 47. Read-only by default (v2.0.0 safety model); write tools require YNAB_ALLOW_WRITES=1.

New write tools (hidden unless YNAB_ALLOW_WRITES=1)

  • approve_transactions — bulk-approve unapproved transactions by filter (payeeId / categoryId / accountId), skipping uncategorized by default. Removes the build-a-large-ID-batch-by-hand step.
  • reassign_payee_transactions — move all transactions from one payee to another (the merge workaround, since the YNAB API has no payee delete/merge endpoint).

Ergonomics

  • review_unapproved gains compact: true — keeps per-transaction rows (with IDs) but drops bulky fields, so the response fits inline instead of overflowing to a file.
  • update_transactions gains returnSummary: true — returns { updated_count, approved_count, verification } instead of full transaction objects.

Fixes

  • Group totals now round to cents. review_unapproved by-payee totals and get_overspent_categories summed float amounts with raw reduce/+=, producing IEEE-754 artifacts (e.g. -53.730000000000004). A round2() helper is applied at all three total sites.

Install

Download ynab-mcp-server-2.1.0.mcpb below and open it with an MCPB-compatible client.

npm publish of this version is pending separate npm-auth recovery; this GitHub release ships the MCPB bundle.