Skip to content

list_accounts

List the plan’s accounts with their current balances (in currency units).

Use it to reconcile YNAB with the bank.

Kind read-only
Confirmation no
Undo no
Idempotent yes
YNAB requests 1 for the example below, on a cold cache
Name Type Required Default Description
plan_id string yes — YNAB plan id or ‘last-used’.

array of object

Field Type Description
id string YNAB id of the account.
name string Account name.
type string YNAB account type, e.g. checking, savings, creditCard, otherAsset.
on_budget boolean False for a tracking account, whose transactions take no category.
closed boolean True when the account is closed in YNAB.
balance number Balance of all transactions.
cleared_balance number Balance of the transactions the bank has shown.
uncleared_balance number Balance of the transactions the bank has not shown yet.

Arguments:

{
"plan_id": "demo-budget"
}

Answer on the demo budget:

[
{
"id": "acc-checking",
"name": "Checking",
"type": "checking",
"on_budget": true,
"closed": false,
"balance": 3512.66,
"cleared_balance": 3512.66,
"uncleared_balance": 0.0
},
{
"id": "acc-savings",
"name": "Savings",
"type": "savings",
"on_budget": true,
"closed": false,
"balance": 600.0,
"cleared_balance": 600.0,
"uncleared_balance": 0.0
}
]

This tool raises no error of its own; YNAB’s errors come back as Error calling tool '<tool>': YNAB <status>: <detail>.

Unofficial project. We are not affiliated, associated, or in any way officially connected with YNAB or any of its subsidiaries or affiliates. YNAB and You Need A Budget are registered trademarks of YNAB. avenir-mcp is provided as is, without warranty, and is not financial advice. Legal notice