list_accounts

Generado

Generado desde el código con python -m docsgen; una prueba falla si deja de coincidir. Las descripciones vienen del código y se mantienen en inglés: es el idioma en que las leen los agentes.

Qué hace

List the plan’s accounts with their balances, bank link and last reconciliation.

Use it to reconcile YNAB with the bank, and to tell the user when a bank link is broken (no transaction comes in until they fix it in YNAB) or when an account has not been reconciled for months. Its ids are the account_ids other tools take. Balances are in currency units. Every account comes in one response, closed ones included, in one YNAB request; changes nothing.

Comportamiento

Tipo	solo lectura
Confirmación	no
Deshacer	no
Idempotente	sí
Peticiones a YNAB	1 para el ejemplo de abajo, con la caché vacía

Parámetros

Nombre	Tipo	Obligatorio	Por defecto	Descripción
plan_id	string	sí	—	YNAB plan id or ‘last-used’.

Devuelve

array of object

Campo	Tipo	Descripción
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.
bank_link	“healthy” | “broken” | “none”	Whether YNAB imports this account from the bank: broken means the connection needs the user’s attention in YNAB, and no new transaction will come in until then.
last_reconciled	string | null	Date (YYYY-MM-DD) of the last reconciliation, or None if never reconciled.

Ejemplo

Argumentos:

{
  "plan_id": "demo-budget"
}

Respuesta sobre el presupuesto de demostración:

[
  {
    "id": "acc-checking",
    "name": "Cuenta corriente",
    "type": "checking",
    "on_budget": true,
    "closed": false,
    "balance": 3328.5,
    "cleared_balance": 3328.5,
    "uncleared_balance": 0.0,
    "bank_link": "healthy",
    "last_reconciled": "2026-08-31"
  },
  {
    "id": "acc-savings",
    "name": "Ahorro",
    "type": "savings",
    "on_budget": true,
    "closed": false,
    "balance": 600.0,
    "cleared_balance": 600.0,
    "uncleared_balance": 0.0,
    "bank_link": "none",
    "last_reconciled": null
  }
]

Errores

Esta herramienta no lanza errores propios; los errores de YNAB llegan como Error calling tool '<tool>': YNAB <status>: <detail>.