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Gregarrific

ynab-mcp-server

by Gregarrific

getCategories

Retrieve all categories grouped by category group with current month's budget amounts, including assigned, activity, and available balances.

Instructions

Returns all categories grouped by category group. Amounts (assigned, activity, available, etc.) are specific to the current plan month (UTC).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
plan_idYesThe id of the plan. "last-used" can be used to specify the last used plan and "default" can be used if default plan selection is enabled (see: https://api.ynab.com/#oauth-default-plan).
last_knowledge_of_serverNoThe starting server knowledge. If provided, only entities that have changed since `last_knowledge_of_server` will be included.
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations are provided, so the description carries full burden. It discloses that amounts are specific to the current plan month (UTC), which is a useful behavioral detail. However, it does not mention error conditions, authentication needs, or performance implications, leaving some gaps.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is two sentences, front-loaded with the core purpose, and contains no extraneous words. Every sentence adds value.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given no output schema, the description adequately explains what is returned (all categories grouped) and notes the time-specific nature of amounts. It is sufficiently complete for a list-function tool, though it could mention potential size or pagination.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, meaning the input schema already describes both parameters adequately. The description adds no additional meaning or context for parameters beyond what is in the schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool returns all categories grouped by category group, distinguishing it from tools like getCategoryById or getMonthCategoryById. The verb 'Returns' and resource 'all categories grouped by category group' are specific and unambiguous.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

While no explicit when-to-use or alternatives are mentioned, the description implies this is the primary tool for retrieving all categories, contrasting with sibling tools that retrieve single categories or monthly data. The temporal note about current plan month adds context for usage.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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