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Gregarrific

ynab-mcp-server

by Gregarrific

getMoneyMovementGroupsByMonth

Retrieve all money movement groups for a specific plan month. Analyze categorized income and expenses by providing a plan ID and month.

Instructions

Returns all money movement groups for a specific month

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).
monthYesThe plan month in ISO format (e.g. 2016-12-01) ("current" can also be used to specify the current calendar month (UTC))
Behavior2/5

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

No annotations are provided, so the description must fully disclose behavior. It only states it 'returns' data, but does not mention any side effects, authorization requirements, rate limits, or what the response structure looks like. This is insufficient for a retrieval tool.

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

Conciseness4/5

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

The description is a single concise sentence with no unnecessary words. It is front-loaded and efficient, but could benefit from a bit more detail without losing conciseness.

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

Completeness2/5

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

Given the tool has no output schema and is a retrieval operation, the description should provide information about the return format or structure. It does not, leaving the agent uncertain about what to expect. The presence of many similar sibling tools also makes the lack of distinguishing details a gap.

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?

The input schema has 100% description coverage for both parameters (plan_id and month). The tool description adds no additional meaning beyond the schema, which is acceptable per the baseline.

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

Purpose4/5

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

The description clearly states it returns 'all money movement groups for a specific month', specifying both the resource and scope. However, it does not differentiate from siblings like 'getMoneyMovementGroups' or 'getMoneyMovementsByMonth', so it's not a 5.

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

Usage Guidelines2/5

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

No guidance is provided on when to use this tool versus alternatives. The description does not mention any context for usage, exclusions, or comparisons to sibling tools.

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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