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Gregarrific

ynab-mcp-server

by Gregarrific

getMoneyMovementsByMonth

Retrieve all money movements recorded in a specific month for a given budget plan. Input the plan ID and month to get transaction details.

Instructions

Returns all money movements 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 carry the burden. It states it returns all money movements but omits details like order, pagination, or whether this is a read-only operation. The behavioral disclosure is minimal.

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 wasted words. It could be improved by adding more context without becoming verbose.

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 sibling tools like getMoneyMovements and getMoneyMovementGroupsByMonth, this description lacks clarity on what differentiates 'money movements' from 'groups' and does not provide output schema details. It is insufficient for an agent to confidently choose among similar tools.

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?

Input schema has 100% coverage with clear descriptions for both parameters. The tool description adds no new information beyond the schema, so it meets the baseline but does not excel.

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?

Description clearly states verb (Returns), resource (money movements), and time constraint (for a specific month). However, it does not distinguish from siblings like getMoneyMovements or getMoneyMovementGroupsByMonth, which could cause confusion.

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 on when to use this tool vs alternatives. For example, if the agent needs grouped data, getMoneyMovementGroupsByMonth would be more appropriate. The lack of such guidance increases ambiguity.

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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