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Gregarrific

ynab-mcp-server

by Gregarrific

getScheduledTransactions

Retrieve all scheduled transactions from a specified YNAB budget plan. Optionally filter by server knowledge to get only recent changes.

Instructions

Returns all scheduled transactions

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.
Behavior2/5

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

Without annotations, the description carries full burden. 'Returns all scheduled transactions' indicates a read operation but discloses no details about pagination, filtering, side effects, or response format. Minimal behavioral context.

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 efficient sentence with no redundancy. However, it could be expanded with usage guidelines without losing conciseness, so it is not perfect.

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

Completeness3/5

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

For a simple getter, the description is minimally adequate. It lacks output schema hints and behavioral context, but the parameters are fully covered. Sibling tools exist but no differentiation is provided.

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%, so parameters are already well-documented. The description adds no extra meaning, meeting the baseline expectation for a 3.

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 the tool returns 'all scheduled transactions' with a specific verb and resource. However, it does not differentiate from sibling tools like getScheduledTransactionById or getTransactions, missing a chance to clarify scope.

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 vs. alternatives (e.g., getScheduledTransactionById for a single record, or getTransactions for non-scheduled ones). The description lacks context for appropriate invocation.

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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