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Gregarrific

ynab-mcp-server

by Gregarrific

getTransactionsByAccount

Retrieve all non-pending transactions for a specified YNAB account, with optional filters for date range, transaction type, and server knowledge.

Instructions

Returns all transactions for a specified account, excluding any pending 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).
account_idYesThe id of the account
since_dateNoIf specified, only transactions on or after this date will be included. The date should be ISO formatted (e.g. 2016-12-30). Defaults to one year ago when not specified.
until_dateNoIf specified, only transactions on or before this date will be included. The date should be ISO formatted (e.g. 2016-12-30).
typeNoIf specified, only transactions of the specified type will be included. "uncategorized" and "unapproved" are currently supported.
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?

With no annotations, the description carries full burden. It only discloses exclusion of pending transactions but omits details like authentication requirements, rate limits, pagination, or error handling. A 2 reflects insufficient disclosure for a data 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?

One concise sentence that communicates the core purpose. No redundant information. However, it could be more structured with additional sentences for context.

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?

No output schema exists, so description should explain return format or pagination. It does not. Given 6 parameters and multiple sibling tools, the description lacks completeness about behavior and response structure.

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 every parameter is documented in the schema. The description adds no additional parameter-level meaning beyond stating the exclusion of pending transactions. Baseline 3 is appropriate.

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 verb 'Returns' and the resource 'transactions for a specified account', and differentiates from sibling tools like getTransactions (all accounts) by focusing on a single account. The exclusion of pending transactions further clarifies behavior.

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 explicit guidance on when to use this tool versus alternatives like getTransactionsByCategory or getTransactionsByPayee. The description implies it's for a specific account but does not provide exclusion criteria or context.

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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