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Gregarrific

ynab-mcp-server

by Gregarrific

getTransactionsByMonth

Retrieve all completed transactions for a specified month from YNAB, excluding pending ones. Optionally filter by date range, type, or server knowledge.

Instructions

Returns all transactions for a specified month, 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).
monthYesThe plan month in ISO format (e.g. 2016-12-01) ("current" can also be used to specify the current calendar month (UTC))
since_dateNoIf specified, only transactions on or after this date will be included. The date should be ISO formatted (e.g. 2016-12-30).
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?

No annotations are provided, so the description carries full burden. It reveals only one behavioral trait: exclusion of pending transactions. It omits other important aspects like pagination, ordering, rate limits, or handling of invalid dates.

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?

Single sentence conveying the essential purpose and a key behavioral filter. No redundant or extraneous text. Front-loaded with verb and resource.

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 6 parameters (2 required), no output schema, and no annotations, the description is incomplete. It lacks details on response format, error handling, pagination, and date validation. Context is insufficient for complex use cases.

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 of parameter descriptions. The tool description adds no additional meaning beyond the schema. Per guidelines, baseline 3 is appropriate when schema covers parameters fully.

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 'all transactions for a specified month' with an additional filter 'excluding any pending transactions'. This distinguishes it from sibling tools like getTransactions (no month filter) and getTransactionsByAccount (account-specific).

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?

The description provides no guidance on when to use this tool versus alternatives such as getTransactions, getTransactionsByAccount, or getMoneyMovementsByMonth. No when-to-use or when-not-to-use information is included.

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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