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Gregarrific

ynab-mcp-server

by Gregarrific

updateMonthCategory

Update the budgeted amount for a category in a specific month. Adjust assigned funds to reallocate your plan.

Instructions

Update a category for a specific month. Only budgeted (assigned) amount can be updated.

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))
category_idYesThe id of the category
categoryYes
Behavior3/5

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

No annotations exist, so the description must cover behavioral traits. It states 'Only budgeted (assigned) amount can be updated', which is a key constraint. However, it does not disclose side effects, authorization needs, rate limits, or what happens if other fields are omitted. Adequate but not comprehensive.

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?

Two sentences, front-loaded with verb and object, no redundant information. Every word serves a purpose.

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

Completeness4/5

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

Given the simplicity (4 required params, no output schema), the description covers the core action and constraint. It lacks mention of partial update behavior (e.g., PATCH vs PUT) but is adequate for a straightforward mutation tool.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is high (75%), and the description adds value by reinforcing that only the 'budgeted' field is updatable, clarifying intent beyond the schema's property description. This explicitly tells the agent which parameter to focus on.

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 action ('Update') and resource ('a category for a specific month'), and distinguishes from sibling tools like 'updateCategory' or 'getMonthCategoryById' by specifying the scope (month and budgeted amount).

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

Usage Guidelines3/5

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

The description implies usage for updating the budgeted amount but does not explicitly state when to use this tool over alternatives like 'updateCategory' or when not to use it. No exclusions or contextual hints are provided.

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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