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Gregarrific

ynab-mcp-server

by Gregarrific

updateScheduledTransaction

Update the details of a scheduled transaction in YNAB, including date, amount, payee, category, memo, flag color, or frequency.

Instructions

Updates a single scheduled transaction

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).
scheduled_transaction_idYesThe id of the scheduled transaction
scheduled_transactionYes
Behavior2/5

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

With no annotations, the description carries the full burden of behavioral disclosure. It states 'Updates' but does not specify whether updates are partial or full, idempotency, error handling, or permissions required.

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 sentence with no waste, but could be slightly expanded to include essential details 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?

For a mutation tool with 3 required parameters, a nested object, and no output schema, the description is insufficient. It does not explain the update mechanism, return value, or error scenarios.

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 description coverage is 67%, so baseline 3 is appropriate. The tool description adds no additional parameter-level meaning beyond what is already in the input schema.

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 'Updates a single scheduled transaction' clearly specifies the verb (Updates) and resource (scheduled transaction), but does not differentiate from sibling tools like createScheduledTransaction or deleteScheduledTransaction.

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 versus alternatives like createScheduledTransaction or deleteScheduledTransaction, nor any prerequisites or context for usage.

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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