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Gregarrific

ynab-mcp-server

by Gregarrific

updateTransaction

Update an existing YNAB transaction by its ID with new values for amount, date, payee, category, memo, cleared, approved, flag, or subtransactions.

Instructions

Updates a single 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).
transaction_idYesThe id of the transaction
transactionYes
Behavior2/5

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

No annotations provided, and the description only says 'updates' without detailing side effects, permissions, or restrictions beyond the schema.

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?

Single sentence is concise, but it could be slightly more informative 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?

Missing return value info, error conditions, and behavioral constraints. Incomplete for a mutation tool with nested parameters.

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 67%, so the description adds no extra meaning over the schema. Baseline of 3 is appropriate.

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 that the tool updates a single transaction, distinguishing it from create/delete tools. However, it lacks specificity on which fields can be updated.

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 on when to use this tool versus alternatives like updateTransactions or updateScheduledTransaction. No prerequisites or exclusions mentioned.

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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