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Gregarrific

ynab-mcp-server

by Gregarrific

updateTransactions

Update multiple YNAB transactions by id or import_id. Modify fields like amount, date, payee, category, memo, cleared status, and flag.

Instructions

Updates multiple transactions, by id or import_id.

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).
transactionsYes
Behavior2/5

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

The description does not disclose behavioral traits such as idempotency, side effects, or permission requirements. With no annotations, the description carries full burden, which it fails to meet.

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?

Extremely concise at one sentence, front-loading the key action and identification method. It is efficient but lacks necessary detail.

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 the tool's complexity (multiple transactions, nested subtransactions), the description is too sparse. No output schema, error handling, or return value information is provided.

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

Parameters2/5

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

The description adds no meaning beyond the schema. The schema already documents id and import_id lookup, but the description does not clarify any parameter constraints or interactions.

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 it updates multiple transactions and identifies them by id or import_id. However, it does not differentiate from the singular updateTransaction beyond the plural scope.

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 versus alternatives like updateTransaction, createTransaction, or importTransactions. Missing prerequisites or context for bulk updates.

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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