Skip to main content
Glama
Gregarrific

ynab-mcp-server

by Gregarrific

Get Spending Summary by Category

ynab_get_spending_summary
Read-onlyIdempotent

Aggregate YNAB transactions by category to get ranked spending totals in dollars for any date range, excluding income and transfers.

Instructions

Aggregate transactions by category and return ranked spending totals.

Use this to answer questions like:

  • "How much did I spend on dining out this month?"

  • "What are my top 10 spending categories this year?"

  • "Compare groceries vs restaurants for Q1"

Amounts are returned in dollars (not YNAB milliunits). Transfers and income are excluded — only outflows are shown.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
paramsYesSpendingSummaryInput with plan_id, since_date, until_date, top_n

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

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

Annotations already provide readOnlyHint, destructiveHint, idempotentHint, openWorldHint. Description adds dollar units and exclusion of transfers/income, which are not in annotations. No contradictions.

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?

Concise four sentences with clear structure. Examples are front-loaded. No wasted words.

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

Completeness5/5

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

Covers purpose, usage, key behavioral traits (units, exclusions). Output schema exists, so return format is documented externally. Complete for an AI agent.

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 100%. Description does not add extra parameter details beyond what's in schema; baseline of 3 is appropriate.

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?

Clear verb+resource: 'aggregate transactions by category and return ranked spending totals.' Example questions illustrate usage. Distinct from sibling tools like getTransactions or getCategories.

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

Usage Guidelines4/5

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

Provides example questions that indicate when to use (aggregation queries). Excludes transfers and income. Lacks explicit when-not-to or alternative tool references, but context is sufficient.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/Gregarrific/ynab-mcp-server'

If you have feedback or need assistance with the MCP directory API, please join our Discord server