get_month
Fetch a detailed monthly plan summary with all categories for a YNAB plan by month; pass 'current' for the current month.
Instructions
Get detailed plan month summary including all categories. Use 'current' for the current month.
Args: month: Month in YYYY-MM-DD format (first of month) or 'current' plan_id: The plan ID (use list_plans to find available IDs) exclude_fields: Optional list of field names to exclude from the response. If omitted, the model's default exclude list is used (see FIELDS.md). Pass [] to return all fields. Pass a custom list to override the default.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"month": "<month>",
"plan_id": "<plan_id>"
},
"name": "get_month"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| month | Yes | ||
| plan_id | Yes | ||
| exclude_fields | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |