Skip to main content
Glama
Maronato

YNAB MCP Server

by Maronato

Get Category Targets

get_targets
Read-onlyIdempotent

Retrieve target progress details for categories: target type, amount, underfunded amount, months remaining, and percentage complete. Use for target-specific guidance instead of monthly budget balances.

Instructions

Get categories with target progress details only: target type, amount, date, underfunded amount, months remaining, and percentage complete. Use this when you need target-specific guidance rather than monthly budget balances. Categories without targets return null target fields rather than being omitted.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
monthNoMonth in YYYY-MM-DD format (use first day of month). Scopes target percentage_complete calculation. Defaults to current month.
group_idNo
budget_idNoBudget ID. Omit to use the last-used budget.
include_hiddenNo
Behavior4/5

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

Annotations already indicate read-only, open-world, idempotent, non-destructive. The description adds value by specifying that categories without targets return null fields rather than being omitted, and that month scopes percentage calculation.

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?

Two sentences: first lists outputs, second gives usage guidance. No fluff, front-loaded with key information.

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

Completeness4/5

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

The description lists target fields and handling of categories without targets. No output schema exists, so the description adequately covers return structure. Missing details like pagination are acceptable for this read-only tool.

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 50%, with month and budget_id described. The description adds context for month (scopes percentage) but not for group_id or include_hidden. Partial compensation for low coverage.

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?

The description clearly states the tool retrieves categories with target progress details, listing specific fields. It distinguishes from sibling tools like get_monthly_budget by focusing on target-specific guidance.

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

Usage Guidelines5/5

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

The description explicitly says when to use (target-specific guidance) and contrasts with monthly budget balances. It also clarifies behavior for categories without targets, providing clear context.

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/Maronato/ynab-mcp'

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