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Maronato

YNAB MCP Server

by Maronato

List Categories

list_categories
Read-onlyIdempotent

Retrieve all categories with their group hierarchy, IDs, and names to resolve category names to IDs for write operations.

Instructions

Get all categories with their group hierarchy, IDs, and names. No budget figures or target data — lightweight and fast. Use this to resolve category names to IDs before write operations.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
group_idNo
budget_idNoBudget ID. Omit to use the last-used budget.
include_hiddenNo
Behavior5/5

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

Description adds context beyond annotations: lightweight, fast, and returns specific fields. No contradiction with readOnly, idempotent, or openWorld hints.

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, front-loaded with the core purpose, no extraneous words.

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?

Covers return structure and performance, but omits detail on default behavior for budget_id and impact of include_hidden.

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?

Schema coverage is low (33%), and description does not explain parameters like group_id or include_hidden, leaving ambiguity for those fields.

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 group hierarchy, IDs, and names, distinguishing it from siblings that include budget figures or target data.

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?

Explicitly states use case 'resolve category names to IDs before write operations', and implies alternatives for financial data, but doesn't list alternative tools.

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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