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Maronato

YNAB MCP Server

by Maronato

Search Transactions

search_transactions
Read-onlyIdempotent

Run one or more transaction searches with rich filters (amount, dates, status, payee, category, memo) and get sorted results.

Instructions

Run one or more transaction searches in a single call with rich filters and sorted results.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
queriesYes
budget_idNoBudget ID. Omit to use the last-used budget.
Behavior3/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, and destructiveHint=false, so the description does not need to repeat safety traits. It adds minimal behavioral context beyond 'rich filters' and sorting, but does not contradict annotations.

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?

The description is a single sentence that is efficient and front-loaded, containing no fluff. Every word contributes to the purpose.

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 complexity of the tool (multiple queries, many filter options, no output schema), the description is too brief. It omits details like default budget, pagination, and output format, leaving the agent underinformed.

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?

With 50% schema coverage, the description does not add detail about parameters; it only says 'rich filters'. The schema carries most of the burden, but the high-level description fails to compensate for the missing parameter documentation.

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 that the tool runs transaction searches with rich filters and sorting, and can handle multiple searches in a single call. It distinguishes well from sibling tools like list_budgets or get_accounts.

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

Usage Guidelines3/5

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

The description mentions 'in a single call' which hints at batching, but does not explicitly guide when to use this tool over alternatives like get_accounts or create_transactions. No exclusions or when-not-to-use are provided.

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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