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Maronato

YNAB MCP Server

by Maronato

Sync Budget Data

sync_budget_data
Read-onlyIdempotent

Force a fresh sync of cached budget data from the YNAB API to reflect external changes such as bank imports or mobile app edits. Use when data may be outdated.

Instructions

Force a fresh sync of all cached budget data (accounts, categories, payees, transactions, scheduled transactions) from the YNAB API. Use this when you suspect external changes (e.g., bank imports, mobile app edits) that may not be reflected yet. Costs up to 6 API requests against the 200/hour rate limit.

Input Schema

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

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

Annotations already indicate readOnly, openWorld, idempotent, and non-destructive. The description adds critical behavioral details: it forces a sync, costs API requests, and respects a rate limit. No contradiction with 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 three sentences, each adding value. The first sentence states the core purpose, the second provides usage context, and the third discloses cost and rate limits. 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?

Given the tool's simplicity (one optional param, no output schema) and the rich annotations, the description covers purpose, usage, and behavioral constraints completely. No gaps remain.

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 coverage is 100% with a clear description for the single parameter. The description does not repeat parameter info, but the schema already handles it. No additional meaning is needed beyond what the schema provides.

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 forces a fresh sync of all cached budget data, listing specific types of data. It distinguishes itself from sibling tools that list or modify data, as this is a sync/refresh operation.

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?

The description explicitly says to use this tool when external changes are suspected. It does not state when not to use it, but the context is clear. It also mentions the cost (up to 6 API requests) and rate limit, providing useful usage guidance.

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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