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ScottyOmega

YNAB MCP Server

approve_transaction

Marks a YNAB transaction as approved; use list_unapproved_transactions to find the transaction ID first.

Instructions

Marks a transaction as approved. Look up transaction_id with list_unapproved_transactions first.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budget_idNoThe budget ID, or 'last-used' for the most recently used budget.last-used
transaction_idYesThe ID of the transaction to approve.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv1.9.0

TDQS

A3.5/5.0
Behavior2/5

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

No annotations are provided, so the description carries the full behavioral burden. 'Marks as approved' implies a state mutation, but there is no mention of reversibility, required permissions, side effects, idempotency, or what happens if the transaction is already approved.

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 short sentences with zero filler; the action is front-loaded and the prerequisite follows immediately. Every sentence earns its place.

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

Completeness3/5

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

For a mutation tool with no annotations and no output schema, the description covers the action and the ID-procurement workflow but omits behavioral essentials like reversibility, error conditions, and result confirmation. Adequate but with clear gaps.

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 100%, so both parameters are already documented, including the 'last-used' default for budget_id. The description only restates the transaction_id lookup workflow, adding no semantics beyond the schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a specific verb and resource ('Marks a transaction as approved'), which is clear and distinguishable from read-oriented siblings like list_unapproved_transactions. It stops short of fully articulating scope (e.g., single vs bulk, effect on downstream categorization), so it is clear but not maximally differentiated.

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 tells the agent to obtain transaction_id via list_unapproved_transactions first, giving a concrete prerequisite and routing to the right sibling for discovery. It does not state when NOT to use this tool or what happens if the transaction is already approved.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.