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WGDevelopment

YNAB MCP Server

ynab_get_month_summary

Read-onlyIdempotent

Retrieve a monthly budget summary showing income, budgeted amounts, and spending for any budget and month.

Instructions

Get a summary of a budget month including income, budgeted amounts, and spending.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
paramsYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior3/5

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

Annotations already declare readOnlyHint=true, destructiveHint=false, idempotentHint=true. The description adds that it provides a summary including income/budgeted/spending, but does not disclose other behavioral traits like pagination, missing month handling, or authorization requirements.

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 concise sentence of 14 words with no filler, front-loading the core action and result. Every word is meaningful.

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?

Given the tool's simplicity (read-only summary with an output schema), the description is mostly complete. It covers what the tool does and the key data included. Minor gap: no mention of date range or default behavior beyond what schema provides.

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?

The input schema includes detailed description for both parameters (budget_id and month), so the schema coverage is effectively high. The tool description adds no additional parameter information beyond what the schema provides, meeting the baseline for high schema 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's purpose with a specific verb ('Get') and resource ('summary of a budget month'), and specifies the content included (income, budgeted amounts, spending). It distinguishes well from sibling tools like ynab_get_transactions or ynab_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 Guidelines2/5

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

The description provides no guidance on when to use this tool over alternatives, no conditions for use, and no mention of exclusions or prerequisites. Sibling tools are listed but not referenced.

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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