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mcp-ynab

by alexfu

getMoneyMovementGroupsByMonth

Get money movement groups for a YNAB budget month by specifying plan ID and month. Use it to review categorized income and expenses for better budgeting decisions.

Instructions

Returns all money movement groups for a specific month

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
monthYesThe plan month in ISO format (e.g. 2016-12-01) ("current" can also be used to specify the current calendar month (UTC))
plan_idYesThe id of the plan. "last-used" can be used to specify the last used plan and "default" can be used if default plan selection is enabled (see: https://api.ynab.com/#oauth-default-plan).

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
dataYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.1.0

TDQS

B3.3/5.0
Behavior3/5

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

With no annotations, the description carries the burden of behavioral disclosure. 'Returns' implies a read-only operation, but the description does not mention pagination, sorting, or any plan-scoping behavior beyond the parameters. It is not misleading, but it adds little beyond the obvious read semantics.

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?

A single sentence conveys the operation, the resource, and the filter with no wasted words. The key qualifier 'specific month' is front-loaded and immediately clarifies the tool's scope.

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?

The tool is simple, the schema covers both required parameters, and an output schema exists, so return-value details are unnecessary. However, the description lacks any distinction from closely named sibling tools, which is a notable completeness gap for an agent choosing among many similar endpoints.

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 month and plan_id are already documented in the schema. The description adds no extra meaning about the parameters, such as the meaning of 'current' or 'last-used', so it stays at the baseline.

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?

The description uses a clear verb ('Returns') with a specific resource ('money movement groups') and a clear temporal filter ('specific month'). It does not explicitly distinguish itself from the sibling getMoneyMovementGroups, which could be confused as the non-monthly variant, so it misses the final bit of differentiation.

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?

No guidance is provided on when to use this tool versus alternatives such as getMoneyMovementGroups, getMoneyMovementsByMonth, or getMoneyMovements. The agent must infer the intended use case solely from the tool name and the schema.

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