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mcp-ynab

by alexfu

getMoneyMovementsByMonth

Retrieve all money movements for a specific month from a YNAB plan. Supply the plan ID and month to get the transaction list.

Instructions

Returns all money movements 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

A3.8/5.0
Behavior3/5

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

No annotations are present, so the description carries the full burden, but it only states that movements are returned. It does not mention pagination, ordering, read-only status, or behavior around the 'current' special month value. For a simple getter, this is minimally adequate.

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?

One short sentence, front-loaded with the verb and object, with no wasted words or repetition of the input schema. It is appropriately concise.

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?

For a two-parameter read tool with a fully documented schema and an output schema present, the description plus metadata is largely sufficient. Only the absence of alternative-tool guidance keeps it from being fully complete.

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 the schema fully documents plan_id and month. The description adds no parameter-level detail beyond the 'specific month' scope, matching the baseline of 3.

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 uses a specific verb ('Returns') and a specific resource ('money movements') scoped to a month, which distinguishes it from the un-scoped getMoneyMovements and the group-level siblings. It is not merely a restatement of the tool name.

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 phrase 'for a specific month' implies the tool is for month-scoped lookups, but there is no explicit when-to-use guidance or comparison to alternatives such as getMoneyMovements for unfiltered queries. An agent must infer selection logic from the name and sibling list.

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