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mcp-ynab

by alexfu

getMonthCategoryById

Retrieve category details and amounts for a specified month using plan ID, month, and category ID. Get assigned, activity, and available balances for that month.

Instructions

Returns a single category for a specific plan month. Amounts (assigned, activity, available, etc.) are specific to the current plan month (UTC).

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).
category_idYesThe id of the category

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
dataYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.1.0

TDQS

A4/5.0
Behavior3/5

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

With no annotations, the description carries the behavioral burden. It does clarify that amounts are month-specific and UTC-based, which is useful, but it does not explicitly state that this is a read-only operation, possible error cases, or other behavioral constraints.

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 no filler. The core action is front-loaded, and the additional month/UTC detail earns its place.

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 simple single-resource retrieval with a full input schema and an output schema, the description covers the essential scoping. It could add an explicit note about read-only behavior or the relationship to non-month category lookups, but nothing critical is missing for correct invocation.

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 already documents month, plan_id, and category_id. The description adds mild contextual value by noting that amounts are plan-month-specific, but it does not add per-parameter meaning beyond the schema.

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?

"Returns a single category for a specific plan month" states a specific verb and resource, and the month scoping clearly separates it from siblings like getCategoryById. The purpose is immediately identifiable without inspecting the schema.

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 gives clear context: this is the tool for a single category scoped to a plan month. It does not explicitly name alternatives or say when not to use it, so it stops short of full routing guidance.

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