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calebl

YNAB MCP Server

by calebl

Approve Transaction

ynab_approve_transaction

Approve an existing transaction in your YNAB budget to mark it as cleared and keep your budget accurate.

Instructions

Approves an existing transaction in your YNAB budget.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budgetIdNoThe id of the budget containing the transaction (optional, defaults to the budget set in the YNAB_BUDGET_ID environment variable)
transactionIdYesThe id of the transaction to approve
approvedNoWhether the transaction should be marked as approved
Behavior2/5

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

No annotations provided; description only states 'Approves' without detailing mutation behavior, required permissions, or effects on already-approved transactions.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Single sentence is concise and front-loaded, but could include slightly more context without becoming verbose.

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?

Sufficient for a simple action, but given sibling tools and no output schema, more detail on scope (single vs bulk) and parameter use would improve completeness.

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 covers 100% of parameter descriptions; tool description adds no extra meaning beyond what is already in the schema, so baseline score applies.

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?

Description clearly states verb 'Approves' and resource 'existing transaction', distinguishing it from siblings like ynab_bulk_approve_transactions and ynab_create_transaction.

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?

Implies single-transaction approval but does not explicitly guide when to use this tool over the bulk alternative or mention prerequisites like transaction existing.

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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