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calebl

YNAB MCP Server

by calebl

List Scheduled Transactions

ynab_list_scheduled_transactions

List all scheduled recurring transactions from a YNAB budget to plan for upcoming payments and manage budget.

Instructions

Lists all scheduled (recurring) transactions in a budget.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budgetIdNoThe ID of the budget (optional, defaults to YNAB_BUDGET_ID environment variable)
Behavior2/5

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

With no annotations, the description carries the burden for behavioral disclosure. It only states the action ('list'), omitting details like read-only nature, pagination, or response format.

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?

The description is a single sentence that is clear and without fluff, but could be slightly expanded (e.g., mentioning return type) without harming conciseness.

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?

Given the simplicity (1 optional param, no output schema), the description covers the primary purpose adequately, but lacks context on behavior like whether it returns scheduled-only items, ordering, or limits.

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 single parameter (budgetId) is already described in the schema (optional, defaults to env variable). The description adds no further meaning, so baseline 3 is appropriate.

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 ('Lists') and identifies the resource ('scheduled (recurring) transactions'), clearly distinguishing from siblings like 'get_transactions' which likely covers all transactions.

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 information is provided about when to use this tool versus alternatives (e.g., get_transactions), nor any prerequisites or exclusions.

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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