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list_months

Read-onlyIdempotent

Retrieve monthly summary data for a specified YNAB budget to track financial progress and review historical performance.

Instructions

List all months summary data for a budget

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budget_idYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
cachedNoIndicates if data was served from cache
monthsYesList of months
usedDeltaNoIndicates if delta merge optimization was applied for budgets
cache_infoNoHuman-readable cache status message (e.g., "Cache hit", "Cache miss")
Behavior4/5

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

Annotations cover read-only, non-destructive, idempotent, and open-world hints, so the description doesn't need to repeat these. It adds value by specifying 'summary data', implying aggregated or high-level information, which is useful context beyond annotations.

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?

The description is a single, efficient sentence that front-loads the core purpose without unnecessary details. It's appropriately sized for a simple list operation.

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?

Given the tool's low complexity, rich annotations, and presence of an output schema, the description is mostly complete. It could improve by clarifying the scope of 'summary data' or usage context, but it's sufficient for basic understanding.

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?

With 0% schema description coverage, the description doesn't explain the 'budget_id' parameter's meaning or format. However, since there's only one parameter and an output schema exists, the baseline is 3, as the schema handles documentation adequately.

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 clearly states the action ('List') and resource ('months summary data for a budget'), making the purpose understandable. However, it doesn't explicitly differentiate from sibling tools like 'get_month' or 'list_transactions', which might also retrieve month-related data, so it misses full sibling distinction.

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?

The description provides no guidance on when to use this tool versus alternatives, such as 'get_month' for a single month or 'list_transactions' for detailed data. It lacks context on prerequisites or exclusions, leaving usage unclear.

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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