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ynab_create_transactions

Add multiple transactions at once to your YNAB budget with duplicate detection and dry-run validation.

Instructions

Create 1–100 transactions in a single batch with duplicate detection and dry-run support.

Args:

  • budget_id (string, optional): Budget UUID. Omit to use the default budget.

  • transactions (array, required): Up to 100 transaction objects. Each requires account_id, date, and exactly one of amount_decimal (preferred), amount_milliunits, or deprecated amount.

  • dry_run (boolean, optional): Validate without saving. Default: false.

Returns: summary (created, duplicates, failed), results[], transactions[].

Examples:

  • Dry run first: set dry_run=true to validate before committing

  • If you explicitly want YNAB-side duplicate import detection, set import_id on each transaction

Write safety: call without confirmation_token to preview. Execute the identical validated request with the short-lived confirmation_token returned by that preview.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
dry_runNo
budget_idNo
transactionsYes
confirmation_tokenNoShort-lived, single-use token returned by the immediately preceding preview of this exact validated request.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior5/5

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

Description details the two-step commit process, dry-run behavior, and duplicate detection, adding significant context beyond annotations. No contradiction with readOnlyHint=false, destructiveHint=false, idempotentHint=false.

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?

Well-structured with Args, Returns, Examples, and Write safety sections. Every sentence adds value; it is front-loaded with the main purpose and concise for the complexity.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the tool's complexity, the description covers batch limits, validation, safety, and return summary. Output schema exists, so return values are documented. No gaps for agent decision-making.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Despite low schema coverage (25%), the description explains all top-level parameters (budget_id, transactions, dry_run, confirmation_token) and distinguishes amount variants. It adds meaning for the confirmation_token workflow and duplicate detection, though some transaction sub-fields rely on 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?

The description clearly states it creates 1–100 transactions in a single batch with duplicate detection and dry-run support. It distinguishes itself from siblings like ynab_create_transaction (single) and ynab_create_receipt_split_transaction by specifying batch size and features.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Provides explicit when-to-use context: batch creation, dry-run validation, duplicate detection via import_id. Includes a 'Write safety' section explaining the preview-commit pattern, guiding agents on safe invocation.

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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