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ynab_create_transactions

Batch create 1–100 YNAB transactions in a single request with duplicate detection and dry-run validation. Validate transactions before committing to prevent import errors.

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, amount, date).

  • 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

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budget_idNo
transactionsYes
dry_runNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior5/5

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

Discloses batch operation, duplicate detection, dry-run capability, and return summary structure. Annotations are consistent (readOnlyHint=false, destructiveHint=false) and description adds meaningful context beyond structured fields.

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 concise with clear bullet points and examples, no redundant information.

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 presence of an output schema (not shown), the description adequately covers purpose, parameters, return values, and usage tips, leaving no major gaps.

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?

Though schema coverage is 0%, the description summaries all three parameters (budget_id, transactions, dry_run) and lists required fields for transaction objects. It adds examples and constraints (e.g., max 100, required fields) beyond the raw 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 batch with duplicate detection and dry-run support, differentiating it from singular creation tools like 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 Guidelines4/5

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

Provides explicit advice to use dry_run first for validation and mentions duplicate detection via import_id. However, it does not explicitly state when to prefer this batch tool over the singular transaction creation tool.

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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