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ynab_create_transactions

Create up to 100 YNAB transactions in a single batch with duplicate detection and optional 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, 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
dry_runNo
budget_idNo
transactionsYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior4/5

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

Annotations already indicate non-readOnly/non-destructive. Description adds duplicate detection, dry-run behavior, and budget_id defaulting—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?

Extremely concise: header, Args, Returns, Examples. Every sentence adds value, no fluff.

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 complexity (batch transactions, nested objects) and existing output schema, description covers essential aspects: batch size, required fields, dry-run, budget defaulting.

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?

Schema coverage is 0%, but description lists key params (budget_id, transactions, dry_run) with behavior (e.g., dry_run validates) and required fields of transaction objects, adding meaning beyond 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 explicitly states it creates 1-100 transactions in batch with duplicate detection and dry-run support, clearly distinguishing it from sibling 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 usage examples (dry run, import_id for duplicate detection) but does not explicitly contrast with the singular create tool or specify when batch vs single is preferred.

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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