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ynab_export_transactions

Read-onlyIdempotent

Export YNAB transactions to a local JSON file. Filter by budget, account, or date to save only relevant transactions.

Instructions

Export all transactions for a budget to a local JSON file.

Args:

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

  • account_id (string, optional): Filter by account.

  • since_date (string, optional): ISO date (YYYY-MM-DD) to filter transactions on or after.

Returns: file_path, transaction_count, file_size_kb

Examples:

  • Export all transactions: call with no args

  • Export account: set account_id

Errors:

  • "No default budget set" → run ynab_set_default_budget first

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
typeNo
minimalNo
filenameNo
budget_idNo
account_idNo
since_dateNo
category_idNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
messageYes
filenameYes
full_pathYes
export_modeYes
total_countYes
preview_countYes
minimal_fieldsYes
export_directoryYes
filename_explanationYes
preview_transactionsYes
Behavior4/5

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

Annotations already declare readOnly, idempotent, non-destructive. Description adds value by specifying return format (file_path, transaction_count, file_size_kb) and error conditions. It does not reveal file overwrite behavior, but given idempotentHint, it's not critical.

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?

Organized with clear sections (Args, Returns, Examples, Errors), front-loaded with the core action. No superfluous text, though a slightly more succinct phrasing could be used. Earns a 4 for structure.

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

Completeness2/5

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

Despite having an output schema, the description fails to cover over half of the input parameters. With 7 parameters and no schema descriptions, the description should be more thorough. Only returns and one error case are mentioned, leaving significant gaps.

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

Parameters2/5

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

Schema coverage is 0%, so description must compensate. Only 3 of 7 parameters (budget_id, account_id, since_date) are described, leaving type, minimal, filename, and category_id undocumented. This is a significant gap for an agent to invoke the tool correctly.

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 exports transactions to a local JSON file, with specific verb 'Export' and resource 'transactions for a budget'. It distinguishes from sibling tools like ynab_list_transactions or ynab_get_transaction by emphasizing file persistence.

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

Usage Guidelines3/5

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

Provides examples and error handling ('No default budget set' → run ynab_set_default_budget first), but lacks explicit guidance on when to choose this tool over alternatives like ynab_list_transactions for in-memory data. Usage context is implied but not fully differentiated.

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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