ynab-mcpb

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ynab_update_scheduled_transaction

Idempotent

Update selected fields on a YNAB scheduled transaction by previewing changes first, then confirming with a short-lived token to apply the validated request safely.

Instructions

Update selected fields on a scheduled transaction.

Write safety: call without confirmation_token to preview. The preview returns confirmation_token and confirmation_expires_at in its structured output (and in its text). Execute the identical validated request with that short-lived confirmation_token.

Input Schema

Name	Required	Description
`date`	No
`memo`	No
`amount`	No	Deprecated legacy alias for amount_milliunits. Use amount_decimal for currency input or amount_milliunits for raw YNAB values.
`dry_run`	No
`payee_id`	No
`budget_id`	No
`frequency`	No
`account_id`	No
`flag_color`	No
`payee_name`	No
`category_id`	No
`amount_decimal`	No	Preferred: amount in decimal currency units (for example, -12.34). Rounded exactly to the nearest YNAB milliunit.
`amount_milliunits`	No	Raw YNAB milliunits. Use only when the value is already converted.
`confirmation_token`	No	Short-lived, single-use token returned by the immediately preceding preview of this exact validated request. Omit, or pass null or an empty string, to preview.
`scheduled_transaction_id`	Yes

Output Schema

Name	Required	Description	Default
No arguments

Schema Changelog

Changes observed during successful MCP inspections.

Changed2 schema fields changedv0.32.0Nov 7, 2026

addedInput schema / properties / date / format
```
Added value: +"date"
```

changedOutput schema / anyOf

Previous value: -[
-  {
-    "additionalProperties": false,
-    "properties": {
-      "action": {
-        "type": "string"
-      },
-      "dry_run": {
-        "const": true,
-        "type": "boolean"
-      },
-      "request": {
-        "additionalProperties": {},
-        "propertyNames": {
-          "type": "string"
-        },
-        "type": "object"
-      }
-    },
-    "required": [
-      "dry_run",
-      "action",
-      "request"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "scheduled_transaction": {
-        "additionalProperties": false,
-        "properties": {
-          "account_id": {
-            "type": "string"
-          },
-          "account_name": {
-            "type": "string"
-          },
-          "amount": {
-            "description": "Amount in decimal currency units",
-            "type": "number"
-          },
-          "amount_currency": {
-            "type": "number"
-          },
-          "amount_formatted": {
-            "type": [
-              "string",
-              "null"
-            ]
-          },
-          "amount_milliunits": {
-            "maximum": 9007199254740991,
-            "minimum": -9007199254740991,
-            "type": "integer"
-          },
-          "category_id": {
-            "type": [
-              "string",
-              "null"
-            ]
-          },
-          "category_name": {
-            "type": [
-              "string",
-              "null"
-            ]
-          },
-          "date_first": {
-            "type": "string"
-          },
-          "date_next": {
-            "type": "string"
-          },
-          "debt_transaction_type": {
-            "type": [
-              "string",
-              "null"
-            ]
-          },
-          "deleted": {
-            "type": "boolean"
-          },
-          "flag_color": {
-            "type": [
-              "string",
-              "null"
-            ]
-          },
-          "flag_name": {
-            "type": [
-              "string",
-              "null"
-            ]
-          },
-          "frequency": {
-            "enum": [
-              "never",
-              "daily",
-              "weekly",
-              "everyOtherWeek",
-              "twiceAMonth",
-              "every4Weeks",
-              "monthly",
-              "everyOtherMonth",
-              "every3Months",
-              "every4Months",
-              "twiceAYear",
-              "yearly",
-              "everyOtherYear"
-            ],
-            "type": "string"
-          },
-          "id": {
-            "type": "string"
-          },
-          "import_id": {
-            "type": [
-              "string",
-              "null"
-            ]
-          },
-          "import_payee_name": {
-            "type": [
-              "string",
-              "null"
-            ]
-          },
-          "import_payee_name_original": {
-            "type": [
-              "string",
-              "null"
-            ]
-          },
-          "matched_transaction_id": {
-            "type": [
-              "string",
-              "null"
-            ]
-          },
-          "memo": {
-            "type": [
-              "string",
-              "null"
-            ]
-          },
-          "parent_transaction_id": {
-            "type": [
-              "string",
-              "null"
-            ]
-          },
-          "payee_id": {
-            "type": [
-              "string",
-              "null"
-            ]
-          },
-          "payee_name": {
-            "type": [
-              "string",
-              "null"
-            ]
-          },
-          "scheduled_transaction_id": {
-            "type": "string"
-          },
-          "subtransactions": {
-            "items": {
-              "additionalProperties": false,
-              "properties": {
-                "amount": {
-                  "description": "Amount in decimal currency units",
-                  "type": "number"
-                },
-                "amount_currency": {
-                  "type": "number"
-                },
-                "amount_formatted": {
-                  "type": [
-                    "string",
-                    "null"
-                  ]
-                },
-                "amount_milliunits": {
-                  "maximum": 9007199254740991,
-                  "minimum": -9007199254740991,
-                  "type": "integer"
-                },
-                "category_id": {
-                  "type": [
-                    "string",
-                    "null"
-                  ]
-                },
-                "category_name": {
-                  "type": [
-                    "string",
-                    "null"
-                  ]
-                },
-                "deleted": {
-                  "type": "boolean"
-                },
-                "id": {
-                  "type": "string"
-                },
-                "memo": {
-                  "type": [
-                    "string",
-                    "null"
-                  ]
-                },
-                "payee_id": {
-                  "type": [
-                    "string",
-                    "null"
-                  ]
-                },
-                "payee_name": {
-                  "type": [
-                    "string",
-                    "null"
-                  ]
-                },
-                "scheduled_transaction_id": {
-                  "type": "string"
-                },
-                "transaction_id": {
-                  "type": "string"
-                },
-                "transfer_account_id": {
-                  "type": [
-                    "string",
-                    "null"
-                  ]
-                },
-                "transfer_transaction_id": {
-                  "type": [
-                    "string",
-                    "null"
-                  ]
-                }
-              },
-              "required": [
-                "amount"
-              ],
-              "type": "object"
-            },
-            "type": "array"
-          },
-          "transaction_id": {
-            "type": "string"
-          },
-          "transfer_account_id": {
-            "type": [
-              "string",
-              "null"
-            ]
-          },
-          "transfer_transaction_id": {
-            "type": [
-              "string",
-              "null"
-            ]
-          },
-          "type": {
-            "enum": [
-              "transaction",
-              "subtransaction"
-            ],
-            "type": "string"
-          }
-        },
-        "required": [
-          "id",
-          "amount",
-          "deleted",
-          "account_id",
-          "date_first",
-          "date_next",
-          "frequency"
-        ],
-        "type": "object"
-      }
-    },
-    "required": [
-      "scheduled_transaction"
-    ],
-    "type": "object"
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "action": {
+        "type": "string"
+      },
+      "confirmation_expires_at": {
+        "description": "Preview only: when confirmation_token expires (ISO 8601).",
+        "format": "date-time",
+        "type": "string"
+      },
+      "confirmation_token": {
+        "description": "Preview only: single-use token that executes this exact request when passed back as confirmation_token.",
+        "type": "string"
+      },
+      "dry_run": {
+        "const": true,
+        "type": "boolean"
+      },
+      "request": {
+        "additionalProperties": {},
+        "propertyNames": {
+          "type": "string"
+        },
+        "type": "object"
+      },
+      "warnings": {
+        "items": {
+          "additionalProperties": false,
+          "properties": {
+            "code": {
+              "type": "string"
+            },
+            "count": {
+              "type": "number"
+            },
+            "message": {
+              "type": "string"
+            },
+            "sample_ids": {
+              "items": {
+                "type": "string"
+              },
+              "type": "array"
+            }
+          },
+          "required": [
+            "code",
+            "count",
+            "message"
+          ],
+          "type": "object"
+        },
+        "type": "array"
+      }
+    },
+    "required": [
+      "dry_run",
+      "action",
+      "request"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "confirmation_expires_at": {
+        "description": "Preview only: when confirmation_token expires (ISO 8601).",
+        "format": "date-time",
+        "type": "string"
+      },
+      "confirmation_token": {
+        "description": "Preview only: single-use token that executes this exact request when passed back as confirmation_token.",
+        "type": "string"
+      },
+      "scheduled_transaction": {
+        "additionalProperties": false,
+        "properties": {
+          "account_id": {
+            "type": "string"
+          },
+          "account_name": {
+            "type": "string"
+          },
+          "amount": {
+            "description": "Amount in decimal currency units",
+            "type": "number"
+          },
+          "amount_currency": {
+            "type": "number"
+          },
+          "amount_formatted": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "amount_milliunits": {
+            "maximum": 9007199254740991,
+            "minimum": -9007199254740991,
+            "type": "integer"
+          },
+          "category_id": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "category_name": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "date_first": {
+            "type": "string"
+          },
+          "date_next": {
+            "type": "string"
+          },
+          "debt_transaction_type": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "deleted": {
+            "type": "boolean"
+          },
+          "flag_color": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "flag_name": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "frequency": {
+            "enum": [
+              "never",
+              "daily",
+              "weekly",
+              "everyOtherWeek",
+              "twiceAMonth",
+              "every4Weeks",
+              "monthly",
+              "everyOtherMonth",
+              "every3Months",
+              "every4Months",
+              "twiceAYear",
+              "yearly",
+              "everyOtherYear"
+            ],
+            "type": "string"
+          },
+          "id": {
+            "type": "string"
+          },
+          "import_id": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "import_payee_name": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "import_payee_name_original": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "matched_transaction_id": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "memo": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "parent_transaction_id": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "payee_id": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "payee_name": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "scheduled_transaction_id": {
+            "type": "string"
+          },
+          "subtransactions": {
+            "items": {
+              "additionalProperties": false,
+              "properties": {
+                "amount": {
+                  "description": "Amount in decimal currency units",
+                  "type": "number"
+                },
+                "amount_currency": {
+                  "type": "number"
+                },
+                "amount_formatted": {
+                  "type": [
+                    "string",
+                    "null"
+                  ]
+                },
+                "amount_milliunits": {
+                  "maximum": 9007199254740991,
+                  "minimum": -9007199254740991,
+                  "type": "integer"
+                },
+                "category_id": {
+                  "type": [
+                    "string",
+                    "null"
+                  ]
+                },
+                "category_name": {
+                  "type": [
+                    "string",
+                    "null"
+                  ]
+                },
+                "deleted": {
+                  "type": "boolean"
+                },
+                "id": {
+                  "type": "string"
+                },
+                "memo": {
+                  "type": [
+                    "string",
+                    "null"
+                  ]
+                },
+                "payee_id": {
+                  "type": [
+                    "string",
+                    "null"
+                  ]
+                },
+                "payee_name": {
+                  "type": [
+                    "string",
+                    "null"
+                  ]
+                },
+                "scheduled_transaction_id": {
+                  "type": "string"
+                },
+                "transaction_id": {
+                  "type": "string"
+                },
+                "transfer_account_id": {
+                  "type": [
+                    "string",
+                    "null"
+                  ]
+                },
+                "transfer_transaction_id": {
+                  "type": [
+                    "string",
+                    "null"
+                  ]
+                }
+              },
+              "required": [
+                "amount"
+              ],
+              "type": "object"
+            },
+            "type": "array"
+          },
+          "transaction_id": {
+            "type": "string"
+          },
+          "transfer_account_id": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "transfer_transaction_id": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "type": {
+            "enum": [
+              "transaction",
+              "subtransaction"
+            ],
+            "type": "string"
+          }
+        },
+        "required": [
+          "id",
+          "amount",
+          "deleted",
+          "account_id",
+          "date_first",
+          "date_next",
+          "frequency"
+        ],
+        "type": "object"
+      }
+    },
+    "required": [
+      "scheduled_transaction"
+    ],
+    "type": "object"
+  }
+]

Changed6 schema fields changedv0.31.0Oct 29, 2026

addedInput schema / properties / confirmation_token / anyOf

Added value: +[
+  {
+    "minLength": 16,
+    "type": "string"
+  },
+  {
+    "const": ""
+  },
+  {
+    "type": "null"
+  }
+]

changedInput schema / properties / confirmation_token / description

Previous value: -"Short-lived, single-use token returned by the immediately preceding preview of this exact validated request."New value: +"Short-lived, single-use token returned by the immediately preceding preview of this exact validated request. Omit, or pass null or an empty string, to preview."

removedInput schema / properties / confirmation_token / minLength
```
Removed value: -16
```
removedInput schema / properties / confirmation_token / type
```
Removed value: -"string"
```
removedInput schema / properties / date / pattern
```
Removed value: -"^\\d{4}-\\d{2}-\\d{2}$"
```

changedOutput schema / anyOf

Previous value: -[
-  {
-    "additionalProperties": false,
-    "properties": {
-      "action": {
-        "type": "string"
-      },
-      "dry_run": {
-        "const": true,
-        "type": "boolean"
-      },
-      "request": {
-        "additionalProperties": {},
-        "propertyNames": {
-          "type": "string"
-        },
-        "type": "object"
-      }
-    },
-    "required": [
-      "dry_run",
-      "action",
-      "request"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "scheduled_transaction": {
-        "additionalProperties": false,
-        "properties": {
-          "account_id": {
-            "type": "string"
-          },
-          "account_name": {
-            "type": "string"
-          },
-          "amount": {
-            "type": "number"
-          },
-          "amount_milliunits": {
-            "maximum": 9007199254740991,
-            "minimum": -9007199254740991,
-            "type": "integer"
-          },
-          "category_id": {
-            "type": [
-              "string",
-              "null"
-            ]
-          },
-          "category_name": {
-            "type": [
-              "string",
-              "null"
-            ]
-          },
-          "date_first": {
-            "type": "string"
-          },
-          "date_next": {
-            "type": "string"
-          },
-          "deleted": {
-            "type": "boolean"
-          },
-          "flag_color": {
-            "type": [
-              "string",
-              "null"
-            ]
-          },
-          "frequency": {
-            "enum": [
-              "never",
-              "daily",
-              "weekly",
-              "everyOtherWeek",
-              "twiceAMonth",
-              "every4Weeks",
-              "monthly",
-              "everyOtherMonth",
-              "every3Months",
-              "every4Months",
-              "twiceAYear",
-              "yearly",
-              "everyOtherYear"
-            ],
-            "type": "string"
-          },
-          "id": {
-            "type": "string"
-          },
-          "memo": {
-            "type": [
-              "string",
-              "null"
-            ]
-          },
-          "payee_id": {
-            "type": [
-              "string",
-              "null"
-            ]
-          },
-          "payee_name": {
-            "type": [
-              "string",
-              "null"
-            ]
-          }
-        },
-        "required": [
-          "id",
-          "date_first",
-          "date_next",
-          "frequency",
-          "amount",
-          "amount_milliunits",
-          "account_id",
-          "account_name",
-          "payee_id",
-          "payee_name",
-          "category_id",
-          "category_name",
-          "memo",
-          "flag_color",
-          "deleted"
-        ],
-        "type": "object"
-      }
-    },
-    "required": [
-      "scheduled_transaction"
-    ],
-    "type": "object"
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "action": {
+        "type": "string"
+      },
+      "dry_run": {
+        "const": true,
+        "type": "boolean"
+      },
+      "request": {
+        "additionalProperties": {},
+        "propertyNames": {
+          "type": "string"
+        },
+        "type": "object"
+      }
+    },
+    "required": [
+      "dry_run",
+      "action",
+      "request"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "scheduled_transaction": {
+        "additionalProperties": false,
+        "properties": {
+          "account_id": {
+            "type": "string"
+          },
+          "account_name": {
+            "type": "string"
+          },
+          "amount": {
+            "description": "Amount in decimal currency units",
+            "type": "number"
+          },
+          "amount_currency": {
+            "type": "number"
+          },
+          "amount_formatted": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "amount_milliunits": {
+            "maximum": 9007199254740991,
+            "minimum": -9007199254740991,
+            "type": "integer"
+          },
+          "category_id": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "category_name": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "date_first": {
+            "type": "string"
+          },
+          "date_next": {
+            "type": "string"
+          },
+          "debt_transaction_type": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "deleted": {
+            "type": "boolean"
+          },
+          "flag_color": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "flag_name": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "frequency": {
+            "enum": [
+              "never",
+              "daily",
+              "weekly",
+              "everyOtherWeek",
+              "twiceAMonth",
+              "every4Weeks",
+              "monthly",
+              "everyOtherMonth",
+              "every3Months",
+              "every4Months",
+              "twiceAYear",
+              "yearly",
+              "everyOtherYear"
+            ],
+            "type": "string"
+          },
+          "id": {
+            "type": "string"
+          },
+          "import_id": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "import_payee_name": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "import_payee_name_original": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "matched_transaction_id": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "memo": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "parent_transaction_id": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "payee_id": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "payee_name": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "scheduled_transaction_id": {
+            "type": "string"
+          },
+          "subtransactions": {
+            "items": {
+              "additionalProperties": false,
+              "properties": {
+                "amount": {
+                  "description": "Amount in decimal currency units",
+                  "type": "number"
+                },
+                "amount_currency": {
+                  "type": "number"
+                },
+                "amount_formatted": {
+                  "type": [
+                    "string",
+                    "null"
+                  ]
+                },
+                "amount_milliunits": {
+                  "maximum": 9007199254740991,
+                  "minimum": -9007199254740991,
+                  "type": "integer"
+                },
+                "category_id": {
+                  "type": [
+                    "string",
+                    "null"
+                  ]
+                },
+                "category_name": {
+                  "type": [
+                    "string",
+                    "null"
+                  ]
+                },
+                "deleted": {
+                  "type": "boolean"
+                },
+                "id": {
+                  "type": "string"
+                },
+                "memo": {
+                  "type": [
+                    "string",
+                    "null"
+                  ]
+                },
+                "payee_id": {
+                  "type": [
+                    "string",
+                    "null"
+                  ]
+                },
+                "payee_name": {
+                  "type": [
+                    "string",
+                    "null"
+                  ]
+                },
+                "scheduled_transaction_id": {
+                  "type": "string"
+                },
+                "transaction_id": {
+                  "type": "string"
+                },
+                "transfer_account_id": {
+                  "type": [
+                    "string",
+                    "null"
+                  ]
+                },
+                "transfer_transaction_id": {
+                  "type": [
+                    "string",
+                    "null"
+                  ]
+                }
+              },
+              "required": [
+                "amount"
+              ],
+              "type": "object"
+            },
+            "type": "array"
+          },
+          "transaction_id": {
+            "type": "string"
+          },
+          "transfer_account_id": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "transfer_transaction_id": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "type": {
+            "enum": [
+              "transaction",
+              "subtransaction"
+            ],
+            "type": "string"
+          }
+        },
+        "required": [
+          "id",
+          "amount",
+          "deleted",
+          "account_id",
+          "date_first",
+          "date_next",
+          "frequency"
+        ],
+        "type": "object"
+      }
+    },
+    "required": [
+      "scheduled_transaction"
+    ],
+    "type": "object"
+  }
+]

Changed9 schema fields changedv0.29.1Oct 26, 2026

removedInput schema / properties / category_id / anyOf

Removed value: -[
-  {
-    "type": "string"
-  },
-  {
-    "type": "null"
-  }
-]

addedInput schema / properties / category_id / type
```
Added value: +[
+  "string",
+  "null"
+]
```

removedInput schema / properties / memo / anyOf

Removed value: -[
-  {
-    "type": "string"
-  },
-  {
-    "type": "null"
-  }
-]

addedInput schema / properties / memo / type

Added value: +[
+  "string",
+  "null"
+]

removedInput schema / properties / payee_id / anyOf

Removed value: -[
-  {
-    "type": "string"
-  },
-  {
-    "type": "null"
-  }
-]

addedInput schema / properties / payee_id / type
```
Added value: +[
+  "string",
+  "null"
+]
```

removedInput schema / properties / payee_name / anyOf

Removed value: -[
-  {
-    "type": "string"
-  },
-  {
-    "type": "null"
-  }
-]

addedInput schema / properties / payee_name / type
```
Added value: +[
+  "string",
+  "null"
+]
```

changedOutput schema / anyOf

Previous value: -[
-  {
-    "additionalProperties": false,
-    "properties": {
-      "action": {
-        "type": "string"
-      },
-      "dry_run": {
-        "const": true,
-        "type": "boolean"
-      },
-      "request": {
-        "additionalProperties": {},
-        "propertyNames": {
-          "type": "string"
-        },
-        "type": "object"
-      }
-    },
-    "required": [
-      "dry_run",
-      "action",
-      "request"
-    ],
-    "type": "object"
-  },
-  {
-    "additionalProperties": false,
-    "properties": {
-      "scheduled_transaction": {
-        "additionalProperties": false,
-        "properties": {
-          "account_id": {
-            "type": "string"
-          },
-          "account_name": {
-            "type": "string"
-          },
-          "amount": {
-            "type": "number"
-          },
-          "amount_milliunits": {
-            "maximum": 9007199254740991,
-            "minimum": -9007199254740991,
-            "type": "integer"
-          },
-          "category_id": {
-            "anyOf": [
-              {
-                "type": "string"
-              },
-              {
-                "type": "null"
-              }
-            ]
-          },
-          "category_name": {
-            "anyOf": [
-              {
-                "type": "string"
-              },
-              {
-                "type": "null"
-              }
-            ]
-          },
-          "date_first": {
-            "type": "string"
-          },
-          "date_next": {
-            "type": "string"
-          },
-          "deleted": {
-            "type": "boolean"
-          },
-          "flag_color": {
-            "anyOf": [
-              {
-                "type": "string"
-              },
-              {
-                "type": "null"
-              }
-            ]
-          },
-          "frequency": {
-            "enum": [
-              "never",
-              "daily",
-              "weekly",
-              "everyOtherWeek",
-              "twiceAMonth",
-              "every4Weeks",
-              "monthly",
-              "everyOtherMonth",
-              "every3Months",
-              "every4Months",
-              "twiceAYear",
-              "yearly",
-              "everyOtherYear"
-            ],
-            "type": "string"
-          },
-          "id": {
-            "type": "string"
-          },
-          "memo": {
-            "anyOf": [
-              {
-                "type": "string"
-              },
-              {
-                "type": "null"
-              }
-            ]
-          },
-          "payee_id": {
-            "anyOf": [
-              {
-                "type": "string"
-              },
-              {
-                "type": "null"
-              }
-            ]
-          },
-          "payee_name": {
-            "anyOf": [
-              {
-                "type": "string"
-              },
-              {
-                "type": "null"
-              }
-            ]
-          }
-        },
-        "required": [
-          "id",
-          "date_first",
-          "date_next",
-          "frequency",
-          "amount",
-          "amount_milliunits",
-          "account_id",
-          "account_name",
-          "payee_id",
-          "payee_name",
-          "category_id",
-          "category_name",
-          "memo",
-          "flag_color",
-          "deleted"
-        ],
-        "type": "object"
-      }
-    },
-    "required": [
-      "scheduled_transaction"
-    ],
-    "type": "object"
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "action": {
+        "type": "string"
+      },
+      "dry_run": {
+        "const": true,
+        "type": "boolean"
+      },
+      "request": {
+        "additionalProperties": {},
+        "propertyNames": {
+          "type": "string"
+        },
+        "type": "object"
+      }
+    },
+    "required": [
+      "dry_run",
+      "action",
+      "request"
+    ],
+    "type": "object"
+  },
+  {
+    "additionalProperties": false,
+    "properties": {
+      "scheduled_transaction": {
+        "additionalProperties": false,
+        "properties": {
+          "account_id": {
+            "type": "string"
+          },
+          "account_name": {
+            "type": "string"
+          },
+          "amount": {
+            "type": "number"
+          },
+          "amount_milliunits": {
+            "maximum": 9007199254740991,
+            "minimum": -9007199254740991,
+            "type": "integer"
+          },
+          "category_id": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "category_name": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "date_first": {
+            "type": "string"
+          },
+          "date_next": {
+            "type": "string"
+          },
+          "deleted": {
+            "type": "boolean"
+          },
+          "flag_color": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "frequency": {
+            "enum": [
+              "never",
+              "daily",
+              "weekly",
+              "everyOtherWeek",
+              "twiceAMonth",
+              "every4Weeks",
+              "monthly",
+              "everyOtherMonth",
+              "every3Months",
+              "every4Months",
+              "twiceAYear",
+              "yearly",
+              "everyOtherYear"
+            ],
+            "type": "string"
+          },
+          "id": {
+            "type": "string"
+          },
+          "memo": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "payee_id": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "payee_name": {
+            "type": [
+              "string",
+              "null"
+            ]
+          }
+        },
+        "required": [
+          "id",
+          "date_first",
+          "date_next",
+          "frequency",
+          "amount",
+          "amount_milliunits",
+          "account_id",
+          "account_name",
+          "payee_id",
+          "payee_name",
+          "category_id",
+          "category_name",
+          "memo",
+          "flag_color",
+          "deleted"
+        ],
+        "type": "object"
+      }
+    },
+    "required": [
+      "scheduled_transaction"
+    ],
+    "type": "object"
+  }
+]

Addedv0.27.1Jul 12, 2026

TDQS

B3.4/5.0

Behavior4/5

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

Beyond the annotations, the description discloses the two-phase preview/confirmation workflow, where the token appears (structured output and text), and that the token is short-lived and must accompany an identical request. That is meaningful write-safety context the annotations do not carry. It stops short of 5 because it doesn't say what happens to unspecified fields or what the preview shows.

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?

Two short sentences that are front-loaded: purpose first, then the safety protocol. No filler, though the phrase "in its structured output (and in its text)" is slightly redundant for an agent that already receives both.

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

Completeness3/5

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

The output schema exists, so return values needn't be re-explained, and the confirmation protocol is covered. However, for a 15-parameter mutation tool with low schema coverage, the description leaves field-selection semantics and the amount-alias rules undocumented, which is a real gap for correct invocation.

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 description coverage is only 27% across 15 parameters, so the description needs to compensate and it largely doesn't: it never enumerates updatable fields or clarifies the mutual exclusivity between amount, amount_decimal and amount_milliunits. "Selected fields" is the only semantic hint, implying partial-update behavior, which is useful but thin against the coverage gap.

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 names a specific verb and resource ("Update selected fields on a scheduled transaction") that clearly maps to ynab_update_scheduled_transaction and separates it from list/get/create/delete siblings. It does not explicitly contrast with ynab_update_transaction, the closest alternative, so it stops short of a 5.

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?

It gives a clear procedural rule for the preview-vs-execute path, which is genuinely useful when-to-use guidance. It says nothing about when to use this tool instead of ynab_update_transaction, nor about prerequisites such as budget scope or whether omitting a field preserves the existing value.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Deploy Server

ynab_update_scheduled_transaction

Instructions

Input Schema

Output Schema

Schema Changelog

TDQS

Other Tools