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jeangnc

YNAB MCP Server

by jeangnc

get_budget

Retrieve comprehensive budget details including accounts, categories, and settings from YNAB to manage financial planning effectively.

Instructions

Get detailed information about a specific budget including accounts, categories, and settings.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budget_idYesThe budget ID (use 'last-used' for most recent)
Behavior2/5

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

With no annotations provided, the description carries the full burden of behavioral disclosure. It indicates this is a read operation ('Get'), but does not address permissions, error handling, rate limits, or response format. The description lacks details on what 'detailed information' entails or any behavioral traits beyond the basic action.

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 a single, efficient sentence that front-loads the core purpose without unnecessary words. Every part of the sentence contributes to understanding the tool's function, making it appropriately sized and well-structured.

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?

Given the tool's low complexity (1 parameter, no output schema, no annotations), the description is minimally adequate. It covers the basic purpose but lacks details on behavior, usage context, or output, leaving gaps that could hinder an agent's ability to use it effectively without additional context.

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

Parameters3/5

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

The input schema has 100% description coverage, with the parameter 'budget_id' fully documented in the schema (including the special value 'last-used'). The description does not add any parameter-specific information beyond what the schema provides, so it meets the baseline of 3 for high schema coverage without compensating value.

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 clearly states the tool's purpose with a specific verb ('Get') and resource ('budget'), specifying what information is retrieved ('detailed information about a specific budget including accounts, categories, and settings'). It distinguishes from siblings like 'list_budgets' by focusing on a single budget rather than listing multiple, but does not explicitly contrast with other get_* tools (e.g., get_account).

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

Usage Guidelines2/5

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

The description provides no guidance on when to use this tool versus alternatives. It does not mention when to choose this over 'list_budgets' for a single budget or other get_* tools for related data, nor does it specify prerequisites or exclusions. Usage is implied by the name and purpose but not explicitly stated.

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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