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jeangnc

YNAB MCP Server

by jeangnc

list_scheduled_transactions

Retrieve all scheduled or recurring transactions for a specified budget to manage upcoming payments and income.

Instructions

Get all scheduled/recurring transactions for a budget.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budget_idYesThe budget ID
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 a read operation ('Get'), but lacks details on permissions, rate limits, pagination, or response format. This is inadequate for a tool that likely returns multiple items, leaving behavioral traits unclear.

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 directly states the tool's purpose without unnecessary words. It is appropriately sized and front-loaded, making it easy to understand quickly.

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?

Given the lack of annotations and output schema, the description is incomplete. It does not explain what 'scheduled/recurring transactions' entail, how results are structured, or any limitations, leaving gaps in understanding for effective tool use.

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 'budget_id' clearly documented. The description adds no additional parameter semantics beyond what the schema provides, such as format examples or constraints, so it meets the baseline for high schema coverage without extra 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 action ('Get') and resource ('scheduled/recurring transactions for a budget'), making the purpose understandable. However, it does not explicitly differentiate from sibling tools like 'list_transactions' or 'get_transaction', which might handle similar data, so it misses the highest score.

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, such as 'list_transactions' or 'get_transaction', nor does it mention prerequisites or exclusions. It simply states what the tool does without contextual usage advice.

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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