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johannesbraeunig

ynab-mcp

List YNAB budget months

ynab_list_months
Read-onlyIdempotent

Retrieve monthly summary figures including income, budgeted, activity, and to-be-budgeted amounts for any YNAB budget. Supports delta sync to fetch only changes since last check.

Instructions

List summary figures (income/budgeted/activity/to_be_budgeted, in milliunits) for every month in a budget's history.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budget_idYesYNAB budget id, or "last-used" for the most recently used budget
last_knowledge_of_serverNoDelta sync cursor: pass the server_knowledge value from a previous call to this tool to receive only entities that changed since then, instead of the full collection. Omit for a full fetch.
Behavior4/5

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

Annotations already declare readOnlyHint, openWorldHint, idempotentHint, and destructiveHint. The description adds value by detailing the specific summary figures returned and the milliunits unit, which is beyond what annotations provide.

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?

Single sentence with no redundant information. It front-loads the core action and includes key details (fields and units) efficiently.

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

Completeness4/5

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

Without an output schema, the description sufficiently explains return values (summary figures, milliunits) and scope (every month in budget history). Missing pagination or ordering details, but acceptable for a simple list tool.

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?

Schema coverage is 100% with descriptions for both parameters. The description does not add parameter-specific details beyond what the schema provides, meeting the baseline expectation.

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 the verb 'list', the resource 'months', and specifies the return fields (income, budgeted, activity, to_be_budgeted) with units. It distinguishes from siblings like 'ynab_get_month' which retrieves a single month.

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?

No explicit guidance on when to use this tool versus alternatives, nor exclusions. The description implies it's for listing all months, but does not compare to sibling tools or mention prerequisites.

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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