Skip to main content
Glama
justmytwospence

ynab-mcp

Get Month Money Movements

get_month_money_movements
Read-only

Retrieve monthly financial transactions and money movements from YNAB budgets to track income, expenses, and cash flow for specific periods.

Instructions

[1 API call] Get money movements for a specific month

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budget_idNoBudget ID or 'last-used'last-used
monthYesMonth in YYYY-MM-DD format (first of month) or 'current'

Implementation Reference

  • Implementation of the 'get_month_money_movements' tool handler.
    server.registerTool("get_month_money_movements", {
      title: "Get Month Money Movements",
      description: "[1 API call] Get money movements for a specific month",
      inputSchema: {
        budget_id: z.string().default("last-used").describe("Budget ID or 'last-used'"),
        month: z.string().describe("Month in YYYY-MM-DD format (first of month) or 'current'"),
      },
      annotations: { readOnlyHint: true },
    }, async ({ budget_id, month }) => {
      try {
        const response = await getMoneyMovementsClient().getMoneyMovementsByMonth(budget_id, month);
        const movements = response.data.money_movements;
        if (!movements || movements.length === 0) return textResult(`No money movements found for ${month}.`);
        const lines = movements.map((m) => {
          const from = m.from_category_id ?? "Ready to Assign";
          const to = m.to_category_id ?? "Ready to Assign";
          return `- ${formatCurrency(m.amount)}: ${from} -> ${to} ${m.note ? `(${m.note})` : ""}`;
        });
        return textResult(`Money Movements for ${month} (${movements.length}):\n${lines.join("\n")}`);
      } catch (e: any) {
        return errorResult(e.message);
      }
    });
Behavior3/5

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

Annotations already declare readOnlyHint=true, indicating this is a safe read operation. The description adds minimal behavioral context with '[1 API call]' suggesting efficiency, but doesn't disclose details like pagination, rate limits, or error handling. No contradiction with annotations exists.

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 extremely concise with only one sentence, front-loaded with the key action and resource. There's no wasted text, making it easy to parse quickly.

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 moderate complexity (2 parameters, read-only operation), the description is minimal but adequate when combined with annotations and schema. However, without an output schema, it doesn't explain return values like the structure of 'money movements', leaving some gaps in completeness.

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 description coverage is 100%, so the schema fully documents both parameters (budget_id and month). The description adds no additional parameter semantics beyond what's in the schema, such as explaining 'money movements' or clarifying date handling. Baseline 3 is appropriate given high schema coverage.

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 money movements') and resource ('for a specific month'), making the purpose understandable. However, it doesn't differentiate from sibling tools like 'list_money_movements' or 'get_month_money_movement_groups', which would require more specificity about scope or format.

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 like 'list_money_movements' or 'get_month_money_movement_groups'. It mentions '[1 API call]' which hints at efficiency but doesn't explicitly compare to siblings or define use cases.

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

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/justmytwospence/ynab-mcp'

If you have feedback or need assistance with the MCP directory API, please join our Discord server