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justmytwospence

ynab-mcp

Get Scheduled Transaction

get_scheduled_transaction
Read-only

Retrieve details for a specific scheduled transaction in YNAB to view upcoming payments, amounts, and categories for better budget planning.

Instructions

[1 API call] Get details for a single scheduled transaction

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budget_idNoBudget ID or 'last-used'last-used
scheduled_transaction_idYesThe scheduled transaction ID

Implementation Reference

  • The handler function that executes the "get_scheduled_transaction" tool logic.
    }, async ({ budget_id, scheduled_transaction_id }) => {
      try {
        const response = await getClient().scheduledTransactions.getScheduledTransactionById(
          budget_id, scheduled_transaction_id
        );
        const t = response.data.scheduled_transaction;
        const lines = [
          `Date (First): ${t.date_first}`,
          `Date (Next): ${t.date_next}`,
          `Amount: ${formatCurrency(t.amount)}`,
          `Frequency: ${t.frequency}`,
          `Payee: ${t.payee_name ?? "None"} (ID: ${t.payee_id ?? "N/A"})`,
          `Category: ${t.category_name ?? "Uncategorized"} (ID: ${t.category_id ?? "N/A"})`,
          `Account: ${t.account_name} (ID: ${t.account_id})`,
          `Memo: ${t.memo ?? "None"}`,
          `Flag: ${t.flag_color ?? "None"}`,
          `ID: ${t.id}`,
        ];
        if (t.subtransactions && t.subtransactions.length > 0) {
          lines.push(`\nSplit Transactions:`);
          for (const sub of t.subtransactions) {
            lines.push(`  - ${formatCurrency(sub.amount)} | ${sub.category_name ?? "Uncategorized"} | ${sub.memo ?? ""}`);
          }
        }
        return textResult(lines.join("\n"));
      } catch (e: any) {
        return errorResult(e.message);
      }
    });
  • The input schema definition for the "get_scheduled_transaction" tool.
    inputSchema: {
      budget_id: z.string().default("last-used").describe("Budget ID or 'last-used'"),
      scheduled_transaction_id: z.string().describe("The scheduled transaction ID"),
    },
    annotations: { readOnlyHint: true },
  • Registration of the "get_scheduled_transaction" tool within the MCP server.
    server.registerTool("get_scheduled_transaction", {
Behavior3/5

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

The annotation 'readOnlyHint: true' already indicates this is a safe read operation. The description adds minimal context with '[1 API call]', which hints at performance but doesn't elaborate on rate limits, authentication needs, or what 'details' include. It doesn't contradict annotations.

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 just one sentence, front-loaded with the key information. Every word earns its place, and there's no wasted text or redundancy.

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 (simple read operation), high schema coverage, and annotations covering safety, the description is minimally adequate. However, without an output schema, it doesn't explain what 'details' are returned, leaving a gap 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. The description doesn't add any meaning beyond the schema, such as explaining the significance of 'budget_id' or 'scheduled_transaction_id'. Baseline 3 is appropriate when schema handles parameter documentation.

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 details') and resource ('for a single scheduled transaction'), making the purpose unambiguous. However, it doesn't explicitly differentiate from sibling tools like 'get_transaction' or 'list_scheduled_transactions', which would require 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 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 'get_transaction' or 'list_scheduled_transactions'. It mentions it's for a 'single' scheduled transaction, but doesn't clarify prerequisites or exclusions.

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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