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justmytwospence

ynab-mcp

List Category Transactions

list_category_transactions
Read-only

Retrieve and filter transactions for a specific budget category to track spending patterns and monitor financial activity.

Instructions

[1 API call] List transactions for a specific category

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budget_idNoBudget ID or 'last-used'last-used
category_idYesThe category ID
since_dateNoOnly return transactions on or after this date (YYYY-MM-DD)
typeNoFilter by type
last_knowledge_of_serverNoDelta request token

Implementation Reference

  • Registration and handler implementation for the list_category_transactions MCP tool.
    server.registerTool("list_category_transactions", {
      title: "List Category Transactions",
      description: "[1 API call] List transactions for a specific category",
      inputSchema: {
        budget_id: z.string().default("last-used").describe("Budget ID or 'last-used'"),
        category_id: z.string().describe("The category ID"),
        since_date: z.string().optional().describe("Only return transactions on or after this date (YYYY-MM-DD)"),
        type: z.enum(TRANSACTION_TYPES).optional().describe("Filter by type"),
        last_knowledge_of_server: z.number().optional().describe("Delta request token"),
      },
      annotations: { readOnlyHint: true },
    }, async ({ budget_id, category_id, since_date, type, last_knowledge_of_server }) => {
      try {
        const response = await getClient().transactions.getTransactionsByCategory(
          budget_id, category_id, since_date, type, last_knowledge_of_server
        );
        const txns = response.data.transactions;
        if (txns.length === 0) return textResult("No transactions found for this category.");
        const lines = txns.map(formatTransaction);
        return textResult(`Category Transactions (${txns.length}):\n${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?

The annotation already declares readOnlyHint=true, so the agent knows this is a safe read operation. The description adds the '[1 API call]' context, which provides useful implementation detail about cost/performance. However, it doesn't describe pagination behavior, rate limits, or response format, leaving gaps in behavioral understanding.

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 - just one sentence plus the API call notation. Every word serves a purpose, and the information is front-loaded with no unnecessary elaboration. This is an excellent example of efficiency in tool documentation.

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?

For a read-only list operation with full schema documentation, the description provides adequate but minimal context. The API call notation is helpful, but without an output schema, the description doesn't explain what the returned transactions look like or how results are structured. Given the tool's relative simplicity, this is acceptable but not comprehensive.

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 all parameters are documented in the schema itself. The description doesn't add any parameter-specific context beyond what's already in the schema descriptions. This meets the baseline expectation when schema coverage is complete.

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 ('List transactions') and target resource ('for a specific category'), making the purpose immediately understandable. It doesn't explicitly differentiate from sibling tools like 'list_transactions' or 'list_account_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 'list_transactions' (general listing) or 'list_account_transactions' (account-specific). There's no mention of prerequisites, constraints, or typical use cases beyond the basic functionality.

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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