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MCP YNAB Server

by klauern

get_preferences

Read-onlyIdempotent

Retrieve current YNAB MCP preferences as a markdown table, aggregating settings from environment variables, preferences file, and default values.

Instructions

Return the current YNAB MCP preferences as a markdown table.

Reads the in-memory ``ynab_resources.preferences`` (which already reflects
the env > preferences.json > defaults source order). The same content is
available as a resource at ``ynab://preferences`` for clients that prefer
to read it that way.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

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

Beyond annotations (readOnlyHint, idempotentHint), the description adds transparency about the data source (in-memory preferences with specific source order) and mentions an alternative access method, providing useful behavioral context.

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?

Two concise sentences with no redundancy. The first sentence front-loads the core purpose, and the second adds important context about data source and alternative access.

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

Completeness5/5

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

For a zero-parameter tool with read-only behavior, the description covers everything needed: purpose, format, data source, and alternative access. No gaps remain.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

No parameters exist, so the schema fully covers the interface. Baseline 4 applies as per guidelines for zero parameters.

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 tool 'Return the current YNAB MCP preferences as a markdown table', specifying the exact resource and format. It distinguishes from sibling tools like set_preference by focusing on read-only access.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description explains when to use (to retrieve preferences) and provides an alternative method via resource at ynab://preferences. While it doesn't explicitly state when not to use, it gives sufficient context for appropriate use.

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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