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MCP YNAB Server

by klauern

get_transactions_needing_attention

Identify transactions requiring review in your YNAB budget by filtering uncategorized or unapproved items from recent activity.

Instructions

List transactions that need attention based on specified filter type in a YNAB budget.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budget_idYes
filter_typeNoType of transactions to show. One of: 'uncategorized', 'unapproved', 'both'both
days_backNoNumber of days to look back (default 30, None for all)
Behavior2/5

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

With no annotations provided, the description carries the full burden of behavioral disclosure. It states it's a list operation, implying read-only behavior, but lacks details on permissions, rate limits, pagination, or what 'attention' entails. This is insufficient for a tool with three parameters and no output schema.

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 a single, efficient sentence that front-loads the core purpose without unnecessary details. Every word contributes to understanding the tool's function, making it highly concise and well-structured.

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

Completeness2/5

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

For a tool with three parameters, no annotations, and no output schema, the description is incomplete. It doesn't explain what 'needing attention' means, how results are returned, or provide enough context for safe and effective use, leaving significant gaps in understanding.

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 67%, with two parameters well-documented in the schema. The description adds minimal value beyond the schema by implying filtering based on 'attention,' but doesn't elaborate on parameter interactions or meaning. Baseline 3 is appropriate given the moderate 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 verb ('List') and resource ('transactions that need attention') with specific context ('in a YNAB budget'). It distinguishes from generic 'get_transactions' by focusing on those needing attention, though it doesn't explicitly contrast with all siblings like 'create_transaction' or 'get_accounts'.

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 is provided. The description mentions filtering but doesn't specify scenarios where this tool is preferred over 'get_transactions' or other siblings, nor does it mention 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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