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oliverames

YNAB MCP Server

Get Budget

get_budget
Read-onlyIdempotent

Retrieve a budget summary including name, currency, and counts of accounts, categories, and payees. Pass lastKnowledgeOfServer for a delta export.

Instructions

Get a budget summary including name, currency format, and account/category/payee counts. Pass lastKnowledgeOfServer to get a delta export instead: every entity (accounts, payees, categories, months, transactions, scheduled transactions, ...) that changed since that server knowledge, plus the new server_knowledge for the next delta request. A delta request with lastKnowledgeOfServer: 0 returns the full budget export, which can be very large — responses over the YNAB_MAX_RESPONSE_BYTES cap (default 8 MB) are rejected; on big budgets prefer incremental deltas or the dedicated list tools.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budgetIdNoBudget ID (uses default if not provided)
lastKnowledgeOfServerNoDelta request server knowledge. When provided, returns changed entities and server_knowledge instead of the summary.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYesStructured result returned by Get Budget.
Behavior5/5

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

Annotations declare readOnlyHint=true, idempotentHint=true, destructiveHint=false, which the description does not contradict. The description adds transparency about the delta mechanism and response size limits, providing valuable behavioral context beyond annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured, front-loading the basic purpose then detailing the delta feature. While verbose, every sentence adds value and the length is justified by the complexity of the dual behavior.

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?

Given the existence of an output schema, the description need not explain return values. It covers both modes (summary and delta), warns about size limits, and suggests alternatives, making it complete for an agent.

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?

Schema coverage is 100% and both parameters have descriptions. The description adds significant context to lastKnowledgeOfServer (delta export, full budget export, size warnings) but does not add much to budgetId. Overall, it enhances understanding beyond the schema.

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 it gets a budget summary with specific fields (name, currency format, counts) and explains the delta export behavior. This distinguishes it from sibling tools like get_account or get_category.

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

Usage Guidelines5/5

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

The description provides explicit guidance on when to use the delta export (pass lastKnowledgeOfServer), warns about large responses and the 8 MB cap, and recommends dedicated list tools for incremental retrieval. This helps avoid misuse.

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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