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oliverames

YNAB MCP Server

Get Category

get_category
Read-onlyIdempotent

Retrieve a category's full details for the current month, including goal type, target amount, and funding progress. Use for goal inspection.

Instructions

Get one category's full detail for the current month, including goal/target fields (type, target amount, funding progress). Read-only. Use for goal inspection; for a past or future month's numbers use get_month_category instead.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budgetIdNoBudget ID (uses default if not provided)
categoryIdYesCategory ID

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYesStructured result returned by Get Category.
Behavior4/5

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

Annotations already declare readOnlyHint, idempotentHint, and destructiveHint=false. The description adds the context of current-month scope and goal fields. No additional behavioral traits needed given annotation coverage.

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 efficient sentences with no wasted words. The description is front-loaded with the action and scope, and every sentence provides value.

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 simple read tool with an output schema and clear annotations, the description covers purpose, usage guidance, and boundary conditions. No gaps remain.

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 already documents both parameters. The description does not add further meaning beyond the schema; it only implies the 'current month' context which is not a parameter.

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 retrieves one category's full detail for the current month, including goal/target fields. It uses a specific verb ('Get') and resource ('category') and distinguishes from the sibling tool get_month_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?

Explicitly states when to use ('for goal inspection') and when not to ('for a past or future month's numbers use get_month_category instead'), providing direct guidance on alternatives.

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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