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oliverames

YNAB MCP Server

by oliverames

get_money_movement_groups_by_month

Read-only

Retrieve and analyze category money movement groups for a given month to understand spending shifts and transfers.

Instructions

Get money movement groups for a specific month

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budgetIdNoBudget ID (uses default if not provided)
monthYesMonth in YYYY-MM-DD format (first of month), or 'current'
Behavior3/5

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

Annotations already indicate read-only behavior. Description adds no extra behavioral context (e.g., handling of invalid month, result format). Adequate but not improved.

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?

Single sentence, front-loaded, no wasted words. Concisely captures the tool's purpose.

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?

Lacks details like return structure, pagination, budget default behavior. With no output schema and openWorldHint, more context would help.

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 covers all parameters with descriptions. Description adds no additional meaning beyond what's in 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 the action (Get), resource (money movement groups), and qualifier (by month). It distinguishes from siblings like list_money_movement_groups and get_money_movements_by_month.

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 guidance on when to use this tool vs alternatives. Agent must infer from name and siblings; no explicit when-to-use or when-not-to-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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