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oliverames

YNAB MCP Server

by oliverames

get_money_movements_by_month

Read-only

Retrieve all income and expense transactions for a specific month from your YNAB budget to analyze cash flow.

Instructions

Get money movements 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 declare the tool as read-only and non-destructive, so the description does not need to repeat that. However, it adds no further behavioral context, such as whether results are paginated or what constitutes a 'money movement'. With annotations covering safety, a score of 3 is appropriate.

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 one sentence long, directly stating the tool's function with no extraneous words. It is efficiently front-loaded and concise.

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

Completeness4/5

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

Given the tool's simplicity (2 parameters, read-only, no output schema), the description covers the essential purpose. It could optionally mention the return type (list of movements) but is mostly complete for a straightforward retrieval tool.

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?

Input schema covers both parameters with descriptions: budgetId (optional with default) and month (required with format). With 100% schema description coverage, the tool description does not need to add extra meaning. Baseline score of 3 is justified.

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 'Get' and resource 'money movements' with scope 'for a specific month', making the purpose evident. However, it does not distinguish itself from sibling tools like 'get_money_movement_groups_by_month' or 'list_money_movements', which could cause ambiguity.

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?

The description provides no guidance on when to use this tool versus alternatives, such as when to use 'list_money_movements' for all months or 'get_money_movement_groups_by_month' for grouped data. This lack of context may lead to incorrect tool selection.

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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