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oliverames

YNAB MCP Server

Get Money Movements By Month

get_money_movements_by_month
Read-onlyIdempotent

Retrieve category-to-category budget re-allocations for a month to review how assignments were shuffled during month-end.

Instructions

Get money movements (category-to-category budget re-allocations) for one month. Read-only. The month-scoped view of list_money_movements; use during month-end review to see how assignments were shuffled.

Input Schema

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

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYesStructured result returned by Get Money Movements By Month.
Behavior3/5

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

Annotations already declare readOnlyHint=true and idempotentHint=true. Description adds 'Read-only' and relationship to sibling, but does not significantly extend behavioral info 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.

Conciseness5/5

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

Two sentences, no wasted words, front-loaded with purpose. Highly concise and well-structured.

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 simple tool with output schema and rich annotations, description covers purpose, usage context, and relationship to sibling completely. No gaps.

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 coverage is 100%, so baseline 3. Description does not add additional meaning to parameters beyond what schema provides.

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?

Clearly states verb 'Get', resource 'money movements (category-to-category budget re-allocations)', and scoped to 'one month'. Distinguishes from sibling 'list_money_movements' by being month-scoped.

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

Usage Guidelines4/5

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

Explicitly describes usage context: 'month-scoped view of list_money_movements' and 'use during month-end review'. Lacks explicit when-not-to-use but provides clear guidance.

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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