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oliverames

YNAB MCP Server

by oliverames

get_month

Read-only

Retrieve detailed budget month data with per-category breakdown for a specified month and budget.

Instructions

Get budget month detail with per-category breakdown

Input Schema

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

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

Annotations already provide readOnlyHint=true. The description adds 'with per-category breakdown', which clarifies the output scope. However, it omits behavioral details such as error handling, defaults for budgetId, or any side effects (none expected). Given annotations carry the safety profile, this is adequate but minimal.

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 of 10 words, front-loaded with key information. No redundant text. Efficient and to the point.

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 low complexity (2 params, no output schema, no nested objects), the description sufficiently conveys the tool's return value (month detail with categories). It could mention the required month parameter, but that is already in schema. Almost complete.

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% with descriptions for both parameters. The description does not add additional context beyond what the schema provides, e.g., explaining the default behavior of budgetId or the meaning of 'per-category breakdown'. Baseline score of 3 applies.

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') and the resource ('budget month detail with per-category breakdown'), distinguishing it from sibling tools like 'list_months' (listing) and 'get_month_category' (single category).

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

Usage Guidelines3/5

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

The description implies usage for retrieving a full month's category breakdown but does not explicitly state when to prefer it over alternatives like 'get_month_category' or 'list_months'. No 'use this when' or 'instead of' 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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