Skip to main content
Glama
oliverames

YNAB MCP Server

by oliverames

Get Overspent Categories

get_overspent_categories
Read-onlyIdempotent

Find all categories with negative balances for a specified month to uncover prior-month overspends that are silently reducing the current month's Ready to Assign.

Instructions

Get all categories with a negative balance for a given month. Use this to find prior-month overspends that are silently reducing the current month's Ready to Assign.

Input Schema

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

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYesStructured result returned by Get Overspent Categories.

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. Addedv5.2.0
  2. Removedv5.1.1
  3. First observedv2.0.0

TDQS

A4.1/5.0
Behavior3/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, destructiveHint=false, so the safety profile is covered. Description adds domain context ('silently reducing Ready to Assign') but not further behavioral specifics; output schema handles return shape.

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 filler; the core action is front-loaded and the use-case sentence earns its place.

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-only query with one required parameter, rich annotations, and an output schema, the description supplies the missing decision context. Nothing needed to call it correctly is absent.

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 month and budgetId are already documented in the schema. Description merely says 'given month' and does not add format or default behavior beyond 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?

States a specific action ('Get all categories with a negative balance') and scope ('for a given month'). This clearly distinguishes it from generic category/month listing tools and matches the title.

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 tells the agent when to use it: to find prior-month overspends that are reducing current Ready to Assign. Does not name excluded alternatives, but the use-case framing is strong enough to route selection.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/oliverames/ynab-mcp-server'

If you have feedback or need assistance with the MCP directory API, please join our Discord server