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oliverames

YNAB MCP Server

by oliverames

get_scheduled_transaction

Read-only

Retrieve details of a specific scheduled transaction by its ID and budget. Enables checking upcoming or recurring transaction information.

Instructions

Get a specific scheduled transaction

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budgetIdNoBudget ID (uses default if not provided)
scheduledTransactionIdYesScheduled transaction ID
Behavior3/5

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

Annotations already declare readOnlyHint=true, destructiveHint=false, and openWorldHint=true. The description adds no further behavioral details (e.g., error handling, idempotency). Given annotations carry the burden, score is baseline.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

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

Single sentence, no redundancy. However, it is slightly terse and could benefit from additional front-loaded context like the return shape.

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?

For a simple read tool with 2 parameters and annotations present, the description provides enough context for the basic operation. However, absence of output schema means details about what is returned are missing.

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 has 100% coverage; both parameters are described. The description does not add meaning beyond the schema. One parameter ('scheduledTransactionId') has no schema description, but the tool description doesn't compensate.

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 'Get a specific scheduled transaction' uses a clear verb and resource. It distinguishes itself from siblings like 'list_scheduled_transactions' and 'get_transaction' by specifying 'scheduled' and 'specific', making the purpose obvious.

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 versus alternatives such as 'list_scheduled_transactions' or 'get_transaction'. Missing context on prerequisites or typical use cases.

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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