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oliverames

YNAB MCP Server

List Months

list_months
Read-onlyIdempotent

List all budget months with summary totals for income, budgeted, activity, Ready to Assign, and age of money. Use this read-only tool to identify available months and their headline numbers.

Instructions

List all budget months with summary numbers per month (income, budgeted, activity, Ready to Assign, age of money — dollars). Read-only. Use to find which months exist and their headline totals; for per-category detail in one month use get_month.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budgetIdNoBudget ID (uses default if not provided)
lastKnowledgeOfServerNoDelta request server knowledge. When provided, returns { months, server_knowledge }.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYesStructured result returned by List Months.
Behavior4/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, and destructiveHint=false. The description adds context by stating it is 'Read-only' and describing the returned summary numbers. While it doesn't mention potential limitations like pagination, the added context is sufficient given the 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?

The description is concise, consisting of two sentences with no unnecessary words. It front-loads the primary purpose and then provides usage guidance. Every sentence serves a clear purpose.

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 the tool's simplicity, an output schema exists (so return values are documented), and the description covers usage, purpose, and alternatives. The description is complete for the agent to understand when and how to use this tool effectively.

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 description coverage is 100%, so the baseline is 3. The description does not add new information about the parameters beyond what is in the schema. It implicitly relies on the schema to define the two optional parameters.

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 tool's purpose: 'List all budget months with summary numbers per month' and specifies the fields returned. It also distinguishes from the sibling 'get_month' tool by mentioning that for per-category detail, one should use 'get_month'.

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

Usage Guidelines5/5

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

The description explicitly states when to use this tool ('use to find which months exist and their headline totals') and when not ('for per-category detail in one month use get_month'). It provides a clear alternative, which helps the agent decide correctly.

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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