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oliverames

YNAB MCP Server

Search Categories

search_categories
Read-onlyIdempotent

Find YNAB category IDs by searching partial category names, case-insensitive. Helps when you know only part of the name.

Instructions

Search categories by partial name match (case-insensitive). Useful for finding category IDs when you only know part of the name.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
queryYesPartial category name to search for (e.g. 'work' matches '💻 Work Expenses (Oliver LLC)')
budgetIdNoBudget ID (uses default if not provided)

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYesStructured result returned by Search Categories.
Behavior4/5

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

Annotations already indicate readOnlyHint and idempotentHint. The description adds behavioral details about the partial name match and case-insensitivity, which go beyond annotations. No contradictions.

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 front-load the purpose and usage scenario without waste. Every part adds value.

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?

The description fully explains the tool's behavior for a simple search operation. With annotations and output schema present, no gaps remain.

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% with clear parameter descriptions. The tool description adds an example ('work' matches category name) but does not significantly expand on schema-provided semantics. Baseline 3 is appropriate.

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 verb 'search', resource 'categories', and the method 'partial name match (case-insensitive)'. It is specific and distinguishes from siblings like get_category (by ID) and search_payees.

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?

The description says 'Useful for finding category IDs when you only know part of the name', providing clear context for when to use the tool. It does not explicitly state when not to use it or mention alternatives, but the purpose is well conveyed.

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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