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oliverames

YNAB MCP Server

by oliverames

search_categories

Read-only

Find category IDs by partial name search (case-insensitive). Retrieve category IDs when you only know 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
budgetIdNoBudget ID (uses default if not provided)
queryYesPartial category name to search for (e.g. 'work' matches '💻 Work Expenses (Oliver LLC)')
Behavior4/5

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

Annotations already indicate readOnly and non-destructive behavior. The description adds that the search is partial and case-insensitive, providing useful behavioral context beyond 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?

Two sentences, no wasted words. Front-loaded with the main action, then the use case. Excellent conciseness.

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 search tool with good annotations and schema, the description covers the key behavior and use case. Could mention what is returned (category IDs) but not necessary given context. Overall sufficient.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema descriptions cover both parameters (100% coverage). The description adds the case-insensitive behavior for the query parameter, which is not in the schema, enhancing understanding.

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 it searches categories by partial name match, case-insensitively. It distinguishes from siblings like get_category (exact ID) and list_categories (all), making its purpose evident.

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 explains it is useful for finding category IDs when only part of the name is known, implying when to use it. It does not explicitly mention alternatives or when not to use, but the use case is clear.

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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