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oliverames

YNAB MCP Server

by oliverames

search_payees

Read-only

Find payees with a partial name match to retrieve their IDs. Useful for linking transactions or managing categories in your budget.

Instructions

Search payees by partial name match (case-insensitive). Useful for finding payee IDs.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
budgetIdNoBudget ID (uses default if not provided)
queryYesPartial payee name to search for
Behavior4/5

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

Annotations already indicate readOnly, non-destructive, and openWorld. The description adds key behavioral traits (case-insensitive, partial match) beyond annotations, though it omits details like pagination or zero-results behavior.

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 well-structured sentences, front-loaded with the core action, no wasted words. Every sentence provides essential information.

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?

Given the tool's simplicity, good annotations, and clear purpose, the description covers key aspects adequately. It would benefit from mentioning return format or behavior on no matches, but overall it's sufficiently complete.

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 the schema already documents parameters. The description adds no new parameter-specific meaning beyond repeating 'partial payee name'. The case-insensitive detail is more about overall behavior than parameter semantics.

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 searches payees by partial name match case-insensitively and is useful for finding payee IDs. It distinguishes from siblings like list_payees (which lists all) and get_payee (which retrieves by ID).

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 provides clear context: use this tool to search payees by partial name case-insensitively for finding payee IDs. It does not explicitly exclude alternatives but implies the specific use case.

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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