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oliverames

YNAB MCP Server

Search Payees

search_payees
Read-onlyIdempotent

Find payee IDs by searching for partial names, case-insensitive. Quickly locate payees in YNAB budgets.

Instructions

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

Input Schema

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

Output Schema

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

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

Annotations already indicate readOnlyHint=true, idempotentHint=true. The description adds behavior details: partial name match and case-insensitivity, which are not in annotations. Does not contradict 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 concise sentences, no fluff, front-loaded key information. Every sentence adds value.

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?

Output schema exists, so return details not needed. Description covers core behavior. However, it does not clarify whether search scopes to a single budget (via budgetId) or all budgets, which could be ambiguous. Still adequate for a simple search tool with good schema and annotations.

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 has 100% coverage with detailed descriptions for both parameters. The description adds semantic value for 'query' (partial, case-insensitive) beyond the schema. No details for 'budgetId' but schema covers it adequately.

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?

Clearly states it searches payees by partial name, case-insensitive, and that it is useful for finding payee IDs. The description distinguishes the tool from siblings like list_payees (which lists all) and get_payee_locations_by_payee.

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?

Describes use case ('finding payee IDs') but does not explicitly mention when not to use or compare with alternatives. Context is clear but lacks exclusions.

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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