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pragprogrammer

YNAB MCP Server

get_category_for_month

Retrieve category details for a specific month in a YNAB budget. Get budgeted, activity, and balance data by providing category, month, and plan IDs.

Instructions

Get category details for a specific month.

Args: category_id: The category ID month: Month in YYYY-MM-DD format (use first of month, e.g. '2026-03-01') plan_id: The plan ID (use list_plans to find available IDs) exclude_fields: Optional list of field names to exclude from the response. If omitted, the model's default exclude list is used (see FIELDS.md). Pass [] to return all fields. Pass a custom list to override the default.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
monthYes
plan_idYes
category_idYes
exclude_fieldsNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior3/5

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

No annotations are provided, so the description bears the full burden. It discloses the date format requirement, default exclude behavior, and the ability to override. However, it does not state that this is a read-only operation or mention any authorization needs or side effects.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured with a clear main sentence followed by an Args block. Each line serves a purpose. It could be slightly more concise, but it remains efficient and easy to parse.

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 presence of an output schema (not shown), the description does not need to explain return values. It covers all input parameters thoroughly. It could mention connections to other monthly tools like 'get_month' for completeness, but it is sufficient for its purpose.

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

Parameters5/5

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

Schema description coverage is 0%, so the description must fully explain parameters. It does so comprehensively: explains the month format, suggests using list_plans for plan_id, and details the exclude_fields parameter with examples. This adds significant meaning beyond the schema's simple titles.

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 retrieves category details for a specific month. The verb 'Get' and resource 'category details for a specific month' are explicit and distinct from sibling tools like 'update_category_for_month' (update) and 'get_category' (general).

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?

It provides context on when to use this tool by explaining the parameters, including hints like using 'list_plans' for plan IDs and the default exclude list. However, it does not explicitly contrast with alternatives like 'get_category' or 'get_spending_by_month'.

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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