Skip to main content
Glama
pragprogrammer

YNAB MCP Server

get_month

Retrieve a detailed month summary for a YNAB plan, including all categories. Use 'current' for the current month.

Instructions

Get detailed plan month summary including all categories. Use 'current' for the current month.

Args: month: Month in YYYY-MM-DD format (first of month) or 'current' 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
exclude_fieldsNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior2/5

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

No annotations are provided, so the description must disclose behavioral traits. However, it only gives parameter details and does not mention whether the operation is read-only, requires special permissions, or has any side effects. This is insufficient for a tool with no annotations.

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 concise and structured, starting with a purpose statement followed by parameter details. The reference to an external file (FIELDS.md) is a minor drawback as it requires the agent to fetch additional context.

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, the description does not need to explain return values. It adequately covers parameter semantics and preconditions (e.g., using list_plans). It does not address error handling, but the tool is straightforward enough that this is acceptable.

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%, meaning the schema provides no parameter descriptions. The description compensates fully by explaining the month format (YYYY-MM-DD or 'current'), how to obtain plan_id via list_plans, and the behavior of exclude_fields (default exclude list, returning all fields with empty list, overriding defaults).

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 that the tool gets a detailed plan month summary including all categories. It uses a specific verb-resource pair and is distinct from sibling tools like 'get_money_movements_for_month' and 'list_months', which focus on different data.

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 usage hints such as using 'current' for the current month and referencing list_plans to find plan IDs. It does not explicitly mention when not to use this tool or compare to alternatives, but the context makes it clear that it is for monthly plan summaries.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/pragprogrammer/mcp-ynab'

If you have feedback or need assistance with the MCP directory API, please join our Discord server