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pragprogrammer

YNAB MCP Server

list_money_movements

Retrieve all money movements in a plan by providing its ID. Optionally exclude specific fields to focus on key data.

Instructions

List all money movements in a plan.

Args: plan_id: The plan ID (use list_plans to find available IDs) exclude_fields: Optional list of field names to exclude from each movement. 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
plan_idYes
exclude_fieldsNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

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

No annotations provided, but the description explains the behavior of 'exclude_fields' parameter in detail (default, override, etc.). Does not mention pagination or rate limits, but for a list operation this is reasonable.

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?

Concise with a clear opening sentence and structured parameter details. Slightly verbose due to reference to FIELDS.md, but overall efficient.

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?

Has an output schema, so return values are covered externally. Description sufficiently explains operation and parameters. Could mention that it returns a list, but not essential.

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?

Input schema coverage is 0%, so description fully explains both parameters: 'plan_id' with guidance to use 'list_plans', and 'exclude_fields' with default behavior and custom usage. This adds significant value beyond the schema.

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 'List all money movements in a plan' with a specific verb and resource. It distinguishes from siblings like 'get_money_movements_for_month' which targets a specific month.

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 when to use (list all money movements) and provides context for parameters. Does not explicitly exclude alternatives, but the purpose is clear and distinct from siblings.

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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