Skip to main content
Glama
pragprogrammer

YNAB MCP Server

update_category_group

Rename a category group in a YNAB budget. Specify the plan ID, category group ID, and new name.

Instructions

Update a category group.

Args: plan_id: The plan ID (use list_plans to find available IDs) category_group_id: The category group ID to update name: New name for the category group (max 50 characters) 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
nameYes
plan_idYes
exclude_fieldsNo
category_group_idYes

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 must disclose behavior. It explains the required parameters and the optional exclude_fields behavior (default vs custom). However, it does not mention permissions, error responses, or side effects on related data, leaving some gaps for a mutation tool.

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?

The description is concise and well-structured, using a bullet-like list for arguments. Every sentence adds useful information without redundancy. It efficiently conveys the tool's purpose and parameter details.

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 complexity (4 parameters, output schema exists), the description adequately covers input parameters and the exclude_fields behavior. It does not explain output, but that is handled by the output schema. Minor gaps include no mention of error cases or rate limits, but overall it is complete enough for an update tool.

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 fully compensates. Each parameter is explained: plan_id (reference to list_plans), category_group_id (which ID to update), name (new name with max length), and exclude_fields (optional, with detailed semantics on default, empty list, and custom list). This adds substantial 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 begins with 'Update a category group,' clearly stating the action (update) and the target resource (category group). Among sibling tools like create_category_group and delete_category_group, this tool's purpose is unambiguous.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description does not specify when to use this tool over alternatives. It provides a helpful hint about using list_plans to find plan IDs, but lacks explicit guidance on when not to use it or comparisons with other update tools.

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