Skip to main content
Glama
rgarcia

YNAB MCP Server

by rgarcia

getMoneyMovementGroupsByMonth

Retrieve all money movement groups for a given budget month to analyze income and expense categories.

Instructions

Returns all money movement groups for a specific month

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
plan_idYesThe id of the plan. "last-used" can be used to specify the last used plan and "default" can be used if default plan selection is enabled (see: https://api.ynab.com/#oauth-default-plan).
monthYesThe plan month in ISO format (e.g. 2016-12-01) ("current" can also be used to specify the current calendar month (UTC))
Behavior2/5

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

No annotations provided. The description does not disclose any behavioral traits such as read-only nature, pagination, authentication needs, or performance implications. It only states the functional result.

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?

Single sentence, immediately clear, no unnecessary words. Front-loaded with the purpose.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness2/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

No output schema. Description is minimal; it does not explain what money movement groups are, provide example output, or offer any context about the underlying API. For a tool with two required params, more context would be helpful.

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

Parameters3/5

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

Schema description coverage is 100% with clear descriptions for both parameters (plan_id, month). The description adds no additional meaning beyond what the schema already provides, so a baseline of 3 is appropriate.

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 returns all money movement groups for a specific month, with a specific verb ('returns') and resource ('money movement groups'). It distinguishes from sibling tools like getMoneyMovementGroups (no month filter) and getMoneyMovementsByMonth (likely returns individual movements vs groups).

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?

No explicit guidance on when to use this tool versus alternatives (e.g., getMoneyMovementGroups). Usage is implied: for a specific month's aggregated groups. No mention of when not to use or prerequisites.

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/rgarcia/ynab-mcp-server'

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