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rgarcia

YNAB MCP Server

by rgarcia

getMoneyMovementsByMonth

Retrieve all money movements for a specified month from YNAB. Provide a plan ID and month to get a detailed list of transactions and transfers.

Instructions

Returns all money movements 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))
Behavior3/5

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

With no annotations, the description carries full burden. It states 'Returns all money movements' but lacks disclosure of behavioral traits like pagination, rate limits, or permission requirements. Basic transparency is present but incomplete.

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 a single, focused sentence with no extraneous words. It efficiently communicates the tool's purpose and scope.

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 is a straightforward read operation with two well-documented parameters and no output schema needed for a simple list, the description is largely complete. However, it omits any mention of return structure or potential limits, which could 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 coverage is 100%, so the input schema already documents both parameters well. The description adds no additional meaning beyond 'for a specific month,' which is already implied by the parameter names and schema descriptions.

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 the action ('Returns all money movements') and the scope ('for a specific month'), distinguishing it from siblings like getMoneyMovements (no month filter) and getMoneyMovementGroupsByMonth (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 when-to-use or when-not-to-use guidance is provided. The sibling set implies this is for individual movements by month, but the description does not clarify when to prefer this over getMoneyMovements or other variants.

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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