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YNAB MCP Server

by rgarcia

getMonthCategoryById

Retrieve budgeted, activity, and available amounts for a specific category in a given plan month.

Instructions

Returns a single category for a specific plan month. Amounts (assigned, activity, available, etc.) are specific to the current plan month (UTC).

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))
category_idYesThe id of the category
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. It notes the return includes month-specific amounts but does not discuss side effects, authentication, rate limits, or other relevant behaviors. For a read operation, the lack of detail is acceptable but minimal.

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?

Two sentences, no wasted words. The first sentence conveys the core purpose, and the second adds important detail about month-specific amounts. Ideal conciseness.

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 simplicity (single retrieval, 3 parameters fully described in schema), the description adequately covers what the tool does and the nature of the data returned. It lacks mention of error conditions or response structure, but for a basic get operation this is acceptable.

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 covers all parameters (100%). The description adds that amounts are month-specific in UTC, but does not elaborate on parameter formats or constraints beyond what the schema provides. Baseline score 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 the tool returns a single category for a specific plan month, with amounts specific to that month. It distinguishes from sibling tools like getCategoryById and getCategories by emphasizing month-specific data.

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?

Usage guidance is implicit: the description mentions amounts are specific to the plan month, suggesting use when month-specific amounts are needed. However, no explicit comparisons to siblings like getCategoryById or when to avoid using it.

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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