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YNAB MCP Server

by rgarcia

getPlanMonths

Retrieve all plan months for a specified plan using its ID. Optionally filter by server knowledge for incremental updates.

Instructions

Returns all plan months

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).
last_knowledge_of_serverNoThe starting server knowledge. If provided, only entities that have changed since `last_knowledge_of_server` will be included.
Behavior2/5

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

With no annotations, the description should disclose behavioral traits. It only states 'Returns all plan months' without mentioning side effects, error handling, or data structure. No annotations to compensate.

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, concise and front-loaded. Every word is necessary for the minimal 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 exists, so the description should explain return values. It does not describe the structure or format of 'plan months'. Incomplete for a tool with 2 parameters.

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% with descriptions for both parameters. The description adds no additional insight beyond the schema, so baseline score of 3 applies.

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?

Description clearly states the verb 'Returns' and the resource 'all plan months', distinguishing it from sibling tools like getPlanMonth (singular month) and getPlans (list of plans).

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

Usage Guidelines2/5

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

No guidance on when to use this tool versus alternatives such as getPlanMonth. The description does not provide context for selection.

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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