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rgarcia

YNAB MCP Server

by rgarcia

getScheduledTransactionById

Fetch details of a specific scheduled transaction from your YNAB budget using its ID.

Instructions

Returns a single scheduled transaction

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).
scheduled_transaction_idYesThe id of the scheduled transaction
Behavior2/5

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

In the absence of annotations, the description should disclose behavioral traits. It only states the tool 'returns' data, but does not mention authentication needs, error cases, or that the tool is read-only. The minimal description fails to inform the agent about important behavioral aspects.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is a single sentence, which is concise but lacks substance. It is front-loaded but does not earn its place because it provides minimal useful information beyond what the name already conveys.

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

Completeness3/5

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

Given the tool's simplicity (a single retrieval operation) and that the schema fully describes parameters, the description is adequate but not complete. It does not mention return values or edge cases like non-existent IDs, which would improve completeness.

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 both parameters already well-documented. The tool description adds no additional meaning beyond what the schema provides. Baseline of 3 is appropriate as the schema does the heavy lifting.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the verb 'Returns' and the resource 'a single scheduled transaction', making the purpose understandable. However, it does not differentiate from sibling tools like 'getScheduledTransactions' (plural) or mention that the lookup is by ID, which could lead to confusion.

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?

The description provides no guidance on when to use this tool versus alternatives. There is no mention of prerequisites, context, or exclusions, leaving the agent without decision-making context.

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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