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rgarcia

YNAB MCP Server

by rgarcia

getTransactionsByMonth

Retrieve all transactions for a given month, excluding pending ones. Filter by date, type, or server knowledge changes.

Instructions

Returns all transactions for a specified month, excluding any pending transactions

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))
since_dateNoIf specified, only transactions on or after this date will be included. The date should be ISO formatted (e.g. 2016-12-30).
typeNoIf specified, only transactions of the specified type will be included. "uncategorized" and "unapproved" are currently supported.
last_knowledge_of_serverNoThe starting server knowledge. If provided, only entities that have changed since `last_knowledge_of_server` will be included.
Behavior3/5

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

The description discloses the key behavioral trait of excluding pending transactions, but omits other important behaviors like pagination, rate limits, or default sorting. Given no annotations, more transparency would be beneficial.

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, front-loaded with the verb, no redundant information. Every word earns its place.

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?

With 5 parameters, no output schema, and no annotations, the description is insufficient. It does not explain default behavior when optional parameters are omitted, nor does it describe the return structure, making it incomplete for an agent to use confidently.

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%, so the baseline is 3. The description adds no extra parameter-specific meaning beyond what the schema already provides, but it does provide overall context.

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 transactions for a specified month and excludes pending transactions. It distinguishes from siblings like getTransactionsByAccount or getTransactionsByCategory by specifying month-based filtering and the pending exclusion.

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. With many sibling transaction retrieval tools, explicit context on when to choose this over others is missing.

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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