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YNAB MCP Server

by rgarcia

updateCategoryGroup

Rename a category group in a YNAB budget plan by specifying the plan and category group ID.

Instructions

Update a category group

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).
category_group_idYesThe id of the category group
category_groupYes
Behavior2/5

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

With no annotations, the description must carry the full burden of behavioral disclosure. It only states 'Update', implying mutation, but fails to mention side effects, required permissions, or error conditions (e.g., non-existent group).

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

Conciseness4/5

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

The description consists of a single, concise sentence. While it could include more detail, it is not verbose and gets the core purpose across efficiently.

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?

For a simple update tool with a well-documented schema and no output schema, the description is minimally adequate. It lacks context about return values, potential errors, or confirmation of success.

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?

The input schema already provides descriptions for all parameters (100% coverage), including special values for plan_id and constraints on name. The description adds no additional meaning beyond the schema, earning the baseline score.

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 ('Update') and the resource ('a category group'). It effectively distinguishes from sibling tools like createCategoryGroup (create vs update) and updateCategory (updates a category, not a group).

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 is provided on when to use this tool versus alternatives like createCategoryGroup. There is no mention of prerequisites, such as the category group needing to exist, nor any context about when updating is appropriate.

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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