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YNAB MCP Server

by rgarcia

updateTransactions

Update multiple YNAB transactions by their ID or import ID, modifying fields like amount, date, payee, category, and memo.

Instructions

Updates multiple transactions, by id or import_id.

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).
transactionsYes
Behavior2/5

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

With no annotations, the description must disclose behavioral traits but only says 'updates.' It does not mention idempotency, partial failure handling, or whether the update is atomic. This is insufficient for a mutation tool.

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 is a single, efficient sentence with no wasted words. However, it could be slightly expanded to include essential context without losing conciseness.

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?

Given the complex input schema with many subfields and the presence of sibling tools, the description is too sparse. It omits details about batch behavior, constraints, and return values (no output schema).

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 50%, and the description adds no meaning beyond parameter names. The schema already documents most subfields, so the description does not compensate for the gap.

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 it updates multiple transactions and specifies identification methods (id or import_id). However, it does not explicitly distinguish from the sibling 'updateTransaction' tool, which likely handles single transactions.

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 like updateTransaction for single updates, nor does it mention prerequisites or limitations such as batch size.

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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