Get detailed information about a specific budget including accounts, categories, and settings.
AI agents call get_budget to retrieve information from YNAB MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool retrieves budget data without modifying, deleting, or executing any operations. While YNAB handles financial data, the tool itself only reads information. The severity is low because unauthorized read access to budget details, while a privacy concern, does not directly move money or cause irreversible damage compared to the destructive and financial tools present on this server (delete_transaction,…
From the tool's definition Tool name 'get_budget' and description 'Get detailed information about a specific budget' indicate a retrieval operation with no side effects.
Attacks that exploit this kind of access
Get detailed information about a specific budget including accounts, categories, and settings. It is categorised as a Read tool in the YNAB MCP Server MCP Server, which means it retrieves data without modifying state.
Register the YNAB MCP Server MCP server in PolicyLayer and add a rule for get_budget: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches YNAB MCP Server. Nothing to install.
get_budget is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the get_budget rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.
Set action: deny in the PolicyLayer policy for get_budget. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.
get_budget is provided by the YNAB MCP Server MCP server (jeangnc/ynab-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Every MCP server has a record like this.
Type a name, get the same breakdown: verified identity, auth posture, risk grade, capabilities, recommended policy.
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