get-month-info

Get detailed budget information for a single month, including age of money and total amounts budgeted, spent, and available. Call this to check the monthly budget

ServerYou Need A Budget (YNAB) MCP
CategoryRead

How to control get-month-info ↓

WHAT IT DOES

What get-month-info does on You Need A Budget (YNAB) MCP

AI agents call get-month-info to retrieve information from You Need A Budget (YNAB) MCP without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

THE RISK

Low Risk

Why get-month-info needs a policy

This tool retrieves and displays budget information for a specific month without creating, modifying, or deleting data. It has no side effects on the financial data itself. While it provides access to sensitive personal financial information, the read-only nature and narrow scope (single month budget metrics) place it in the Read category with low severity.

From the tool's definition Tool description states 'Get detailed budget information' and 'Call this to check the monthly budget' — pure retrieval with no modification. The verb 'get' and 'check' indicate read-only querying of financial data.

Documented attack patterns abuse exactly the kind of access get-month-info gives an agent:

POLICY

How to control get-month-info

PolicyLayer is an MCP gateway — it sits between your AI agents and You Need A Budget (YNAB) MCP, and nothing reaches the server without passing your rules. This is the rule we recommend for get-month-info:

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "get-month-info": {}
  }
}

get-month-info is read-only, so it stays allowed — but everything else on the server is denied unless you say otherwise.

Create a free account and register You Need A Budget (YNAB) MCP — nothing to install.
Add this policy — paste it, or build it visually.
Point your MCP client (Claude, Cursor, anything) at your gateway URL.

CAP THIS TOOL →

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EXPLORE

Related tools and policies

More You Need A Budget (YNAB) MCP tools

Destructive bulk-manage-transactions Create, update, or delete multiple transactions at once. More efficient than making single Write manage-budgeted-amount Assign a budgeted amount to a category or move money between categories for a specific mon Write manage-financial-overview Get, update, or refresh a high-level financial overview. This is the best starting point f Write manage-payees Merge multiple payee names into a single name. Use this to clean up payee data, for exampl Write manage-scheduled-transaction Create, update, or delete a single scheduled (recurring) transaction. Use this to manage r Read list-accounts List all accounts for a given budget. Useful for getting account IDs for other tools. Read list-budgets List all available YNAB budgets Read list-categories List all categories, groups, and their budgeting details for a given budget.

All 14 You Need A Budget (YNAB) MCP tools →

Read tools on other servers

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Go deeper

The MCP Attack Database → Documented attack patterns against MCP deployments — and the policies that stop them.
Data exfiltration → How read access becomes an exfiltration channel when chained with untrusted content.
MCP token cost → What connecting this server costs in context-window tokens on every request.
Rate Limiting MCP Tool Calls: A Practical Guide →
MCP Security: Why Prompt Guardrails Aren't Enough →

FAQ

Questions about get-month-info

What does the get-month-info tool do? +

Get detailed budget information for a single month, including age of money and total amounts budgeted, spent, and available. Call this to check the monthly budget. It is categorised as a Read tool in the You Need A Budget (YNAB) MCP MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get-month-info? +

Register the You Need A Budget (YNAB) MCP server in PolicyLayer and add a rule for get-month-info: 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 You Need A Budget (YNAB) MCP. Nothing to install.

What risk level is get-month-info? +

get-month-info is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit get-month-info? +

Yes. Add a rate_limit block to the get-month-info 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.

How do I block get-month-info completely? +

Set action: deny in the PolicyLayer policy for get-month-info. 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.

What MCP server provides get-month-info? +

get-month-info is provided by the You Need A Budget (YNAB) MCP server (jtewen/ynab-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

Enforce policy on every You Need A Budget (YNAB) MCP tool call.

Start from You Need A Budget (YNAB) MCP, add the rest of your stack, and see everything your agents can call. Then put policy on all of it.

CHECK YOUR STACK →

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14 You Need A Budget (YNAB) MCP tools catalogued and risk-classified — across an index of 43,000+ MCP servers.