update_month_category

[1 API call] Update the budgeted/assigned amount for a category in a specific month. This is how you allocate money to categories.

Server Ynab justmytwospence/ynab-mcp
Category Financial
Risk class Critical
Parameters 00 required

What update_month_category does on Ynab

AI agents use update_month_category to commit financial operations through Ynab — usually the final step of a payment, billing, or trading workflow. A call moves real money.

Why update_month_category needs a policy

This tool directly modifies financial budget allocations — moving/assigning money to categories within a budget. Misuse could result in incorrect fund allocation, misrepresentation of financial plans, or unintended redistribution of funds across budget categories, qualifying it as a Financial action.

From the tool's definition Update the budgeted/assigned amount for a category in a specific month. This is how you allocate money to categories.

Questions about update_month_category

What does the update_month_category tool do? +

[1 API call] Update the budgeted/assigned amount for a category in a specific month. This is how you allocate money to categories. It is categorised as a Financial tool in the Ynab MCP Server, which means it involves financial transactions. Block by default and require explicit approval.

How do I enforce a policy on update_month_category? +

Register the Ynab MCP server in PolicyLayer and add a rule for update_month_category: 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. Nothing to install.

What risk level is update_month_category? +

update_month_category is a Financial tool with critical risk. Critical-risk tools should be blocked by default and only enabled with explicit human approval.

Can I rate-limit update_month_category? +

Yes. Add a rate_limit block to the update_month_category 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 update_month_category completely? +

Set action: deny in the PolicyLayer policy for update_month_category. 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 update_month_category? +

update_month_category is provided by the Ynab MCP server (justmytwospence/ynab-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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