mcp-ynab/src/prompts/examples/custom-example.yaml

Model Context Protocol server for YNAB integration

version: "1.0"
name: "Quick YNAB Checks"
description: "Simple, focused prompts for quick budget insights"

prompts:
  - name: "quick_overview"
    description: "Fast budget overview with key metrics"
    parameters:
      - name: "budget_id"
        type: "string"
        description: "Budget to analyze"
        required: false
    
    steps:
      - "Get budget summary with key health indicators"
      - "Show account balances and net worth"
      - "Highlight any overspending categories"
    
    tools_used:
      - "get_budget_summary"
      - "get_accounts"
      - "get_categories"
    
    tags: ["quick", "overview", "summary"]

  - name: "goal_check"
    description: "Simple review of savings goals progress"
    parameters:
      - name: "budget_id"
        type: "string"
        description: "Budget to check"
        required: false
      - name: "show_completed"
        type: "boolean"
        description: "Include completed goals"
        default: false
    
    steps:
      - "Review all active savings goals"
      - "Show progress percentages and completion dates"
      - "Identify goals that need more funding"
    
    tools_used:
      - "get_goals_status"
      - "get_categories"
    
    tags: ["goals", "savings", "progress"]

  - name: "spending_alert"
    description: "Check for overspending in current month"
    parameters:
      - name: "budget_id"
        type: "string"
        description: "Budget to check"
        required: false
      - name: "alert_threshold"
        type: "number"
        description: "Minimum overspend amount to alert on"
        default: 50.00
    
    steps:
      - "Identify categories currently overspent"
      - "Show spending patterns for overspent categories"
      - "Suggest reallocation options"
    
    tools_used:
      - "get_overspending_analysis"
      - "get_categories"
      - "get_spending_report"
    
    tags: ["overspending", "alerts", "current"]