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Excel Finance MCP

expense_create_budget

Create a new budget for expense planning with categories, fiscal year, and period settings to organize financial tracking in Excel.

Instructions

Create a new budget for expense planning

Input Schema

NameRequiredDescriptionDefault
budgetIdYes
categoriesYesBudget amounts by category
costCentersNo
fiscalYearYes
nameYes
periodYes

Input Schema (JSON Schema)

{ "properties": { "budgetId": { "type": "string" }, "categories": { "description": "Budget amounts by category", "type": "object" }, "costCenters": { "type": "object" }, "fiscalYear": { "type": "number" }, "name": { "type": "string" }, "period": { "enum": [ "annual", "quarterly", "monthly" ], "type": "string" } }, "required": [ "budgetId", "name", "fiscalYear", "period", "categories" ], "type": "object" }

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