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
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| budgetId | Yes | ||
| categories | Yes | Budget amounts by category | |
| costCenters | No | ||
| fiscalYear | Yes | ||
| name | Yes | ||
| period | Yes |
Implementation Reference
- src/tools/expense-tools.ts:342-354 (handler)Handler function for the 'expense_create_budget' tool. This is a placeholder implementation that returns a success message without performing actual budget creation.handler: async (): Promise<ToolResult> => { try { return { success: true, message: "Budget creation placeholder" }; } catch (error) { return { success: false, error: error instanceof Error ? error.message : String(error) }; } }
- src/tools/expense-tools.ts:324-341 (schema)Input schema defining the parameters required to create a new expense budget, including budget ID, name, fiscal year, period, and category allocations.inputSchema: { type: "object", properties: { budgetId: { type: "string" }, name: { type: "string" }, fiscalYear: { type: "number" }, period: { type: "string", enum: ["annual", "quarterly", "monthly"] }, categories: { type: "object", description: "Budget amounts by category" }, costCenters: { type: "object" } }, required: ["budgetId", "name", "fiscalYear", "period", "categories"] },
- src/tools/expense-tools.ts:321-355 (registration)Tool object definition and registration within the expenseTools array exported for use in the MCP server.{ name: "expense_create_budget", description: "Create a new budget for expense planning", inputSchema: { type: "object", properties: { budgetId: { type: "string" }, name: { type: "string" }, fiscalYear: { type: "number" }, period: { type: "string", enum: ["annual", "quarterly", "monthly"] }, categories: { type: "object", description: "Budget amounts by category" }, costCenters: { type: "object" } }, required: ["budgetId", "name", "fiscalYear", "period", "categories"] }, handler: async (): Promise<ToolResult> => { try { return { success: true, message: "Budget creation placeholder" }; } catch (error) { return { success: false, error: error instanceof Error ? error.message : String(error) }; } } }
- src/index.ts:32-44 (registration)Aggregation of all tools, including expenseTools containing 'expense_create_budget', for registration in the MCP server handlers.const allTools = [ ...excelTools, ...financialTools, ...rentalTools, ...expenseTools, ...reportingTools, ...cashFlowTools, ...taxTools, ...analyticsTools, ...chartTools, ...complianceTools, ...propertyTools, ];