Budget Planner AI MCP
This server provides comprehensive budget planning, tracking, goal setting, and analytics capabilities.
Budget Management
create_budget: Set up a monthly budget with income and category-based spending allocations.get_budget_status: View the current state of a monthly budget, including spending vs. allocations.set_budget_alert: Configure spending alert thresholds (by percentage) for specific categories.transfer_funds: Move allocated budget amounts between categories within a month.rollover_unused: Carry over unspent budget from one month to the next.
Transaction Tracking
add_expense: Record expense transactions under specific budget categories.add_income: Log income entries for a budget period from various sources.get_transactions: List and filter transactions by month, category, date range, or limit.
Savings Goals
create_goal: Define savings goals with a target amount, target date, and category.update_goal_progress: Add contributions toward a specific savings goal.get_goals: Retrieve all savings goals along with their current progress and status.
Analytics & Reporting
get_analytics: Analyze spending patterns across months and categories.get_category_spending: Get detailed spending data broken down by category.
Budget Planner Ai MCP
Comprehensive budget planning with tracking, goals, and analytics
Comprehensive budget planning with tracking, goals, and analytics.
🚀 Quick Start
# Install via pip
pip install budget_planner_ai_mcp
# Or install via Smithery
npx -y @smithery/cli@latest install budget-planner-ai-mcp --client claudeRelated MCP server: Price Tracker AI MCP
✨ Features
MCP protocol compliant
Easy installation
Well-documented API
Production-ready
Active maintenance
📖 Documentation
🛡️ Compliance
This MCP server is built with EU AI Act compliance built-in:
✅ Article 9 — Risk Management System
✅ Article 13 — Transparency & Instructions for Use
✅ Article 15 — Bias Detection & Testing
✅ Article 26 — FRIA Support (where applicable)
✅ Article 50 — AI Content Watermarking (where applicable)
Need help getting compliant? Book a free 15-min diagnostic →
🏢 Enterprise
Need custom development, SLA guarantees, or white-label deployment?
Pro: $99/mo — Full MCP suite + EU AI Act tracking
Enterprise: $499/mo — Custom dev + SLA + Dedicated support
View Pricing → | Contact Sales →
🤝 Part of the MEOK Ecosystem
This server is part of the MEOK AI Labs ecosystem — 300+ MCP servers for sovereign AI governance.
Domain | Purpose |
EU AI Act compliance marketplace | |
AI safety & monitoring | |
Sovereign AI platform | |
Legacy modernization |
📜 License
MIT © CSOAI-ORG
💸 Try MEOK in 30 seconds — instant buy ladder
Tier | Price | What you get | Stripe |
Smoke test | £1 | Signed sample MCP-Hardening report + Article 50 PDF | |
Quick Kit | £9 | EU AI Act Article 50 implementation guide (C2PA + EU-Icon) | |
Founder Call | £29 | 30-min 1-on-1 with the founder |
Refundable. UK Stripe — VAT-clean. Builds on the 81-MCP MEOK fleet. Verify any signed report at https://meok.ai/verify.
Configuration
Add to your claude_desktop_config.json (Claude Desktop) or your MCP client config:
{
"mcpServers": {
"budget-planner-ai-mcp": {
"command": "uvx",
"args": ["budget-planner-ai-mcp"]
}
}
}Or: pip install budget-planner-ai-mcp then run the budget-planner-ai-mcp command (stdio transport).
Examples
Once configured, ask your assistant, for example:
"Use
create_budgetto …""Use
add_expenseto …""Use
add_incometo …"
Maintenance
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MCP directory API
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