budget-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| pingA | Placeholder tool to verify the server is wired up correctly. |
| add_transactionA | Insert a transaction and return it plus the category's running total for its month. date: ISO 8601 'YYYY-MM-DD'. amount: dollars, signed (negative = expense, positive = income), precise to the cent. category: must already exist in the budgets table. |
| get_spending_summaryA | Summarize expense transactions (amount < 0) over a period, grouped by category or source. period: 'this_month', 'last_month', or 'custom' (requires start_date and end_date). group_by: 'category' or 'source'. start_date/end_date: ISO 8601 'YYYY-MM-DD', inclusive, only used when period='custom'. |
| categorize_transactionA | Suggest a budget category for a raw transaction description via an LLM classifier. description: raw text as it might appear on a statement, e.g. "TESCO STORES 3421 LONDON". Returns category (one of rent/food/transport/savings/business_expense/ entertainment/other), confidence (0-1), and reasoning. The category is checked against the allowed list before being returned - an invalid category from the model surfaces as an error rather than being passed through. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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