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HamzaLatif02

budget-mcp

by HamzaLatif02

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault

No arguments

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": false
}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
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

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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