Budget Planner AI MCP Server

By MEOK AI Labs — Comprehensive budget planning with tracking, goals, and analytics

Installation

pip install budget-planner-ai-mcp

Usage

# Run standalone
python server.py

# Or via MCP
mcp install budget-planner-ai-mcp

Tools

create_budget

Create a monthly budget with category allocations.

Parameters:

• month (str): Budget month
• income (float): Total income
• categories (dict): Category name to allocation amount mapping

add_expense

Record an expense transaction against a budget category.

Parameters:

• budget_month (str): Budget month
• category (str): Expense category
• amount (float): Expense amount
• description (str): Description
• date (str): Date (YYYY-MM-DD)

add_income

Record income for a budget period.

Parameters:

• budget_month (str): Budget month
• source (str): Income source
• amount (float): Income amount

get_budget_status

Get budget status for a month with category-level spending breakdown.

Parameters:

• month (str): Budget month

get_transactions

List transactions with optional filters by month, category, and date range.

Parameters:

• budget_month (str): Filter by month
• category (str): Filter by category
• start_date (str): Start date filter
• end_date (str): End date filter
• limit (int): Max results (default 50)

create_goal

Create a savings goal with target amount and date.

Parameters:

• name (str): Goal name
• target_amount (float): Target amount
• target_date (str): Target date
• category (str): Category (default 'Savings')

update_goal_progress

Add contribution to a savings goal.

Parameters:

• goal_id (str): Goal identifier
• amount (float): Contribution amount

get_goals

Get all savings goals with progress percentages.

Parameters:

• status (str): Filter by status (default 'all')

get_analytics

Get spending analytics by category with totals and averages.

Parameters:

• month (str): Filter by month
• category (str): Filter by category

set_budget_alert

Set spending alert threshold for a category.

Parameters:

• month (str): Budget month
• category (str): Category
• threshold_percent (float): Alert threshold percentage

get_category_spending

Get detailed spending by category for a month.

Parameters:

• month (str): Budget month
• category (str): Category

transfer_funds

Transfer budget allocation between categories.

Parameters:

• month (str): Budget month
• from_category (str): Source category
• to_category (str): Destination category
• amount (float): Transfer amount

rollover_unused

Roll over unused budget to next month.

Parameters:

• source_month (str): Source month
• target_month (str): Target month

Authentication

Free tier: 15 calls/day. Upgrade at meok.ai/pricing for unlimited access.

License

MIT — MEOK AI Labs