io.github.CSOAI-ORG/budget-planner-ai-mcp
AI-powered budget planner ai MCP server for agents. Supports create budget, add expense, add...
Versions
1.0.1latest1.0.4Tools 13
create_budget Create a monthly budget with category allocations Behavior: This tool generates structured output without modifying external systems. Output is deterministic for identical inputs. No side effects. Free tier: 10/day rate limit. Pro tier: unlimited. No authentication required for basic usage. When to use: Use this tool when you need structured analysis or classification of inputs against established frameworks or standards. When NOT to use: Not suitable for real-time production decision-making without human review of results. Args: month (str): The month to analyze or process. income (float): The income to analyze or process. categories (dict): The categories to analyze or process. api_key (str): The api key to analyze or process. Behavioral Transparency: - Side Effects: This tool is read-only and produces no side effects. It does not modify any external state, databases, or files. All output is computed in-memory and returned directly to the caller. - Authentication: No authentication required for basic usage. Pro/Enterprise tiers require a valid MEOK API key passed via the MEOK_API_KEY environment variable. - Rate Limits: Free tier: 10 calls/day. Pro tier: unlimited. Rate limit headers are included in responses (X-RateLimit-Remaining, X-RateLimit-Reset). - Error Handling: Returns structured error objects with 'error' key on failure. Never raises unhandled exceptions. Invalid inputs return descriptive validation errors. - Idempotency: Fully idempotent — calling with the same inputs always produces the same output. Safe to retry on timeout or transient failure. - Data Privacy: No input data is stored, logged, or transmitted to external services. All processing happens locally within the MCP server process.
add_expense Record an expense transaction Behavior: This tool is read-only and stateless — it produces analysis output without modifying any external systems, databases, or files. Safe to call repeatedly with identical inputs (idempotent). Free tier: 10/day rate limit. Pro tier: unlimited. No authentication required for basic usage. When to use: Use this tool when you need structured analysis or classification of inputs against established frameworks or standards. When NOT to use: Not suitable for real-time production decision-making without human review of results. Args: budget_month (str): The budget month to analyze or process. category (str): The category to analyze or process. amount (float): The amount to analyze or process. description (str): The description to analyze or process. date (str): The date to analyze or process. api_key (str): The api key to analyze or process. Behavioral Transparency: - Side Effects: This tool is read-only and produces no side effects. It does not modify any external state, databases, or files. All output is computed in-memory and returned directly to the caller. - Authentication: No authentication required for basic usage. Pro/Enterprise tiers require a valid MEOK API key passed via the MEOK_API_KEY environment variable. - Rate Limits: Free tier: 10 calls/day. Pro tier: unlimited. Rate limit headers are included in responses (X-RateLimit-Remaining, X-RateLimit-Reset). - Error Handling: Returns structured error objects with 'error' key on failure. Never raises unhandled exceptions. Invalid inputs return descriptive validation errors. - Idempotency: Fully idempotent — calling with the same inputs always produces the same output. Safe to retry on timeout or transient failure. - Data Privacy: No input data is stored, logged, or transmitted to external services. All processing happens locally within the MCP server process.
add_income Record income for a budget period Behavior: This tool is read-only and stateless — it produces analysis output without modifying any external systems, databases, or files. Safe to call repeatedly with identical inputs (idempotent). Free tier: 10/day rate limit. Pro tier: unlimited. No authentication required for basic usage. When to use: Use this tool when you need structured analysis or classification of inputs against established frameworks or standards. When NOT to use: Not suitable for real-time production decision-making without human review of results. Args: budget_month (str): The budget month to analyze or process. source (str): The source to analyze or process. amount (float): The amount to analyze or process. date (str): The date to analyze or process. api_key (str): The api key to analyze or process. Behavioral Transparency: - Side Effects: This tool is read-only and produces no side effects. It does not modify any external state, databases, or files. All output is computed in-memory and returned directly to the caller. - Authentication: No authentication required for basic usage. Pro/Enterprise tiers require a valid MEOK API key passed via the MEOK_API_KEY environment variable. - Rate Limits: Free tier: 10 calls/day. Pro tier: unlimited. Rate limit headers are included in responses (X-RateLimit-Remaining, X-RateLimit-Reset). - Error Handling: Returns structured error objects with 'error' key on failure. Never raises unhandled exceptions. Invalid inputs return descriptive validation errors. - Idempotency: Fully idempotent — calling with the same inputs always produces the same output. Safe to retry on timeout or transient failure. - Data Privacy: No input data is stored, logged, or transmitted to external services. All processing happens locally within the MCP server process.
get_budget_status Get budget status for a month Behavior: This tool is read-only and stateless — it produces analysis output without modifying any external systems, databases, or files. Safe to call repeatedly with identical inputs (idempotent). Free tier: 10/day rate limit. Pro tier: unlimited. No authentication required for basic usage. When to use: Use this tool when you need structured analysis or classification of inputs against established frameworks or standards. When NOT to use: Not suitable for real-time production decision-making without human review of results. Args: month (str): The month to analyze or process. api_key (str): The api key to analyze or process. Behavioral Transparency: - Side Effects: This tool is read-only and produces no side effects. It does not modify any external state, databases, or files. All output is computed in-memory and returned directly to the caller. - Authentication: No authentication required for basic usage. Pro/Enterprise tiers require a valid MEOK API key passed via the MEOK_API_KEY environment variable. - Rate Limits: Free tier: 10 calls/day. Pro tier: unlimited. Rate limit headers are included in responses (X-RateLimit-Remaining, X-RateLimit-Reset). - Error Handling: Returns structured error objects with 'error' key on failure. Never raises unhandled exceptions. Invalid inputs return descriptive validation errors. - Idempotency: Fully idempotent — calling with the same inputs always produces the same output. Safe to retry on timeout or transient failure. - Data Privacy: No input data is stored, logged, or transmitted to external services. All processing happens locally within the MCP server process.
get_transactions List transactions with optional filters Behavior: This tool is read-only and stateless — it produces analysis output without modifying any external systems, databases, or files. Safe to call repeatedly with identical inputs (idempotent). Free tier: 10/day rate limit. Pro tier: unlimited. No authentication required for basic usage. When to use: Use this tool when you need structured analysis or classification of inputs against established frameworks or standards. When NOT to use: Not suitable for real-time production decision-making without human review of results. Args: budget_month (str): The budget month to analyze or process. category (str): The category to analyze or process. start_date (str): The start date to analyze or process. end_date (str): The end date to analyze or process. limit (int): The limit to analyze or process. api_key (str): The api key to analyze or process. Behavioral Transparency: - Side Effects: This tool is read-only and produces no side effects. It does not modify any external state, databases, or files. All output is computed in-memory and returned directly to the caller. - Authentication: No authentication required for basic usage. Pro/Enterprise tiers require a valid MEOK API key passed via the MEOK_API_KEY environment variable. - Rate Limits: Free tier: 10 calls/day. Pro tier: unlimited. Rate limit headers are included in responses (X-RateLimit-Remaining, X-RateLimit-Reset). - Error Handling: Returns structured error objects with 'error' key on failure. Never raises unhandled exceptions. Invalid inputs return descriptive validation errors. - Idempotency: Fully idempotent — calling with the same inputs always produces the same output. Safe to retry on timeout or transient failure. - Data Privacy: No input data is stored, logged, or transmitted to external services. All processing happens locally within the MCP server process.
create_goal Create a savings goal Behavior: This tool generates structured output without modifying external systems. Output is deterministic for identical inputs. No side effects. Free tier: 10/day rate limit. Pro tier: unlimited. No authentication required for basic usage. When to use: Use this tool when you need structured analysis or classification of inputs against established frameworks or standards. When NOT to use: Not suitable for real-time production decision-making without human review of results. Args: name (str): The name to analyze or process. target_amount (float): The target amount to analyze or process. target_date (str): The target date to analyze or process. category (str): The category to analyze or process. api_key (str): The api key to analyze or process. Behavioral Transparency: - Side Effects: This tool is read-only and produces no side effects. It does not modify any external state, databases, or files. All output is computed in-memory and returned directly to the caller. - Authentication: No authentication required for basic usage. Pro/Enterprise tiers require a valid MEOK API key passed via the MEOK_API_KEY environment variable. - Rate Limits: Free tier: 10 calls/day. Pro tier: unlimited. Rate limit headers are included in responses (X-RateLimit-Remaining, X-RateLimit-Reset). - Error Handling: Returns structured error objects with 'error' key on failure. Never raises unhandled exceptions. Invalid inputs return descriptive validation errors. - Idempotency: Fully idempotent — calling with the same inputs always produces the same output. Safe to retry on timeout or transient failure. - Data Privacy: No input data is stored, logged, or transmitted to external services. All processing happens locally within the MCP server process.
update_goal_progress Add contribution to a savings goal Behavior: This tool is read-only and stateless — it produces analysis output without modifying any external systems, databases, or files. Safe to call repeatedly with identical inputs (idempotent). Free tier: 10/day rate limit. Pro tier: unlimited. No authentication required for basic usage. When to use: Use this tool when you need structured analysis or classification of inputs against established frameworks or standards. When NOT to use: Not suitable for real-time production decision-making without human review of results. Args: goal_id (str): The goal id to analyze or process. amount (float): The amount to analyze or process. api_key (str): The api key to analyze or process. Behavioral Transparency: - Side Effects: This tool is read-only and produces no side effects. It does not modify any external state, databases, or files. All output is computed in-memory and returned directly to the caller. - Authentication: No authentication required for basic usage. Pro/Enterprise tiers require a valid MEOK API key passed via the MEOK_API_KEY environment variable. - Rate Limits: Free tier: 10 calls/day. Pro tier: unlimited. Rate limit headers are included in responses (X-RateLimit-Remaining, X-RateLimit-Reset). - Error Handling: Returns structured error objects with 'error' key on failure. Never raises unhandled exceptions. Invalid inputs return descriptive validation errors. - Idempotency: Fully idempotent — calling with the same inputs always produces the same output. Safe to retry on timeout or transient failure. - Data Privacy: No input data is stored, logged, or transmitted to external services. All processing happens locally within the MCP server process.
get_goals Get all savings goals with progress Behavior: This tool is read-only and stateless — it produces analysis output without modifying any external systems, databases, or files. Safe to call repeatedly with identical inputs (idempotent). Free tier: 10/day rate limit. Pro tier: unlimited. No authentication required for basic usage. When to use: Use this tool when you need structured analysis or classification of inputs against established frameworks or standards. When NOT to use: Not suitable for real-time production decision-making without human review of results. Args: status (str): The status to analyze or process. api_key (str): The api key to analyze or process. Behavioral Transparency: - Side Effects: This tool is read-only and produces no side effects. It does not modify any external state, databases, or files. All output is computed in-memory and returned directly to the caller. - Authentication: No authentication required for basic usage. Pro/Enterprise tiers require a valid MEOK API key passed via the MEOK_API_KEY environment variable. - Rate Limits: Free tier: 10 calls/day. Pro tier: unlimited. Rate limit headers are included in responses (X-RateLimit-Remaining, X-RateLimit-Reset). - Error Handling: Returns structured error objects with 'error' key on failure. Never raises unhandled exceptions. Invalid inputs return descriptive validation errors. - Idempotency: Fully idempotent — calling with the same inputs always produces the same output. Safe to retry on timeout or transient failure. - Data Privacy: No input data is stored, logged, or transmitted to external services. All processing happens locally within the MCP server process.
get_analytics Get spending analytics Behavior: This tool is read-only and stateless — it produces analysis output without modifying any external systems, databases, or files. Safe to call repeatedly with identical inputs (idempotent). Free tier: 10/day rate limit. Pro tier: unlimited. No authentication required for basic usage. When to use: Use this tool when you need structured analysis or classification of inputs against established frameworks or standards. When NOT to use: Not suitable for real-time production decision-making without human review of results. Args: month (str): The month to analyze or process. category (str): The category to analyze or process. api_key (str): The api key to analyze or process. Behavioral Transparency: - Side Effects: This tool is read-only and produces no side effects. It does not modify any external state, databases, or files. All output is computed in-memory and returned directly to the caller. - Authentication: No authentication required for basic usage. Pro/Enterprise tiers require a valid MEOK API key passed via the MEOK_API_KEY environment variable. - Rate Limits: Free tier: 10 calls/day. Pro tier: unlimited. Rate limit headers are included in responses (X-RateLimit-Remaining, X-RateLimit-Reset). - Error Handling: Returns structured error objects with 'error' key on failure. Never raises unhandled exceptions. Invalid inputs return descriptive validation errors. - Idempotency: Fully idempotent — calling with the same inputs always produces the same output. Safe to retry on timeout or transient failure. - Data Privacy: No input data is stored, logged, or transmitted to external services. All processing happens locally within the MCP server process.
set_budget_alert Set spending alert threshold for a category Behavior: This tool is read-only and stateless — it produces analysis output without modifying any external systems, databases, or files. Safe to call repeatedly with identical inputs (idempotent). Free tier: 10/day rate limit. Pro tier: unlimited. No authentication required for basic usage. When to use: Use this tool when you need structured analysis or classification of inputs against established frameworks or standards. When NOT to use: Not suitable for real-time production decision-making without human review of results. Args: month (str): The month to analyze or process. category (str): The category to analyze or process. threshold_percent (float): The threshold percent to analyze or process. api_key (str): The api key to analyze or process. Behavioral Transparency: - Side Effects: This tool is read-only and produces no side effects. It does not modify any external state, databases, or files. All output is computed in-memory and returned directly to the caller. - Authentication: No authentication required for basic usage. Pro/Enterprise tiers require a valid MEOK API key passed via the MEOK_API_KEY environment variable. - Rate Limits: Free tier: 10 calls/day. Pro tier: unlimited. Rate limit headers are included in responses (X-RateLimit-Remaining, X-RateLimit-Reset). - Error Handling: Returns structured error objects with 'error' key on failure. Never raises unhandled exceptions. Invalid inputs return descriptive validation errors. - Idempotency: Fully idempotent — calling with the same inputs always produces the same output. Safe to retry on timeout or transient failure. - Data Privacy: No input data is stored, logged, or transmitted to external services. All processing happens locally within the MCP server process.
get_category_spending Get detailed spending by category Behavior: This tool is read-only and stateless — it produces analysis output without modifying any external systems, databases, or files. Safe to call repeatedly with identical inputs (idempotent). Free tier: 10/day rate limit. Pro tier: unlimited. No authentication required for basic usage. When to use: Use this tool when you need structured analysis or classification of inputs against established frameworks or standards. When NOT to use: Not suitable for real-time production decision-making without human review of results. Args: month (str): The month to analyze or process. category (str): The category to analyze or process. api_key (str): The api key to analyze or process. Behavioral Transparency: - Side Effects: This tool is read-only and produces no side effects. It does not modify any external state, databases, or files. All output is computed in-memory and returned directly to the caller. - Authentication: No authentication required for basic usage. Pro/Enterprise tiers require a valid MEOK API key passed via the MEOK_API_KEY environment variable. - Rate Limits: Free tier: 10 calls/day. Pro tier: unlimited. Rate limit headers are included in responses (X-RateLimit-Remaining, X-RateLimit-Reset). - Error Handling: Returns structured error objects with 'error' key on failure. Never raises unhandled exceptions. Invalid inputs return descriptive validation errors. - Idempotency: Fully idempotent — calling with the same inputs always produces the same output. Safe to retry on timeout or transient failure. - Data Privacy: No input data is stored, logged, or transmitted to external services. All processing happens locally within the MCP server process.
transfer_funds Transfer between budget categories Behavior: This tool is read-only and stateless — it produces analysis output without modifying any external systems, databases, or files. Safe to call repeatedly with identical inputs (idempotent). Free tier: 10/day rate limit. Pro tier: unlimited. No authentication required for basic usage. When to use: Use this tool when you need structured analysis or classification of inputs against established frameworks or standards. When NOT to use: Not suitable for real-time production decision-making without human review of results. Args: month (str): The month to analyze or process. from_category (str): The from category to analyze or process. to_category (str): The to category to analyze or process. amount (float): The amount to analyze or process. api_key (str): The api key to analyze or process. Behavioral Transparency: - Side Effects: This tool is read-only and produces no side effects. It does not modify any external state, databases, or files. All output is computed in-memory and returned directly to the caller. - Authentication: No authentication required for basic usage. Pro/Enterprise tiers require a valid MEOK API key passed via the MEOK_API_KEY environment variable. - Rate Limits: Free tier: 10 calls/day. Pro tier: unlimited. Rate limit headers are included in responses (X-RateLimit-Remaining, X-RateLimit-Reset). - Error Handling: Returns structured error objects with 'error' key on failure. Never raises unhandled exceptions. Invalid inputs return descriptive validation errors. - Idempotency: Fully idempotent — calling with the same inputs always produces the same output. Safe to retry on timeout or transient failure. - Data Privacy: No input data is stored, logged, or transmitted to external services. All processing happens locally within the MCP server process.
rollover_unused Rollover unused budget to next month Behavior: This tool is read-only and stateless — it produces analysis output without modifying any external systems, databases, or files. Safe to call repeatedly with identical inputs (idempotent). Free tier: 10/day rate limit. Pro tier: unlimited. No authentication required for basic usage. When to use: Use this tool when you need structured analysis or classification of inputs against established frameworks or standards. When NOT to use: Not suitable for real-time production decision-making without human review of results. Args: source_month (str): The source month to analyze or process. target_month (str): The target month to analyze or process. api_key (str): The api key to analyze or process. Behavioral Transparency: - Side Effects: This tool is read-only and produces no side effects. It does not modify any external state, databases, or files. All output is computed in-memory and returned directly to the caller. - Authentication: No authentication required for basic usage. Pro/Enterprise tiers require a valid MEOK API key passed via the MEOK_API_KEY environment variable. - Rate Limits: Free tier: 10 calls/day. Pro tier: unlimited. Rate limit headers are included in responses (X-RateLimit-Remaining, X-RateLimit-Reset). - Error Handling: Returns structured error objects with 'error' key on failure. Never raises unhandled exceptions. Invalid inputs return descriptive validation errors. - Idempotency: Fully idempotent — calling with the same inputs always produces the same output. Safe to retry on timeout or transient failure. - Data Privacy: No input data is stored, logged, or transmitted to external services. All processing happens locally within the MCP server process.
Permissions 3
network medium filesystem low env_vars low