Overview

Budget Planner Ai MCP provides AI-powered tools via the Model Context Protocol (MCP).

Tools

Tool	Description
create_budget	Create a monthly budget with category allocations
add_expense	Record an expense transaction
add_income	Record income for a budget period
get_budget_status	Get budget status for a month
get_transactions	List transactions with optional filters
create_goal	Create a savings goal
update_goal_progress	Add contribution to a savings goal
get_goals	Get all savings goals with progress
get_analytics	Get spending analytics
set_budget_alert	Set spending alert threshold for a category
get_category_spending	Get detailed spending by category
transfer_funds	Transfer between budget categories
rollover_unused	Rollover unused budget to next month

Installation

pip install meok-budget-planner-ai-mcp

Usage with Claude Desktop

Add to your Claude Desktop MCP config (claude_desktop_config.json):

{
  "mcpServers": {
    "budget-planner-ai": {
      "command": "python",
      "args": ["-m", "meok_budget_planner_ai_mcp.server"]
    }
  }
}

Usage with FastMCP

from mcp.server.fastmcp import FastMCP

# This server exposes 13 tool(s) via MCP
# See server.py for full implementation

License

MIT © MEOK AI Labs