AI Connector (MCP)

MCP Tools Reference

All 11 MCP tools with parameters and example prompts.

All tools require OAuth scope expenses:rw and a valid Bearer token.

Shared expense fields

Used by add_planned_expense, add_expense, and update_expense:

Project resolution order: project_id → project_slug → project_name.

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list_expenses

List expenses with optional filters.

Parameters (all optional):

Example prompt: "List my active business expenses in USD"

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add_planned_expense

Create a draft expense (status=planned) excluded from burn. Preferred for wishlists and cost research.

Required: title, amount

Example prompt: "Add a planned expense for kitchen cabinets — $3,200, personal, in my home renovation project"

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add_expense

Create an expense that counts toward burn (status defaults to active).

Required: title, amount

Optional: status, intent (current_spend | planned)

Example prompt: "Add a $20/month Vercel expense, business, hosting category"

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update_expense

Patch an expense by ID.

Required: id

Example prompt: "Pause my Netflix subscription" → sets status=paused on the matching expense

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delete_expense

Delete an expense by ID.

Required: id

Example prompt: "Delete the expense with id abc-123"

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log_expense_actual

Record a real charge for a variable expense. Updates burn to trailing average.

Required: id, period (YYYY-MM or YYYY-MM-DD), amount

Optional: note

Example prompt: "Log $47.20 for my OpenAI bill in February 2026"

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get_summary

Burn summary per currency including planned totals.

Optional: type — personal, business, all (default)

Example prompt: "What's my total monthly burn?"

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list_categories

List distinct expense categories in the workspace. No parameters.

Example prompt: "What categories am I using?"

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list_projects

List projects with stats (expense counts, planned/active totals).

No parameters.

Example prompt: "Show my projects and their planned costs"

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create_project

Create a project to group expenses.

Required: name

Optional: description, status (planning/active/completed), target_amount, target_currency, target_date

Example prompt: "Create a project called Wedding 2027 with a $15,000 target"