Model Context Protocol

BudgetBakers MCP

Connect your financial data to AI assistants

1 What is this?

This server exposes your BudgetBakers Wallet data via the Model Context Protocol (MCP), letting AI assistants like Claude query your accounts, transactions, budgets, categories, goals, and more — directly from a conversation.

Instead of exporting CSVs or copy-pasting numbers, you simply ask your AI assistant a question and it fetches the live data on your behalf. The server handles authentication, filtering, and pagination.

2 Connection Setup

Paste your MCP_AUTH_TOKEN below — the config snippets will update automatically.

opencode.json 

        

      


      
      

        

          

            claude_desktop_config.json
            
          

          

        

      

    

  


  
  

    
3 Available Tools

    
The server exposes 10 tools that AI assistants can call to query your BudgetBakers data.

    

      

        
get_accounts

        
List financial accounts with optional filters for name, type, currency, and dates.

      

      

        
get_records

        
Fetch transactions for an account. Filter by date, category, amount, payee, and more.

      

      

        
get_records_by_id

        
Retrieve up to 30 specific transaction records by their IDs.

      

      

        
get_budgets

        
List budgets with filters for name, currency, and date ranges.

      

      

        
get_categories

        
Retrieve transaction categories used to classify records.

      

      

        
get_goals

        
List financial goals with progress tracking data.

      

      

        
get_labels

        
Retrieve labels (hashtags) used to tag transactions.

      

      

        
get_standing_orders

        
List recurring payments and standing orders.

      

      

        
get_record_rules

        
Retrieve auto-categorization rules applied to imported transactions.

      

      

        
get_api_usage_stats

        
View API usage statistics for a given time period (e.g. "30days").

      

    

  


  
  

    
4 Filter Syntax

    
Many fields accept prefix-based filter expressions so you can query ranges and partial matches.


    

      
        

          Type
          Prefix
          Example
          Meaning
        

      
      
        

          Text
          eq:
          eq:USD
          Exact match
        

        

          Text
          contains:
          contains:grocery
          Substring match
        

        

          Text
          startsWith:
          startsWith:Ama
          Prefix match
        

        

          Range
          gte:
          gte:2024-01-01
          Greater than or equal
        

        

          Range
          lte:
          lte:2024-12-31
          Less than or equal
        

        

          Range
          between:
          between:2024-01-01,2024-12-31
          Inclusive range (comma-separated)
        

        

          Range
          gte:
          gte:100
          Numeric: amount ≥ 100
        

        

          Range
          between:
          between:-500,0
          Numeric: expenses between -500 and 0