Documentation

set_budget

set_budget MCP tool reference, parameters, return type, and safety hints.

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What it does

Sets budget in the local Clovis ledger.

Signature(account: string, amount: number, period?: string, year?: number | null, month?: number | null, rollover?: boolean, asset_id?: string | null, dry_run?: boolean) => Record<string, unknown>
can writedry-run

Can write, but supports dry-run. Ask the agent to preview the result before committing changes.

When to use it

Use this section to decide whether the tool fits the user request before calling it.

Use it when an agent needs to prepare a change and show a preview before committing it.
Use it for budgets, goals, forecasts, month-end projections, runway, or cash planning.

Before calling

Agents should gather these facts or confirmations first.

1

Have exact values for required inputs: account, amount.

2

Start with dry_run=true, show the preview, then ask before applying the change.

3

State the intended ledger change in plain language before calling the tool.

Parameters

Required inputs are marked clearly. Optional inputs can usually be omitted unless the workflow needs them.

accountrequired
string

Account name or id to inspect.

amountrequired
number

Money or quantity amount in the selected asset.

periodoptional
string

Input used by this tool.

Default: "monthly"
yearoptional
integer | null

Four-digit year.

Default: null
monthoptional
integer | null

Month number from 1 to 12.

Default: null
rolloveroptional
boolean

Boolean switch for this workflow.

Default: false
asset_idoptional
string | null

Asset or currency id used by the ledger.

Default: null

Agent call shape

Use the exact tool name and pass arguments as structured JSON through the MCP client.

set_budget

Copy this shape into agent instructions, evals, or MCP client tests.

{
  "tool": "set_budget",
  "arguments": {
    "account": "<account>",
    "amount": 100
  }
}

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