Board Tool MCP capabilities
The current Board Tool MCP catalogue, grouped by the work an AI client can help with.
The verified standard catalogue contains 45 tools. A live connection sees only tools allowed by its scopes and mode. Treat its live tools/list response as authoritative.
Board facts and finding things
| Tool | Job |
|---|
budgee.list_boards | List boards explicitly granted to the connection |
budgee.get_capabilities | List operations available on a board |
budgee.get_board_summary | Read metadata, totals, counts, and health signals |
budgee.get_board_schema | Read categories, contacts, bank accounts, and scenarios |
budgee.resolve_filter | Resolve a natural-language or structured filter |
budgee.resolve_entity | Resolve a fuzzy board entity name |
budgee.explain_filter | Explain a structured filter |
budgee.preview_board_setup_change | Preview setup changes |
Which boards did I share? On Acme, find the category meant by “software subscriptions” and explain the resolved filter before running a report.
Transactions
| Tool | Job |
|---|
budgee.query_transactions | Query normalized transactions with pagination |
budgee.get_transaction | Read one transaction by id |
budgee.preview_transaction_change | Preview creates, edits, splits, copies, or archives |
budgee.preview_transaction_batch_import | Preview a bounded forecast-transaction import |
budgee.preview_expected_dates | Preview expected dates from payment history |
Reports and cash questions
| Tool | Job |
|---|
budgee.calculate_totals | Calculate grouped totals |
budgee.get_cash_summary | Read cash-summary rows |
budgee.get_profit_loss | Read a compact profit and loss report |
budgee.get_balance_sheet | Read a compact balance sheet |
budgee.get_bank_balances | Read balances as of a date |
budgee.get_daily_cash_runway | Find daily balances and the lowest or first-negative point |
budgee.get_forecast_variance | Compare actuals with forecasts |
budgee.get_cash_drivers | Find main cash drivers |
budgee.get_upcoming_cash | List upcoming payments and receipts |
budgee.get_customer_trends | Compare customer activity |
budgee.get_payment_timing | Read payment-timing evidence |
budgee.get_board_report_pack | Return a compact multi-section pack |
Forecasts, goals, and scenarios
| Tool | Job |
|---|
budgee.query_forecasts | Query forecast definitions |
budgee.query_goals | Find goals and earliest affordable dates |
budgee.preview_forecast_update | Preview forecast changes |
budgee.preview_goal_change | Preview goal and minimum-cash changes |
budgee.query_scenarios | Query scenario folders, rows, and linked transactions |
budgee.get_scenario_comparison | Compare base results with scenarios |
budgee.preview_scenario_change | Preview scenario changes |
Reconciliation, imports, and maintenance
| Tool | Job |
|---|
budgee.preview_reconciliation_update | Preview reconciliation changes |
budgee.preview_import_update | Preview an accounting-source update |
budgee.apply_import_update | Queue an approved import preview |
budgee.get_board_import_status | Read redacted board import status |
budgee.get_import_update_status | Poll an import run |
budgee.find_duplicate_entities | Find possible duplicates |
budgee.preview_duplicate_combine | Preview combining duplicates |
budgee.run_diagnostics | Run read-only diagnostics |
budgee.list_audit_entries | List bounded Board Tool audit entries |
budgee.get_audit_entry | Read one audit entry |
budgee.get_read_model_status | Read model readiness and scale metadata |
Apply an approved preview
| Tool | Job |
|---|
budgee.apply_preview | Apply an approved immutable preview |
budgee.get_preview_apply_status | Poll an apply through verification |
- Preview: record the proposed mutations, assumptions, warnings, affected documents, board fingerprint, hash, and expiry without changing the board.
- Human approval: show the material preview and wait for explicit approval in a later turn.
- Apply: send the preview's exact identifiers and a fresh idempotency key. Budgee rechecks access and state.
- Readback: read the affected data back and poll queued work. Do not claim success before verified readback.
Previews normally expire after 15 minutes and can become invalid sooner when relevant data changes. Recreate and reapprove them; never patch an old preview client-side.
Pagination, limits, and freshness
budgee.query_transactions uses an opaque cursor and a page size from 1 to 200, subject to lower configured limits. Reuse the same filter and sort.- Different list tools use different pagination. Read each live input schema.
budgee.get_upcoming_cash totals cover the returned page, not every later page.- Results carry bounded evidence, warnings, coverage, and freshness. Do not fill gaps from memory or browser state.
- A stale or catching-up read model can return a structured precondition. Wait, narrow the request, or inspect
budgee.get_read_model_status. - On a structured limit response, narrow or wait until the returned reset time. Do not retry without a bound.
