MCP Integration

Build with BillForecast

Connect external clients to your financial data through the Model Context Protocol. 27 finance tools, confirmation utilities, one URL, and scoped tokens.

Create API Token View Discovery Document

Setup

Three steps to connect

Get an external client reading finance context and preparing reviewed changes in under two minutes.

Create a token

Generate an API token in Settings → Developer with read or write scopes.

Add the URL

Paste the MCP server URL and Bearer token into your external client.

Ask a finance question

Ask for balances, upcoming bills, or budget status. Write actions still prepare a preview before anything changes.

Capabilities

27 finance tools plus confirmation utilities

Read tools answer questions immediately. Write tools prepare a preview first, then the confirmation utilities execute or cancel the command after review.

get_balancesread

Fetch current account balances and net worth

get_forecastread

Project future balances over a date range

get_budget_statusread

Check spending progress against budgets

get_upcoming_billsread

List upcoming recurring obligations

get_spending_breakdownread

Spending totals grouped by category

search_transactionsread

Search transactions by keyword or filter

list_categoriesread

List all spending and income categories

list_transactionsread

Paginated list of recent transactions

get_monthly_summaryread

Income, expenses, and net for a month

get_approvalsread

Pending approvals bucketed by urgency

list_accountsread

All accounts with balances, types, and currencies

list_recurringread

Recurring bills, income, and transfers

list_pending_entriesread

Pending ledger entries awaiting review

get_pending_entryread

One pending entry with source and posting detail

record_expensewrite

Log a new expense transaction

record_incomewrite

Log a new income transaction

record_transferwrite

Move money between accounts

adjust_balancewrite

Correct an account balance manually

create_categorywrite

Create a new spending or income category

rename_categorywrite

Rename an existing category

set_budgetwrite

Create or update a category budget

create_recurringwrite

Create recurring bills, income, or transfers

update_recurringwrite

Edit recurring schedules, amounts, and status

approve_pending_entrywrite

Approve a pending entry and post it

reject_pending_entrywrite

Reject a pending entry from the queue

update_transactionwrite

Edit an existing transaction after preview

delete_transactionwrite

Delete a transaction after confirmation

confirm_commandutility

Execute a prepared write command after review

cancel_commandutility

Cancel a prepared write command

Compatibility

Works with MCP clients

Any MCP-compatible client works -- just add the server URL.

Claude Desktop

Claude.ai

Claude Code

ChatGPT

Cursor

Windsurf

VS Code Copilot

Quick Connect

Copy, paste, done

Pick your client below. Replace YOUR_TOKEN with your API token from Settings → Developer.

Claude.ai (web)

Settings → Integrations → Add MCP Server → paste URL

URL: https://billforecast.app/api/v2/mcp
Auth: Bearer YOUR_TOKEN

Claude Desktop

Settings → Developer → Edit Config → paste → restart

{
  "mcpServers": {
    "billforecast": {
      "url": "https://billforecast.app/api/v2/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_TOKEN"
      }
    }
  }
}

Claude Code

Add to .claude/.mcp.json (project or global) → restart

{
  "mcpServers": {
    "billforecast": {
      "type": "http",
      "url": "https://billforecast.app/api/v2/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_TOKEN"
      }
    }
  }
}

ChatGPT

Settings → Connected Apps → Add MCP → paste URL + token

URL: https://billforecast.app/api/v2/mcp
Auth: Bearer YOUR_TOKEN

Cursor / Windsurf

Add to .cursor/mcp.json or MCP settings → restart

{
  "mcpServers": {
    "billforecast": {
      "url": "https://billforecast.app/api/v2/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_TOKEN"
      }
    }
  }
}

Any MCP Client

POST JSON-RPC 2.0 to the URL with Bearer auth

URL: https://billforecast.app/api/v2/mcp
Auth: Bearer YOUR_TOKEN (header)
Query token fallback only if headers are unsupported
Transport: Streamable HTTP (JSON-RPC 2.0)

Example prompts

What are my account balances?What bills are due this week?Show my spending this monthRecord a €50 grocery expenseAre there any overdue approvals?What is my cash flow forecast?List my recurring bills

Prefer full privacy? Use Money Helper

BillForecast includes Money Helper, which can run through a local LLM endpoint such as LM Studio on your own infrastructure. Ask finance questions, prepare expense drafts, and review insights without data leaving your server. External MCP connections are entirely optional.

Zero cloud dependency

On-premise ready

Your data stays yours

Get started

Ready to connect?

Generate a token, add the URL to an external client, and keep every write action behind review.

Scoped access

Tokens are scoped to read-only or read-write. Revoke any token instantly from settings.

Discovery document

Point any MCP client at /.well-known/mcp.json for automatic tool discovery.

Get Started View Discovery Document