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Bookkeeping

List budgets

books_list_budgets · Reads only · Markdown

Lists the budgets with every line's monthly amounts and total.

Free*

*Free up to 1,000,000 reads a month for the whole account, then $0.50 per 10,000 reads.

An example

What did we plan for advertising this year?

Your agent callsbooks_list_budgetsFree*

The example business is Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. The reply is the one the tool really gives.

With these arguments
{}
What comes back
{
  "budgets": [
    {
      "name": "2026",
      "start": "2026-01",
      "months": 12,
      "currency": "EUR",
      "lines": [
        {
          "account": "4000",
          "name": "Sales",
          "type": "income",
          "amounts": [
            "25000.00",
            "25000.00"
          ],
          "total": "300000.00"
        },
        {
          "account": "6000",
          "name": "Advertising",
          "type": "expense",
          "amounts": [
            "500.00",
            "500.00"
          ],
          "total": "6000.00"
        }
      ]
    }
  ]
}

Use it when

Before changing a budget, or to see what was planned.

What it does

The budgets with their months and every line's amounts and total.

What comes back

budgets: each with its name, first month, months, currency and lines. Every reply also carries cost_usd and balance_usd.

The call

Over MCP, call books_list_budgets on https://api.conecto.chat/mcp/books. Over REST:

Terminal
curl -X POST https://api.conecto.chat/v1/tools/books_list_budgets \
  -H "Authorization: Bearer $CONECTO_KEY" \
  -H "Content-Type: application/json" \
  -d '{}'

When it refuses

A refused call costs nothing and says what to do next.

CodeWhenWhat to do
no_books409The business keeps no books yet.Set them up with books_setup (base currency, start date).

More Bookkeeping tools

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Give this to your agent.

Set up Conecto from https://conecto.chat/SKILL.md