Save a budget

books_save_budget · Changes data · Markdown

Saves a budget per income and expense account and month, like Xero's budget manager: amounts, monthly or yearly.

$0.001 a call

From your agent’s balance. A call that fails costs nothing.

Plan 2026: 25,000 euros of sales a month, rent 2,400 a month and 6,000 for advertising over the year.

Your agent callsbooks_save_budget$0.001 a call

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

{
  "name": "2026",
  "start": "2026-01",
  "lines": [
    {
      "account": "4000",
      "monthly": 25000
    },
    {
      "account": "6500",
      "monthly": 2400
    },
    {
      "account": "6000",
      "yearly": 6000
    }
  ]
}

What comes back

{
  "budget": {
    "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

The business plans its year, or a plan changes; then compare with books_report budget_variance.

For a cap on what a team's bots spend at Conecto, use account_save_team.

What it does

A budget, like Xero's budget manager: an amount per income or expense account for each month from start (12 months unless months says otherwise). Each line gives amounts (one per month), monthly (the same every month) or yearly (spread evenly); a line for an account already in it replaces that line, and remove takes one out. Hold it against what happened with books_report budget_variance. Matched by name. Not a team's spending budget at Conecto.

What comes back

budget: its name, first month, number of months, currency and each line with its monthly amounts and total. Every reply also carries cost_usd and balance_usd.

Inputs

Name	Type	What it is
`name`Required	string	The budget's name, e.g. "2026". 1 to 80 characters.
`new_name`	string	Up to 80 characters.
`start`	string	Its first month, like 2026-01. Up to 7 characters.
`months`	integer	1 to 36.
`lines`	array of objects	Up to 300 items.
`lines[].account`Required	string	An account code from the chart, e.g. "6600". 1 to 20 characters.
`lines[].amounts`	array of number or string	One amount per month of the budget. 1 to 36 items.
`lines[].monthly`	number or string	The same amount every month. Up to 24 characters.
`lines[].yearly`	number or string	A year's amount, spread evenly over the months. Up to 24 characters.
`lines[].remove`	boolean	Take the account out of the budget.

The call

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

Terminal

curl -X POST https://api.conecto.chat/v1/tools/books_save_budget \
  -H "Authorization: Bearer $CONECTO_KEY" \
  -H "Content-Type: application/json" \
  -d '{"name":"2026","start":"2026-01","lines":[{"account":"4000","monthly":25000},{"account":"6500","monthly":2400},{"account":"6000","yearly":6000}]}'

When it refuses

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

Code	When	What to do
`no_books`409	The business keeps no books yet.	Set them up with books_setup (base currency, start date).
`not_found`404	No account, tax, entry or file of the books has that code, name or id.	Check the codes with books_list_accounts and the taxes with books_get.
`archived`409	The account or tax is archived.	Use another one, or un-archive it with books_save_accounts.
`invalid_input`400	start is not a month like 2026-01, a line is not for an income or expense account, gives no amount or more than one way, or its amounts are not one per month.	Fix what the message names.
`name_taken`409	new_name is another budget's name.	Pick another name.
`limit_reached`409	The account has 20 budgets.	Delete one with books_delete_budget.

More Bookkeeping tools

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

Save a budget

An example

Use it when

What it does

What comes back

Inputs

The call

When it refuses

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