pex-budgets

name	pex:budgets
description	ProcurementExpress budget management. Use when listing, viewing, creating, or updating budgets (cost centers). Routes to MCP tools: list_budgets, get_budget, create_budget, update_budget. Triggers on: budget, cost center, spending limit, budget allocation, remaining budget, budget approvers.

ProcurementExpress Budgets

Prerequisites

Authenticate (pex-auth) and set active company (pex-companies) first.

Tools Reference

list_budgets

List budgets for the current company.

• Params:
  • department_id (optional, integer) — filter by department
  • archived (optional, boolean, default: false)
  • show_mappings (optional, boolean) — include third-party ID mappings
• Returns: Budget[]

get_budget

Get a specific budget with remaining amount and associations.

• Params: id (required, integer)
• Returns: Budget

create_budget

Create a new budget.

• Params:
  • name (required, string)
  • amount (required, number)
  • currency_id (optional, integer) — defaults to company currency
  • creator_id (optional, integer)
  • cost_code (optional, string)
  • cost_type (optional, string)
  • start_date (optional, string) — must match company date_format setting
  • end_date (optional, string) — must match company date_format setting
  • allow_anyone_to_approve_a_po (optional, boolean)
  • chart_of_account_id (optional, integer) — GL code
  • qbo_class (optional, string) — QuickBooks class
  • approver_ids (optional, integer array)
  • department_ids (optional, integer array)
  • custom_field_values_attributes (optional, array) — budget-level custom field values:
    • id (optional, integer — for updates), value (required, string), custom_field_id (required, integer)
    • Get available custom fields from get_company_details (pex-companies) → custom_fields[]
• Returns: Budget

update_budget

Update an existing budget. Same params as create except id is required, all others optional.

• Params: id (required) + any create_budget params
• Returns: Budget

Budget Response Fields

• id, name, amount, currency_id, cost_code, cost_type, archived
• base_amount, base_rate — converted to company base currency
• remaining_amount — budget minus approved/paid POs
• summary — spending summary
• approved_this_month — amount approved in current month
• allow_anyone_to_approve_a_po — bypass approver restrictions
• start_date, end_date — budget period
• creator_id, approver_ids[], department_ids[]
• chart_of_account_id, chart_of_account_name
• third_party_id_mappings — external system IDs
• created_at, updated_at

Date Format

All date fields must match the company's date_format setting. Get it via get_company_details (pex-companies skill) from company_setting.date_format.