create_budget_plan

Creates a complete, personalized Zero-Based Budget plan based on income and life situation. Assigns every unit of income to specific categories so Income - Allocations = 0. Returns a ready-to-use budget table. This is the core tool — use it when someone wants to build a budget, allocate their inc...

Server Getalife narazgul/mcp-server-getalife
Category Write
Risk class Medium
Parameters 00 required

What create_budget_plan does on Getalife

AI agents use create_budget_plan to create or update resources in Getalife — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Getalife environment.

Why create_budget_plan needs a policy

This tool creates and stores new budget plans based on user input (income and life situation). While it modifies financial data by organizing income allocations, it does not move actual money, execute external transactions, or delete data. It is reversible—users can modify or discard budget plans.

From the tool's definition The tool description states it 'Creates a complete, personalized Zero-Based Budget plan' and 'Returns a ready-to-use budget table.' The verb 'Creates' indicates data generation and storage of budget plans.

Risk signalsBulk/mass operation — affects multiple targets

Questions about create_budget_plan

What does the create_budget_plan tool do? +

Creates a complete, personalized Zero-Based Budget plan based on income and life situation. Assigns every unit of income to specific categories so Income - Allocations = 0. Returns a ready-to-use budget table. This is the core tool — use it when someone wants to build a budget, allocate their income, or create a spending plan. It is categorised as a Write tool in the Getalife MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on create_budget_plan? +

Register the Getalife MCP server in PolicyLayer and add a rule for create_budget_plan: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Getalife. Nothing to install.

What risk level is create_budget_plan? +

create_budget_plan is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.

Can I rate-limit create_budget_plan? +

Yes. Add a rate_limit block to the create_budget_plan rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.

How do I block create_budget_plan completely? +

Set action: deny in the PolicyLayer policy for create_budget_plan. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.

What MCP server provides create_budget_plan? +

create_budget_plan is provided by the Getalife MCP server (narazgul/mcp-server-getalife). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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