Talk to your Budget
(Buddy)
The AI marketing budget tool that lets you analyze spend, track variance, and plan budgets through conversation. Create new budget items, sync actuals, and optimize marketing spend. Use Budget Buddy inside Etropo or access it from Claude, ChatGPT, and any AI chat you already use.
Features
AI-powered marketing budget management
AI budget tracker
Ask anything about your budget
Just type a question like you'd ask a colleague. "How much are we spending on social media?" or "What's our total paid media budget for Q1?" Budget Buddy searches across all your line items and returns exact numbers — no rounding, no guessing.
AI budget planning
Plan and build your budget with conversation
Need to add a new campaign? Just say "Add a TikTok Ads line item to Paid Media with $5,000/month for Q1." Budget Buddy confirms the details, creates the line item, and sets the values — all in one step.
Marketing budget tracking
Sync actuals in no time
Stop updating spend line by line. Tell Budget Buddy what changed and it writes the numbers for you — across dozens of line items in a single step. Month-end reconciliation that used to take an hour now takes a single prompt.
Marketing spend optimization
Spot overspending before it's a problem
Budget Buddy compares your actuals against planned amounts across every line item, category, and your total budget.
MCP Server
Use it wherever you work
Budget Buddy works as an MCP server. Connect it to any AI assistant that supports the Model Context Protocol — same capabilities, same data, same security.
Connectors
Allow Claude to reference other apps and services for more context.
https://app.etropo.com/api/mcp
Claude
Connect Etropo as a connector for instant budget context.
HubSpot
LinearChatGPT
Connect Etropo as a custom MCP connector in ChatGPT.
$ mcp add --transport http etropo
https://app.etropo.com/api/mcp
Custom MCP
Connect from any AI tool that supports the Model Context Protocol with a single command.
Security
Safe, secure, and private
Budget Buddy is built into Etropo's marketing budgeting software. Every action is logged, permission-checked, and requires your confirmation before any data changes.
Always asks before changing anything
Every budget update requires explicit confirmation.
Respects your permissions
Chat respects access levels of your marketing team.
Audit logs
Audit logs automatically keep track of important events over the last 3 months.
Encrypted & secure
All communication is encrypted. Your budget data never leaves your secure environment.