Actual Budget MCP Server
Connects Claude to your Actual Budget instance through the Actual Budget API, exposing read/write operations for transactions, accounts, categories, and payees. You can query spending patterns, create and update transactions, manage budget categories, and generate financial reports through natural language. Supports both local Actual installations and remote servers with Docker deployment options. Includes specialized prompts for financial insights and budget analysis. Reach for this when you want to manage your personal finances conversationally or need to analyze spending data without opening the Actual Budget interface.
- GitHub stars
- 279
- tools
- 40
- auth
- Secret needed
- transport
- STDIO, HTTP
- env vars
- 6
- last updated
- Oct 20, 2026
Tools
40 toolsPublic tool metadata for what this MCP can expose to an agent.
get-transactionsRetrieve and filter transactions by account, date, amount, category, or payee.
Retrieve and filter transactions by account, date, amount, category, or payee.
No parameter schema in public metadata yet.
create-transactionCreate a new transaction in an account with optional category, payee, and notes.
Create a new transaction in an account with optional category, payee, and notes.
No parameter schema in public metadata yet.
update-transactionUpdate an existing transaction with new category, payee, notes, or amount.
Update an existing transaction with new category, payee, notes, or amount.
No parameter schema in public metadata yet.
get-accountsRetrieve a list of all accounts with their current balance and ID.
Retrieve a list of all accounts with their current balance and ID.
No parameter schema in public metadata yet.
balance-historyView account balance changes over time.
View account balance changes over time.
No parameter schema in public metadata yet.
spending-by-categoryGenerate spending breakdowns categorized by type.
Generate spending breakdowns categorized by type.
No parameter schema in public metadata yet.
monthly-summaryGet monthly income, expenses, and savings metrics.
Get monthly income, expenses, and savings metrics.
No parameter schema in public metadata yet.
budget-vs-actualCompare budgeted amounts against actual spending per category.
Compare budgeted amounts against actual spending per category.
No parameter schema in public metadata yet.
net-worthTrack assets, liabilities, and net worth across all accounts over time.
Track assets, liabilities, and net worth across all accounts over time.
No parameter schema in public metadata yet.
category-trendsSee how spending in each category moves month over month, with trend direction.
See how spending in each category moves month over month, with trend direction.
No parameter schema in public metadata yet.
spending-by-payeeRank payees by how much was spent with (or received from) each one.
Rank payees by how much was spent with (or received from) each one.
No parameter schema in public metadata yet.
cash-flowReport income, expenses, and net cash flow per month or week.
Report income, expenses, and net cash flow per month or week.
No parameter schema in public metadata yet.
get-custom-reportsRetrieve every saved custom report from the Reports section.
Retrieve every saved custom report from the Reports section.
No parameter schema in public metadata yet.
create-custom-reportCreate a saved custom report.
Create a saved custom report.
No parameter schema in public metadata yet.
update-custom-reportUpdate fields on a saved custom report, leaving the rest unchanged.
Update fields on a saved custom report, leaving the rest unchanged.
No parameter schema in public metadata yet.
delete-custom-reportDelete a saved custom report.
Delete a saved custom report.
No parameter schema in public metadata yet.
get-dashboardsRetrieve every dashboard page and the widgets laid out on it.
Retrieve every dashboard page and the widgets laid out on it.
No parameter schema in public metadata yet.
add-dashboard-widgetAdd a widget to a dashboard page.
Add a widget to a dashboard page.
No parameter schema in public metadata yet.
update-dashboard-widgetUpdate a widget's configuration, position, or size.
Update a widget's configuration, position, or size.
No parameter schema in public metadata yet.
remove-dashboard-widgetRemove a widget from its page.
Remove a widget from its page.
No parameter schema in public metadata yet.
organize-dashboardReposition and resize several widgets at once.
Reposition and resize several widgets at once.
No parameter schema in public metadata yet.
create-dashboard-page
No parameter schema in public metadata yet.
rename-dashboard-page
No parameter schema in public metadata yet.
delete-dashboard-page
No parameter schema in public metadata yet.
get-grouped-categoriesRetrieve a list of all category groups with their categories.
Retrieve a list of all category groups with their categories.
No parameter schema in public metadata yet.
create-categoryCreate a new category within a category group.
Create a new category within a category group.
No parameter schema in public metadata yet.
update-categoryUpdate an existing category's name or group.
Update an existing category's name or group.
No parameter schema in public metadata yet.
delete-categoryDelete a category.
Delete a category.
No parameter schema in public metadata yet.
create-category-groupCreate a new category group.
Create a new category group.
No parameter schema in public metadata yet.
update-category-groupUpdate a category group's name.
Update a category group's name.
No parameter schema in public metadata yet.
delete-category-groupDelete a category group.
Delete a category group.
No parameter schema in public metadata yet.
get-payeesRetrieve a list of all payees with their details.
Retrieve a list of all payees with their details.
No parameter schema in public metadata yet.
create-payeeCreate a new payee.
Create a new payee.
No parameter schema in public metadata yet.
update-payeeUpdate an existing payee's details.
Update an existing payee's details.
No parameter schema in public metadata yet.
delete-payeeDelete a payee.
Delete a payee.
No parameter schema in public metadata yet.
merge-payeesMerge duplicate payees into a single target payee.
Merge duplicate payees into a single target payee.
No parameter schema in public metadata yet.
get-rulesRetrieve a list of all transaction rules.
Retrieve a list of all transaction rules.
No parameter schema in public metadata yet.
create-ruleCreate a new transaction rule with conditions and actions.
Create a new transaction rule with conditions and actions.
No parameter schema in public metadata yet.
update-ruleUpdate an existing transaction rule.
Update an existing transaction rule.
No parameter schema in public metadata yet.
delete-ruleDelete a transaction rule.
Delete a transaction rule.
No parameter schema in public metadata yet.
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ACTUAL_SERVER_URL*URL of your Actual Budget server
ACTUAL_PASSWORD*secretActual Budget server password
ACTUAL_BUDGET_SYNC_ID*Budget sync ID
ACTUAL_DATA_DIRLocal dir for cached budget data
ACTUAL_BUDGET_ENCRYPTION_PASSWORDsecretE2E encryption password, if enabled
ACTUAL_SYNC_TTL_MSdefault: 60000Sync cache TTL in ms
Readme
Actual Budget MCP Server
MCP server for integrating Actual Budget with Claude and other LLM assistants.
Overview
The Actual Budget MCP Server allows you to interact with your personal financial data from Actual Budget using natural language through LLMs. It exposes your accounts, transactions, and financial metrics through the Model Context Protocol (MCP).
Features
Resources
- Account Listings - Browse all your accounts with their balances
- Account Details - View detailed information about specific accounts
- Transaction History - Access transaction data with complete details
Tools
Transaction & Account Management
get-transactions- Retrieve and filter transactions by account, date, amount, category, or payeecreate-transaction- Create a new transaction in an account with optional category, payee, and notesupdate-transaction- Update an existing transaction with new category, payee, notes, or amountget-accounts- Retrieve a list of all accounts with their current balance and IDbalance-history- View account balance changes over time
Reporting & Analytics
Details
- Repository
- github.com/s-stefanov/actual-mcp
- Website
- github.com/s-stefanov/actual-mcp
- Categories
- AI & LLM Tools, Data & Analytics
- Package
actual-mcp- Transport
- STDIO, HTTP
- Auth
- Required
- Registry
- MCP registry, active
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