s-stefanov/actual-mcp

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 payee
create-transaction - Create a new transaction in an account with optional category, payee, and notes
update-transaction - Update an existing transaction with new category, payee, notes, or amount
get-accounts - Retrieve a list of all accounts with their current balance and ID
balance-history - View account balance changes over time
#### Reporting & Analytics
spending-by-category - Generate spending breakdowns categorized by type
monthly-summary - Get monthly income, expenses, and savings metrics
budget-vs-actual - Compare budgeted amounts against actual spending per category
net-worth - Track assets, liabilities, and net worth across all accounts over time
category-trends - See how spending in each category moves month over month, with trend direction
spending-by-payee - Rank payees by how much was spent with (or received from) each one
cash-flow - Report income, expenses, and net cash flow per month or week
> The five tools above return JSON rather than markdown, so amounts stay machine-readable. Every amount is an integer number of cents, and each response carries an amountsIn field describing the sign conventions it uses.
#### Custom Reports & Dashboards
get-custom-reports - Retrieve every saved custom report from the Reports section
create-custom-report - Create a saved custom report
update-custom-report - Update fields on a saved custom report, leaving the rest unchanged
delete-custom-report - Delete a saved custom report
get-dashboards - Retrieve every dashboard page and the widgets laid out on it
add-dashboard-widget - Add a widget to a dashboard page
update-dashboard-widget - Update a widget's configuration, position, or size
remove-dashboard-widget - Remove a widget from its page
organize-dashboard - Reposition and resize several widgets at once
create-dashboard-page / rename-dashboard-page / delete-dashboard-page - Manage dashboard pages
#### Categories
get-grouped-categories - Retrieve a list of all category groups with their categories
create-category - Create a new category within a category group
update-category - Update an existing category's name or group
delete-category - Delete a category
create-category-group - Create a new category group
update-category-group - Update a category group's name
delete-category-group - Delete a category group
#### Payees
get-payees - Retrieve a list of all payees with their details
create-payee - Create a new payee
update-payee - Update an existing payee's details
delete-payee - Delete a payee