Actual MCP Server

Unclaimed

by agigante80

Talk to your self-hosted Actual Budget from any MCP client: a remote HTTP server for LibreChat/LobeChat or a local stdio process for Claude Desktop, with 71 tools for transactions, budgets, rules, and bank sync. No Docker needed for local use.

Install

$npx actual-mcp-server --http

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Tools (40)

actual_accounts_close

Close account (soft delete)

actual_accounts_create

Create new account

actual_accounts_delete

Permanently delete account

actual_accounts_get_balance

Get account balance at a date

actual_accounts_list

List all accounts

actual_accounts_reopen

Reopen closed account

actual_accounts_update

Update account details

actual_budgets_export

Export the active budget as a .zip into ACTUALEXPORTDIR; returns path, byte size and sha256, never the file contents

actual_budgets_get_all

List available budget files

actual_budgets_getMonth

Get budget for a specific month

actual_budgets_getMonths

List budget months

actual_budgets_holdForNextMonth

Hold funds for next month

actual_budgets_list_available

List all configured budget files

actual_budgets_resetHold

Reset hold status

actual_budgets_setAmount

Set category budget amount

actual_budgets_setCarryover

Enable/disable carryover

actual_budgets_switch

Switch active budget (multi-budget)

actual_budgets_transfer

Transfer amount between categories

actual_notes_get

Get the note for any entity (account/category/category-group/payee UUID, or budget-YYYY-MM)

actual_notes_update

Set or clear the note for any entity; validates entity exists or matches budget-YYYY-MM pattern

actual_preferences_get

Read the budget's synced display preferences (number format, date format, currency, first day of week). Display only: all amounts stay integer cents

actual_tags_create

Create or upsert a tag by name; returns the tag UUID

actual_tags_delete

Soft-delete a tag by UUID

actual_tags_list

List all tags (id, tag word, optional color and description)

actual_tags_update

Update tag name, color, or description by UUID

actual_transactions_create

Create new transaction(s), including splits (pass a subtransactions array)

actual_transactions_delete

Delete a transaction

actual_transactions_filter

Filter with advanced criteria

actual_transactions_get

Get transactions for an account

actual_transactions_import

Import and reconcile transactions

actual_transactions_search_by_amount

Find by amount range

actual_transactions_search_by_category

Search by category name

actual_transactions_search_by_month

Search by month using $month transform

actual_transactions_search_by_payee

Find by payee/vendor

actual_transactions_summary_by_category

Spending summary grouped by category

actual_transactions_summary_by_payee

Top vendors with totals and counts

actual_transactions_uncategorized

Summary of uncategorized transactions (totalCount, totalAmount, per-account breakdown); pass includeTransactions:true for paginated rows

actual_transactions_update

Update a transaction, or edit the children of an existing split via subtransactions

actual_transactions_update_batch

Apply many transaction updates in ONE call (updates: [{ id, fields }]); returns per-item success and failure counts

actual_transfers_create

Create a paired transfer between two accounts (debit + credit linked by transferid, identical to UI "Make Transfer")