actual_transactions_summary_by_category

MCP tool from Actual MCP Server by agigante80

Spending summary grouped by category

How to use it

Project documentation lists actual_transactions_summary_by_category for the Actual MCP Server MCP server. Add the server to your MCP client (Claude Desktop, Cursor, Windsurf and others), then check which tools your installed version makes available. Tool availability can depend on configuration and credentials. A server handshake does not verify this tool’s behavior. See the full listing for setup details.

Install Actual MCP Server

$npx actual-mcp-server --http
FULL ACTUAL MCP SERVER LISTING

Other tools in Actual MCP Server (39)

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_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")