Actual Budget MCP Es
未认领MCP server for Actual Budget — LLM-ready financial assistant with correct semantics, unit conversion and real split transactions
安装
node /absolute/path/to/actual-budget-mcp-es/dist/index.js更多AI & ML服务器
浏览完整目录安全概况
已认领和已认证的服务器每周接受一次静态扫描，显示代码能触及的范围（外部服务、环境变量、shell 命令、代理配置目录）以及带有已知公告的依赖。认领此列表即可获得。 安全概况的工作原理
29 个工具中显示 29 个
文档中列出的工具 (29)
内容来自项目文档。服务器握手不会验证每个工具的说明或行为。
categorize_transactions
Categorize in bulk (max 50), with a per-item result
create_category
Create a category inside an existing category group
create_category_group
Create a new category group (the top-level buckets that hold categories)
create_rule
Create an automation rule: a condition (e.g. importedpayee contains "X" — use importedpayee, not payee, to match a payee the first time it is ever imported) plus an action (e.g. set category = id). Runs on future imports only, never retroactively. An action that sets payee to a transfer payee does n
create_schedule
Create a scheduled/recurring transaction
create_transaction
Record an expense/income, with optional splits at creation
delete_category
Permanently delete a category. Requires confirmdelete: true; if it has transactions, transfercategoryid is mandatory
delete_category_group
Permanently delete a category group and every category inside it. Requires confirmdelete: true; if any of them have transactions, transfercategoryid is mandatory
delete_rule
Delete an automation rule. Past transactions keep whatever it already applied; only future imports change
get_account_transfer_payee
The payee that represents a specific account in a transfer — a shortcut over getpayees
get_accounts
Accounts with current balance; includes off-budget accounts (pensions, funds, mortgage) by default
get_budget_averages
Mean, median and max spending per category over the last N full months — input for preparing the budget
get_budget_month
A month's budget state: to-budget, income, totals and budgeted/spent/balance per category
get_categories
Category groups and categories with their IDs (needed by the write tools)
get_net_worth
Full net worth: on-budget + off-budget with a per-account breakdown
get_payees
Payees with their IDs; a payee with transferaccountid set is the payee Actual uses to represent that account in a transfer
get_rules
Automation rules with their IDs; rules run on imported transactions and are how recurring movements classify themselves
get_schedules
Scheduled/recurring transactions configured in Actual (name, next date, amount)
get_spending_summary
Spending aggregated by category, payee or month. Always excludes transfers
get_transactions
Transactions by date range with optional filters (account, category, text, amount, uncategorized). Excludes transfers. Paginated (max 200)
set_budget
Assign budget in bulk to several categories of a month
set_transaction_transfer
Turn an ordinary transaction into a transfer with another account, by pointing it at that account's transfer payee. Actual creates and links the matching transaction on the other account
split_transaction
Split a transaction into real parts, in place (same id)
transfer_budget
Move assigned budget between categories
update_category
Rename a category, move it to another group, or archive it (hidden: true) — the non-destructive alternative to deletecategory
update_category_group
Rename a category group or archive it (hidden: true) — the non-destructive alternative to deletecategorygroup
update_category_note
Category notes and goal templates
update_rule
Replace an automation rule — Actual's API takes the whole object, so resend every field you want to keep
update_transaction
Fix a transaction (amount, category, payee, notes, date). categoryid: null uncategorizes it; payeeid sets a known payee, payeename resolves/creates one