Actual Budget MCP Server

Example Use Cases

• 1

  Read and filter Actual Budget transactions (by account, date, amount, category, or payee) to answer user queries or populate conversational summaries.

• 2

  Generate financial reports and analytics such as spending-by-category or monthly income/expense/savings summaries from a user's Actual Budget data.

• 3

  Manage budget metadata (categories, category groups, payees, rules) or perform write actions when run with write-enabled mode and appropriate environment configuration.

Description

This repository provides an open-source MCP server that integrates Actual Budget data with Claude and other MCP-capable assistants. It exposes accounts, transactions, categories, payees, rules, and reporting tools (spending-by-category, monthly summaries) and supports read and optional write operations. It can run locally, in Docker, or as an SSE server with bearer token protection and includes prompt templates and helper utilities for LLM interactions.

Capabilities(11 total)