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Type-zero-labs

actual-mcp

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
ACTUAL_SYNC_IDYesSync ID of the budget to open.
ACTUAL_DATA_DIRNoWhere the SDK caches the budget. Defaults to /tmp/actual-mcp-data./tmp/actual-mcp-data
ACTUAL_PASSWORDNoServer password. Omit if the server has none.
ACTUAL_SERVER_URLYesYour Actual sync server URL.

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
list_category_groupsA

List all category groups (each with its categories). [read-only]

create_category_groupC

Create a new category group. [mutating]

update_category_groupB

Rename a category group. [mutating]

delete_category_groupA

Delete a category group. Destructive — needs confirmation. [destructive · requires confirm:true]

list_categoriesA

List all categories. [read-only]

create_categoryB

Create a category inside a group. [mutating]

update_categoryB

Update a category (name, group, or hidden flag). [mutating]

delete_categoryA

Delete a category. Destructive — needs confirmation. [destructive · requires confirm:true]

list_transactionsB

List transactions for an account, optionally filtered by date range. [read-only]

create_transactionB

Add a transaction to an account. [mutating]

update_transactionC

Update fields on a transaction. [mutating]

delete_transactionA

Delete a transaction. Destructive — needs confirmation. [destructive · requires confirm:true]

list_accountsA

List all accounts. [read-only]

get_account_balanceA

Get the current balance of an account (integer minor units). [read-only]

create_accountC

Create an account (optionally off-budget). [mutating]

update_accountB

Update an account (name or off-budget flag). [mutating]

list_budget_monthsA

List every month that has budget data. [read-only]

get_budget_monthA

Get the full budget for one month (YYYY-MM). [read-only]

set_budget_amountC

Set the budgeted amount for a category in a month. [mutating]

set_budget_carryoverC

Enable or disable carryover for a category in a month. [mutating]

list_schedulesA

List all schedules. [read-only]

create_scheduleC

Create a schedule (recurring planned transaction). [mutating]

update_scheduleC

Update a schedule. [mutating]

delete_scheduleA

Delete a schedule. Destructive — needs confirmation. [destructive · requires confirm:true]

list_payeesB

List all payees. [read-only]

create_payeeC

Create a payee. [mutating]

update_payeeC

Update a payee. [mutating]

delete_payeeA

Delete a payee. Destructive — needs confirmation. [destructive · requires confirm:true]

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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