actual-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| ACTUAL_SYNC_ID | Yes | Sync ID of the budget to open. | |
| ACTUAL_DATA_DIR | No | Where the SDK caches the budget. Defaults to /tmp/actual-mcp-data. | /tmp/actual-mcp-data |
| ACTUAL_PASSWORD | No | Server password. Omit if the server has none. | |
| ACTUAL_SERVER_URL | Yes | Your Actual sync server URL. |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| 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
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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