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Saikumarmohan

actual-budget-mcp

by Saikumarmohan
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Python
Remote

Actual Budget MCP Server

An MCP server for Actual Budget built with FastMCP and actualpy.

Requirements

  • Python 3.11+

  • uv

  • A running Actual Budget server

Related MCP server: actual-mcp-server

Setup

git clone https://github.com/Saikumarmohan/actual-budget-mcp
cd actual-budget-mcp
uv sync

Configuration

All configuration is done via environment variables. Pass them via your MCP client config.

Variable

Required

Default

Description

ACTUAL_BASE_URL

✅

-

URL of your Actual Budget server

ACTUAL_PASSWORD

✅

-

Actual Budget server password

ACTUAL_FILE

✅

-

Budget file name or sync id

ACTUAL_CURRENCY

❌

USD

Currency code e.g. INR, EUR

ACTUAL_CURRENCY_SYMBOL

❌

$

Currency symbol e.g. ₹, €

ACTUAL_TIMEZONE

❌

UTC

Timezone e.g. Asia/Kolkata, America/New_York

ACTUAL_MCP_TRANSPORT

❌

stdio

Transport mode — stdio for Cline/Cursor, http for Docker

ACTUAL_MCP_HOST

❌

0.0.0.0

Host to bind to in HTTP mode

ACTUAL_MCP_PORT

❌

8000

Port to bind to in HTTP mode

MCP Client Config (Cline / Cursor)

Replace /path/to/actualbudgetpy with the absolute path to this project on your machine.

{
  "mcpServers": {
    "actualbudget": {
      "type": "stdio",
      "command": "uv",
      "args": [
        "run",
        "--directory",
        "/path/to/actualbudgetpy",
        "-m",
        "actualbudgetpy.server"
      ],
      "env": {
        "ACTUAL_BASE_URL": "http://localhost:5006",
        "ACTUAL_PASSWORD": "your_password",
        "ACTUAL_FILE": "your_file_id_or_name",
        "ACTUAL_CURRENCY": "USD",
        "ACTUAL_CURRENCY_SYMBOL": "$",
        "ACTUAL_TIMEZONE": "UTC"
      }
    }
  }
}

Note: On Windows, use the full path to uv.exe instead of just uv e.g. C:\\Users\\username\\.local\\bin\\uv.exe

HTTP Mode (Local)

For running as a standalone HTTP server locally:

  1. Copy .env.example to .env and fill in your values:

cp .env.example .env

  1. Set transport to http in your .env:

ACTUAL_MCP_TRANSPORT=http

  1. Start the server:

uv run -m actualbudgetpy.server

  1. Point your MCP client to http://localhost:8000/mcp:

{
  "mcpServers": {
    "actualbudget": {
      "type": "streamable-http",
      "url": "http://localhost:8000/mcp"
    }
  }
}

Docker

# build
docker build -t actualbudgetpy .

# run
docker run -p 8000:8000 \
  -e ACTUAL_BASE_URL=http://your-server:5006 \
  -e ACTUAL_PASSWORD=your_password \
  -e ACTUAL_FILE=your_file_id \
  -e ACTUAL_CURRENCY=USD \
  -e ACTUAL_CURRENCY_SYMBOL=$ \
  -e ACTUAL_TIMEZONE=UTC \
  actualbudgetpy

Then point your MCP client to http://localhost:8000/mcp.

Available Tools

Read

Tool

Description

list_accounts

List all accounts

list_payees

List all payees

list_transactions

List transactions with optional filters — date, account, category, payee, notes

list_categories

List all categories, filterable by income or expense

list_category_groups

List all category groups

list_budgets

List budget allocations by month

Write

Tool

Description

add_transaction

Create a new transaction

update_transaction

Update an existing transaction

delete_transaction

Delete a transaction by id

create_transfer

Transfer money between two accounts

set_budget

Set budget amount for a category in a month

Resources

Resources are read-only data the AI can attach as context at the start of a conversation.

Resource

Description

budget://accounts

Live list of all accounts

budget://categories

Live list of all categories

Prompts

Reusable prompt templates that guide the AI through common workflows.

Prompt

Parameters

Description

monthly_review

month (YYYY-MM)

Full budget vs spending analysis for a month

spending_by_category

category, start_date, end_date

Spending breakdown for a specific category

add_expense

description

Natural language guided expense entry

Author

Built by Saikumar — feel free to connect!

If you find this useful, consider giving it a ⭐ on GitHub.

Install Server
A
license - permissive license
A
quality
B
maintenance

How are these scores calculated?

Maintenance

–Maintainers
–Response time
–Release cycle
–Releases (12mo)
Commit activity

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Tools

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