Schema | actual-mcp

actual-mcp

Describes the environment variables required to run the server.

Name	Required	Description
`ACTUAL_DATA_DIR`	No	Path to your Actual Budget data directory (default: ~/.actual)
`ACTUAL_PASSWORD`	Yes	Password for your remote Actual server (if using a remote server)
`ACTUAL_SERVER_URL`	Yes	URL of your remote Actual server (if using a remote server)
`ACTUAL_BUDGET_SYNC_ID`	Yes	Specific budget to use (optional)

Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.

This server publishes no instructions, or was last inspected before Glama recorded them.

Features and capabilities supported by this server

Protocol revision2025-11-25

Functions exposed to the LLM to take actions

Name	Description
get-transactionsC	Get transactions for an account with optional filtering
spending-by-categoryC	Get spending breakdown by category for a specified date range
monthly-summaryC	Get monthly income, expenses, and savings
balance-historyC	Get account balance history over time
get-accountsA	Retrieve a list of all accounts with their current balance and ID.
get-grouped-categoriesA	Retrieve a list of all category groups with their id, name, type and category list.
get-payeesA	Retrieve a list of all payees with their id, name, categoryId and transferAccountId.
get-rulesA	Retrieve a list of all rules. PS amount comes in cents: positive for deposit, negative for payment
get-budget-monthsA	Retrieve a list of all available budget months in YYYY-MM format.
get-budget-monthA	Retrieve budget data for a specific month, including budgeted amounts, spending, and balances per category.

Interactive templates invoked by user choice

Name	Description
`financial-insights`	Generate financial insights and advice
`budget-review`	Review my budget and spending
`actual-cleanup`	Analyze budget for cleanup opportunities

Contextual data attached and managed by the client

Name	Description
No resources

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