actual-mcp-server

Overview

Actual MCP Server is a comprehensive Model Context Protocol implementation that connects AI assistants to Actual Budget. It offers both HTTP and stdio transport methods, making it versatile for different deployment scenarios. The server provides extensive tool coverage with 63 tools covering 84% of the Actual Budget API, including unique ActualQL-powered search tools. It features multi-budget switching, production-grade reliability with connection pooling, and secure multi-user support with OIDC authentication.

Try asking AI

After installing, here are 5 things you can ask your AI assistant:

• actual_accounts_list

  List all accounts

  Try:Show me all my accountsTry:List all accounts in my budget
• actual_accounts_create

  Create new account

  Try:Create a new savings accountTry:Add a new investment account named 'Brokerage'
• actual_accounts_update

  Update account details

  Try:Change my checking account name to 'Main Checking'Try:Update my savings account balance
• actual_transactions_get

  Get transactions for an account

  Try:Show me all transactions from my checking accountTry:Get recent transactions for my Visa card
• actual_transactions_create

  Create new transaction(s)

  Try:Add a $50 grocery transaction to my checking accountTry:Create a $1000 rent payment transaction
• actual_transactions_filter

  Filter with advanced criteria

  Try:Find all transactions over $100 in the last monthTry:Show me all dining transactions in March
• actual_transactions_search_by_category

  Search by category name

  Try:Find all transactions in the 'Groceries' categoryTry:Show me all dining expenses
• actual_transactions_search_by_payee

  Find by payee/vendor

  Try:Find transactions from 'Amazon'Try:Show me all payments to 'Netflix'
• actual_transactions_summary_by_category

  Spending summary grouped by category

  Try:Show me my spending by category for this monthTry:Get a category summary for last month
• actual_transactions_search_by_month

  Search by month using $month transform

  Try:Show me all transactions from last monthTry:Get transactions from February 2023
• actual_transactions_search_by_amount

  Find by amount range

  Try:Find all transactions between $50 and $100Try:Show me transactions over $500
• actual_budgets_switch

  Switch between different budget files

  Try:Switch to my 'Vacation 2023' budgetTry:Change to the household budget

Comparable tools

Installation

docker run -d \
  --name actual-mcp-server-backend \
  -p 3600:3600 \
  -e ACTUAL_SERVER_URL=http://localhost:5006 \
  -e ACTUAL_PASSWORD=your_password \
  -e ACTUAL_BUDGET_SYNC_ID=your_sync_id \
  -e MCP_SSE_AUTHORIZATION=your_secret_token \
  -v actual-mcp-data:/data \
  ghcr.io/agigante80/actual-mcp-server:latest

{
  "mcpServers": {
    "actual-budget": {
      "command": "npx",
      "args": ["-y", "actual-mcp-server", "--stdio"],
      "env": {
        "ACTUAL_SERVER_URL": "http://localhost:5006",
        "ACTUAL_PASSWORD": "your_actual_password",
        "ACTUAL_BUDGET_SYNC_ID": "your-sync-id-here",
        "MCP_BRIDGE_DATA_DIR": "/absolute/path/to/data-dir"
      }
    }
  }
}

FAQ

What clients are supported?

Verified with Claude Desktop, LibreChat, and LobeChat. Any MCP-compatible client should work.

Does it require Actual Budget to be on the same server?

No, Actual Budget and the MCP server can run on different machines as long as ACTUAL_SERVER_URL is properly configured.

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