Actual Budget MCP Server

Delete a dashboard page along with every widget on it

Delete a payee

Delete a rule

Delete a transaction by its ID. This action is permanent and cannot be undone.

Retrieve a list of all accounts with their current balance and ID.

Retrieve budget data for a specific month, including budgeted amounts, spending, and balances per category.

Retrieve a list of all available budget months in YYYY-MM format.

Retrieve every saved custom report from the budget's Reports section

Retrieve every dashboard page and the widgets laid out on it. These are the dashboards under the Reports section of the sidebar.

Retrieve a list of all category groups with their id, name, type and category list.

Retrieve a list of all payees with their id, name, categoryId and transferAccountId.

Retrieve a list of all rules. PS amount comes in cents: positive for deposit, negative for payment

Get transactions with optional filtering, for one account or across all accounts if accountId is omitted

Reserve budget funds from the current month to be used in the following month. Value must be in integer cents.

Import a list of transactions into an account using reconciliation logic. Deduplicates via imported_id to prevent duplicates on repeated imports. Supports dry-run mode to preview changes without persisting them. Supports transfers, including transfers originating from a single subtransaction of a split, via transfer_account_id.

Merge one or more payees into a target payee. Transactions referencing the merged payees are reassigned to the target, and the merged payees are removed.

Get monthly income, expenses, and savings

Track assets, liabilities, and net worth across all accounts over time. Returns JSON; amounts are integer cents.

Reposition and resize several dashboard widgets at once, to rearrange a dashboard layout in the Reports section

Remove a widget from its dashboard page

Rename an existing dashboard page

Clear any held budget amounts for a specified month, releasing them back to the available balance.

Run bank synchronization (GoCardless/SimpleFIN) to download latest transactions. Provide accountId for a specific account, use "onbudget"/"offbudget" for groups, or omit to sync all linked accounts.

Set the budgeted amount for a category in a given month. Value must be in integer cents (e.g. 12030 = $120.30).

Enable or disable carryover of unspent funds for a category into the next month.

Get spending breakdown by category for a specified date range

Rank payees by how much money was spent with (or received from) each one. Returns JSON; amounts are integer cents.

Update a category

Update a category group

Update fields on a saved custom report, leaving unspecified fields unchanged

Update a dashboard widget's configuration, position, or size

Update a payee

Update a rule

Update an existing transaction. Can modify date, amount, payee, category, notes, cleared status, and subtransactions, including turning a subtransaction into a transfer via transfer_account_id.