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Enable AI agents to read and manage Actual Budget financial data.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "actualbudget-mcp-server" yet — see the docs or source repo.
Read this month's transactions and budget envelopes from Actual Budget, summarize spending by category, and flag any over-budget items.
A spending summary by category plus a list of over-budget items.
Read the last 30 days of transactions from my credit card account, group them by payee, and identify the top 10 expenses by amount.
Grouped transaction results and a list of the highest-value expenses.
Read the current budget's categories and payees, check for duplicates or inconsistent naming, and suggest cleanup actions.
A list of potentially duplicate or inconsistent categories/payees with cleanup suggestions.
When using Actual Budget, individuals or teams can let AI read accounts, transactions, categories, and budget envelopes to quickly review spending patterns and budget performance.
Developers can connect this MCP tool to an AI agent so it can query, organize, and manage budget data with less manual work.
For analysis or day-to-day budgeting, users can summarize, filter, and inspect transactions and payee records to support financial cleanup.
It is an MCP server for Actual Budget that lets AI agents read and manage budget data, including accounts, transactions, categories, payees, and budget envelopes.
Based on the name and description, it works with Actual Budget. The provided material does not specify connection details, setup steps, or dependencies; see the source repository.
Its key difference is that it enables AI agents to directly read and manage budget data through MCP, rather than only providing a manual viewing interface. The description also mentions a long-lived engine singleton.
Connect to Actual Budget for natural-language budgeting, transaction logging, and spending analysis.
Manage budgets, transactions, and spending insights in Actual Budget with natural language.
Connect AI to Actual Budget for accounts, transactions, and budget balances.
Log expenses locally and review budget summaries through MCP-compatible AI clients.
Manage agent budgets, track costs, forecast spending, and configure alerts.
Query budget periods, categories, accounts, and summaries from a budget analytics API.