finance MCP Server
MCP server for Actual Budget. Query and manage your personal finances through Claude
Discovered via github-topic:model-context-protocol and last synced 1mo ago.
1. Install the package
npx -y actual-budget-mcp
2. Add to claude_desktop_config.json
{
"mcpServers": {
"actual-budget-mcp": {
"command": "npx",
"args": [
"-y",
"actual-budget-mcp"
]
}
}
}Config file location: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) / %APPDATA%\Claude\claude_desktop_config.json (Windows)
Required
Yes
Yes
Yes
All payees in the budget
Add a new transaction
No
No
Account balance over time
Remove a transaction
All accounts with balances
Budgeted vs spent per category
Budget for a specific month
Transactions with filters
Executive budget overview
Income vs expenses vs savings
Sync with linked banks
Edit an existing transaction
Change a budget amount
Transfer between accounts
Rename or hide a group
Description
Rename or hide a category
Create a new group
`actual://payees`
Delete a group
Complete budget review for any month — spending vs budget, overspending, suggestions
Rename a payee
Deep analysis of spending trends and patterns over multiple months
actual-budget-mcp
off-budget account |
Spending trends over time
Move to another category
Delete a payee
`actual://accounts`
Quick check: are you on track this month?
Delete a category
Create a transaction rule
`actual://categories`
Category history across months
End-of-month spending forecast
Delete a rule
All category groups and categories
Spending breakdown by category
All transaction rules
Description
Create a new payee
Create a new category
URI
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