Actual Budget을 Claude 및 기타 LLM 어시스턴트와 통합하기 위한 MCP 서버입니다.

개요

실제 예산 MCP 서버는 LLM을 통해 자연어를 사용해 실제 예산의 개인 재무 데이터를 상호작용할 수 있게 합니다. 모델 컨텍스트 프로토콜(MCP)을 통해 계좌, 거래 및 재무 지표를 노출합니다.

특징

자료

• 계정 목록 - 모든 계정과 잔액을 둘러보세요
• 계정 상세 정보 - 특정 계정 상세 정보 보기
• 거래 내역 - 거래 데이터를 완전 상세히 볼 수 있습니다

도구

거래 및 계정 관리

• get-transactions - 계좌, 날짜, 금액, 카테고리 또는 수취인별로 거래를 검색하고 필터링
• create-transaction - 선택적 카테고리, 수취인, 노트가 있는 계좌에서 새 거래 생성
• update-transaction - 기존 거래를 새로운 카테고리, 수취인, 노트 또는 금액으로 업데이트합니다
• get-accounts - 현재 잔액과 ID가 포함된 모든 계좌 목록을 조회합니다
• balance-history - 계좌 잔액 변동 시간 보기

보고 및 분석

Actual Budget MCP Server

MCP server for integrating Actual Budget with Claude and other LLM assistants.

Overview

The Actual Budget MCP Server allows you to interact with your personal financial data from Actual Budget using natural language through LLMs. It exposes your accounts, transactions, and financial metrics through the Model Context Protocol (MCP).

Features

Resources

• Account Listings - Browse all your accounts with their balances
• Account Details - View detailed information about specific accounts
• Transaction History - Access transaction data with complete details

Tools

Transaction & Account Management

• get-transactions - Retrieve and filter transactions by account, date, amount, category, or payee
• create-transaction - Create a new transaction in an account with optional category, payee, and notes
• update-transaction - Update an existing transaction with new category, payee, notes, or amount
• get-accounts - Retrieve a list of all accounts with their current balance and ID
• balance-history - View account balance changes over time

Reporting & Analytics

• spending-by-category - Generate spending breakdowns categorized by type
• monthly-summary - Get monthly income, expenses, and savings metrics
• budget-vs-actual - Compare budgeted amounts against actual spending per category
• net-worth - Track assets, liabilities, and net worth across all accounts over time
• category-trends - See how spending in each category moves month over month, with trend direction
• spending-by-payee - Rank payees by how much was spent with (or received from) each one
• cash-flow - Report income, expenses, and net cash flow per month or week

The five tools above return JSON rather than markdown, so amounts stay machine-readable. Every amount is an integer number of cents, and each response carries an amountsIn field describing the sign conventions it uses.

Custom Reports & Dashboards

• get-custom-reports - Retrieve every saved custom report from the Reports section
• create-custom-report - Create a saved custom report
• update-custom-report - Update fields on a saved custom report, leaving the rest unchanged
• delete-custom-report - Delete a saved custom report
• get-dashboards - Retrieve every dashboard page and the widgets laid out on it
• add-dashboard-widget - Add a widget to a dashboard page
• update-dashboard-widget - Update a widget’s configuration, position, or size
• remove-dashboard-widget - Remove a widget from its page
• organize-dashboard - Reposition and resize several widgets at once
• create-dashboard-page / rename-dashboard-page / delete-dashboard-page - Manage dashboard pages

Categories

• get-grouped-categories - Retrieve a list of all category groups with their categories