Actual MCP

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

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

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

get-grouped-categories

Retrieve a list of all category groups with their categories

create-category

Create a new category within a category group

update-category

Update an existing category's name or group

delete-category

Delete a category

create-category-group

Create a new category group

update-category-group

Update a category group's name

delete-category-group

Delete a category group

get-payees

Retrieve a list of all payees with their details

create-payee

Create a new payee

update-payee

Update an existing payee's details

delete-payee

Delete a payee

get-rules

Retrieve a list of all transaction rules

create-rule

Create a new transaction rule with conditions and actions

update-rule

Update an existing transaction rule

delete-rule

Delete a transaction rule