actual_budgets_resetHold
Reset the budget hold for a month, releasing any amount previously held for next month via holdBudgetForNextMonth.
This record as markdown: /tools/actual/actual-budgets-resethold.md
What actual_budgets_resetHold does on Actual
AI agents use actual_budgets_resetHold to create or update resources in Actual, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Actual environment.
Why actual_budgets_resetHold is rated Medium
This tool modifies budget state by releasing/resetting a hold amount, which is a reversible financial data modification. It does not move money or commit financial obligations externally — it changes an internal budget allocation record. The action could be re-applied, making it Write rather than Destructive.
From the tool's definition Reset the budget hold for a month, releasing any amount previously held for next month via holdBudgetForNextMonth
Attacks that exploit this kind of access
The rule that runs actual_budgets_resetHold safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Actual, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For actual_budgets_resetHold, this is the rule to start with:
actual_budgets_resetHold stays usable, but capped: an agent stuck in a loop can't make hundreds of changes a minute. Everything else on the server is denied unless you say otherwise.
The button opens the PolicyLayer dashboard: create your workspace, connect Actual, apply this rule, and every actual_budgets_resetHold call is checked against it from then on.
Questions about actual_budgets_resetHold
Reset the budget hold for a month, releasing any amount previously held for next month via holdBudgetForNextMonth. It is categorised as a Write tool in the Actual MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.
Register the Actual MCP server in PolicyLayer and add a rule for actual_budgets_resetHold: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Actual. Nothing to install.
actual_budgets_resetHold is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.
Yes. Add a rate_limit block to the actual_budgets_resetHold rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.
Set action: deny in the PolicyLayer policy for actual_budgets_resetHold. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.
actual_budgets_resetHold is provided by the Actual MCP server (actual-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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