actual_budgets_setCarryover
Set carryover behavior for a category in a specific month. When enabled (true), leftover budget or overspending automatically rolls into the next month
This record as markdown: /tools/actual/actual-budgets-setcarryover.md
What actual_budgets_setCarryover does on Actual
AI agents use actual_budgets_setCarryover 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_setCarryover is rated Medium
This tool modifies budget carryover settings, which alters how financial data is processed and rolled forward across months. This is a reversible configuration change (carryover can be toggled on/off), making it Write rather than Destructive. However, severity is high because misuse could distort financial tracking across multiple months, affecting budget accuracy and financial decision-making.
From the tool's definition Tool name 'actual_budgets_setCarryover' and description 'Set carryover behavior for a category in a specific month.
Attacks that exploit this kind of access
The rule that runs actual_budgets_setCarryover 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_setCarryover, this is the rule to start with:
actual_budgets_setCarryover 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_setCarryover call is checked against it from then on.
Questions about actual_budgets_setCarryover
Set carryover behavior for a category in a specific month. When enabled (true), leftover budget or overspending automatically rolls into the next month. 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_setCarryover: 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_setCarryover 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_setCarryover 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_setCarryover. 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_setCarryover 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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