actual_payee_rules_get

Get all payee rules associated with a specific payee. Returns PayeeRule objects that show how transactions with this payee are automatically processed (conditions and actions).

SERVERActual SOURCEactual-mcp-server
Low RISK CLASS
Category Read
Parameters 00 required
Recommended Allowedsee the rule below
Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/actual/actual-payee-rules-get.md

What actual_payee_rules_get does on Actual

AI agents call actual_payee_rules_get to retrieve information from Actual without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why actual_payee_rules_get is rated Low

This tool retrieves and displays existing payee rule configurations without modifying, executing, or deleting them. Even though the rules themselves describe automated transaction processing, this tool only reads their definitions. The blast radius of misuse is minimal — an attacker can only learn what rules exist, not alter system behavior or financial data. Classified as Read with low severity.

From the tool's definition Tool description states 'Get all payee rules' — a retrieval operation that 'Returns PayeeRule objects' with no mention of modification, deletion, or execution of those rules. The verb 'Get' indicates read-only querying of configuration data.

Questions about actual_payee_rules_get

What does the actual_payee_rules_get tool do? +

Get all payee rules associated with a specific payee. Returns PayeeRule objects that show how transactions with this payee are automatically processed (conditions and actions). It is categorised as a Read tool in the Actual MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on actual_payee_rules_get? +

Register the Actual MCP server in PolicyLayer and add a rule for actual_payee_rules_get: 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.

What risk level is actual_payee_rules_get? +

actual_payee_rules_get is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit actual_payee_rules_get? +

Yes. Add a rate_limit block to the actual_payee_rules_get 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.

How do I block actual_payee_rules_get completely? +

Set action: deny in the PolicyLayer policy for actual_payee_rules_get. 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.

What MCP server provides actual_payee_rules_get? +

actual_payee_rules_get 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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