get_categories

Get all spending categories organized by groups. Use this to find category IDs for adding transactions.

Server Actual Budget MCP Server yhc0712/actual-budget-mcp
Category Read
Risk class Low
Parameters 00 required

What get_categories does on Actual Budget MCP Server

AI agents call get_categories to retrieve information from Actual Budget MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why get_categories needs a policy

This tool retrieves and lists spending categories without modifying, creating, deleting, or executing any operations. It is a pure read operation that returns reference data needed for other financial operations. The low severity reflects minimal blast radius if misused—an AI could only enumerate categories, causing no data loss or financial impact.

From the tool's definition Tool name 'get_categories' and description 'Get all spending categories' indicate a retrieval operation with no side effects. The phrase 'Use this to find category IDs' confirms it serves a lookup/query purpose.

Questions about get_categories

What does the get_categories tool do? +

Get all spending categories organized by groups. Use this to find category IDs for adding transactions. It is categorised as a Read tool in the Actual Budget MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_categories? +

Register the Actual Budget MCP Server MCP server in PolicyLayer and add a rule for get_categories: 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 Budget MCP Server. Nothing to install.

What risk level is get_categories? +

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

Can I rate-limit get_categories? +

Yes. Add a rate_limit block to the get_categories 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 get_categories completely? +

Set action: deny in the PolicyLayer policy for get_categories. 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 get_categories? +

get_categories is provided by the Actual Budget MCP Server MCP server (yhc0712/actual-budget-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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