get_spending_summary

Get a spending summary by category for a specific period. Great for understanding where money is going.

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

What get_spending_summary does on Actual Budget MCP Server

AI agents call get_spending_summary 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_spending_summary needs a policy

This tool retrieves and aggregates existing financial data (spending summary by category) without creating, modifying, deleting, or executing any operations. It has no side effects and poses minimal security risk beyond potential data exposure. Classification as Read is appropriate for a query that surfaces historical spending analytics.

From the tool's definition Tool name 'get_spending_summary' and description 'Get a spending summary by category for a specific period' indicate a retrieval operation with no data modification.

Questions about get_spending_summary

What does the get_spending_summary tool do? +

Get a spending summary by category for a specific period. Great for understanding where money is going. 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_spending_summary? +

Register the Actual Budget MCP Server MCP server in PolicyLayer and add a rule for get_spending_summary: 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_spending_summary? +

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

Can I rate-limit get_spending_summary? +

Yes. Add a rate_limit block to the get_spending_summary 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_spending_summary completely? +

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

get_spending_summary 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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