get_transactions

Get transactions for an account within a date range. Returns transaction details including amount, payee, category, and notes.

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

What get_transactions does on Actual Budget MCP Server

AI agents call get_transactions 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_transactions needs a policy

This tool queries and retrieves transaction data from Actual Budget without modifying, deleting, or executing any operations. It is a pure read operation that returns transaction details (amount, payee, category, notes) for display/analysis purposes. No data is created, modified, or destroyed.

From the tool's definition Tool name 'get_transactions' and description 'Get transactions for an account within a date range. Returns transaction details' indicate a retrieval operation with no side effects.

Questions about get_transactions

What does the get_transactions tool do? +

Get transactions for an account within a date range. Returns transaction details including amount, payee, category, and notes. 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_transactions? +

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

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

Can I rate-limit get_transactions? +

Yes. Add a rate_limit block to the get_transactions 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_transactions completely? +

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

get_transactions 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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