Skill detail
Run the Actual Budget API from Your Clero Workspace
Clero's Actual Budget skill connects your Actual Budget server to your AI workspace. Ask in plain language — “pull last month's transactions”, “flag the rent payment”, “update the budget sheet” — and the agent calls the API, verifies the response, and writes the result into your docs and sheets. Runs on autopilot, with you in the cockpit: every write goes through the approval gate you choose.
Import overview
Ready to add this skill to your library.
Clero supports this skill natively, so it is ready to import directly into your library.
Compatibility
Native
Category
Data & Spreadsheets
Subcategory
Personal Finance
Import target
Your organization
About this skill
Query and manage personal finances via the official Actual
Use after import
Once imported, the skill becomes available in your library and can be attached to agents during setup or editing.
Support level
Clero supports this skill natively, so it is ready to import directly into your library.
Organization
This skill is filed under Data & Spreadsheets → Personal Finance.
How it works
- 1
Add the Actual Budget skill from the Clero Skill Library.
- 2
Connect your Actual Budget server URL and API key — the connection lives in your workspace, and the agent verifies it before the first run.
- 3
Delegate a task: the agent pulls data, checks it against your project rules, updates your sheet, and reports what it did.
What the agent can do
- Pulls transactions and balances into a Clero sheet on schedule.
- Flags anomalies (over-budget categories, duplicate charges) and drafts a summary.
- Updates budget amounts and categories after you approve the change.
- Sends a weekly budget digest to your channel.
- Verifies every API response against your rules before writing anything.
Run it in Clero — . Connects in minutes. Solo $15/mo · Pro $75/mo · Max $150/mo — start on Solo, upgrade as your runs grow.
Related reading
Full skill text