Files
actual-budget-skill/scripts/setup.sh
Bill Ballou b2735d24fa Initial actual-budget skill for Claude Code
Read-only Actual Budget API integration with shell helpers for
querying accounts, transactions, budgets, categories, and spending.
2026-03-22 11:29:01 -04:00

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#!/usr/bin/env bash
# Setup wizard for Actual Budget skill
set -euo pipefail
SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
CONFIG_DIR="${HOME}/.config/actual-budget"
CONFIG_FILE="${CONFIG_DIR}/config"
PASSWORD_FILE="${CONFIG_DIR}/password"
echo "=== Actual Budget Skill Setup ==="
echo ""
# Create config directory
mkdir -p "${CONFIG_DIR}"
# Server URL
read -rp "Actual Budget server URL [https://budget.prettyhefty.com]: " server_url
server_url="${server_url:-https://budget.prettyhefty.com}"
# Password
read -rsp "Server password: " password
echo ""
if [[ -z "${password}" ]]; then
echo "ERROR: Password is required"
exit 1
fi
# Save config
cat > "${CONFIG_FILE}" <<EOF
ACTUAL_SERVER_URL="${server_url}"
EOF
# Save password securely
echo -n "${password}" > "${PASSWORD_FILE}"
chmod 600 "${PASSWORD_FILE}"
echo ""
echo "Config saved to ${CONFIG_FILE}"
echo "Password saved to ${PASSWORD_FILE}"
# Install @actual-app/api locally
echo ""
echo "Installing @actual-app/api..."
cd "${SCRIPT_DIR}"
if [[ ! -f "${SCRIPT_DIR}/package.json" ]]; then
npm init -y --silent > /dev/null 2>&1
fi
npm install @actual-app/api --silent 2>&1 | tail -1
# List available budgets and let user pick
echo ""
echo "Connecting to server and listing budgets..."
budgets_json=$(node "${SCRIPT_DIR}/actual-query.mjs" budgets 2>&1) || {
echo "ERROR: Failed to connect to server"
echo "${budgets_json}"
exit 1
}
echo ""
echo "Available budgets:"
echo "${budgets_json}" | node -e "
const data = JSON.parse(require('fs').readFileSync('/dev/stdin', 'utf-8'));
if (Array.isArray(data)) {
data.forEach((b, i) => console.log(' ' + (i+1) + ') ' + (b.name || b.cloudFileId || b.id || 'unnamed') + ' [' + (b.cloudFileId || b.groupId || b.id || 'unknown') + ']'));
} else {
console.log(' (unexpected format)');
console.log(JSON.stringify(data, null, 2));
}
"
echo ""
read -rp "Enter budget sync ID (or number from list above): " sync_id
# If user entered a number, resolve it
if [[ "${sync_id}" =~ ^[0-9]+$ ]]; then
sync_id=$(echo "${budgets_json}" | node -e "
const data = JSON.parse(require('fs').readFileSync('/dev/stdin', 'utf-8'));
const idx = ${sync_id} - 1;
if (data[idx]) console.log(data[idx].cloudFileId || data[idx].groupId || data[idx].id || '');
else console.log('');
")
fi
if [[ -z "${sync_id}" ]]; then
echo "ERROR: Sync ID is required"
exit 1
fi
# Append sync ID to config
echo "ACTUAL_SYNC_ID=\"${sync_id}\"" >> "${CONFIG_FILE}"
echo ""
echo "Testing connection..."
test_result=$(node "${SCRIPT_DIR}/actual-query.mjs" accounts 2>&1) || {
echo "ERROR: Failed to load budget"
echo "${test_result}"
exit 1
}
account_count=$(echo "${test_result}" | node -e "
const data = JSON.parse(require('fs').readFileSync('/dev/stdin', 'utf-8'));
console.log(Array.isArray(data) ? data.length : 0);
")
echo "Success! Found ${account_count} account(s)."
echo ""
echo "Setup complete. Source the helper to get started:"
echo " source ${SCRIPT_DIR}/actual-helper.sh"
echo " actual_accounts"