Add expense
create_expenseCreate a new expense record. Requires a title, amount, and date. Optionally link to a customer, invoice, or project using their IDs from the respective list tools.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"title": "<title>",
"amount": "<amount>",
"date": "<date>"
},
"name": "create_expense"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | Yes | Expense date as ISO string (defaults to today) | |
| notes | No | Additional notes | |
| title | Yes | Expense title/description | |
| amount | Yes | Expense amount | |
| vendor | No | Vendor or merchant name | |
| category | No | Expense category (default: OTHER) | |
| currency | No | Currency code like USD, EUR (defaults to USD) | |
| invoiceId | No | Invoice ID to link this expense to (from list_invoices) | |
| projectId | No | Project ID to link this expense to | |
| customerId | No | Customer ID to link this expense to (from list_customers) | |
| paymentMethod | No | Payment method used (e.g. Credit Card, Cash, Bank Transfer) |