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Lovie Company Formation

List Review Items

accounting_get_list_review_items
Read-only

List bank transactions awaiting bookkeeping review. Tabs: PENDING (nobody has reviewed the booking as it stands, whether the engine, a rule or a person made it), REVIEWED (a person marked it reviewed and it has not changed since; a trusted rule posting it on its own is not a review), EXCLUDED (deliberately kept out of the books). Every row is already in the books; the tab only says whether anyone has signed it off. Each row carries the cleaned counterparty name, the raw bank memo, the absolute amount with a money-in/money-out direction, the effective category, the income/expense account it books to, and a confidence marker. Returns counters for all three tabs alongside the page.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
filterNo
pageSizeNo
companyIdYesUUID value wrapper.
pageTokenNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
itemsNo
countsNo
totalCountNo
nextPageTokenNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed29 schema fields changed
    • addedInput schema / properties / filter / properties / amountMax
      Added value: +{
      +  "maxLength": 30,
      +  "pattern": "^([0-9]+(\\.[0-9]{1,4})?)?$",
      +  "type": "string"
      +}
    • addedInput schema / properties / filter / properties / amountMin
      Added value: +{
      +  "maxLength": 30,
      +  "pattern": "^([0-9]+(\\.[0-9]{1,4})?)?$",
      +  "type": "string"
      +}
    • addedInput schema / properties / filter / properties / bookingSource
      Added value: +{
      +  "maxLength": 16,
      +  "pattern": "^(USER|AGENT|AUTO|ENRICHMENT|IMPORT)?$",
      +  "type": "string"
      +}
    • addedInput schema / properties / filter / properties / bookingSources
      Added value: +{
      +  "items": {
      +    "type": "string"
      +  },
      +  "maxItems": 5,
      +  "type": "array"
      +}
    • changedInput schema / properties / filter / properties / bucket / enum
      Previous value: -[
      -  "REVIEW_BUCKET_UNSPECIFIED",
      -  "REVIEW_BUCKET_PENDING",
      -  "REVIEW_BUCKET_POSTED",
      -  "REVIEW_BUCKET_EXCLUDED"
      -]New value: +[
      +  "REVIEW_BUCKET_UNSPECIFIED",
      +  "REVIEW_BUCKET_PENDING",
      +  "REVIEW_BUCKET_REVIEWED",
      +  "REVIEW_BUCKET_EXCLUDED"
      +]
    • addedInput schema / properties / filter / properties / glAccountId
      Added value: +{
      +  "description": "UUID value wrapper.",
      +  "properties": {
      +    "value": {
      +      "format": "uuid",
      +      "type": "string"
      +    }
      +  },
      +  "type": "object"
      +}
    • addedInput schema / properties / filter / properties / glAccountIds
      Added value: +{
      +  "items": {
      +    "description": "UUID value wrapper.",
      +    "properties": {
      +      "value": {
      +        "format": "uuid",
      +        "type": "string"
      +      }
      +    },
      +    "type": "object"
      +  },
      +  "maxItems": 100,
      +  "type": "array"
      +}
    • addedInput schema / properties / filter / properties / merchant
      Added value: +{
      +  "maxLength": 500,
      +  "type": "string"
      +}
    • addedInput schema / properties / filter / properties / ruleBookedOnly
      Added value: +{
      +  "type": "boolean"
      +}
    • addedInput schema / properties / filter / properties / ruleCode
      Added value: +{
      +  "maxLength": 100,
      +  "pattern": "^([a-z0-9]+(-[a-z0-9]+)*)?$",
      +  "type": "string"
      +}
    • addedInput schema / properties / filter / properties / ruleId
      Added value: +{
      +  "description": "UUID value wrapper.",
      +  "properties": {
      +    "value": {
      +      "format": "uuid",
      +      "type": "string"
      +    }
      +  },
      +  "type": "object"
      +}
    • addedInput schema / properties / filter / properties / splitOnly
      Added value: +{
      +  "type": "boolean"
      +}
    • addedInput schema / properties / filter / properties / unbookedOnly
      Added value: +{
      +  "type": "boolean"
      +}
    • changedOutput schema / properties / counts / anyOf
      Previous value: -[
      -  {
      -    "properties": {
      -      "excluded": {
      -        "type": "integer"
      -      },
      -      "pending": {
      -        "type": "integer"
      -      },
      -      "posted": {
      -        "type": "integer"
      -      }
      -    },
      -    "type": "object"
      -  },
      -  {
      -    "type": "null"
      -  }
      -]New value: +[
      +  {
      +    "properties": {
      +      "excluded": {
      +        "type": "integer"
      +      },
      +      "pending": {
      +        "type": "integer"
      +      },
      +      "reviewed": {
      +        "type": "integer"
      +      }
      +    },
      +    "type": "object"
      +  },
      +  {
      +    "type": "null"
      +  }
      +]
    • addedOutput schema / properties / items / items / properties / bookedByRuleCode
      Added value: +{
      +  "type": "string"
      +}
    • addedOutput schema / properties / items / items / properties / bookedByRuleId
      Added value: +{
      +  "anyOf": [
      +    {
      +      "description": "UUID value wrapper.",
      +      "properties": {
      +        "value": {
      +          "format": "uuid",
      +          "type": "string"
      +        }
      +      },
      +      "type": "object"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ]
      +}
    • addedOutput schema / properties / items / items / properties / bookedByRuleVersion
      Added value: +{
      +  "type": "integer"
      +}
    • addedOutput schema / properties / items / items / properties / bookingSource
      Added value: +{
      +  "type": "string"
      +}
    • changedOutput schema / properties / items / items / properties / bucket / enum
      Previous value: -[
      -  "REVIEW_BUCKET_UNSPECIFIED",
      -  "REVIEW_BUCKET_PENDING",
      -  "REVIEW_BUCKET_POSTED",
      -  "REVIEW_BUCKET_EXCLUDED"
      -]New value: +[
      +  "REVIEW_BUCKET_UNSPECIFIED",
      +  "REVIEW_BUCKET_PENDING",
      +  "REVIEW_BUCKET_REVIEWED",
      +  "REVIEW_BUCKET_EXCLUDED"
      +]
    • addedOutput schema / properties / items / items / properties / deletable
      Added value: +{
      +  "type": "boolean"
      +}
    • addedOutput schema / properties / items / items / properties / descriptionEdited
      Added value: +{
      +  "type": "boolean"
      +}
    • addedOutput schema / properties / items / items / properties / excludedAt
      Added value: +{
      +  "anyOf": [
      +    {
      +      "format": "date-time",
      +      "type": "string"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ]
      +}
    • addedOutput schema / properties / items / items / properties / excludedBy
      Added value: +{
      +  "anyOf": [
      +    {
      +      "description": "UUID value wrapper.",
      +      "properties": {
      +        "value": {
      +          "format": "uuid",
      +          "type": "string"
      +        }
      +      },
      +      "type": "object"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ]
      +}
    • addedOutput schema / properties / items / items / properties / excludedReason
      Added value: +{
      +  "type": "string"
      +}
    • addedOutput schema / properties / items / items / properties / needsAccount
      Added value: +{
      +  "type": "boolean"
      +}
    • addedOutput schema / properties / items / items / properties / splitAccounts
      Added value: +{
      +  "items": {
      +    "properties": {
      +      "account": {
      +        "anyOf": [
      +          {
      +            "properties": {
      +              "code": {
      +                "type": "string"
      +              },
      +              "name": {
      +                "type": "string"
      +              },
      +              "path": {
      +                "type": "string"
      +              }
      +            },
      +            "type": "object"
      +          },
      +          {
      +            "type": "null"
      +          }
      +        ]
      +      },
      +      "amount": {
      +        "type": "string"
      +      }
      +    },
      +    "type": "object"
      +  },
      +  "type": "array"
      +}
    • addedOutput schema / properties / items / items / properties / transferBlockedReason
      Added value: +{
      +  "type": "string"
      +}
    • addedOutput schema / properties / items / items / properties / transferCandidate
      Added value: +{
      +  "type": "boolean"
      +}
    • addedOutput schema / properties / items / items / properties / transferLabel
      Added value: +{
      +  "type": "string"
      +}
  2. Added

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