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Lovie Company Formation

Batch Categorize Transactions By Account

transaction_batch_categorize_transactions_by_account
Idempotent

Book up to 500 transactions to the same chart-of-accounts account in one call, by full account path (e.g. "expenses/meals-and-entertainment"). Returns how many applied plus per-transaction failures. Use this instead of calling transaction_categorize_transaction_by_account in a loop. The booking is recorded as Lovie Agent's proposal and changes nothing until the person accepts it, so tell them it is waiting for their review. Returns proposal_ids, one proposal per transaction. List valid paths with accounting_get_chart_of_accounts.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyIdYesUUID value wrapper.
glAccountPathNo
transactionIdsNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
undoIdNo
failuresNo
proposalIdsNo
updatedCountNo
glAccountPathNo
reportedWarningNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed3 schema fields changed
    • addedOutput schema / properties / proposalIds
      Added value: +{
      +  "items": {
      +    "description": "UUID value wrapper.",
      +    "properties": {
      +      "value": {
      +        "format": "uuid",
      +        "type": "string"
      +      }
      +    },
      +    "type": "object"
      +  },
      +  "type": "array"
      +}
    • addedOutput schema / properties / reportedWarning
      Added value: +{
      +  "type": "string"
      +}
    • addedOutput schema / properties / undoId
      Added value: +{
      +  "anyOf": [
      +    {
      +      "description": "UUID value wrapper.",
      +      "properties": {
      +        "value": {
      +          "format": "uuid",
      +          "type": "string"
      +        }
      +      },
      +      "type": "object"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ]
      +}
  2. Added

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