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Lovie Company Formation

Categorize Transaction

transaction_categorize_transaction
Idempotent

Set a transaction's category by taxonomy option code (e.g. "ai-products", "meals", "cloud-hosting"). Applies to the sign-appropriate detail field (income vs expense) and the umbrella category automatically. Find valid codes via field tools (list options of the income-category / expense-category fields). 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_id, the proposal waiting for them.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyIdYesUUID value wrapper.
transactionIdYesUUID value wrapper.
categoryOptionCodeNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
undoIdNo
optionPathNo
proposalIdNo
reportedWarningNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed3 schema fields changed
    • addedOutput schema / properties / proposalId
      Added value: +{
      +  "anyOf": [
      +    {
      +      "description": "UUID value wrapper.",
      +      "properties": {
      +        "value": {
      +          "format": "uuid",
      +          "type": "string"
      +        }
      +      },
      +      "type": "object"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ]
      +}
    • 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. First observed

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