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Lovie Company Formation

Categorize Transaction By Account

transaction_categorize_transaction_by_account
Idempotent

Book a transaction to a chart-of-accounts account by its full path (e.g. "expenses/software-and-subscriptions", "revenue/sales-revenue"). This is the account the amount posts to, so prefer it over transaction_categorize_transaction. 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. List valid paths with accounting_get_chart_of_accounts.

Input Schema

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

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
undoIdNo
proposalIdNo
glAccountPathNo
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. Added

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