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Get Categorization Rule

transaction_get_categorization_rule
Read-only

Read one transaction categorization rule by id: which merchants, amounts or directions it matches, the chart-of-accounts account matching transactions are booked to, its priority in the evaluation order, its status and posting, its version, and its health (applied_count, last_applied_at, correction_count, dead, clean_bookings_in_window of track_record_window). Read-only.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
ruleIdYesUUID value wrapper.
companyIdYesUUID value wrapper.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
ruleNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • changedOutput schema / properties / rule / anyOf
      Previous value: -[
-  {
-    "properties": {
-      "amountMax": {
-        "type": "string"
-      },
-      "amountMin": {
-        "type": "string"
-      },
-      "autoAccept": {
-        "type": "boolean"
-      },
-      "companyId": {
-        "anyOf": [
-          {
-            "description": "UUID value wrapper.",
-            "properties": {
-              "value": {
-                "format": "uuid",
-                "type": "string"
-              }
-            },
-            "type": "object"
-          },
-          {
-            "type": "null"
-          }
-        ]
-      },
-      "counterpartyId": {
-        "anyOf": [
-          {
-            "description": "UUID value wrapper.",
-            "properties": {
-              "value": {
-                "format": "uuid",
-                "type": "string"
-              }
-            },
-            "type": "object"
-          },
-          {
-            "type": "null"
-          }
-        ]
-      },
-      "createdAt": {
-        "anyOf": [
-          {
-            "format": "date-time",
-            "type": "string"
-          },
-          {
-            "type": "null"
-          }
-        ]
-      },
-      "direction": {
-        "enum": [
-          "RULE_DIRECTION_UNSPECIFIED",
-          "RULE_DIRECTION_MONEY_IN",
-          "RULE_DIRECTION_MONEY_OUT"
-        ],
-        "type": "string"
-      },
-      "glAccountPath": {
-        "type": "string"
-      },
-      "id": {
-        "anyOf": [
-          {
-            "description": "UUID value wrapper.",
-            "properties": {
-              "value": {
-                "format": "uuid",
-                "type": "string"
-              }
-            },
-            "type": "object"
-          },
-          {
-            "type": "null"
-          }
-        ]
-      },
-      "isActive": {
-        "type": "boolean"
-      },
-      "name": {
-        "anyOf": [
-          {
-            "description": "Human-readable name (1-255 Unicode chars).",
-            "properties": {
-              "value": {
-                "maxLength": 255,
-                "minLength": 1,
-                "type": "string"
-              }
-            },
-            "type": "object"
-          },
-          {
-            "type": "null"
-          }
-        ]
-      },
-      "nameContains": {
-        "type": "string"
-      },
-      "priority": {
-        "type": "integer"
-      },
-      "updatedAt": {
-        "anyOf": [
-          {
-            "format": "date-time",
-            "type": "string"
-          },
-          {
-            "type": "null"
-          }
-        ]
-      }
-    },
-    "required": [
-      "companyId",
-      "name"
-    ],
-    "type": "object"
-  },
-  {
-    "type": "null"
-  }
-]New value: +[
+  {
+    "properties": {
+      "actionType": {
+        "enum": [
+          "RULE_ACTION_TYPE_UNSPECIFIED",
+          "RULE_ACTION_TYPE_BOOK",
+          "RULE_ACTION_TYPE_EXCLUDE",
+          "RULE_ACTION_TYPE_SPLIT"
+        ],
+        "type": "string"
+      },
+      "actions": {
+        "items": {
+          "properties": {
+            "fieldCode": {
+              "type": "string"
+            },
+            "optionPath": {
+              "type": "string"
+            },
+            "target": {
+              "enum": [
+                "RULE_ACTION_TARGET_UNSPECIFIED",
+                "RULE_ACTION_TARGET_COUNTERPARTY",
+                "RULE_ACTION_TARGET_TRANSACTION"
+              ],
+              "type": "string"
+            }
+          },
+          "type": "object"
+        },
+        "type": "array"
+      },
+      "amountMax": {
+        "type": "string"
+      },
+      "amountMin": {
+        "type": "string"
+      },
+      "appliedCount": {
+        "type": "integer"
+      },
+      "appliedThisMonth": {
+        "type": "integer"
+      },
+      "approvedAt": {
+        "anyOf": [
+          {
+            "format": "date-time",
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "approvedBy": {
+        "anyOf": [
+          {
+            "description": "UUID value wrapper.",
+            "properties": {
+              "value": {
+                "format": "uuid",
+                "type": "string"
+              }
+            },
+            "type": "object"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "autoAccept": {
+        "type": "boolean"
+      },
+      "autoPostConsentedAt": {
+        "anyOf": [
+          {
+            "format": "date-time",
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "autoPostMaxAmount": {
+        "type": "string"
+      },
+      "cleanBookingsInWindow": {
+        "type": "integer"
+      },
+      "companyId": {
+        "anyOf": [
+          {
+            "description": "UUID value wrapper.",
+            "properties": {
+              "value": {
+                "format": "uuid",
+                "type": "string"
+              }
+            },
+            "type": "object"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "conditions": {
+        "items": {
+          "properties": {
+            "amountMax": {
+              "type": "string"
+            },
+            "amountMin": {
+              "type": "string"
+            },
+            "group": {
+              "type": "integer"
+            },
+            "kind": {
+              "enum": [
+                "RULE_CONDITION_KIND_UNSPECIFIED",
+                "RULE_CONDITION_KIND_COUNTERPARTY",
+                "RULE_CONDITION_KIND_NAME_CONTAINS",
+                "RULE_CONDITION_KIND_DESCRIPTOR_REGEX",
+                "RULE_CONDITION_KIND_MERCHANT_REGEX",
+                "RULE_CONDITION_KIND_MCC",
+                "RULE_CONDITION_KIND_PROVIDER",
+                "RULE_CONDITION_KIND_ACCOUNT_ID",
+                "RULE_CONDITION_KIND_CURRENCY",
+                "RULE_CONDITION_KIND_AMOUNT_RANGE",
+                "RULE_CONDITION_KIND_DIRECTION",
+                "RULE_CONDITION_KIND_CARD",
+                "RULE_CONDITION_KIND_TEAM_MEMBER",
+                "RULE_CONDITION_KIND_CATEGORY",
+                "RULE_CONDITION_KIND_ALL"
+              ],
+              "type": "string"
+            },
+            "negate": {
+              "type": "boolean"
+            },
+            "reviewStatus": {
+              "enum": [
+                "RULE_CONDITION_REVIEW_STATUS_UNSPECIFIED",
+                "RULE_CONDITION_REVIEW_STATUS_APPROVED",
+                "RULE_CONDITION_REVIEW_STATUS_IN_REVIEW"
+              ],
+              "type": "string"
+            },
+            "textValue": {
+              "type": "string"
+            },
+            "uuidValue": {
+              "type": "string"
+            }
+          },
+          "type": "object"
+        },
+        "type": "array"
+      },
+      "correctionCount": {
+        "type": "integer"
+      },
+      "counterpartyId": {
+        "anyOf": [
+          {
+            "description": "UUID value wrapper.",
+            "properties": {
+              "value": {
+                "format": "uuid",
+                "type": "string"
+              }
+            },
+            "type": "object"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "createdAt": {
+        "anyOf": [
+          {
+            "format": "date-time",
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "dead": {
+        "type": "boolean"
+      },
+      "direction": {
+        "enum": [
+          "RULE_DIRECTION_UNSPECIFIED",
+          "RULE_DIRECTION_MONEY_IN",
+          "RULE_DIRECTION_MONEY_OUT"
+        ],
+        "type": "string"
+      },
+      "glAccountPath": {
+        "type": "string"
+      },
+      "id": {
+        "anyOf": [
+          {
+            "description": "UUID value wrapper.",
+            "properties": {
+              "value": {
+                "format": "uuid",
+                "type": "string"
+              }
+            },
+            "type": "object"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "isActive": {
+        "type": "boolean"
+      },
+      "lastAppliedAt": {
+        "anyOf": [
+          {
+            "format": "date-time",
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "name": {
+        "anyOf": [
+          {
+            "description": "Human-readable name (1-255 Unicode chars).",
+            "properties": {
+              "value": {
+                "maxLength": 255,
+                "minLength": 1,
+                "type": "string"
+              }
+            },
+            "type": "object"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "nameContains": {
+        "type": "string"
+      },
+      "origin": {
+        "enum": [
+          "RULE_ORIGIN_UNSPECIFIED",
+          "RULE_ORIGIN_USER",
+          "RULE_ORIGIN_AI",
+          "RULE_ORIGIN_PLATFORM",
+          "RULE_ORIGIN_HABIT"
+        ],
+        "type": "string"
+      },
+      "posting": {
+        "enum": [
+          "RULE_POSTING_UNSPECIFIED",
+          "RULE_POSTING_REVIEW",
+          "RULE_POSTING_AUTO_POST"
+        ],
+        "type": "string"
+      },
+      "priority": {
+        "type": "integer"
+      },
+      "proposalId": {
+        "anyOf": [
+          {
+            "description": "UUID value wrapper.",
+            "properties": {
+              "value": {
+                "format": "uuid",
+                "type": "string"
+              }
+            },
+            "type": "object"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "ruleCode": {
+        "type": "string"
+      },
+      "splitLines": {
+        "items": {
+          "properties": {
+            "glAccountPath": {
+              "type": "string"
+            },
+            "isRemainder": {
+              "type": "boolean"
+            },
+            "position": {
+              "type": "integer"
+            },
+            "splitAmount": {
+              "type": "string"
+            },
+            "splitPercent": {
+              "type": "string"
+            }
+          },
+          "type": "object"
+        },
+        "type": "array"
+      },
+      "status": {
+        "enum": [
+          "RULE_STATUS_UNSPECIFIED",
+          "RULE_STATUS_DRAFT",
+          "RULE_STATUS_ACTIVE",
+          "RULE_STATUS_PAUSED",
+          "RULE_STATUS_SUPERSEDED",
+          "RULE_STATUS_REJECTED"
+        ],
+        "type": "string"
+      },
+      "trackRecordWindow": {
+        "type": "integer"
+      },
+      "updatedAt": {
+        "anyOf": [
+          {
+            "format": "date-time",
+            "type": "string"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "version": {
+        "type": "integer"
+      }
+    },
+    "required": [
+      "companyId",
+      "name"
+    ],
+    "type": "object"
+  },
+  {
+    "type": "null"
+  }
+]
  2. Added

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