Lovie Company Formation

Preview Categorization Rule

transaction_preview_categorization_rule

Read-only

Count how many existing transactions a categorization rule would match, without writing anything, and list the live rules it collides with: a duplicate, a rule that shadows it or that it would shadow, an overlap booking a different account, or a redundant rule booking the same one — each with how many of the last twelve months' transactions both match and how many this rule would take from the other. Use this to check a rule before creating or applying it. The rule does not have to exist yet.

Input Schema

TableJSON Schema

Name	Required	Description	Default
`rule`	Yes

Output Schema

TableJSON Schema

Name	Required	Description	Default
`conflicts`	No
`splitPreview`	No
`matchingCount`	No
`ruleHeldCount`	No
`closedMonthCount`	No
`personBookedCount`	No
`sampleTransactions`	No

Schema Changelog

Changes observed during successful MCP inspections.

Changed29 schema fields changedOct 8, 2026

addedInput schema / properties / rule / properties / actionType

Added value: +{
+  "enum": [
+    "RULE_ACTION_TYPE_UNSPECIFIED",
+    "RULE_ACTION_TYPE_BOOK",
+    "RULE_ACTION_TYPE_EXCLUDE",
+    "RULE_ACTION_TYPE_SPLIT"
+  ],
+  "type": "string"
+}

addedInput schema / properties / rule / properties / actions

Added value: +{
+  "items": {
+    "properties": {
+      "fieldCode": {
+        "maxLength": 100,
+        "minLength": 1,
+        "pattern": "^[a-z0-9]+(-[a-z0-9]+)*$",
+        "type": "string"
+      },
+      "optionPath": {
+        "maxLength": 255,
+        "minLength": 1,
+        "pattern": "^[a-z0-9]+(-[a-z0-9]+)*(/[a-z0-9]+(-[a-z0-9]+)*)*$",
+        "type": "string"
+      },
+      "target": {
+        "enum": [
+          "RULE_ACTION_TARGET_COUNTERPARTY",
+          "RULE_ACTION_TARGET_TRANSACTION"
+        ],
+        "type": "string"
+      }
+    },
+    "type": "object"
+  },
+  "maxItems": 10,
+  "type": "array"
+}

addedInput schema / properties / rule / properties / appliedCount
```
Added value: +{
+  "type": "integer"
+}
```
addedInput schema / properties / rule / properties / appliedThisMonth
```
Added value: +{
+  "type": "integer"
+}
```

addedInput schema / properties / rule / properties / approvedAt

Added value: +{
+  "format": "date-time",
+  "type": "string"
+}

addedInput schema / properties / rule / properties / approvedBy

Added value: +{
+  "description": "UUID value wrapper.",
+  "properties": {
+    "value": {
+      "format": "uuid",
+      "type": "string"
+    }
+  },
+  "type": "object"
+}

addedInput schema / properties / rule / properties / autoPostConsentedAt
```
Added value: +{
+  "format": "date-time",
+  "type": "string"
+}
```

addedInput schema / properties / rule / properties / autoPostMaxAmount

Added value: +{
+  "maxLength": 30,
+  "pattern": "^([0-9]+(\\.[0-9]{1,4})?)?$",
+  "type": "string"
+}

addedInput schema / properties / rule / properties / cleanBookingsInWindow
```
Added value: +{
+  "type": "integer"
+}
```

addedInput schema / properties / rule / properties / conditions

Added value: +{
+  "items": {
+    "properties": {
+      "amountMax": {
+        "maxLength": 30,
+        "pattern": "^([0-9]+(\\.[0-9]{1,4})?)?$",
+        "type": "string"
+      },
+      "amountMin": {
+        "maxLength": 30,
+        "pattern": "^([0-9]+(\\.[0-9]{1,4})?)?$",
+        "type": "string"
+      },
+      "group": {
+        "maximum": 19,
+        "minimum": 0,
+        "type": "integer"
+      },
+      "kind": {
+        "enum": [
+          "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": {
+        "maxLength": 500,
+        "type": "string"
+      },
+      "uuidValue": {
+        "maxLength": 36,
+        "pattern": "^([0-9a-fA-F-]{36})?$",
+        "type": "string"
+      }
+    },
+    "type": "object"
+  },
+  "maxItems": 100,
+  "type": "array"
+}

addedInput schema / properties / rule / properties / correctionCount
```
Added value: +{
+  "type": "integer"
+}
```
addedInput schema / properties / rule / properties / dead
```
Added value: +{
+  "type": "boolean"
+}
```
removedInput schema / properties / rule / properties / glAccountPath / minLength
```
Removed value: -1
```

changedInput schema / properties / rule / properties / glAccountPath / pattern

Previous value: -"^[a-z0-9]+(-[a-z0-9]+)*(/[a-z0-9]+(-[a-z0-9]+)*)*$"New value: +"^([a-z0-9]+(-[a-z0-9]+)*(/[a-z0-9]+(-[a-z0-9]+)*)*)?$"

addedInput schema / properties / rule / properties / lastAppliedAt

Added value: +{
+  "format": "date-time",
+  "type": "string"
+}

addedInput schema / properties / rule / properties / origin

Added value: +{
+  "enum": [
+    "RULE_ORIGIN_UNSPECIFIED",
+    "RULE_ORIGIN_USER",
+    "RULE_ORIGIN_AI",
+    "RULE_ORIGIN_PLATFORM",
+    "RULE_ORIGIN_HABIT"
+  ],
+  "type": "string"
+}

addedInput schema / properties / rule / properties / posting

Added value: +{
+  "enum": [
+    "RULE_POSTING_UNSPECIFIED",
+    "RULE_POSTING_REVIEW",
+    "RULE_POSTING_AUTO_POST"
+  ],
+  "type": "string"
+}

addedInput schema / properties / rule / properties / proposalId

Added value: +{
+  "description": "UUID value wrapper.",
+  "properties": {
+    "value": {
+      "format": "uuid",
+      "type": "string"
+    }
+  },
+  "type": "object"
+}

addedInput schema / properties / rule / properties / ruleCode

Added value: +{
+  "maxLength": 255,
+  "type": "string"
+}

addedInput schema / properties / rule / properties / splitLines

Added value: +{
+  "items": {
+    "properties": {
+      "glAccountPath": {
+        "maxLength": 200,
+        "minLength": 1,
+        "pattern": "^[a-z0-9]+(-[a-z0-9]+)*(/[a-z0-9]+(-[a-z0-9]+)*)*$",
+        "type": "string"
+      },
+      "isRemainder": {
+        "type": "boolean"
+      },
+      "position": {
+        "type": "integer"
+      },
+      "splitAmount": {
+        "maxLength": 30,
+        "pattern": "^([0-9]+(\\.[0-9]{1,4})?)?$",
+        "type": "string"
+      },
+      "splitPercent": {
+        "maxLength": 12,
+        "pattern": "^([0-9]+(\\.[0-9]{1,4})?)?$",
+        "type": "string"
+      }
+    },
+    "type": "object"
+  },
+  "maxItems": 20,
+  "type": "array"
+}

addedInput schema / properties / rule / properties / status

Added value: +{
+  "enum": [
+    "RULE_STATUS_UNSPECIFIED",
+    "RULE_STATUS_DRAFT",
+    "RULE_STATUS_ACTIVE",
+    "RULE_STATUS_PAUSED",
+    "RULE_STATUS_SUPERSEDED",
+    "RULE_STATUS_REJECTED"
+  ],
+  "type": "string"
+}

addedInput schema / properties / rule / properties / trackRecordWindow
```
Added value: +{
+  "type": "integer"
+}
```
addedInput schema / properties / rule / properties / version
```
Added value: +{
+  "type": "integer"
+}
```
addedOutput schema / properties / closedMonthCount
```
Added value: +{
+  "type": "integer"
+}
```

addedOutput schema / properties / conflicts

Added value: +{
+  "items": {
+    "properties": {
+      "kind": {
+        "enum": [
+          "RULE_CONFLICT_KIND_UNSPECIFIED",
+          "RULE_CONFLICT_KIND_DUPLICATE",
+          "RULE_CONFLICT_KIND_SHADOWED",
+          "RULE_CONFLICT_KIND_OVERLAP",
+          "RULE_CONFLICT_KIND_REDUNDANT",
+          "RULE_CONFLICT_KIND_CATCH_ALL"
+        ],
+        "type": "string"
+      },
+      "overlapCount": {
+        "type": "integer"
+      },
+      "previewedRuleFirst": {
+        "type": "boolean"
+      },
+      "ruleCode": {
+        "type": "string"
+      },
+      "ruleId": {
+        "anyOf": [
+          {
+            "description": "UUID value wrapper.",
+            "properties": {
+              "value": {
+                "format": "uuid",
+                "type": "string"
+              }
+            },
+            "type": "object"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "ruleName": {
+        "anyOf": [
+          {
+            "description": "Human-readable name (1-255 Unicode chars).",
+            "properties": {
+              "value": {
+                "maxLength": 255,
+                "minLength": 1,
+                "type": "string"
+              }
+            },
+            "type": "object"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      },
+      "takenCount": {
+        "type": "integer"
+      }
+    },
+    "type": "object"
+  },
+  "type": "array"
+}

addedOutput schema / properties / personBookedCount
```
Added value: +{
+  "type": "integer"
+}
```
addedOutput schema / properties / ruleHeldCount
```
Added value: +{
+  "type": "integer"
+}
```

addedOutput schema / properties / sampleTransactions

Added value: +{
+  "items": {
+    "properties": {
+      "amount": {
+        "type": "string"
+      },
+      "currencyCode": {
+        "type": "string"
+      },
+      "date": {
+        "type": "string"
+      },
+      "descriptorText": {
+        "type": "string"
+      },
+      "id": {
+        "anyOf": [
+          {
+            "description": "UUID value wrapper.",
+            "properties": {
+              "value": {
+                "format": "uuid",
+                "type": "string"
+              }
+            },
+            "type": "object"
+          },
+          {
+            "type": "null"
+          }
+        ]
+      }
+    },
+    "type": "object"
+  },
+  "type": "array"
+}

addedOutput schema / properties / splitPreview

Added value: +{
+  "anyOf": [
+    {
+      "properties": {
+        "exampleAmount": {
+          "type": "string"
+        },
+        "exampleTransactionId": {
+          "anyOf": [
+            {
+              "description": "UUID value wrapper.",
+              "properties": {
+                "value": {
+                  "format": "uuid",
+                  "type": "string"
+                }
+              },
+              "type": "object"
+            },
+            {
+              "type": "null"
+            }
+          ]
+        },
+        "lines": {
+          "items": {
+            "properties": {
+              "exampleAmount": {
+                "type": "string"
+              },
+              "glAccountPath": {
+                "type": "string"
+              },
+              "isRemainder": {
+                "type": "boolean"
+              },
+              "splitAmount": {
+                "type": "string"
+              },
+              "splitPercent": {
+                "type": "string"
+              }
+            },
+            "type": "object"
+          },
+          "type": "array"
+        }
+      },
+      "type": "object"
+    },
+    {
+      "type": "null"
+    }
+  ]
+}

AddedSep 10, 2026

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