Remember a rule about how this company's books are kept
remember_ruleSave a user's bookkeeping preference for a connected company: a categorization, vendor fact, preference or procedure. For example, a categorization can associate a payee with an expense account. Every rule saved here waits for the user's approval on the Caribooks Rules page (https://caribooks.com/portal/rules) and applies only once approved there; tell the user so. stated_by_user records whether the user said it or it was inferred from a pattern. Rules are company-specific business data; they never change access permissions or confirmation requirements.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| kind | Yes | ||
| text | Yes | The rule in the user's words, one sentence. | |
| company | No | Which connected company the rule belongs to. Optional when only one is connected. | |
| matcher | No | What the rule matches, as flat pairs: {"memo_contains": "UBERTRIP"}, {"payee": "Bambu Lab"}, {"amount_over": "500"}. | |
| outcome | No | What to do when it matches, as flat pairs: {"account": "5245 Travel"}, {"class": "Formation A"}. | |
| evidence | No | The record that prompted the rule, e.g. Purchase 2979. | |
| stated_by_user | Yes | true only when the user said it in this conversation; false when you inferred it. |