store_transactions
Store financial transactions from documents by parsing date, amount, description, and category into a structured format for analysis and reporting.
Instructions
Parse and store transaction data from uploaded financial documents.
If you receive unstructured financial data (statements, receipts, CSV files, etc.),
extract transactions into the format: [{"date": "YYYY-MM-DD", "amount": number, "description": "string", "category": "string"}]
Args:
transactions: List of transaction dictionaries, each containing:
- date: Transaction date (string, format: YYYY-MM-DD)
- amount: Transaction amount (number, can be negative for expenses)
- description: Transaction description (string)
- category: Transaction category (string, optional, e.g. "Food", "Transport", "Bills")
Returns:
Success message with count of stored transactions
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| transactions | Yes |
Input Schema (JSON Schema)
{
"properties": {
"transactions": {
"items": {
"additionalProperties": true,
"type": "object"
},
"title": "Transactions",
"type": "array"
}
},
"required": [
"transactions"
],
"type": "object"
}