Categorize Transaction
categorize_transactionIdempotent
Assign a category to a bank transaction to track expenses for tax deductions.
Instructions
Apply a category to a bank transaction for manual classification. Categories map to expense categories for tax deduction tracking. Example: id='tx_abc', category='supplies', notes='Office paper Q1' / Asigna una categoria a un movimiento bancario. Las categorias se mapean a categorias de gastos para el control de deducciones fiscales.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | Yes | Transaction ID / ID del movimiento | |
| notes | No | Optional notes for this classification / Notas opcionales | |
| category | Yes | Category slug (e.g. 'supplies', 'travel', 'software') / Categoria |
Output Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | Yes | ||
| amount | Yes | ||
| status | No | ||
| category | No | ||
| currency | No | ||
| postedAt | No | ||
| accountId | No | ||
| createdAt | No | ||
| updatedAt | No | ||
| description | No | ||
| matchedDocId | No |