Add Category Rule
finance_add_category_ruleIdempotent
Automatically categorize transactions by matching a substring in the merchant name or descriptor, recategorizing all matching past and future entries.
Instructions
Create a rule that assigns a category to any transaction whose merchant name or bank descriptor contains a given substring — and immediately recategorize all matching transactions (past and future imports/syncs honor it too). Use this to clean up transactions stuck in 'other'. Match is case-insensitive. Args: match (substring, e.g. 'menards'), category. Returns how many transactions were recategorized. Example: {match:'robinhood', category:'transfers'}.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"match": "<match>",
"category": "<category>"
},
"name": "finance_add_category_rule"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| match | Yes | Substring to match on merchant name / descriptor (case-insensitive) | |
| category | Yes | Category to assign to matches |