create_transaction_group

Group multiple transactions together in LunchMoney to organize related financial entries under a single payee, date, and category for better tracking.

Instructions

Create a transaction group

Input Schema

TableJSON Schema

Name	Required	Description	Default
`input`	Yes

Implementation Reference

src/tools/transactions.ts:550-583 (handler)

The async handler function that executes the tool logic: sends a POST request to the Lunchmoney API /transactions/group endpoint with the provided input to create a transaction group.

async ({ input }) => {
    const { baseUrl, lunchmoneyApiToken } = getConfig();

    const response = await fetch(`${baseUrl}/transactions/group`, {
        method: "POST",
        headers: {
            Authorization: `Bearer ${lunchmoneyApiToken}`,
            "Content-Type": "application/json",
        },
        body: JSON.stringify(input),
    });

    if (!response.ok) {
        return {
            content: [
                {
                    type: "text",
                    text: `Failed to create transaction group: ${response.statusText}`,
                },
            ],
        };
    }

    const result = await response.json();

    return {
        content: [
            {
                type: "text",
                text: JSON.stringify(result),
            },
        ],
    };
}

src/tools/transactions.ts:533-548 (schema)

Zod input schema defining parameters for the create_transaction_group tool: required date, payee, transaction_ids; optional category_id, notes, tags.

input: z.object({
    date: z.string().describe("Date in YYYY-MM-DD format"),
    payee: z.string().describe("Payee name for the group"),
    category_id: z
        .number()
        .optional()
        .describe("Category ID for the group"),
    notes: z.string().optional().describe("Notes for the group"),
    tags: z
        .array(z.number())
        .optional()
        .describe("Array of tag IDs for the group"),
    transaction_ids: z
        .array(z.number())
        .describe("Array of transaction IDs to group"),
}),

src/tools/transactions.ts:529-584 (registration)

Registration of the create_transaction_group tool via server.tool() within the registerTransactionTools function, specifying name, description, input schema, and inline handler.

server.tool(
    "create_transaction_group",
    "Create a transaction group",
    {
        input: z.object({
            date: z.string().describe("Date in YYYY-MM-DD format"),
            payee: z.string().describe("Payee name for the group"),
            category_id: z
                .number()
                .optional()
                .describe("Category ID for the group"),
            notes: z.string().optional().describe("Notes for the group"),
            tags: z
                .array(z.number())
                .optional()
                .describe("Array of tag IDs for the group"),
            transaction_ids: z
                .array(z.number())
                .describe("Array of transaction IDs to group"),
        }),
    },
    async ({ input }) => {
        const { baseUrl, lunchmoneyApiToken } = getConfig();

        const response = await fetch(`${baseUrl}/transactions/group`, {
            method: "POST",
            headers: {
                Authorization: `Bearer ${lunchmoneyApiToken}`,
                "Content-Type": "application/json",
            },
            body: JSON.stringify(input),
        });

        if (!response.ok) {
            return {
                content: [
                    {
                        type: "text",
                        text: `Failed to create transaction group: ${response.statusText}`,
                    },
                ],
            };
        }

        const result = await response.json();

        return {
            content: [
                {
                    type: "text",
                    text: JSON.stringify(result),
                },
            ],
        };
    }
);

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