create_transactions
Insert one or more financial transactions into LunchMoney with details like date, payee, amount, currency, category, and status for expense tracking.
Instructions
Insert one or more transactions
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| input | Yes |
Implementation Reference
- src/tools/transactions.ts:264-313 (handler)The handler function that implements the create_transactions tool by sending a POST request to the LunchMoney API to insert transactions.
async ({ input }) => { const { baseUrl, lunchmoneyApiToken } = getConfig(); const body: any = { transactions: input.transactions, }; if (input.apply_rules !== undefined) body.apply_rules = input.apply_rules; if (input.skip_duplicates !== undefined) body.skip_duplicates = input.skip_duplicates; if (input.check_for_recurring !== undefined) body.check_for_recurring = input.check_for_recurring; if (input.debit_as_negative !== undefined) body.debit_as_negative = input.debit_as_negative; if (input.skip_balance_update !== undefined) body.skip_balance_update = input.skip_balance_update; const response = await fetch(`${baseUrl}/transactions`, { method: "POST", headers: { Authorization: `Bearer ${lunchmoneyApiToken}`, "Content-Type": "application/json", }, body: JSON.stringify(body), }); if (!response.ok) { return { content: [ { type: "text", text: `Failed to create transactions: ${response.statusText}`, }, ], }; } const result = await response.json(); return { content: [ { type: "text", text: JSON.stringify(result), }, ], }; } ); - src/tools/transactions.ts:187-262 (schema)The Zod input schema defining the parameters for creating transactions, including the array of transactions and optional flags.
transactions: z .array( z.object({ date: z .string() .describe("Date in YYYY-MM-DD format"), payee: z.string().describe("Payee name"), amount: z .string() .describe( "Amount as string with up to 4 decimal places" ), currency: z .string() .optional() .describe( "Three-letter lowercase currency code" ), category_id: z .number() .optional() .describe("Category ID"), asset_id: z .number() .optional() .describe("Asset ID for manual accounts"), recurring_id: z .number() .optional() .describe("Recurring expense ID"), notes: z .string() .optional() .describe("Transaction notes"), status: z .enum(["cleared", "uncleared", "pending"]) .optional() .describe("Transaction status"), external_id: z .string() .optional() .describe("External ID (max 75 characters)"), tags: z .array(z.number()) .optional() .describe("Array of tag IDs"), }) ) .describe("Array of transactions to create"), apply_rules: z .boolean() .optional() .describe("Apply account's rules to transactions"), skip_duplicates: z .boolean() .optional() .describe( "Skip transactions that are potential duplicates" ), check_for_recurring: z .boolean() .optional() .describe( "Check if transactions are part of recurring expenses" ), debit_as_negative: z .boolean() .optional() .describe( "Pass true if debits are provided as negative amounts" ), skip_balance_update: z .boolean() .optional() .describe("Skip updating balance for assets/accounts"), }), - src/tools/transactions.ts:182-313 (registration)The registration of the create_transactions tool using server.tool(), including name, description, schema, and handler.
server.tool( "create_transactions", "Insert one or more transactions", { input: z.object({ transactions: z .array( z.object({ date: z .string() .describe("Date in YYYY-MM-DD format"), payee: z.string().describe("Payee name"), amount: z .string() .describe( "Amount as string with up to 4 decimal places" ), currency: z .string() .optional() .describe( "Three-letter lowercase currency code" ), category_id: z .number() .optional() .describe("Category ID"), asset_id: z .number() .optional() .describe("Asset ID for manual accounts"), recurring_id: z .number() .optional() .describe("Recurring expense ID"), notes: z .string() .optional() .describe("Transaction notes"), status: z .enum(["cleared", "uncleared", "pending"]) .optional() .describe("Transaction status"), external_id: z .string() .optional() .describe("External ID (max 75 characters)"), tags: z .array(z.number()) .optional() .describe("Array of tag IDs"), }) ) .describe("Array of transactions to create"), apply_rules: z .boolean() .optional() .describe("Apply account's rules to transactions"), skip_duplicates: z .boolean() .optional() .describe( "Skip transactions that are potential duplicates" ), check_for_recurring: z .boolean() .optional() .describe( "Check if transactions are part of recurring expenses" ), debit_as_negative: z .boolean() .optional() .describe( "Pass true if debits are provided as negative amounts" ), skip_balance_update: z .boolean() .optional() .describe("Skip updating balance for assets/accounts"), }), }, async ({ input }) => { const { baseUrl, lunchmoneyApiToken } = getConfig(); const body: any = { transactions: input.transactions, }; if (input.apply_rules !== undefined) body.apply_rules = input.apply_rules; if (input.skip_duplicates !== undefined) body.skip_duplicates = input.skip_duplicates; if (input.check_for_recurring !== undefined) body.check_for_recurring = input.check_for_recurring; if (input.debit_as_negative !== undefined) body.debit_as_negative = input.debit_as_negative; if (input.skip_balance_update !== undefined) body.skip_balance_update = input.skip_balance_update; const response = await fetch(`${baseUrl}/transactions`, { method: "POST", headers: { Authorization: `Bearer ${lunchmoneyApiToken}`, "Content-Type": "application/json", }, body: JSON.stringify(body), }); if (!response.ok) { return { content: [ { type: "text", text: `Failed to create transactions: ${response.statusText}`, }, ], }; } const result = await response.json(); return { content: [ { type: "text", text: JSON.stringify(result), }, ], }; } );