bookmind.categorize
Categorize QuickBooks transactions with confidence scores using learned rules, keyword dictionaries, and optional LLM analysis. New categorizations follow a pending approval workflow.
Instructions
Auto-categorize Uncategorized QuickBooks transactions using learned rules (regex) + keyword dict + LLM (when connected). Returns confidence-scored suggestions. Use bookmind.approve_categorizations to apply. New categorization requests stage in 'pending' status and follow approval workflow.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| auto_apply | No | ||
| transactions | Yes | ||
| confidence_threshold | No |