pocketsmith_categorize_transaction
Assign a category to a transaction, optionally adding a note and marking it as reviewed, to organize financial data in Pocketsmith.
Instructions
Categorize a transaction by setting its category. This is a convenience wrapper around update_transaction.
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": {
"transaction_id": "<transaction_id>",
"category_id": "<category_id>"
},
"name": "pocketsmith_categorize_transaction"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| transaction_id | Yes | The transaction ID to categorize | |
| category_id | Yes | The category ID to assign | |
| note | No | Optional note explaining the categorization | |
| mark_reviewed | No | Whether to mark the transaction as reviewed (default true) |