pocketsmith_create_category_rule
Create categorization rules that match payee keywords to automatically assign a category to future transactions, with options to apply to existing uncategorized or all transactions.
Instructions
Create a rule to automatically categorize future transactions matching a payee pattern
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": {
"category_id": "<category_id>",
"payee_matches": "<payee_matches>"
},
"name": "pocketsmith_create_category_rule"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| category_id | Yes | The category ID to assign when rule matches | |
| payee_matches | Yes | Keyword pattern to match in payee field | |
| apply_to_uncategorised | No | Apply this rule to existing uncategorised transactions | |
| apply_to_all | No | Apply this rule to ALL existing transactions (re-categorizes) |