pocketsmith_create_transaction
Create a new transaction by providing account ID, payee, amount, and date, with optional category, labels, notes, and transfer flag.
Instructions
Create a new 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_account_id": "<transaction_account_id>",
"payee": "<payee>",
"amount": "<amount>",
"date": "<date>"
},
"name": "pocketsmith_create_transaction"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| transaction_account_id | Yes | The transaction account ID | |
| payee | Yes | The payee name | |
| amount | Yes | The transaction amount (negative for debit, positive for credit) | |
| date | Yes | The transaction date (YYYY-MM-DD) | |
| is_transfer | No | Whether this is a transfer between accounts | |
| labels | No | Labels to assign to the transaction | |
| category_id | No | Category ID to assign | |
| note | No | Note for the transaction | |
| memo | No | Memo for the transaction | |
| needs_review | No | Whether the transaction needs review |