pocketsmith_update_transaction
Update a transaction's category, payee, note, labels, or review status in Pocketsmith to keep financial records accurate.
Instructions
Update a transaction's category, payee, note, labels, or review status
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>"
},
"name": "pocketsmith_update_transaction"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| transaction_id | Yes | The transaction ID to update | |
| category_id | No | New category ID to assign | |
| payee | No | New payee name | |
| note | No | New note/memo for the transaction | |
| labels | No | New labels to assign | |
| needs_review | No | Set whether transaction needs review |