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dannyshaw

Pocketsmith MCP Server

by dannyshaw

pocketsmith_update_transaction

Modify transaction details in Pocketsmith, including category, payee, notes, labels, and review status to maintain accurate financial records.

Instructions

Update a transaction's category, payee, note, labels, or review status

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
transaction_idYesThe transaction ID to update
category_idNoNew category ID to assign
payeeNoNew payee name
noteNoNew note/memo for the transaction
labelsNoNew labels to assign
needs_reviewNoSet whether transaction needs review

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