create_transaction
Add a new transaction to a designated account by specifying date, amount, merchant, and category. Optionally include notes and update the account balance.
Instructions
Create a new transaction in a specific account.
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": {
"date": "<date>",
"account_id": "<account_id>",
"amount": "<amount>",
"merchant_name": "<merchant_name>",
"category_id": "<category_id>"
},
"name": "create_transaction"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | Yes | Transaction date in YYYY-MM-DD format | |
| account_id | Yes | The account ID to create the transaction in | |
| amount | Yes | Transaction amount (positive = income, negative = expense) | |
| merchant_name | Yes | Merchant or payee name | |
| category_id | Yes | Category ID for the transaction | |
| notes | No | Optional notes | |
| update_balance | No | Whether to update the account balance |