create_rule
Create transaction rules that automatically set category, payee, or notes when a transaction matches specified conditions.
Instructions
Create a transaction rule. When a transaction matches the condition, the action is applied automatically.
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": {
"condition_field": "<condition_field>",
"condition_op": "<condition_op>",
"condition_value": "<condition_value>",
"action_field": "<action_field>",
"action_value": "<action_value>"
},
"name": "create_rule"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| stage | No | When to apply: null (default), pre, or post | null |
| action_field | Yes | Field to set: category, payee, notes | |
| action_value | Yes | Value to set (category name/ID, payee name, or note text) | |
| condition_op | Yes | Operator: is, contains, oneOf, isNot, doesNotContain, matches, gt, lt, gte, lte | |
| condition_field | Yes | Field to match: payee, category, amount, notes, imported_payee | |
| condition_value | Yes | Value to match against |