Classify Bank Transactions
classify_bank_transactionsClassify unmatched bank transactions, preview classifications with dry-run, and apply with approval to reconcile accounts.
Instructions
Merged unmatched-bank classification. classify groups; dry_run_apply previews; execute_apply requires approval.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| mode | No | Workflow phase to run. Defaults to classify. | |
| date_to | No | Optional upper transaction date bound for mode='classify' (YYYY-MM-DD). | |
| date_from | No | Optional lower transaction date bound for mode='classify' (YYYY-MM-DD). | |
| classifications_json | No | Structured output from mode='classify'. Required for apply modes. | |
| accounts_dimensions_id | No | Bank account dimension ID. Required for mode='classify'. |