get_record_rules
Retrieve auto-categorization rules that automatically assign categories to matching transactions. Filter by rule ID, name, or date to pinpoint specific rules.
Instructions
Get auto-categorization rules for records.
These rules automatically assign categories/labels to matching transactions.
Args: ctx: MCP context limit: Items per page (1-100, default 30) offset: Items to skip rule_id: Filter by exact rule ID name: Filter by rule name (use prefix: eq., contains., contains-i.) created_at: Filter by creation date (e.g. "gte.2025-01-01") updated_at: Filter by last update date (e.g. "gte.2025-01-01")
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | ||
| limit | No | ||
| offset | No | ||
| rule_id | No | ||
| created_at | No | ||
| updated_at | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |