Norman Finance MCP Server

Instructions

Detect category for a transaction using AI.

Args:
    transaction_amount: Amount of the transaction
    transaction_description: Description of the transaction
    transaction_type: Type of transaction ("income" or "expense")
    
Returns:
    Suggested category information for the transaction

Implementation Reference

• norman_mcp/tools/transactions.py:196-227 (handler)

  The main implementation of the 'categorize_transaction' tool handler, including input schema via Pydantic Field and the logic to call the detect-category API endpoint.

  @mcp.tool()
  async def categorize_transaction(
      ctx: Context,
      transaction_amount: float = Field(description="Amount of the transaction"),
      transaction_description: str = Field(description="Description of the transaction"),
      transaction_type: str = Field(description="Type of transaction (income or expense)")
  ) -> Dict[str, Any]:
      """
      Detect category for a transaction using AI.
      
      Args:
          transaction_amount: Amount of the transaction
          transaction_description: Description of the transaction
          transaction_type: Type of transaction ("income" or "expense")
          
      Returns:
          Suggested category information for the transaction
      """
      api = ctx.request_context.lifespan_context["api"]
      
      detect_url = urljoin(
          config.api_base_url,
          "api/v1/assistant/detect-category/"
      )
      
      request_data = {
          "transaction_amount": transaction_amount,
          "transaction_description": transaction_description,
          "transaction_type": transaction_type
      }
      
      return api._make_request("POST", detect_url, json_data=request_data)

• norman_mcp/server.py:328-335 (registration)

  Registration block in the MCP server setup where register_transaction_tools(server) is called, which registers the categorize_transaction tool among others.

  register_client_tools(server)
  register_invoice_tools(server)
  register_tax_tools(server)
  register_transaction_tools(server)
  register_document_tools(server)
  register_company_tools(server)
  register_prompts(server)
  register_resources(server)

• norman_mcp/server.py:19-19 (registration)

  Import of register_transaction_tools function used to register the transaction tools including categorize_transaction.

  from norman_mcp.tools.transactions import register_transaction_tools