create_transaction

Create manual transactions in Norman Finance MCP Server by specifying amount, description, cashflow type, and supplier country. Automatically categorize transactions or assign VAT rates, sale types, and dates for accurate financial records.

Instructions

Create a new manual transaction.

Args:
    amount: Transaction amount (positive for income, negative for expense)
    description: Transaction description
    category: Transaction category
    date: Transaction date in YYYY-MM-DD format (defaults to today)
    vat_rate: VAT rate (0, 7, 19)
    sale_type: Sale type (GOODS, SERVICES)
    supplier_country: Country of the supplier (DE, INSIDE_EU, OUTSIDE_EU)
    cashflow_type: Cashflow type of the transaction (INCOME, EXPENSE)
    category_id: Category ID of the transaction (If not provided, the transaction will be categorized automatically using AI)
Returns:
    Information about the created transaction

Input Schema

Name	Required	Description	Default
`amount`	Yes
`cashflow_type`	Yes
`category_id`	No
`date`	No
`description`	Yes
`sale_type`	No
`supplier_country`	Yes
`vat_rate`	No

Input Schema (JSON Schema)

{
  "properties": {
    "amount": {
      "title": "Amount",
      "type": "number"
    },
    "cashflow_type": {
      "title": "Cashflow Type",
      "type": "string"
    },
    "category_id": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Category Id"
    },
    "date": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Date"
    },
    "description": {
      "title": "Description",
      "type": "string"
    },
    "sale_type": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Sale Type"
    },
    "supplier_country": {
      "title": "Supplier Country",
      "type": "string"
    },
    "vat_rate": {
      "anyOf": [
        {
          "type": "integer"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Vat Rate"
    }
  },
  "required": [
    "amount",
    "description",
    "cashflow_type",
    "supplier_country"
  ],
  "title": "create_transactionArguments",
  "type": "object"
}

Norman Finance MCP Server

create_transaction

Instructions

Input Schema

Input Schema (JSON Schema)

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