update_transaction

Instructions

Implementation Reference

• norman_mcp/tools/transactions.py:147-194 (handler)

  The core handler function for the 'update_transaction' tool. Includes inline schema definitions via Pydantic Field descriptions and the execution logic that updates the transaction via the Norman API.

  @mcp.tool()
  async def update_transaction(
      ctx: Context,
      transaction_id: str = Field(description="Public ID of the transaction to update"),
      amount: Optional[float] = Field(description="Transaction amount (positive for income, negative for expense)"),
      description: Optional[str] = Field(description="Transaction description"),
      category: Optional[str] = Field(description="Transaction category"),
      date: Optional[str] = Field(description="Transaction date in YYYY-MM-DD format (defaults to today)"),
      vat_rate: Optional[int] = Field(description="VAT rate (0, 7, 19)"),
      sale_type: Optional[str] = Field(description="Sale type (GOODS, SERVICES)"),
      supplier_country: Optional[str] = Field(description="Country of the supplier (DE, INSIDE_EU, OUTSIDE_EU)"),
      cashflow_type: Optional[str] = Field(description="Cashflow type of the transaction (INCOME, EXPENSE)"),
      category_id: Optional[str] = Field(description="Category ID of the transaction (If not provided, the transaction will be categorized automatically using AI)"),
  ) -> Dict[str, Any]:
      """Update an existing transaction."""
      api = ctx.request_context.lifespan_context["api"]
      company_id = api.company_id
      
      if not company_id:
          return {"error": "No company available. Please authenticate first."}
      
      transaction_url = urljoin(
          config.api_base_url, 
          f"api/v1/companies/{company_id}/accounting/transactions/{transaction_id}/"
      )
      
      # Prepare update data
      update_data = {}
      if amount is not None:
          update_data["amount"] = abs(amount) if cashflow_type == "INCOME" else -abs(amount)
      if description is not None:
          update_data["description"] = description
      if category is not None:
          update_data["category"] = category
      if date is not None:
          update_data["valueDate"] = date
      if vat_rate is not None:
          update_data["vatRate"] = vat_rate
      if sale_type is not None:
          update_data["saleType"] = sale_type if sale_type else ""
      if supplier_country is not None:
          update_data["supplierCountry"] = supplier_country
      if cashflow_type is not None:
          update_data["cashflowType"] = cashflow_type
      if category_id is not None:
          update_data["category"] = category_id
          
      return api._make_request("PATCH", transaction_url, json_data=update_data)

• norman_mcp/tools/transactions.py:148-160 (schema)

  Input schema for the update_transaction tool defined using Pydantic Fields with descriptions.

  async def update_transaction(
      ctx: Context,
      transaction_id: str = Field(description="Public ID of the transaction to update"),
      amount: Optional[float] = Field(description="Transaction amount (positive for income, negative for expense)"),
      description: Optional[str] = Field(description="Transaction description"),
      category: Optional[str] = Field(description="Transaction category"),
      date: Optional[str] = Field(description="Transaction date in YYYY-MM-DD format (defaults to today)"),
      vat_rate: Optional[int] = Field(description="VAT rate (0, 7, 19)"),
      sale_type: Optional[str] = Field(description="Sale type (GOODS, SERVICES)"),
      supplier_country: Optional[str] = Field(description="Country of the supplier (DE, INSIDE_EU, OUTSIDE_EU)"),
      cashflow_type: Optional[str] = Field(description="Cashflow type of the transaction (INCOME, EXPENSE)"),
      category_id: Optional[str] = Field(description="Category ID of the transaction (If not provided, the transaction will be categorized automatically using AI)"),
  ) -> Dict[str, Any]:

• norman_mcp/server.py:331-331 (registration)

  Registration call that invokes register_transaction_tools(server), which defines and registers the update_transaction tool along with other transaction tools.

  register_transaction_tools(server)