update_merchant
Rename a merchant globally or adjust recurring stream parameters like frequency, amount, and base date to maintain accurate financial records.
Instructions
Rename a merchant globally or update its recurring stream settings (frequency, amount, base date).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | New merchant display name | |
| amount | No | Expected recurring amount (negative = expense) | |
| base_date | No | Anchor date YYYY-MM-DD | |
| frequency | No | Recurrence frequency: weekly, biweekly, twice_a_month, monthly, quarterly, semiannually, annually | |
| is_active | No | Whether the recurring stream is actively tracked | |
| merchant_id | Yes | Merchant ID (find via get_transactions or get_recurring_transactions) | |
| is_recurring | No | Whether this merchant has a recurring stream |