Documentation
audit_categorization
audit_categorization MCP tool reference, parameters, return type, and safety hints.
What it does
Audits categorization in the local Clovis ledger.
(date_from?: string | null, date_to?: string | null, catch_all_account_id?: string | null, min_occurrences?: number, status?: string, mode?: string) => Record<string, unknown>Read-only. This is appropriate for inspection, reporting, diagnostics, and first-pass agent answers.
When to use it
Use this section to decide whether the tool fits the user request before calling it.
Before calling
Agents should gather these facts or confirmations first.
No required inputs are needed, but date, status, asset, and account filters should still be explicit when the user cares about scope.
Parameters
Required inputs are marked clearly. Optional inputs can usually be omitted unless the workflow needs them.
date_fromoptionalStart date filter in YYYY-MM-DD format.
Default: nulldate_tooptionalEnd date filter in YYYY-MM-DD format.
Default: nullcatch_all_account_idoptionalFallback category account for rows that do not match a rule.
Default: nullmin_occurrencesoptionalMinimum repeated occurrences required before a pattern is reported.
Default: 2statusoptionalTransaction status filter or value: posted, pending, planned, or void.
Default: "posted"modeoptionalWorkflow mode used by the tool.
Default: "budget"Agent call shape
Use the exact tool name and pass arguments as structured JSON through the MCP client.
audit_categorization
Copy this shape into agent instructions, evals, or MCP client tests.
{
"tool": "audit_categorization",
"arguments": {}
}