consolidate_transfers

What it does

Consolidates transfers in the local Clovis ledger.

Signature

(account_a: string, account_b: string, transfer_account_id?: string | null, date_tolerance_days?: number, dry_run?: boolean) => Record<string, unknown>

can writedry-run

Can write, but supports dry-run. Ask the agent to preview the result before committing changes.

When to use it

Use this section to decide whether the tool fits the user request before calling it.

Use it when an agent needs to prepare a change and show a preview before committing it.

Before calling

Agents should gather these facts or confirmations first.

1

Have exact values for required inputs: account_a, account_b.

2

Start with dry_run=true, show the preview, then ask before applying the change.

3

State the intended ledger change in plain language before calling the tool.

Parameters

Required inputs are marked clearly. Optional inputs can usually be omitted unless the workflow needs them.

account_arequired

string

Account selected from the local chart of accounts.

account_brequired

string

Account selected from the local chart of accounts.

transfer_account_idoptional

string | null

Identifier from the local Clovis ledger.

Default: null

date_tolerance_daysoptional

integer

Number of days a candidate match may differ by.

Default: 1

dry_runoptional

boolean

Preview the result without committing changes.

Default: true

Agent call shape

Use the exact tool name and pass arguments as structured JSON through the MCP client.

Copy this shape into agent instructions, evals, or MCP client tests.

{
  "tool": "consolidate_transfers",
  "arguments": {
    "account_a": "<account_a>",
    "account_b": "<account_b>",
    "dry_run": true
  }
}

Metadata

CategoryCore tools

ReturnsobjectReturns object from the local ledger.

AliasesNone