Documentation
import_transactions
import_transactions MCP tool reference, parameters, return type, and safety hints.
What it does
Imports transactions in the local Clovis ledger.
(account_id: string, counterpart_id: string, transactions: Array<Record<string, unknown>>, status?: string, dry_run?: boolean, batch_label?: string | null, tags?: Record<string, unknown> | null, amount_convention?: string, date_tolerance_days?: number, asset_id?: string | null, skip_dedup?: boolean, statement_type?: string | null) => Record<string, unknown>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.
Before calling
Agents should gather these facts or confirmations first.
Have exact values for required inputs: account_id, counterpart_id, transactions.
Start with dry_run=true, show the preview, then ask before applying the change.
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_idrequiredLedger account id or resolvable account reference.
counterpart_idrequiredIdentifier from the local Clovis ledger.
transactionsrequiredInput used by this tool.
statusoptionalTransaction status filter or value: posted, pending, planned, or void.
Default: "pending"dry_runoptionalPreview the result without committing changes.
Default: falsebatch_labeloptionalHuman label attached to the generated batch.
Default: nulltagsoptionalMetadata tags to attach.
Default: nullamount_conventionoptionalHow statement amounts should be interpreted, such as signed or inflow/outflow.
Default: "signed"date_tolerance_daysoptionalNumber of days a candidate match may differ by.
Default: 1asset_idoptionalAsset or currency id used by the ledger.
Default: nullskip_dedupoptionalSkips duplicate detection. Use only when the user has already reviewed the rows.
Default: falsestatement_typeoptionalOptional statement type hint, such as checking, credit card, or brokerage.
Default: nullAgent call shape
Use the exact tool name and pass arguments as structured JSON through the MCP client.
import_transactions
Copy this shape into agent instructions, evals, or MCP client tests.
{
"tool": "import_transactions",
"arguments": {
"account_id": "<account_id>",
"counterpart_id": "<counterpart_id>",
"transactions": [],
"dry_run": true
}
}