Documentation

list_uncategorized

list_uncategorized MCP tool reference, parameters, return type, and safety hints.

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What it does

Lists uncategorized transactions in the local Clovis ledger.

Signature(catch_all_account_id?: string | null, status?: string, date_from?: string | null, date_to?: string | null, limit?: number, offset?: number, compact?: boolean) => Record<string, unknown>
read-only

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.

Use it when an agent needs to inspect the ledger or answer a question without changing records.
Use it during statement import, duplicate review, matching, categorization, or reconciliation workflows.

Before calling

Agents should gather these facts or confirmations first.

1

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.

catch_all_account_idoptional
string | null

Fallback category account for rows that do not match a rule.

Default: null
statusoptional
string

Transaction status filter or value: posted, pending, planned, or void.

Default: "pending"
date_fromoptional
string | null

Start date filter in YYYY-MM-DD format.

Default: null
date_tooptional
string | null

End date filter in YYYY-MM-DD format.

Default: null
limitoptional
integer

Maximum number of rows to return.

Default: 50
offsetoptional
integer

Number of rows to skip before returning results.

Default: 0
compactoptional
boolean

Returns a smaller response shape when true.

Default: false

Agent call shape

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

list_uncategorized

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

{
  "tool": "list_uncategorized",
  "arguments": {}
}

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