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transaction_categorize_transaction

Set a transaction's category by taxonomy option code (e.g. "ai-products", "meals", "cloud-hosting"). Applies to the sign-appropriate detail field (income vs expense) and the umbrella category automatically. Writes a user override that AI enrichment never overwrites, and the bookkeeping journal en...

Medium RISK CLASS
Category Write
Parameters 32 required
Recommended Rate-limitedsee the rule below
Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/lovieco-lovie-company-formation-mcp-npx/transaction-categorize-transaction.md

What transaction_categorize_transaction does on Lovie Company Formation MCP

AI agents use transaction_categorize_transaction to create or update resources in Lovie Company Formation MCP, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Lovie Company Formation MCP environment.

ParameterTypeRequiredDescription
companyId object Yes UUID value wrapper.
transactionId object Yes UUID value wrapper.
categoryOptionCode string —

Parameters from the server's own tool schema.

Why transaction_categorize_transaction is rated Medium

An AI agent can call transaction_categorize_transaction faster than any human can review: one bad instruction and it creates or modifies resources in Lovie Company Formation MCP by the hundred, each call as confident as the last.

Questions about transaction_categorize_transaction

What does the transaction_categorize_transaction tool do? +

Set a transaction's category by taxonomy option code (e.g. "ai-products", "meals", "cloud-hosting"). Applies to the sign-appropriate detail field (income vs expense) and the umbrella category automatically. Writes a user override that AI enrichment never overwrites, and the bookkeeping journal entry re-derives from the new category. Find valid codes via field tools (list options of the income-category / expense-category fields). It is categorised as a Write tool in the Lovie Company Formation MCP MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

What parameters does transaction_categorize_transaction accept? +

transaction_categorize_transaction accepts 3 parameters: companyId, transactionId, categoryOptionCode. Required: companyId, transactionId. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on transaction_categorize_transaction? +

Register the Lovie Company Formation MCP server in PolicyLayer and add a rule for transaction_categorize_transaction: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Lovie Company Formation MCP. Nothing to install.

What risk level is transaction_categorize_transaction? +

transaction_categorize_transaction is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.

Can I rate-limit transaction_categorize_transaction? +

Yes. Add a rate_limit block to the transaction_categorize_transaction rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.

How do I block transaction_categorize_transaction completely? +

Set action: deny in the PolicyLayer policy for transaction_categorize_transaction. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.

What MCP server provides transaction_categorize_transaction? +

transaction_categorize_transaction is provided by the Lovie Company Formation MCP server (lovie). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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