Tidy Up Uncategorized Transactions

Batch-categorize uncategorized transactions by clustering similar ones and applying categories in bulk.

Workflow

1. Fetch uncategorized transactions. Call the query MCP tool:

   { "detail": true, "is_uncategorized": true, "period": "last_90d", "limit": 200, "sort": "-amount" }
   

   If $ARGUMENTS contains a time period (e.g. "this month", "last 30 days"), use that instead of last_90d.

2. Research unknown transactions. For transactions you can't identify from the description alone:

   • Web search first (if available): Search for the merchant name, any phone numbers or domains in the description, or the raw description itself. This often reveals the business behind cryptic processor names.
   • Search the user's email (if available): Search for the party/merchant name to find order confirmations or receipts. If that doesn't match, search for the exact dollar amount (e.g. "$47.23") to find receipts that way.

3. Cluster by pattern. Group the results by normalized description or party name. For each cluster, note the count and total amount.