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💳 Transactions

Add, edit, delete, and search transactions. Transfer money between wallets.

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add_transaction

Safe

Add a new expense transaction. The AI will automatically detect the category based on the description, use the default wallet if not specified, and handle currency conversion if needed.

Parameters

Parameter Type Description
amount* number Amount of the expense (positive number)
description? string Description of the expense (used for auto-categorization)
category? string Category name or slug (auto-detected if not provided)
wallet? string Wallet name (uses default wallet if not specified)
date? string Transaction date (YYYY-MM-DD, defaults to today)
currency? string Currency code (RUB, USD, EUR, etc.)

Examples

User "Spent 500 on coffee"
AI Added expense: $500 for "Coffee" (Cafe) from "Main" wallet
User "1200 taxi yesterday"
AI Added expense: $1,200 for "Taxi" (Transport) on 2026-01-19
User "Spent $50 on Spotify from USD card"
AI Added expense: $50 for "Spotify" (Subscriptions) from "USD Card" wallet

add_income

Safe

Add income to a wallet. Automatically categorizes based on description (salary, freelance, gift, etc.).

Parameters

Parameter Type Description
amount* number Income amount
description? string Income source description
category? string Income category (salary, freelance, gift, etc.)
wallet? string Target wallet
date? string Transaction date

Examples

User "Salary 80,000"
AI Added income: $80,000 (Salary) to "Main" wallet
User "Received 15,000 for freelance to Chase card"
AI Added income: $15,000 (Freelance) to "Chase" wallet
User "Got debt repayment 5,000"
AI Added income: $5,000 (Refund)

transfer

Safe

Transfer money between wallets. Supports different currencies with automatic conversion.

Parameters

Parameter Type Description
amount* number Transfer amount
from_wallet* string Source wallet name
to_wallet* string Destination wallet name
description? string Transfer description

Examples

User "Transfer 10,000 from Card to Savings"
AI Transfer complete: $10,000 from "Card" to "Savings"
User "Withdraw 5,000 cash from Chase"
AI Transfer complete: $5,000 from "Chase" to "Cash"

split_transaction

Safe

Split one transaction into multiple parts with different categories. Useful when a single purchase contains items from different categories (e.g., groceries + household items).

💡
The sum of all parts must equal the original transaction amount. The original transaction is marked as split and linked to its parts.

Parameters

Parameter Type Description
transaction_id? string UUID of transaction to split (or "last" for latest)
parts* array Array of parts: { amount, category?, description? }

Examples

User "Split last transaction: 1200 food, 300 household"
AI Transaction split into 2 parts:
• $1,200 - Food
• $300 - Household
User "Split the Walmart purchase: 2000 groceries, 500 gift, 800 home"
AI Transaction "Walmart" ($3,300) split into 3 parts

delete_transaction

Requires Confirmation

Delete a transaction. Requires confirmation. Can be undone within 24 hours.

⚠️
This command requires explicit user confirmation before execution. The wallet balance will be restored.

Parameters

Parameter Type Description
transaction_id? string UUID of transaction to delete
description? string Find by description (e.g., "last", "latest", keyword)

Examples

User "Delete the last transaction"
AI Delete transaction "Coffee" for $500 from 2026-01-20? [Yes/No]
User "Delete taxi expense from yesterday"
AI Delete transaction "Taxi" for $1,200 from 2026-01-19? [Yes/No]

edit_transaction

Safe

Edit an existing transaction. Can modify amount, category, description, date, or wallet.

Parameters

Parameter Type Description
transaction_id? string UUID of transaction to edit
amount? number New amount
category? string New category
description? string New description
date? string New date

Examples

User "Change last expense to 600"
AI Transaction updated: amount changed from $500 to $600
User "Change last transaction category to Transport"
AI Category changed from "Cafe" to "Transport"

list_transactions

Safe

List transactions with optional filters by date, category, wallet, or type.

Parameters

Parameter Type Description
period? string today, week, month, year, or custom range
category? string Filter by category
wallet? string Filter by wallet
type? string expense, income, or transfer
limit? number Max transactions to return (default: 10)

Examples

User "Show today's transactions"
User "List food expenses for the week"
User "Last 5 transactions from Chase card"

search_transactions

Safe

Search transactions by description, merchant, amount range, or other criteria.

Parameters

Parameter Type Description
query* string Search query (description, merchant name)
min_amount? number Minimum amount filter
max_amount? number Maximum amount filter

Examples

User "Find all expenses at McDonald's"
User "Show transactions over 10,000"
User "Find all Uber purchases"

get_transaction

Safe

Get details of a specific transaction by ID or description.

Parameters

Parameter Type Description
transaction_id? string UUID of the transaction
reference? string "last", "latest", "previous"

Examples

User "Show the last transaction"
User "Details of the previous expense"

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