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Read-onlyP&L statementsMCP tool

categorize_expense

Predict the expense category for a single ad-hoc expense input (description + optional vendor + optional amount).

Predict the expense category for a single ad-hoc expense input (description + optional vendor + optional amount). Returns category, subcategory, confidence (0–1), and the source of the prediction (per-user vendor map, platform-wide vendor map, keyword rules, or none). NOT a write — does not record the expense.

Parameters#

ParameterTypeRequiredDescription
descriptionstringNoFree-text description of the expense (required if vendor not given).
vendorstringNoVendor or payee name. Strongest signal for the categorizer.
amount_centsintegerNoAmount in cents. Optional — used as a tie-breaker but not required. · Min: 0

Example prompts#

  • "How should I categorize a 450 dollar charge from Bay Photo Marketing?"
  • "What expense category does an 89 dollar lockbox purchase from SentriLock fall under?"

Safety#

Read-only. This tool never changes your data — it only looks things up. Safe to run anytime.