Mcp

Auto-categorize Uncategorized QuickBooks transactions using learned rules (regex) + keyword dict + LLM (when connected). Returns confidence-scored suggestions. Use bookmind.approve_categorizations to apply. New categorization requests stage in 'pending' status and follow approval workflow.

Match bank feed transactions to invoices/bills by amount, date tolerance, and vendor similarity. Returns matched pairs and unmatched items. Score uses Levenshtein vendor similarity and weighted date/amount distance.

Statistical anomaly detection: duplicate payments (Map-based O(n)), vendor cost drift (>25%), IQR outliers, frequency spikes (>10/mo), round numbers (>=$100), large weekend transactions (>=$500). Returns flagged items with severity. Persists to SQLite for review.

Generate complete monthly close package: P&L, Balance Sheet snapshot, Cash Flow, top vendors, expense breakdown, overdue AR, anomaly summary, and action items. Returns formatted markdown report.

Search transactions by vendor, description, category, or amount. Supports lookback and limit.

Generate overdue invoice chase emails in friendly, firm, or escalation tone. Returns ready-to-send drafts.

Learn categorization rules from user corrections. Stores regex patterns. Rules apply to current company by default; set global=true to share across all companies under one account.

Approve pending categorization suggestions. Accepts transaction IDs or 'all' to approve everything pending. Approved transactions get status='categorized' and approved=1.

Reject pending categorization suggestions with feedback. Rejected transactions return to 'uncategorized'. Optional rule learning: set learn_rules=true and provide corrected_category, vendor_pattern, or description_pattern to auto-create a correction rule.

Undo categorization changes on transactions. Restore previous category from audit log. Accepts transaction IDs or 'all' to undo all categorizations from today's session.

Fetch transactions from QuickBooks Online for a date range. Returns normalized JSON array compatible with categorize, reconcile, anomalies, and monthly_close tools. Caches results in local SQLite.

Push approved categorizations from local SQLite back to QuickBooks Online. Creates journal entries for category reclassifications. Only syncs approved (approved=1) transactions.

Switch between connected QuickBooks companies. Sets the active company for all subsequent operations. Returns the current company info.

List all companies configured in BookMind, showing company ID, name, and association status. Allows OAuth connection for unconnected companies.