Live Capabilities Catalog

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "Search query to find documents (optional)"
    },
    "merchant": {
      "type": "string",
      "description": "Specific merchant to filter for editing"
    },
    "category": {
      "type": "string",
      "description": "Specific category to filter for editing"
    },
    "dateFrom": {
      "type": "string",
      "description": "Start date filter (ISO format)"
    },
    "dateTo": {
      "type": "string",
      "description": "End date filter (ISO format)"
    },
    "changes": {
      "type": "object",
      "properties": {
        "merchant": {
          "type": "string",
          "description": "New merchant name to apply"
        },
        "category": {
          "type": "string",
          "description": "New category to apply"
        }
      },
      "additionalProperties": false,
      "description": "Changes to apply to matching documents"
    },
    "dryRun": {
      "type": "boolean",
      "default": true,
      "description": "If true, shows preview without making changes. If false, executes the bulk edit."
    }
  },
  "required": [
    "changes"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

{
  "type": "object",
  "properties": {
    "filters": {
      "type": "object",
      "additionalProperties": {},
      "description": "Advanced MongoDB filters (optional). Only allowed fields: currency, paymentMethod, paymentMethodEnding, fromEmail, toEmail, summary, taxAmount, subtotal, isRecurring, recurringType. Supports safe operators: $eq, $gt, $gte, $lt, $lte, $ne, $in, $nin, $regex, $exists, $and, $or. Example: { currency: { $in: ['usd', 'eur'] }, amount: { $gt: 1000 } }"
    },
    "groupBy": {
      "type": "string",
      "description": "Field to group by for aggregation (e.g., 'merchant', 'category', 'date')"
    },
    "merchant": {
      "type": "string",
      "description": "Filter by merchant name (case-insensitive, partial match)"
    },
    "category": {
      "type": "string",
      "description": "Filter by category (case-insensitive, partial match)"
    },
    "dateFrom": {
      "type": "string",
      "description": "Start date filter (ISO format)"
    },
    "dateTo": {
      "type": "string",
      "description": "End date filter (ISO format)"
    },
    "docType": {
      "type": "string",
      "enum": [
        "invoice",
        "receipt"
      ],
      "description": "Filter by document type"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "Search query for receipts/invoices (merchants, items, categories, etc.)"
    },
    "limit": {
      "type": "number",
      "default": 5,
      "description": "Number of results to return"
    },
    "docType": {
      "type": "string",
      "enum": [
        "invoice",
        "receipt"
      ],
      "description": "Filter by document type"
    },
    "sortBy": {
      "type": "string",
      "default": "docDate",
      "description": "Field to sort by (docDate, amount, merchant, etc.)"
    },
    "sortOrder": {
      "type": "number",
      "default": -1,
      "description": "Sort order: 1 for ascending, -1 for descending"
    },
    "dateFrom": {
      "type": "string",
      "description": "Start date filter (ISO format)"
    },
    "dateTo": {
      "type": "string",
      "description": "End date filter (ISO format)"
    },
    "useSearch": {
      "type": "boolean",
      "default": true,
      "description": "Whether to use text/semantic search"
    },
    "searchType": {
      "type": "string",
      "enum": [
        "similarity",
        "mmr"
      ],
      "default": "mmr",
      "description": "Search strategy: 'similarity' for specific merchants/exact matches, 'mmr' for diverse/exploratory results"
    },
    "exportStatus": {
      "type": "string",
      "enum": [
        "all",
        "exported",
        "not-exported"
      ],
      "description": "Filter by integration export status: 'exported' for documents sent to integrations, 'not-exported' for documents not yet sent, 'all' or omit for no filter"
    },
    "outputMode": {
      "type": "string",
      "enum": [
        "compact",
        "complete"
      ],
      "default": "compact",
      "description": "Output format: 'compact' returns essential fields (merchant, amount, date, category), 'complete' returns all available fields"
    },
    "requiredFields": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "default": [],
      "description": "Additional fields to include regardless of output mode (e.g., ['exportRecords', 'currency'] to always show these)"
    }
  },
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}