tidy

# 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: ```json { "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. 4. **Suggest categorization.** For each cluster, propose: - A **category** (pick from the user's existing categories) - A **party** name (the clean merchant/counterparty name) 5. **Present to the user.** Show a table or list of clusters with: - Pattern / merchant name - Count of transactions - Total amount - Suggested category - Whether...