EnrichmentWrite
Create Enrichment
create_enrichmentCreate a new enrichment of any of the 16 types — transform (rule, lookup), guard (filter, split, transfer_match, dedupe), watch (alert, monitor, budget, recurring, fees, anomaly, digest) and AI (memory, ai_categorize, ai_merchant). rule, alert and memory take their own config field; every other type passes its block in `config`, validated server-side. The plan tier decides which types are available.
Try asking
“Categorize my transactions by merchant automatically.”
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
workspaceId | string | required | Workspace ID — get from list_workspaces. Portal workspaces are valid here when you manage them (look for `isInherited: true` in list_workspaces). |
name | string | required | Enrichment name |
type | enum: 'rule' | 'lookup' | 'filter' | 'split' | 'transfer_match' | 'dedupe' | 'alert' | 'monitor' | 'budget' | 'recurring' | 'fees' | 'anomaly' | 'digest' | 'memory' | 'ai_categorize' | 'ai_merchant' | required | Enrichment type |
dataType | enum | optional | Record shape it runs on (default: transactions where supported; ignored for the workspace-scoped watch types) |
enabled | boolean | optional | Active status (default true) |
feedIds | string[] | optional | Feed IDs to apply to |
allFeeds | boolean | optional | Apply to all matching feeds |
ruleConfig | object | optional | Rule configuration |
alertConfig | object | optional | Alert configuration |
memoryConfig | object | optional | Memory configuration |
config | object | optional | The type-specific config for every type other than rule/alert/memory (lookup, filter, split, budget, digest, …) |
Example call
The tool call an MCP client sends (required arguments shown with placeholder values).
{"tool": "create_enrichment","arguments": {"workspaceId": "workspaceId_123","name": "value","type": "value"}}
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