Triggered by "tidy up", "clean up transactions", "categorize uncategorized", "organize my transactions".
Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.
What the file says
# 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:
…
The line at the top of this page pins the label git:20260307.b117db3, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.
GET https://markdownregistry.com/api/v1/artifacts/art_zf744fk2tc6gscp3
GET https://markdownregistry.com/api/v1/resolve?ref=davepoon/buildwithclaude/tidy
GET https://markdownregistry.com/api/v1/blob/ceb5559839f39d0bac6f0378817dbd2857f2d718b8c667a9fbf7696905e1f443
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