Trading Journal

Record a Journal transaction MCP Tool

Pineify record-journal-transaction lets an authenticated Agent record one deposit or withdrawal in journal currency with a positive amount and explicit time.

MCP tool nameWrites Journal
record-journal-transaction

Example prompt

Use Pineify to record this deposit in my selected Journal with the amount and time I provide.

Direct answer

What record-journal-transaction does

Record one deposit or withdrawal in journal currency with a positive amount and explicit time.

Requires the Expert plan and your existing private MCP token. All access is limited to journals owned by that token user.

Read the relevant record first. On an unknown outcome, retry exactly the original arguments and idempotencyKey. A changed request requires a new key after reviewing the current revision.

Contract

What the agent sends and receives

Inputs

  • `journalId`, current `expectedRevision`, and a UUID `idempotencyKey`.
  • `type`: DEPOSIT or WITHDRAWAL, positive Decimal-string `amount`, offset RFC3339 `transDate`, and optional notes.

Structured output

  • Recorded transaction ID and new journal revision.

Capabilities

Where this MCP tool fits

Record a Journal transaction

Record one deposit or withdrawal in journal currency with a positive amount and explicit time.

Agent workflow

A bounded call from question to review

  1. 1

    Select the journal

    Discover existing journals and read the selected journal context.

  2. 2

    Read and review

    Inspect the current records and revision before making the requested change.

  3. 3

    Check the result

    Check resource IDs and the returned revision; preserve the original key when retrying an uncertain write.

Prompt examples

Questions an agent can route to this tool

"Use Pineify to record this deposit in my selected Journal with the amount and time I provide."

Operator notes

How I review the result

Requires the Expert plan and your existing private MCP token. All access is limited to journals owned by that token user.

Read the relevant record first. On an unknown outcome, retry exactly the original arguments and idempotencyKey. A changed request requires a new key after reviewing the current revision.

Boundaries to keep in the prompt

  • This tool reads or records Pineify Journal data. It does not place broker orders or transfer money.
  • Journal deletion, sharing, images, dashboards, reports, and resource administration remain in the Pineify app.

Pineify MCP provides financial information, code validation, and Journal recordkeeping. It does not provide investment advice, promise returns, send broker orders, or transfer funds. Review timestamps, source fields, code diagnostics, and risk assumptions before acting.

FAQ

Record a Journal transaction MCP Tool questions

Add record-journal-transaction to your AI workflow

Connect one remote Pineify MCP endpoint, then let your compatible AI client discover this tool with the full tool catalog.

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