transactionTriage

import { transactionTriage } from '@agentskit/skills'

const runtime = createRuntime({ adapter, skills: [transactionTriage] })

Output is fixed: category / alt / confidence / flag / reason. UNKNOWN with a reason is allowed; guessing is not.

#When to use

• Automating bookkeeping pipelines that categorize bank or card exports.
• Building a finance assistant that routes transactions into a chart-of-accounts before human review.
• Flagging duplicates or suspicious entries for an accountant queue.

#Behavior

• Reads merchant string + amount + date; picks one chart-of-accounts category.
• If two categories plausibly fit, includes a one-line alt: candidate.
• Sets confidence: high | medium | low — never guesses into a high-confidence slot.
• Suspicious-looking transactions get flag: review; the human decides, not the agent.
• Outputs UNKNOWN with a reason rather than forcing a wrong category.
• Strips card numbers to last-4; never echoes account numbers.

#Best practices

• Supply the chart of accounts in the system prompt or as a tool parameter so categories are deterministic across runs.
• Always run in an idempotent pipeline — the same input produces the same output.
• Gate on flag: review before writing to accounting software; send flagged rows to a human queue.
• Do not use this skill to initiate refunds, chargebacks, or payment retries — it categorizes only.
• Pair with financialAdvisor if you need to explain a category to an end-user in plain language.

#Related

• Skills overview
• financialAdvisor