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Categories

Categories structure bookings for management reporting in Fyvel. Via MCP you can read, create, move, update, and delete categories.

Available tools

  • list_categories
  • bulk_create_categories (one or many categories per call, max. 50)
  • change_category
  • delete_category

Scope

Categories are company-specific. You need a companyUuid.

What list_categories can do

list_categories supports several filters:
  • reportingSectionUuid
  • nameContains
  • isGroupShared
  • costCenter
The output also includes linkedMappedTransactionsCount. The value shows how many bookings are currently linked to a category.

Typical use cases

  • load categories for a company or a section
  • create new categories (one, or several with bulk_create_categories)
  • move categories into another reporting section
  • adjust name, description, or cost center
  • delete unused categories

Important dependencies