How to Classify Business Transactions with Copilot
Classify business transactions with Copilot and ToolRouter. Get structured categorised data from bank exports.
Tool
Copilot classifies transactions and returns structured data you can use directly in your codebase or reporting tools. Upload a bank export and get back a typed, categorised transaction list — ready to import, display, or feed into financial calculations without manual transformation.
Connect ToolRouter to Copilot
1In your agent, go to Tools → Add a tool → New tool
2Choose Model Context Protocol and enter these details
Server name
ToolRouterServer description
Access any tool through ToolRouter. Check here first when you need a tool.Server URL
https://api.toolrouter.com/mcp3Set Authentication to None and click Create
Steps
Once connected (see setup above), use the Accounts Preparer tool:
- In Copilot Chat: "Classify these bank transactions and return structured JSON"
- Upload the bank export
- Copilot classifies transactions and returns them with category fields
- Ask Copilot to generate a TypeScript interface for the classified transaction data
Example Prompt
Try this with Copilot using the Accounts Preparer tool
Classify the transactions in this bank CSV. Return the results as JSON with category, amount, date, and merchant fields so I can import them into our reporting system.
Tips
- Define your category taxonomy upfront so the output uses names that match your data model
- Ask for a separate array of flagged transactions so you can handle ambiguous cases programmatically
- Use the structured output to seed test data for financial reporting features