Create Transaction (lawmatics_create-transaction)
Create a financial transaction (credit) in Lawmatics, associated with exactly one matter, contact, or company. Amount is in integer cents (e.g. 5000 = $50.00). Optionally link it to an invoice by invoice number. Debits cannot be created via the API — they are system-generated (e.g. refunds). The response echoes the created transaction, including a `relationships` envelope of {id,type} pointers to related records (billing account, matter, invoice, recording user, trust fund request).
Tool Input
transactionTypestringrequired— Direction of the transaction; only "credit" can be created via the API (debits are system-generated, e.g. refunds)(enum: "credit")
bankAccountTypestringrequired— Bank account the transaction applies to: "operating" or "trust"(enum: "operating", "trust")
paymentMethodstringrequired— Payment method used for the transaction. "trust_payment" (a payment made from trust funds) is only accepted with bankAccountType "operating"(enum: "credit_card", "check", "cash", "paypal", "venmo", "trust_payment", "debit_card", "ach", "other")
amountCentsintegerrequired— Transaction amount in integer cents, NOT dollars (e.g. 5000 = $50.00)
executedAtstring— When the transaction was executed, as a timestamp string (e.g. "2022-04-19 12:00:00.000")
invoiceNumberinteger— Invoice number to record the transaction against (the human-facing number, not the invoice ID)
notestring— Free-text note for the transaction
matterIdstring— ID of the matter to associate this transaction with
contactIdstring— ID of the contact to associate this transaction with
companyIdstring— ID of the company to associate this transaction with
Tool Output
idstringrequired— Lawmatics transaction ID of the created transaction
transactionTypestringrequired— Direction of the transaction: "debit" or "credit"
bankAccountTypestringnullrequired— Bank account the transaction applies to ("operating" or "trust"); null if unset
paymentMethodstringnullrequired— Payment method as reported by Lawmatics (e.g. "credit_card", "check"; system-generated values like "invoice_refund" also appear); null if unset
amountCentsintegerrequired— Transaction amount in integer cents (never divided to dollars)
amountCurrencystringnullrequired— ISO 4217 currency code of the amount (e.g. "USD"); null if not reported
accountTypestringnullrequired— Entity class of the billing account the transaction is attributed to (e.g. "Contact", "Company"); null when none. The account record pointer is in relationships.account
accountIdstringnullrequired— ID of the billing account (see accountType for its class, relationships.account for the typed pointer); null when none
externalIdstringnullrequired— External identifier attached to the transaction; null when none
notestringnullrequired— Free-text note attached to the transaction; null if unset
createdAtstringrequired— When the transaction record was created, as an ISO 8601 timestamp
updatedAtstringrequired— When the transaction record was last updated, as an ISO 8601 timestamp
relationshipsobjectrequired— JSON:API relationship pointers to related records as {id,type} stubs. Not materialized — follow a pointer by calling that resource's own get/find tool (e.g. type 'contact' -> get-contact, type 'prospect' -> get-matter, type 'invoice' -> get-invoice, type 'user' -> get-user).
accountobjectnullrequired— Billing account pointer (polymorphic — type 'contact' or 'company'); null when none
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
prospectobjectnullrequired— Matter pointer (JSON:API type 'prospect'); null when unlinked
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
invoiceobjectnullrequired— Invoice pointer; null when unlinked
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
createdByobjectnullrequired— Pointer to the user who recorded the transaction; null if not reported
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
trustFundRequestobjectnullrequired— Trust fund request pointer (set on system-generated trust transactions); null when none
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
Related Tools