Assessor Financeiro ToolInstall

Summary

Update an existing financial transaction by its ID, sending the supplied changes to the Assessor Financeiro API. Leave fields blank to keep their current values; provide the user’s phone from the workflow and the transaction ID to identify the record.

Inputs

• Telefone (required) — User’s phone number, typically mapped from workflow data (for example, ={{ $json.phone }}).
• ID da Transação (required) — ID of the transaction to edit.
• Tipo — New type: despesa, receita or transferencia.
• Valor (R$) / Valor (centavos) — New amount in reais or, alternatively, cents.
• Descrição, Categoria, Notas — Optional replacement description, category, or notes. Prefer a subcategory when one exists. Category can be specified by name or by category ID.
• Conta Bancária / ID da Conta — Optional new account, identified by name or ID. For transfers, Conta Destino can specify the destination account.
• Data — New transaction date in YYYY-MM-DD format.
• Status — New status: confirmed (paid) or pending (unpaid).
• Data do Pagamento — Payment date in YYYY-MM-DD; provide only when explicitly changing it to a date different from the transaction date. If omitted, the existing value is retained.
• Forma de Pagamento — New payment method, such as pix, debit_card, credit_card, cash, boleto, bank_transfer or account_debit.
• Cartão — Name of the new card to associate with the transaction.
• Natureza (PF/PJ) — Set to pf for personal or pj for business; leave blank to avoid changing it.
• Descrição da Tool — Optional guidance for the AI agent about when to use this tool.

Output shape

A single output item containing the API response as JSON for each input item.

The node sends an update_transaction request with the phone and transaction ID, plus non-empty update fields. The API response shape is not specified here. If continue-on-fail is enabled, a failed item instead contains an error message.

Links

• n8n community nodes installation guide