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Docs: sync 6 files with recent code changes - #138

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mintlify/docs-update-1787365830242
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Docs: sync 6 files with recent code changes#138
mintlify[bot] wants to merge 9 commits into
mainfrom
mintlify/docs-update-1787365830242

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@mintlify mintlify Bot commented Aug 22, 2026

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Updates documentation across 6 files to reflect recent code changes merged to main.

Changes:

  • development/mcp.mdx — Expanded tool tables to the full 19-tool registry (added get_merchants, get_recurring_transactions, get_valuations, get_insights preview, record_valuation); updated descriptions for get_transactions, get_accounts, get_balance_sheet, and get_income_statement.
  • llm-support.mdx — Updated ASSISTANT_MAX_TOOL_CALL_ITERATIONS default from 58; corrected worst-case timeout math (360s → 540s); added a note about the no-tools grace turn on the final round.
  • guides/app-features/csv-imports.mdx — Added DD/MM/YY to supported date formats with a caveat about the 1969–2068 two-digit year range; added a matching troubleshooting entry.
  • guides/app-features/budgets.mdx — Added a "Creating a budget without category allocations" section explaining the relaxed Save button behaviour.
  • guides/app-features/statement-vault.mdx — Added a "Transaction reconciliation" section covering row-level matching, the ±2-day date window, the import summary dialog, provider-synced account support, and revert behaviour.
  • features/recurring-transactions.mdx — Updated the "Mark as recurring" section to note that the button is disabled with an inline reason when a duplicate manual recurring transaction already exists.

mintlify Bot added 9 commits August 22, 2026 02:31
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Mintlify-Source: dashboard-editor
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Mintlify-Source: dashboard-editor
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Mintlify-Source: dashboard-editor
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Mintlify-Source: dashboard-editor
Generated-By: mintlify-agent

Mintlify-Source: dashboard-editor
Generated-By: mintlify-agent

Mintlify-Source: dashboard-editor
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mintlify Bot commented Aug 22, 2026

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