read_transactionsList the company's transactions with filtering, sorting, and pagination. Read-only.
| Name | Required | Description | Default |
|---|---|---|---|
| filter | No | ||
| pageSize | No | ||
| pageToken | No | ||
| sortField | No | ||
| sortOrder | No | ||
| includeTotalCount | No |
| Name | Required | Description | Default |
|---|---|---|---|
| totalCount | No | ||
| transactions | No | ||
| nextPageToken | No |
Changes observed during successful MCP inspections.
Input schema / properties / filter / properties / categoriesAdded value: +{
+ "items": {
+ "properties": {
+ "key": {
+ "description": "Lowercase kebab-case code identifier.",
+ "properties": {
+ "value": {
+ "pattern": "^[a-z0-9]+(-[a-z0-9]+)*$",
+ "type": "string"
+ }
+ },
+ "type": "object"
+ },
+ "ownerKey": {
+ "maxLength": 100,
+ "pattern": "^[a-z0-9_-]*$",
+ "type": "string"
+ },
+ "ownerType": {
+ "enum": [
+ "OWNER_TYPE_SYSTEM",
+ "OWNER_TYPE_COMPANY",
+ "OWNER_TYPE_INTEGRATION"
+ ],
+ "type": "string"
+ }
+ },
+ "required": [
+ "key"
+ ],
+ "type": "object"
+ },
+ "maxItems": 500,
+ "type": "array"
+}Input schema / properties / filter / properties / fieldFilters / items / properties / dateConditionRemoved value: -{
- "properties": {
- "gte": {
- "maxLength": 10,
- "pattern": "^[0-9]{4}-[0-9]{2}-[0-9]{2}$",
- "type": "string"
- },
- "lte": {
- "maxLength": 10,
- "pattern": "^[0-9]{4}-[0-9]{2}-[0-9]{2}$",
- "type": "string"
- }
- },
- "type": "object"
-}Input schema / properties / filter / properties / fieldFilters / items / properties / fieldAdded value: +{
+ "properties": {
+ "coreColumn": {
+ "maxLength": 100,
+ "minLength": 1,
+ "pattern": "^[A-Za-z][A-Za-z0-9_.-]*$",
+ "type": "string"
+ },
+ "field": {
+ "properties": {
+ "key": {
+ "description": "Lowercase kebab-case code identifier.",
+ "properties": {
+ "value": {
+ "pattern": "^[a-z0-9]+(-[a-z0-9]+)*$",
+ "type": "string"
+ }
+ },
+ "type": "object"
+ },
+ "ownerKey": {
+ "maxLength": 100,
+ "pattern": "^[a-z0-9_-]*$",
+ "type": "string"
+ },
+ "ownerType": {
+ "enum": [
+ "OWNER_TYPE_SYSTEM",
+ "OWNER_TYPE_COMPANY",
+ "OWNER_TYPE_INTEGRATION"
+ ],
+ "type": "string"
+ }
+ },
+ "required": [
+ "key"
+ ],
+ "type": "object"
+ }
+ },
+ "type": "object"
+}Input schema / properties / filter / properties / fieldFilters / items / properties / fieldIdRemoved value: -{
- "description": "UUID value wrapper.",
- "properties": {
- "value": {
- "format": "uuid",
- "type": "string"
- }
- },
- "type": "object"
-}Input schema / properties / filter / properties / fieldFilters / items / properties / numberConditionRemoved value: -{
- "properties": {
- "gte": {
- "maxLength": 30,
- "pattern": "^-?[0-9]+(\\.[0-9]{1,4})?$",
- "type": "string"
- },
- "lte": {
- "maxLength": 30,
- "pattern": "^-?[0-9]+(\\.[0-9]{1,4})?$",
- "type": "string"
- }
- },
- "type": "object"
-}Input schema / properties / filter / properties / fieldFilters / items / properties / operatorAdded value: +{
+ "enum": [
+ "VIEW_FILTER_OPERATOR_EQUALS",
+ "VIEW_FILTER_OPERATOR_NOT_EQUALS",
+ "VIEW_FILTER_OPERATOR_CONTAINS",
+ "VIEW_FILTER_OPERATOR_ANY_OF",
+ "VIEW_FILTER_OPERATOR_NONE_OF",
+ "VIEW_FILTER_OPERATOR_GREATER_OR_EQUAL",
+ "VIEW_FILTER_OPERATOR_LESS_OR_EQUAL",
+ "VIEW_FILTER_OPERATOR_IS_EMPTY",
+ "VIEW_FILTER_OPERATOR_IS_NOT_EMPTY"
+ ],
+ "type": "string"
+}Input schema / properties / filter / properties / fieldFilters / items / properties / presenceConditionRemoved value: -{
- "properties": {
- "hasValue": {
- "type": "boolean"
- }
- },
- "type": "object"
-}Input schema / properties / filter / properties / fieldFilters / items / properties / selectConditionRemoved value: -{
- "properties": {
- "optionId": {
- "description": "UUID value wrapper.",
- "properties": {
- "value": {
- "format": "uuid",
- "type": "string"
- }
- },
- "type": "object"
- },
- "optionIds": {
- "items": {
- "description": "UUID value wrapper.",
- "properties": {
- "value": {
- "format": "uuid",
- "type": "string"
- }
- },
- "type": "object"
- },
- "maxItems": 100,
- "type": "array"
- },
- "pathPrefix": {
- "maxLength": 1000,
- "pattern": "^([a-z0-9]+(-[a-z0-9]+)*(/[a-z0-9]+(-[a-z0-9]+)*)*)?$",
- "type": "string"
- }
- },
- "type": "object"
-}Input schema / properties / filter / properties / fieldFilters / items / properties / stringConditionRemoved value: -{
- "properties": {
- "contains": {
- "maxLength": 1000,
- "pattern": "^[\\w\\s&,./():'\\-]*$",
- "type": "string"
- },
- "eq": {
- "maxLength": 1000,
- "pattern": "^[\\w\\s&,./():'\\-]*$",
- "type": "string"
- }
- },
- "type": "object"
-}Input schema / properties / filter / properties / fieldFilters / items / properties / valuesAdded value: +{
+ "items": {
+ "type": "string"
+ },
+ "maxItems": 100,
+ "type": "array"
+}Input schema / properties / filter / properties / fieldFilters / items / requiredPrevious value: -[
- "fieldId"
-]New value: +[
+ "field"
+]Input schema / properties / filter / properties / fieldFilters / maxItemsPrevious value: -10New value: +20Input schema / properties / filter / properties / relatedFieldFiltersRemoved value: -{
- "items": {
- "properties": {
- "datatableCode": {
- "description": "Lowercase kebab-case code identifier.",
- "properties": {
- "value": {
- "pattern": "^[a-z0-9]+(-[a-z0-9]+)*$",
- "type": "string"
- }
- },
- "type": "object"
- },
- "fieldId": {
- "description": "UUID value wrapper.",
- "properties": {
- "value": {
- "format": "uuid",
- "type": "string"
- }
- },
- "type": "object"
- },
- "optionId": {
- "description": "UUID value wrapper.",
- "properties": {
- "value": {
- "format": "uuid",
- "type": "string"
- }
- },
- "type": "object"
- },
- "stringCondition": {
- "properties": {
- "contains": {
- "maxLength": 1000,
- "pattern": "^[\\w\\s&,./():'\\-]*$",
- "type": "string"
- },
- "eq": {
- "maxLength": 1000,
- "pattern": "^[\\w\\s&,./():'\\-]*$",
- "type": "string"
- }
- },
- "type": "object"
- }
- },
- "required": [
- "datatableCode",
- "fieldId"
- ],
- "type": "object"
- },
- "maxItems": 5,
- "type": "array"
-}Input schema / properties / filter / properties / statuses / items / enumPrevious value: -[
- "TRANSACTION_STATUS_UNSPECIFIED",
- "TRANSACTION_STATUS_PENDING",
- "TRANSACTION_STATUS_POSTED",
- "TRANSACTION_STATUS_CANCELLED",
- "TRANSACTION_STATUS_FAILED",
- "TRANSACTION_STATUS_REVERSED",
- "TRANSACTION_STATUS_REMOVED",
- "TRANSACTION_STATUS_DECLINED"
-]New value: +[
+ "TRANSACTION_STATUS_UNSPECIFIED",
+ "TRANSACTION_STATUS_PENDING",
+ "TRANSACTION_STATUS_POSTED",
+ "TRANSACTION_STATUS_CANCELLED",
+ "TRANSACTION_STATUS_FAILED",
+ "TRANSACTION_STATUS_REVERSED",
+ "TRANSACTION_STATUS_REMOVED",
+ "TRANSACTION_STATUS_DECLINED",
+ "TRANSACTION_STATUS_RETURNED",
+ "TRANSACTION_STATUS_REJECTED"
+]Output schema / properties / transactions / items / properties / fieldValuesRemoved value: -{
- "items": {
- "properties": {
- "companyId": {
- "anyOf": [
- {
- "description": "UUID value wrapper.",
- "properties": {
- "value": {
- "format": "uuid",
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "createdAt": {
- "anyOf": [
- {
- "format": "date-time",
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- },
- "dateValue": {
- "type": "string"
- },
- "fieldId": {
- "anyOf": [
- {
- "description": "UUID value wrapper.",
- "properties": {
- "value": {
- "format": "uuid",
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "id": {
- "anyOf": [
- {
- "description": "UUID value wrapper.",
- "properties": {
- "value": {
- "format": "uuid",
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "numberValue": {
- "type": "string"
- },
- "optionId": {
- "anyOf": [
- {
- "description": "UUID value wrapper.",
- "properties": {
- "value": {
- "format": "uuid",
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "optionPath": {
- "type": "string"
- },
- "source": {
- "type": "string"
- },
- "stringValue": {
- "type": "string"
- },
- "transactionId": {
- "anyOf": [
- {
- "description": "UUID value wrapper.",
- "properties": {
- "value": {
- "format": "uuid",
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "updatedAt": {
- "anyOf": [
- {
- "format": "date-time",
- "type": "string"
- },
- {
- "type": "null"
- }
- ]
- }
- },
- "required": [
- "companyId",
- "transactionId",
- "fieldId"
- ],
- "type": "object"
- },
- "type": "array"
-}Output schema / properties / transactions / items / properties / rejectedAfterPostingAdded value: +{
+ "type": "boolean"
+}Output schema / properties / transactions / items / properties / splitLines / items / properties / categoryAdded value: +{
+ "anyOf": [
+ {
+ "properties": {
+ "key": {
+ "anyOf": [
+ {
+ "description": "Lowercase kebab-case code identifier.",
+ "properties": {
+ "value": {
+ "pattern": "^[a-z0-9]+(-[a-z0-9]+)*$",
+ "type": "string"
+ }
+ },
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "ownerKey": {
+ "type": "string"
+ },
+ "ownerType": {
+ "enum": [
+ "OWNER_TYPE_UNSPECIFIED",
+ "OWNER_TYPE_SYSTEM",
+ "OWNER_TYPE_COMPANY",
+ "OWNER_TYPE_INTEGRATION"
+ ],
+ "type": "string"
+ }
+ },
+ "required": [
+ "key"
+ ],
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+ ]
+}Output schema / properties / transactions / items / properties / status / enumPrevious value: -[
- "TRANSACTION_STATUS_UNSPECIFIED",
- "TRANSACTION_STATUS_PENDING",
- "TRANSACTION_STATUS_POSTED",
- "TRANSACTION_STATUS_CANCELLED",
- "TRANSACTION_STATUS_FAILED",
- "TRANSACTION_STATUS_REVERSED",
- "TRANSACTION_STATUS_REMOVED",
- "TRANSACTION_STATUS_DECLINED"
-]New value: +[
+ "TRANSACTION_STATUS_UNSPECIFIED",
+ "TRANSACTION_STATUS_PENDING",
+ "TRANSACTION_STATUS_POSTED",
+ "TRANSACTION_STATUS_CANCELLED",
+ "TRANSACTION_STATUS_FAILED",
+ "TRANSACTION_STATUS_REVERSED",
+ "TRANSACTION_STATUS_REMOVED",
+ "TRANSACTION_STATUS_DECLINED",
+ "TRANSACTION_STATUS_RETURNED",
+ "TRANSACTION_STATUS_REJECTED"
+]Input schema / properties / filter / properties / includeCheckoutPlaceholdersAdded value: +{
+ "type": "boolean"
+}Input schema / properties / filter / properties / providers / items / enumPrevious value: -[
- "TRANSACTION_PROVIDER_UNSPECIFIED",
- "TRANSACTION_PROVIDER_PLAID",
- "TRANSACTION_PROVIDER_MX",
- "TRANSACTION_PROVIDER_YODLEE",
- "TRANSACTION_PROVIDER_TELLER",
- "TRANSACTION_PROVIDER_MANUAL",
- "TRANSACTION_PROVIDER_OTHER",
- "TRANSACTION_PROVIDER_INCREASE"
-]New value: +[
+ "TRANSACTION_PROVIDER_UNSPECIFIED",
+ "TRANSACTION_PROVIDER_PLAID",
+ "TRANSACTION_PROVIDER_MX",
+ "TRANSACTION_PROVIDER_YODLEE",
+ "TRANSACTION_PROVIDER_TELLER",
+ "TRANSACTION_PROVIDER_MANUAL",
+ "TRANSACTION_PROVIDER_OTHER",
+ "TRANSACTION_PROVIDER_INCREASE",
+ "TRANSACTION_PROVIDER_EXTENSION"
+]Output schema / properties / transactions / items / properties / matchDeadlineAdded value: +{
+ "anyOf": [
+ {
+ "format": "date-time",
+ "type": "string"
+ },
+ {
+ "type": "null"
+ }
+ ]
+}Output schema / properties / transactions / items / properties / matchedTransactionIdAdded value: +{
+ "anyOf": [
+ {
+ "description": "UUID value wrapper.",
+ "properties": {
+ "value": {
+ "format": "uuid",
+ "type": "string"
+ }
+ },
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+ ]
+}Output schema / properties / transactions / items / properties / metadata / anyOfPrevious value: -[
- {
- "properties": {
- "increase": {
- "anyOf": [
- {
- "properties": {
- "counterpartyExtraction": {
- "type": "string"
- },
- "declineReason": {
- "type": "string"
- },
- "routeId": {
- "type": "string"
- },
- "routeType": {
- "type": "string"
- },
- "sourceCategory": {
- "type": "string"
- },
- "transactionId": {
- "type": "string"
- },
- "transferId": {
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- },
- "plaid": {
- "anyOf": [
- {
- "properties": {
- "byOrderOf": {
- "type": "string"
- },
- "payee": {
- "type": "string"
- },
- "payer": {
- "type": "string"
- },
- "paymentMethod": {
- "type": "string"
- },
- "paymentProcessor": {
- "type": "string"
- },
- "ppdId": {
- "type": "string"
- },
- "reason": {
- "type": "string"
- },
- "referenceNumber": {
- "type": "string"
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
- ]
- }
- },
- "type": "object"
- },
- {
- "type": "null"
- }
-]New value: +[
+ {
+ "properties": {
+ "checkout": {
+ "anyOf": [
+ {
+ "properties": {
+ "attemptedAt": {
+ "anyOf": [
+ {
+ "format": "date-time",
+ "type": "string"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "billingModel": {
+ "enum": [
+ "CHECKOUT_BILLING_MODEL_UNSPECIFIED",
+ "CHECKOUT_BILLING_MODEL_FIXED",
+ "CHECKOUT_BILLING_MODEL_USAGE_BASED"
+ ],
+ "type": "string"
+ },
+ "cardType": {
+ "anyOf": [
+ {
+ "properties": {
+ "billing": {
+ "type": "boolean"
+ },
+ "metered": {
+ "type": "boolean"
+ },
+ "oneTime": {
+ "type": "boolean"
+ },
+ "subscription": {
+ "type": "boolean"
+ }
+ },
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "category": {
+ "enum": [
+ "CHECKOUT_CATEGORY_UNSPECIFIED",
+ "CHECKOUT_CATEGORY_PAYMENT",
+ "CHECKOUT_CATEGORY_SUBSCRIPTION",
+ "CHECKOUT_CATEGORY_SUBSCRIPTION_UPDATE"
+ ],
+ "type": "string"
+ },
+ "checkoutId": {
+ "anyOf": [
+ {
+ "description": "UUID value wrapper.",
+ "properties": {
+ "value": {
+ "format": "uuid",
+ "type": "string"
+ }
+ },
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "classificationConfidence": {
+ "type": "integer"
+ },
+ "classificationReason": {
+ "anyOf": [
+ {
+ "description": "Free-form description (max 5000 chars).",
+ "properties": {
+ "value": {
+ "maxLength": 5000,
+ "type": "string"
+ }
+ },
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "clientSentAt": {
+ "anyOf": [
+ {
+ "format": "date-time",
+ "type": "string"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "expectedAmountCents": {
+ "type": "string"
+ },
+ "expectedCurrencyCode": {
+ "type": "string"
+ },
+ "matchQuality": {
+ "enum": [
+ "CHECKOUT_MATCH_QUALITY_UNSPECIFIED",
+ "CHECKOUT_MATCH_QUALITY_EXACT_AMOUNT",
+ "CHECKOUT_MATCH_QUALITY_COMPATIBLE_AMOUNT",
+ "CHECKOUT_MATCH_QUALITY_AMOUNT_MISMATCH",
+ "CHECKOUT_MATCH_QUALITY_AMOUNT_UNKNOWN",
+ "CHECKOUT_MATCH_QUALITY_DECLINED"
+ ],
+ "type": "string"
+ },
+ "matchedAt": {
+ "anyOf": [
+ {
+ "format": "date-time",
+ "type": "string"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "placeholderId": {
+ "anyOf": [
+ {
+ "description": "UUID value wrapper.",
+ "properties": {
+ "value": {
+ "format": "uuid",
+ "type": "string"
+ }
+ },
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "provisional": {
+ "type": "boolean"
+ },
+ "recurringAmountCents": {
+ "type": "string"
+ },
+ "recurringInterval": {
+ "enum": [
+ "CHECKOUT_RECURRING_INTERVAL_UNSPECIFIED",
+ "CHECKOUT_RECURRING_INTERVAL_MONTH",
+ "CHECKOUT_RECURRING_INTERVAL_YEAR"
+ ],
+ "type": "string"
+ },
+ "retroactiveChargeExpected": {
+ "type": "boolean"
+ },
+ "trialDays": {
+ "type": "integer"
+ }
+ },
+ "required": [
+ "checkoutId"
+ ],
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "increase": {
+ "anyOf": [
+ {
+ "properties": {
+ "counterpartyExtraction": {
+ "type": "string"
+ },
+ "declineReason": {
+ "type": "string"
+ },
+ "routeId": {
+ "type": "string"
+ },
+ "routeType": {
+ "type": "string"
+ },
+ "sourceCategory": {
+ "type": "string"
+ },
+ "transactionId": {
+ "type": "string"
+ },
+ "transferId": {
+ "type": "string"
+ }
+ },
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "plaid": {
+ "anyOf": [
+ {
+ "properties": {
+ "byOrderOf": {
+ "type": "string"
+ },
+ "payee": {
+ "type": "string"
+ },
+ "payer": {
+ "type": "string"
+ },
+ "paymentMethod": {
+ "type": "string"
+ },
+ "paymentProcessor": {
+ "type": "string"
+ },
+ "ppdId": {
+ "type": "string"
+ },
+ "reason": {
+ "type": "string"
+ },
+ "referenceNumber": {
+ "type": "string"
+ }
+ },
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ }
+ },
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+]Output schema / properties / transactions / items / properties / provider / enumPrevious value: -[
- "TRANSACTION_PROVIDER_UNSPECIFIED",
- "TRANSACTION_PROVIDER_PLAID",
- "TRANSACTION_PROVIDER_MX",
- "TRANSACTION_PROVIDER_YODLEE",
- "TRANSACTION_PROVIDER_TELLER",
- "TRANSACTION_PROVIDER_MANUAL",
- "TRANSACTION_PROVIDER_OTHER",
- "TRANSACTION_PROVIDER_INCREASE"
-]New value: +[
+ "TRANSACTION_PROVIDER_UNSPECIFIED",
+ "TRANSACTION_PROVIDER_PLAID",
+ "TRANSACTION_PROVIDER_MX",
+ "TRANSACTION_PROVIDER_YODLEE",
+ "TRANSACTION_PROVIDER_TELLER",
+ "TRANSACTION_PROVIDER_MANUAL",
+ "TRANSACTION_PROVIDER_OTHER",
+ "TRANSACTION_PROVIDER_INCREASE",
+ "TRANSACTION_PROVIDER_EXTENSION"
+]Output schema / properties / transactions / items / properties / splitLinesAdded value: +{
+ "items": {
+ "properties": {
+ "amount": {
+ "type": "string"
+ },
+ "categoryFieldCode": {
+ "type": "string"
+ },
+ "categoryPath": {
+ "type": "string"
+ },
+ "glAccountPath": {
+ "type": "string"
+ },
+ "id": {
+ "anyOf": [
+ {
+ "description": "UUID value wrapper.",
+ "properties": {
+ "value": {
+ "format": "uuid",
+ "type": "string"
+ }
+ },
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "isRemainder": {
+ "type": "boolean"
+ },
+ "position": {
+ "type": "integer"
+ },
+ "setByRuleCode": {
+ "type": "string"
+ },
+ "setByRuleId": {
+ "anyOf": [
+ {
+ "description": "UUID value wrapper.",
+ "properties": {
+ "value": {
+ "format": "uuid",
+ "type": "string"
+ }
+ },
+ "type": "object"
+ },
+ {
+ "type": "null"
+ }
+ ]
+ },
+ "setByRuleVersion": {
+ "type": "integer"
+ },
+ "source": {
+ "type": "string"
+ }
+ },
+ "type": "object"
+ },
+ "type": "array"
+}Input schema / properties / filter / properties / transactionSubtypes / items / enumPrevious value: -[
- "TRANSACTION_SUBTYPE_UNSPECIFIED",
- "TRANSACTION_SUBTYPE_EXTERNAL",
- "TRANSACTION_SUBTYPE_INTERNAL",
- "TRANSACTION_SUBTYPE_TREASURY",
- "TRANSACTION_SUBTYPE_EXPENSE_REIMBURSEMENT",
- "TRANSACTION_SUBTYPE_ACH",
- "TRANSACTION_SUBTYPE_CREDIT_CARD",
- "TRANSACTION_SUBTYPE_DEBIT_CARD",
- "TRANSACTION_SUBTYPE_DOMESTIC",
- "TRANSACTION_SUBTYPE_INTERNATIONAL",
- "TRANSACTION_SUBTYPE_WIRE_FEE",
- "TRANSACTION_SUBTYPE_SUBSCRIPTION_FEE",
- "TRANSACTION_SUBTYPE_INTL_TRANSACTION_FEE",
- "TRANSACTION_SUBTYPE_CREDIT_CARD_CREDIT",
- "TRANSACTION_SUBTYPE_DEBIT_CARD_CREDIT",
- "TRANSACTION_SUBTYPE_FEE_REBATE",
- "TRANSACTION_SUBTYPE_FEE_REVERSAL",
- "TRANSACTION_SUBTYPE_RTP",
- "TRANSACTION_SUBTYPE_FEDNOW",
- "TRANSACTION_SUBTYPE_BOOK"
-]New value: +[
+ "TRANSACTION_SUBTYPE_UNSPECIFIED",
+ "TRANSACTION_SUBTYPE_EXTERNAL",
+ "TRANSACTION_SUBTYPE_INTERNAL",
+ "TRANSACTION_SUBTYPE_TREASURY",
+ "TRANSACTION_SUBTYPE_EXPENSE_REIMBURSEMENT",
+ "TRANSACTION_SUBTYPE_ACH",
+ "TRANSACTION_SUBTYPE_CREDIT_CARD",
+ "TRANSACTION_SUBTYPE_DEBIT_CARD",
+ "TRANSACTION_SUBTYPE_DOMESTIC",
+ "TRANSACTION_SUBTYPE_INTERNATIONAL",
+ "TRANSACTION_SUBTYPE_WIRE_FEE",
+ "TRANSACTION_SUBTYPE_SUBSCRIPTION_FEE",
+ "TRANSACTION_SUBTYPE_INTL_TRANSACTION_FEE",
+ "TRANSACTION_SUBTYPE_CREDIT_CARD_CREDIT",
+ "TRANSACTION_SUBTYPE_DEBIT_CARD_CREDIT",
+ "TRANSACTION_SUBTYPE_FEE_REBATE",
+ "TRANSACTION_SUBTYPE_FEE_REVERSAL",
+ "TRANSACTION_SUBTYPE_RTP",
+ "TRANSACTION_SUBTYPE_FEDNOW",
+ "TRANSACTION_SUBTYPE_BOOK",
+ "TRANSACTION_SUBTYPE_ACH_SAME_DAY"
+]Output schema / properties / transactions / items / properties / authorizedAtAdded value: +{
+ "anyOf": [
+ {
+ "format": "date-time",
+ "type": "string"
+ },
+ {
+ "type": "null"
+ }
+ ]
+}Output schema / properties / transactions / items / properties / occurredAtAdded value: +{
+ "anyOf": [
+ {
+ "format": "date-time",
+ "type": "string"
+ },
+ {
+ "type": "null"
+ }
+ ]
+}Output schema / properties / transactions / items / properties / subtype / enumPrevious value: -[
- "TRANSACTION_SUBTYPE_UNSPECIFIED",
- "TRANSACTION_SUBTYPE_EXTERNAL",
- "TRANSACTION_SUBTYPE_INTERNAL",
- "TRANSACTION_SUBTYPE_TREASURY",
- "TRANSACTION_SUBTYPE_EXPENSE_REIMBURSEMENT",
- "TRANSACTION_SUBTYPE_ACH",
- "TRANSACTION_SUBTYPE_CREDIT_CARD",
- "TRANSACTION_SUBTYPE_DEBIT_CARD",
- "TRANSACTION_SUBTYPE_DOMESTIC",
- "TRANSACTION_SUBTYPE_INTERNATIONAL",
- "TRANSACTION_SUBTYPE_WIRE_FEE",
- "TRANSACTION_SUBTYPE_SUBSCRIPTION_FEE",
- "TRANSACTION_SUBTYPE_INTL_TRANSACTION_FEE",
- "TRANSACTION_SUBTYPE_CREDIT_CARD_CREDIT",
- "TRANSACTION_SUBTYPE_DEBIT_CARD_CREDIT",
- "TRANSACTION_SUBTYPE_FEE_REBATE",
- "TRANSACTION_SUBTYPE_FEE_REVERSAL",
- "TRANSACTION_SUBTYPE_RTP",
- "TRANSACTION_SUBTYPE_FEDNOW",
- "TRANSACTION_SUBTYPE_BOOK"
-]New value: +[
+ "TRANSACTION_SUBTYPE_UNSPECIFIED",
+ "TRANSACTION_SUBTYPE_EXTERNAL",
+ "TRANSACTION_SUBTYPE_INTERNAL",
+ "TRANSACTION_SUBTYPE_TREASURY",
+ "TRANSACTION_SUBTYPE_EXPENSE_REIMBURSEMENT",
+ "TRANSACTION_SUBTYPE_ACH",
+ "TRANSACTION_SUBTYPE_CREDIT_CARD",
+ "TRANSACTION_SUBTYPE_DEBIT_CARD",
+ "TRANSACTION_SUBTYPE_DOMESTIC",
+ "TRANSACTION_SUBTYPE_INTERNATIONAL",
+ "TRANSACTION_SUBTYPE_WIRE_FEE",
+ "TRANSACTION_SUBTYPE_SUBSCRIPTION_FEE",
+ "TRANSACTION_SUBTYPE_INTL_TRANSACTION_FEE",
+ "TRANSACTION_SUBTYPE_CREDIT_CARD_CREDIT",
+ "TRANSACTION_SUBTYPE_DEBIT_CARD_CREDIT",
+ "TRANSACTION_SUBTYPE_FEE_REBATE",
+ "TRANSACTION_SUBTYPE_FEE_REVERSAL",
+ "TRANSACTION_SUBTYPE_RTP",
+ "TRANSACTION_SUBTYPE_FEDNOW",
+ "TRANSACTION_SUBTYPE_BOOK",
+ "TRANSACTION_SUBTYPE_ACH_SAME_DAY"
+]Input schema / properties / filter / properties / excludeOwnAccountTransfersAdded value: +{
+ "type": "boolean"
+}Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnlyHint=true, destructiveHint=false and openWorldHint=false, and the trailing "Read-only." only restates that. Nothing is said about pagination behavior (token expiry, max pageSize of 100), how filter predicates combine (AND vs OR), how the large fieldFilters/categories objects behave, or what happens with zero results — leaving the behavioral burden essentially unmet for a read-heavy listing tool.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
A single front-loaded sentence with no filler; the capability summary and the read-only note are both stated up front. It is efficient, though the extreme brevity relative to the schema is arguably under-specification rather than conciseness.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
The presence of an output schema excuses not describing return values, but the input side is far too complex to go undocumented: a deeply nested filter with enums, UUID wrappers, and 20-item fieldFilters arrays. The description gives an agent no way to know which filter fields are meaningful together or which are rarely needed.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 0%, and the description mentions no parameter at all — not the nested filter object with 30+ sub-fields, not pageToken/pageSize, not sortField/sortOrder, not includeTotalCount. With six top-level parameters (one a deep nested object) and zero documentation in either structured fields or prose, an agent must guess at filter semantics.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description opens with a specific verb+resource ("List the company's transactions") and adds the three capabilities (filtering, sorting, pagination). It does not differentiate this list tool from siblings such as transaction_get_transaction or transaction_get_summary, so an agent gets a clear purpose but no sibling routing help.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
There is no explicit when-to-use statement, no prerequisites, and no mention of alternatives like transaction_get_transaction for a single lookup or transaction_get_summary for aggregates. The only hint is the phrase "with filtering, sorting, and pagination," which implies usage but never states it.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
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