search_transactions

Search and filter financial transactions by description, date range, amount, category, status, and cashflow type. Retrieve matching results with sensitive data removed.

Instructions

Search for transactions matching specified criteria.

Args:
    description: Text to search for in transaction descriptions
    from_date: Start date in YYYY-MM-DD format
    to_date: End date in YYYY-MM-DD format
    min_amount: Minimum transaction amount
    max_amount: Maximum transaction amount
    category: Transaction category
    limit: Maximum number of results to return (default 100)
    no_invoice: Whether to exclude invoices
    no_receipt: Whether to exclude receipts
    status: Status of the transaction (UNVERIFIED, VERIFIED)
    cashflow_type: Cashflow type of the transaction (INCOME, EXPENSE)
Returns:
    List of matching transactions with sensitive data removed

Input Schema

Name	Required	Description	Default
`cashflow_type`	No
`category`	No
`description`	No
`from_date`	No
`limit`	No
`max_amount`	No
`min_amount`	No
`no_invoice`	No
`no_receipt`	No
`status`	No
`to_date`	No

Input Schema (JSON Schema)

{
  "properties": {
    "cashflow_type": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Cashflow Type"
    },
    "category": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Category"
    },
    "description": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Description"
    },
    "from_date": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "From Date"
    },
    "limit": {
      "anyOf": [
        {
          "type": "integer"
        },
        {
          "type": "null"
        }
      ],
      "default": 100,
      "title": "Limit"
    },
    "max_amount": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Max Amount"
    },
    "min_amount": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Min Amount"
    },
    "no_invoice": {
      "anyOf": [
        {
          "type": "boolean"
        },
        {
          "type": "null"
        }
      ],
      "default": false,
      "title": "No Invoice"
    },
    "no_receipt": {
      "anyOf": [
        {
          "type": "boolean"
        },
        {
          "type": "null"
        }
      ],
      "default": false,
      "title": "No Receipt"
    },
    "status": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Status"
    },
    "to_date": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "To Date"
    }
  },
  "title": "search_transactionsArguments",
  "type": "object"
}

Norman Finance MCP Server

search_transactions

Instructions

Input Schema

Input Schema (JSON Schema)

Other Tools from Norman Finance MCP Server

Related Tools