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"
}