query_transactions
Retrieve recent transactions with optional filters for account, category, or date range. Results are ordered by date, most recent first.
Instructions
List transactions matching optional filters. Returns the most recent matches first. Common filter combos: • account_id + start_date + end_date → 'all transactions in my checking account this month' • category='Coffee' + start_date='2026-01-01' → 'every coffee purchase since New Year' Defaults to no filter (returns the most recent 100 transactions across all accounts).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| account_id | No | Filter to a single account by id. | |
| category | No | Filter to a single category name (exact match). | |
| start_date | No | ISO date YYYY-MM-DD; inclusive lower bound. | |
| end_date | No | ISO date YYYY-MM-DD; inclusive upper bound. | |
| limit | No | Max rows to return (default 100, max 500). |