Search Transactions
finance_search_transactionsRead-onlyIdempotent
Search financial transactions by date, category, merchant, amount range, and flow direction. Returns paginated, newest-first results.
Instructions
Search transactions with filters. All optional; combine freely. Returns newest-first, paginated. Amounts are signed (positive = money in, negative = money out). Args: from/to (YYYY-MM-DD), category, merchant (substring on name/descriptor), min_amount/max_amount (by absolute value), flow ('in'|'out'|'all'), limit (1-500, default 100), offset. Returns { total, count, offset, has_more, transactions: [{id, txn_date, amount, description, category, account, institution}] }.
Tool call template
This tool declares no required parameters. Add optional parameters from the input schema as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {},
"name": "finance_search_transactions"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| to | No | End date inclusive, YYYY-MM-DD | |
| flow | No | Money in, out, or all | all |
| from | No | Start date inclusive, YYYY-MM-DD | |
| limit | No | ||
| offset | No | ||
| category | No | Filter to one spending category | |
| merchant | No | Substring match on merchant name / bank descriptor | |
| max_amount | No | Maximum absolute amount | |
| min_amount | No | Minimum absolute amount |