List Transactions
list_transactionsRetrieve financial transactions with optional filters for date range, account, tags, category, or customer. Includes rendering guidance for composing replies.
Instructions
List financial transactions with optional date range and account filters. Response includes a render field with tiered rendering guidance - check it before composing your reply.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| tag | No | Convenience filter for a single tag. Use `tags` for multiple. | |
| tags | No | Filter to items carrying these tags. Combined per `tag_match` (default 'all': the item must carry every listed tag). | |
| limit | No | Max results (default 100). | |
| to_date | No | End date (YYYY-MM-DD, inclusive). | |
| from_date | No | Start date (YYYY-MM-DD, inclusive). | |
| tag_match | No | How to combine `tags`: 'all' (item has every tag, default) or 'any' (item has at least one of them). | |
| account_id | No | Filter by account UUID. | |
| category_id | No | Filter by category UUID. | |
| customer_id | No | Filter by customer UUID. |