List Transactions
list_transactionsList financial transactions with date range, account, tag, category, or customer filters; response includes tiered rendering guidance.
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. |