freeagent_list_transactions
List bank transactions from FreeAgent to identify and review unexplained entries, with details like date, amount, description, and category for reconciling accounts.
Instructions
List bank account transactions from FreeAgent. By default returns unexplained (unreconciled) transactions. Use bankAccountId from freeagent_list_bank_accounts. Returns id, date, description, amount, and explanation details (category, marked_for_review) for each entry. After listing, if the task involves reconciliation, search available email or file sources for matching receipts — do not ask the user to provide files before checking email (Gmail, Outlook, etc.) and local sources first.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number for pagination (default 1) | |
| view | No | Which transactions to return. Defaults to unexplained. Use 'marked_for_review' for auto-categorised transactions awaiting approval. | unexplained |
| limit | No | Max entries to return (default 50, max 100) | |
| toDate | No | End date filter YYYY-MM-DD (inclusive) | |
| fromDate | No | Start date filter YYYY-MM-DD (inclusive) | |
| bankAccountId | Yes | Numeric FreeAgent bank account ID (e.g. '1877156') |