freeagent_list_transactions
Retrieve and filter bank account transactions from FreeAgent. Defaults to unexplained transactions for reconciliation, with options to view explained, all, or marked for review.
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 |
|---|---|---|---|
| bankAccountId | Yes | Numeric FreeAgent bank account ID (e.g. '1877156') | |
| view | No | Which transactions to return. Defaults to unexplained. Use 'marked_for_review' for auto-categorised transactions awaiting approval. | unexplained |
| fromDate | No | Start date filter YYYY-MM-DD (inclusive) | |
| toDate | No | End date filter YYYY-MM-DD (inclusive) | |
| limit | No | Max entries to return (default 50, max 200) | |
| page | No | Page number for pagination (default 1) |