List Transactions
list_transactionsRetrieve filtered transaction records from your converted bank statements, specifying accounts, date ranges, or other criteria to narrow results.
Instructions
A transaction is a single line as printed on one account's statement — one side of any movement. Return a filtered list of transactions across your converted statements, capped at 50 rows. Scope defaults to all your completed statements; pass "scope" to narrow to specific accounts/products and/or a date range. Every response names the scope it actually evaluated (document count + covered date range) and each returned row carries its source document's content_hash so you can cite it. For "how many credits do I have" / processing quota / remaining pages, use get_credits instead — that is not a transaction.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Maximum rows to return. Default 20, max 50. | |
| order | No | Sort direction. Default "desc" (largest amount / most recent date first). Only meaningful with sort_by. | |
| scope | No | Optional structural scope (WHO × WHEN). Omit to search across all your completed statements. "accounts" is a list of account/product chips (kind + identityKey); "dateRange" bounds by transaction date (YYYY-MM-DD). | |
| filter | No | Subset of transactions to operate on. All fields are optional and combined with AND logic. | |
| sort_by | No | Sort the filtered set before applying limit. "amount" ranks by absolute magnitude (signed amounts are still returned). Omit for today's default (encounter order). |