List transactions with optional filters. Dates are ISO YYYY-MM-DD.

Use list_categories / list_tags / list_accounts to discover the IDs needed for the *_ids filter arguments.

Return full detail for a single transaction (includes splits, tags, attachments).

Aggregate stats (count, sum, average, max) across all transactions.

List all transaction tags.

Create a new tag. Color is a hex string like '#ff0000'.

Replace the set of tags on a transaction with the given tag IDs.

List all transaction categories.

List all category groups (the parent groupings for categories).

Create a new category under the given group.

Delete a category by ID.

List all configured accounts with current balances and metadata.

Daily net-worth snapshots aggregated across all accounts.

Optional account_type filters to a single type (e.g. 'brokerage'). Dates are ISO YYYY-MM-DD.

Net worth broken down by account type. Timeframe: 'month' or 'year'.

Historical balance snapshots for a single account.

Cash flow aggregated by category, group, and merchant for the date range.

Top-line cash flow numbers only (income, expense, savings).

Budget plan vs. actuals for the date range. Includes v2 goals when present.

Set a budget amount. Provide exactly one of category_id or category_group_id.

timeframe: 'month' or 'year'. apply_to_future propagates the change forward.