search_transactions

Find specific bank transactions by searching descriptions, merchant names, and references to identify payments or payees.

Instructions

Full-text search across transaction descriptions, merchant names, and references. Use for finding specific payments or payees.

Input Schema

TableJSON Schema

Name	Required	Description
`query`	Yes	Search text — matched against description, merchant name, and reference.
`connectionId`	No
`dateFrom`	No
`dateTo`	No
`limit`	No	Max results. Default 50.

Implementation Reference

src/tools/search-transactions.ts:14-33 (handler)

Main handler function that executes search_transactions logic. Fetches transactions using listTransactions for the specified date range/connection, then filters them locally by matching the query string (case-insensitive) against description, merchant name, and reference fields, applying the specified limit.

export async function searchTransactions(
  args: z.infer<typeof searchTransactionsSchema>,
): Promise<unknown> {
  // Fetch all transactions for the date range, then filter locally
  const transactions = await listTransactions({
    connectionId: args.connectionId,
    dateFrom: args.dateFrom,
    dateTo: args.dateTo,
  });

  const q = args.query.toLowerCase();
  const limit = args.limit || 50;

  const matches = transactions.filter((t) => {
    const fields = [t.description, t.merchantName, t.reference].filter(Boolean);
    return fields.some((f) => f!.toLowerCase().includes(q));
  });

  return matches.slice(0, limit);
}

src/tools/search-transactions.ts:4-12 (schema)

Input schema for search_transactions tool using Zod. Defines required 'query' parameter (search text) and optional parameters: connectionId, dateFrom, dateTo, and limit (default 50).

export const searchTransactionsSchema = z.object({
  query: z
    .string()
    .describe("Search text — matched against description, merchant name, and reference."),
  connectionId: z.string().optional(),
  dateFrom: z.string().optional(),
  dateTo: z.string().optional(),
  limit: z.number().optional().describe("Max results. Default 50."),
});

src/server.ts:37-42 (registration)

Tool registration in the TOOLS array. Defines the tool name 'search_transactions', description for full-text search across transactions, and maps to the searchTransactionsSchema for input validation.

{
  name: "search_transactions",
  description:
    "Full-text search across transaction descriptions, merchant names, and references. Use for finding specific payments or payees.",
  inputSchema: z.toJSONSchema(searchTransactionsSchema),
},

src/server.ts:63-64 (registration)
Handler mapping in the handlers record that routes 'search_transactions' tool calls to the searchTransactions function with schema validation.
```
search_transactions: (args) =>
  searchTransactions(searchTransactionsSchema.parse(args)),
```

bank-mcp