get_accounts
Retrieve all accounts with balances, net worth, assets, and liabilities. Optionally filter by account type and include or exclude hidden accounts.
Instructions
Get all accounts with balances, plus summary fields: total_balance (net worth = assets minus liabilities), total_assets, and total_liabilities. Optionally filter by account type (checking, savings, credit, investment). Checks both account_type and subtype fields for better filtering (e.g., finds checking accounts even when account_type is 'depository'). By default, hidden accounts are excluded.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| account_type | No | Filter by account type (checking, savings, credit, loan, investment, depository). Note: summary totals (total_assets, total_liabilities, total_balance) reflect only the filtered subset. | |
| include_hidden | No | Include hidden accounts (default: false) |