get_transactions
Retrieve transactions from Copilot Money with filters by date, category, merchant, amount, and more. Supports single lookup, text search, and location-based queries.
Instructions
Reads from the local LevelDB cache, which may lag behind Copilot's server if the macOS app hasn't synced recently. For real-time data use --live-reads with get_transactions_live. Unified transaction retrieval tool. Supports multiple modes: (1) Filter-based: Use period, date range, category, merchant, amount filters. (2) Single lookup: Provide transaction_id to get one transaction. (3) Text search: Use query for free-text merchant search. (4) Special types: Use transaction_type for foreign/refunds/credits/duplicates/hsa_eligible/tagged. (5) Location-based: Use city or lat/lon with radius_km. (6) Tag filter: Use tag to find transactions with a specific tag. Returns human-readable category names and normalized merchant names.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| period | No | Period shorthand: this_month, last_month, last_7_days, last_30_days, last_90_days, ytd, this_year, last_year | |
| start_date | No | Start date (YYYY-MM-DD) | |
| end_date | No | End date (YYYY-MM-DD) | |
| category | No | Filter by category (case-insensitive substring) | |
| merchant | No | Filter by merchant name (case-insensitive substring) | |
| account_id | No | Filter by account ID | |
| min_amount | No | Minimum transaction amount | |
| max_amount | No | Maximum transaction amount | |
| limit | No | Maximum number of results (default: 100) | |
| offset | No | Number of results to skip for pagination (default: 0) | |
| exclude_transfers | No | Exclude transfers between accounts and credit card payments (default: true) | |
| exclude_deleted | No | Exclude deleted transactions marked by Plaid (default: true) | |
| exclude_excluded | No | Exclude user-excluded transactions (default: true) | |
| exclude_split_parents | No | Exclude split-transaction parents (docs with children_transaction_ids). The children already carry the real categorized amounts — returning the parent would double-count the spend. Default: true. | |
| pending | No | Filter by pending status (true for pending only, false for settled only) | |
| region | No | Filter by region/city (case-insensitive substring) | |
| country | No | Filter by country code (e.g., US, CL) | |
| transaction_id | No | Get a single transaction by ID (ignores other filters) | |
| query | No | Free-text search in merchant/transaction names | |
| transaction_type | No | Filter by special type: foreign (international), refunds, credits (cashback/rewards), duplicates (potential duplicate transactions), hsa_eligible (medical expenses), tagged (has tags) | |
| tag | No | Filter by tag name (e.g. "vacation") | |
| city | No | Filter by city name (partial match) | |
| lat | No | Latitude for proximity search (use with lon and radius_km) | |
| lon | No | Longitude for proximity search (use with lat and radius_km) | |
| radius_km | No | Search radius in kilometers (default: 10) |