whooing_account_activity
Summarize account activity over a date range, providing totals, frequent items, and recent matching entries for quick financial analysis.
Instructions
Summarize activity for one account in a date range, including totals, frequent items, and recent matching entries.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| start_date | No | Start date (YYYYMMDD). Defaults to 1st of current month. | |
| end_date | No | End date (YYYYMMDD). Defaults to today. | |
| section_id | No | Section ID. Defaults to WHOOING_SECTION_ID env var. | |
| account_id | No | Account ID to summarize. Use either account_id or account_name. | |
| account_name | No | Case-insensitive account name match. Used when account_id is omitted. | |
| limit | No | Max number of entries to scan. Defaults to 100. | |
| recent_limit | No | Max number of recent entries to show. Defaults to 20. | |
| page_limit | No | Entries API page size for paginated account lookup. Defaults to 100. | |
| max_pages | No | Maximum pages to fetch for account lookup. Defaults to 10. | |
| max_api_calls | No | Maximum Whooing API calls this tool may make. Defaults to 12. |