get_records
Retrieve financial transactions for a specific account using filters for date range, amount, category, and payee.
Instructions
Get financial records (transactions) for a specific account.
IMPORTANT: account_id is required. Use get_accounts() first to find it. Max date range is 370 days. If no date filter, returns last 3 months.
Date filter examples:
"gte.2025-01-01" — from Jan 1, 2025
"gte.2025-01-01,lte.2025-01-31" — January 2025
Amount filter examples:
"gte.100" — amount >= 100
"gte.100,lte.500" — between 100 and 500
Text filter prefixes: eq., contains., contains-i.
Args: ctx: MCP context account_id: Required. Account ID (use get_accounts to find IDs) record_date: Date range filter with prefix (e.g. "gte.2025-01-01") limit: Items per page (1-100, default 30) offset: Items to skip for pagination category_id: Filter by category ID label_id: Filter by label ID note: Filter by note text (use prefix: contains-i.grocery) payee: Filter expenses by payee (use prefix: contains-i.amazon) payer: Filter income by payer amount: Filter by amount (use prefix: gte.100,lte.500) record_type: Filter by type: income or expense. Transfers are not a separate type — they are identified by transferId/transferAccountId fields in the response sort_by: Sort field and direction (e.g. "recordDate,asc" or "amount,desc") created_at: Filter by creation date (e.g. "gte.2025-01-01") updated_at: Filter by last update date (e.g. "gte.2025-01-01")
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| note | No | ||
| limit | No | ||
| payee | No | ||
| payer | No | ||
| amount | No | ||
| offset | No | ||
| sort_by | No | ||
| label_id | No | ||
| account_id | Yes | ||
| created_at | No | ||
| updated_at | No | ||
| category_id | No | ||
| record_date | No | ||
| record_type | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |