run_sql
Run read-only SQL queries on bank transactions to analyze spending, categories, and merchant details. Filters statuses, categories, and dates for budgeting insights without modifying data.
Instructions
Run a read-only SELECT/WITH query against the transactions table (columns: posted_date, amount_cents, status, category, subcategory, category_source, merchant_norm, txn_type, txn_id, account_id). Rows of ALL statuses are visible — add WHERE status='posted' to match the spend tools. No writes, no ATTACH; PII columns (raw_ofx, payee, memo, acct_hash) are read-blocked by the authorizer — merchant_norm is the only merchant text.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| query | Yes |