get_transactions
Retrieve transactions within a date range, with filters and pagination. Optionally get category aggregates for the full period.
Instructions
Get transactions for a date range.
This is a paginated tool and you MUST consider that not all transactions
may be returned. The has_more return value will tell you if pagniation
should continue. If has_more is true, ask yourself if you need to make
another request to properly answer the user's query.
include_aggregates returns aggregates for all pages.
Args: start_date: Start date in YYYY-MM-DD format (required) end_date: End date in YYYY-MM-DD format (defaults to last day of start_date's month) filter_category_name: Filter by category name (e.g., "Groceries", "Dining Out") filter_tag_id: Filter by tag ID filter_status: Filter by transaction status (reviewed, unreviewed, delete_pending) filter_is_pending: Filter by pending status filter_manual_account_id: Filter by manual account ID filter_plaid_account_id: Filter by plaid account ID filter_recurring_id: Filter by recurring item ID include_pending: Include pending transactions (ignored if is_pending is set) limit: Maximum number of transactions to return (1-100, default 100) offset: Pagination offset include_aggregates: If True, calculates totals per category for full date range (respects all filters, except pagination)
Returns: Structured JSON where transactions include category names instead of IDs, has_more pagination flag, and optionally category aggregates. When has_more is true, next_offset and next_limit are provided for easy pagination.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | ||
| offset | No | ||
| end_date | No | ||
| start_date | Yes | ||
| filter_status | No | ||
| filter_tag_id | No | ||
| include_pending | No | ||
| filter_is_pending | No | ||
| include_aggregates | No | ||
| filter_recurring_id | No | ||
| filter_category_name | No | ||
| filter_plaid_account_id | No | ||
| filter_manual_account_id | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||