List documents
list_documentsCheck if a statement was already uploaded by listing fund documents newest first. Filter by status to find document IDs or view extraction and reconciliation summaries.
Instructions
List the fund's uploaded documents (statements, contract notes etc.), newest first, with extraction status and reconciliation summaries. Use to check whether a statement was already uploaded before uploading it again, or to find a document ID.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number (default 1) | |
| status | No | Filter by document status, e.g. "pending", "processing", "extracted", "reconciled", "failed" | |
| fund_id | Yes | Fund ID (discover via whoami or list_funds) | |
| per_page | No | Results per page (default 25, max 100) |