get_account_snapshots

Retrieve balance history for a specific account over a defined period to track financial changes and analyze account performance.

Instructions

Get balance history for a specific account over time

Input Schema

TableJSON Schema

Name	Required	Description
`accountId`	Yes	The ID of the account
`startDate`	No	Start date in YYYY-MM-DD format
`endDate`	No	End date in YYYY-MM-DD format

Implementation Reference

src/tools.ts:572-595 (handler)

The main handler implementation for get_account_snapshots that calls the API and formats the response with success status, data, and summary

private async getAccountSnapshots(
  accountId: string,
  startDate?: string,
  endDate?: string
): Promise<any> {
  try {
    const snapshots = await this.api.getAccountSnapshots(
      accountId,
      startDate,
      endDate
    );

    return {
      success: true,
      data: snapshots,
      summary: `Retrieved ${snapshots?.length || 0} account snapshots`,
    };
  } catch (error) {
    throw new Error(
      `Failed to get account snapshots: ${
        error instanceof Error ? error.message : 'Unknown error'
      }`
    );
  }

src/tools.ts:161-180 (registration)

Tool registration including name, description, and input schema with accountId, startDate, and endDate parameters

name: 'get_account_snapshots',
description: 'Get balance history for a specific account over time',
inputSchema: {
  type: 'object',
  properties: {
    accountId: {
      type: 'string',
      description: 'The ID of the account',
    },
    startDate: {
      type: 'string',
      description: 'Start date in YYYY-MM-DD format',
    },
    endDate: {
      type: 'string',
      description: 'End date in YYYY-MM-DD format',
    },
  },
  required: ['accountId'],
},

src/tools.ts:233-238 (registration)
Switch case that routes the tool execution to the getAccountSnapshots handler with the provided arguments
```
case 'get_account_snapshots':
  return await this.getAccountSnapshots(
    args.accountId,
    args.startDate,
    args.endDate
  );
```

src/monarch-api.ts:439-470 (helper)

API helper method that constructs and executes the GraphQL query to fetch account snapshots from the Monarch Money API

async getAccountSnapshots(
  accountId: string,
  startDate?: string,
  endDate?: string
): Promise<any[]> {
  let filters = `accountId: "${accountId}"`;
  if (startDate) {
    filters += `, startDate: "${startDate}"`;
  }
  if (endDate) {
    filters += `, endDate: "${endDate}"`;
  }

  const query = `
    query GetAccountSnapshots {
      accountSnapshots(filters: {${filters}}) {
        date
        balance
        signedBalance
      }
    }
  `;

  try {
    const data: any = await this.graphQLClient.request(query);
    return data.accountSnapshots || [];
  } catch (error: any) {
    if (
      error.message.includes('401') ||
      error.message.includes('unauthorized')
    ) {
      throw new Error(

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