Skip to main content

​
get_transactions

Query transactions with flexible date ranges.

​
Parameters

​
start_date
string
Start date in YYYY-MM-DD format. Defaults to 24 hours ago if omitted.
​
end_date
string
End date in YYYY-MM-DD format. Defaults to today if omitted.

​
Response

Returns formatted transaction list with:
  • Date
  • Account name
  • Merchant/description
  • Amount (debit/credit)
  • Category

​
Example

Request: 
{
  "name": "get_transactions",
  "arguments": {
    "start_date": "2024-01-01",
    "end_date": "2024-01-31"
  }
}
Response: 
Transactions (2024-01-01 to 2024-01-31):

2024-01-15 | Chase Checking | Whole Foods | $125.43 (debit) | Groceries
2024-01-14 | Chase Sapphire | Netflix | $15.99 (debit) | Entertainment
2024-01-12 | Chase Checking | SALARY | $5,000.00 (credit) | Income

Total: 87 transactions

​
Limits

  • Maximum range: 2 years
  • Date format must be YYYY-MM-DD
  • Start date must be before end date

​
Use Cases

  • “What did I spend last month?”
  • “Show me transactions from January”
  • “What were my restaurant expenses in Q1?”