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Provides flexible transaction search with text matching, amount ranges, type filtering, and pagination. More powerful than transactionHistory for targeted lookups.

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Parameters

ParameterTypeRequiredDefaultDescription
querystringNo-Text to search in descriptions and memos (case-insensitive)
min_amountnumberNo-Minimum absolute transaction amount
max_amountnumberNo-Maximum absolute transaction amount
transaction_typestringNoAllDEBIT (money out) or CREDIT (money in)
categoriesstringNoAllComma-separated category names
daysintegerNo90Days to look back (max 365)
sort_bystringNodateSort field: date or amount
sort_orderstringNodescSort direction: desc or asc
limitintegerNo20Results per page (max 50)
offsetintegerNo0Number of results to skip for pagination

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Response

FieldTypeDescription
total_matchesintegerTotal matching transactions (before pagination)
transactionsarrayPaginated list of matching transactions
Each transaction includes the same fields as transactionHistory.

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Examples

Prompt: “Find all transactions over $500 in the last 90 days” Called with min_amount: 500: 
{
  "total_matches": 4,
  "transactions": [
    {
      "amount": "-1250.00",
      "description": "Rent Payment",
      "categories": ["Rent"],
      "type": "DEBIT",
      "posted_at": "2026-04-01"
    }
  ]
}
Prompt: “How much did I spend at coffee shops?” Called with query: "coffee": 
{
  "total_matches": 23,
  "transactions": [
    {
      "amount": "-5.75",
      "description": "Coffee Shop",
      "categories": ["Food & Drink"],
      "type": "DEBIT",
      "posted_at": "2026-04-06"
    }
  ]
}