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Fetches transactions from all connected bank accounts and combines them into a single report. Transaction descriptions are anonymized for privacy.

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Parameters

ParameterTypeRequiredDefaultDescription
daysintegerNo30Number of days to retrieve (max 365)
categoriesstringNoAllComma-separated category names to filter

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Response

FieldTypeDescription
countintegerTotal number of transactions
accountsarrayAll bank accounts with balances
transactionsarrayTransaction records
transactions[].amountstringTransaction amount
transactions[].currency_codestringISO 4217 currency code
transactions[].categoriesarrayAssigned categories
transactions[].descriptionstringTransaction description
transactions[].statusstringPOSTED or PENDING
transactions[].typestringCREDIT or DEBIT
transactions[].posted_atstringDate posted

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Example

Prompt: “Show me all my grocery transactions from the last 2 weeks” The tool is called with days: 14, categories: "Groceries": 
{
  "count": 8,
  "accounts": [
    {
      "type": "CHECKING",
      "mask": "4521",
      "balance": "3842.50"
    }
  ],
  "transactions": [
    {
      "amount": "-87.43",
      "currency_code": "USD",
      "categories": ["Groceries"],
      "description": "Grocery Store",
      "status": "POSTED",
      "type": "DEBIT",
      "posted_at": "2026-04-05"
    }
  ]
}