Financial DataRead-only

Get Transactions

get_transactions

Fetch bank transactions for an account. For Plaid: use cursor for incremental sync. For SaltEdge/SnapTrade: use from/to date range. Returns up to 500 transactions per call.

Parameters

Parameter	Type	Required	Description
`workspaceId`	string	required	Workspace ID — get from list_workspaces
`bankId`	string	required	Bank connection ID — get from list_banks
`accountId`	string	required	Account ID — get from list_accounts or get_bank
`from`	string	optional	Start date YYYY-MM-DD
`to`	string	optional	End date YYYY-MM-DD
`cursor`	string	optional	Plaid cursor for incremental sync

Use this tool in

Claude Code Claude Desktop Claude Cowork ChatGPT Cursor Windsurf VS Code Copilot OpenClaw Gemini Hermes Agent

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