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.

Try asking

“Show my Chase checking transactions from last month.”

Parameters

Parameter	Type	Required	Description
`workspaceId`	string	required	Workspace ID — get from list_workspaces. Portal workspaces are valid here when you manage them (look for `isInherited: true` in 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

Example call

The tool call an MCP client sends (required arguments shown with placeholder values).

{
  "tool": "get_transactions",
  "arguments": {
    "workspaceId": "workspaceId_123",
    "bankId": "bankId_123",
    "accountId": "accountId_123"
  }
}