list_categories
List, create, and manage transaction categories.
Returns both system-defined and user-created custom categories with their names, colors, icons, and category groups.
get_category
List, create, and manage transaction categories.
Returns both system-defined and user-created custom categories with their names, colors, icons, and category groups.
list_holdings
List the user's investment holdings across all accounts.
Returns holding quantity, value, cost basis, and linked security details. Supports filtering by account and security.
get_holding
List the user's investment holdings across all accounts.
Returns holding quantity, value, cost basis, and linked security details. Supports filtering by account and security.
get_holding_value_history
Return the holding value time series (quantity × daily price).
list_investment_transactions
List and view the user's investment transactions.
Includes buys, sells, dividends, and other investment activity. Supports filtering by account, security, date range, and search term.
get_investment_transaction
List and view the user's investment transactions.
Includes buys, sells, dividends, and other investment activity. Supports filtering by account, security, date range, and search term.
list_subscriptions
List and manage detected recurring subscriptions.
Shows subscription name, amount, frequency, status, and recent transactions. Supports filtering by frequency, status, and date range.
get_subscription
List and manage detected recurring subscriptions.
Shows subscription name, amount, frequency, status, and recent transactions. Supports filtering by frequency, status, and date range.
list_transactions
List and manage the user's financial transactions.
Supports filtering by account, category, date range, amount, and search term. Returns transaction descriptions, amounts, dates, categories, and merchant info. Transactions are cursor-paginated, ordered by date descending.
get_transaction
List and manage the user's financial transactions.
Supports filtering by account, category, date range, amount, and search term. Returns transaction descriptions, amounts, dates, categories, and merchant info. Transactions are cursor-paginated, ordered by date descending.
get_related_transactions
Find transactions related to a specific transaction by matching merchant name or description.
get_transactions_to_review
Returns transactions that need review (unmodified categories with significant amount).