List bank transactions
Bank transactions with date, label, amount, categories and matched invoices, newest first.
MCP tool pennylane_read → list_transactions
read
Lists bank transactions, newest first. Each item has the label from the bank, the amount in euros, the original currency amount, its categories with weights and the invoices matched to it. A transaction with attachment_required set to true still needs an invoice matched. Pennylane filters transactions by id, bank account, journal and date only. Pages hold 1 to 100 transactions; pass next_cursor back as cursor for the next page.
Parameters
| Name | Type | Description |
|---|---|---|
| date_from date | date | Only transactions dated on or after this day. |
| date_to date | date | Only transactions dated on or before this day. |
| bank_account_id integer | integer | Bank account ID from a previous list_transactions result. |
| limit integer | integer | 1 to 100. Default: 20. |
| cursor string | string | Next page cursor from the previous call. |
tools/call
{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "pennylane_read",
"arguments": {
"operation": "list_transactions",
"arguments": {}
}
}
}Example response
{
"content": [
{
"type": "text",
"text": "{ ... same JSON as structuredContent ... }"
}
],
"structuredContent": {
"transactions": [
{
"transaction_id": 5530021,
"date": "2026-10-09",
"label": "PRLV OVH SAS 4417",
"amount": "-74.40",
"currency": "EUR",
"bank_account_id": 18,
"categories": [],
"matched_invoices": [],
"attachment_required": true
},
{
"transaction_id": 5529874,
"date": "2026-10-10",
"label": "VIR BRASSERIE DU PORT F-2026-0131",
"amount": "1368.00",
"currency": "EUR",
"bank_account_id": 18,
"categories": [],
"matched_invoices": [],
"attachment_required": true
}
],
"has_more": false,
"next_cursor": null
},
"isError": false
}