`get_transactions`

Pack: plaid · Endpoint: https://gateway.pipeworx.io/plaid/mcp

Fetch bank transactions for a date range. Returns transaction names, amounts, categories, and dates. Example: get_transactions({ access_token: “access-sandbox-xxx”, start_date: “2024-01-01”, end_date: “2024-01-31”, _apiKey: “client_id:secret” })

Parameters

Name	Type	Required	Description
`access_token`	string	yes	Plaid access token for the linked institution
`start_date`	string	yes	Start date in YYYY-MM-DD format, e.g. “2024-01-01”
`end_date`	string	yes	End date in YYYY-MM-DD format, e.g. “2024-01-31”
`_apiKey`	string	yes	Plaid credentials as “client_id:secret”

Example call

Arguments

{
  "access_token": "access-sandbox-abc123def456",
  "start_date": "2024-01-01",
  "end_date": "2024-01-31",
  "_apiKey": "your-plaid-api-key"
}

curl

curl -X POST https://gateway.pipeworx.io/plaid/mcp \
  -H 'Content-Type: application/json' \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"get_transactions","arguments":{"access_token":"access-sandbox-abc123def456","start_date":"2024-01-01","end_date":"2024-01-31","_apiKey":"your-plaid-api-key"}}}'

TypeScript (@pipeworx/sdk)

import { Pipeworx } from '@pipeworx/sdk';
const pipeworx = new Pipeworx();

const result = await pipeworx.call('get_transactions', {
  "access_token": "access-sandbox-abc123def456",
  "start_date": "2024-01-01",
  "end_date": "2024-01-31",
  "_apiKey": "your-plaid-api-key"
});

Response shape

Field	Type	Description
`transactions`	array	List of transactions in the date range
`item`	object	Item metadata
`total_transactions`	integer	Total number of transactions in response
`request_id`	string	Unique request identifier

Full JSON Schema

{
  "type": "object",
  "description": "Response from Plaid transactions endpoint containing transaction history",
  "properties": {
    "transactions": {
      "type": "array",
      "description": "List of transactions in the date range",
      "items": {
        "type": "object",
        "properties": {
          "transaction_id": {
            "type": "string",
            "description": "Unique transaction identifier"
          },
          "account_id": {
            "type": "string",
            "description": "Associated account identifier"
          },
          "amount": {
            "type": "number",
            "description": "Transaction amount"
          },
          "date": {
            "type": "string",
            "description": "Transaction date in YYYY-MM-DD format"
          },
          "name": {
            "type": "string",
            "description": "Transaction name or merchant"
          },
          "merchant_name": {
            "type": [
              "string",
              "null"
            ],
            "description": "Merchant name if available"
          },
          "category": {
            "type": "array",
            "description": "Transaction categories",
            "items": {
              "type": "string"
            }
          },
          "pending": {
            "type": "boolean",
            "description": "Whether transaction is pending"
          }
        }
      }
    },
    "item": {
      "type": "object",
      "description": "Item metadata"
    },
    "total_transactions": {
      "type": "integer",
      "description": "Total number of transactions in response"
    },
    "request_id": {
      "type": "string",
      "description": "Unique request identifier"
    }
  }
}

Connect

Add this to your MCP client config, or use one-click install buttons:

{
  "mcpServers": {
    "plaid": {
      "url": "https://gateway.pipeworx.io/plaid/mcp"
    }
  }
}

See Getting Started for client-specific install steps.

get_transactions