integrations

List investment transactions

Add MCP server to your AI tool

Allow AI tools and LLMs to interact with the API documentation portal through MCP.

MCP server URL

https://docs.usehearsay.com/mcp

Standard setup for AI tools providing an mcp.json file

mcp.json 
{
  "integrations MCP server": {
    "url": "https://docs.usehearsay.com/mcp"
  }
}
Close
GET /financial-data/investment-transactions/get
Access token

Returns one page of investment transactions (buys, sells, dividends and so on) for a financial account, with ticker, security name and attached tags; filter by date range, type or tags. On a case shared with opposing counsel, an account the caller may not see returns an empty page, and attachedTags leave out tags the other side added by hand. Returns 404 when a Plaid item or account id sent belongs to another case.

Query parameters

  • page number

    Default value is 1.

  • perPage number

    Default value is 10.

  • skip number

    If skip/limit not provided, page/perPage will take precedence

  • limit number

    If skip/limit not provided, page/perPage will take precedence

  • caseId string Required

    Case ID this financial data belongs to.

  • financialAccountId string Required

    Internal FinancialAccount document ID.

  • startDate string

    Start date filter (YYYY-MM-DD, inclusive).

  • endDate string

    End date filter (YYYY-MM-DD, inclusive).

  • transactionType string

    Filter by transaction type (e.g. buy, sell, dividend, transfer).

  • tagIds array[string]

    Filter by tag IDs (reserved for future use).

  • sortBy string

    Field to sort by.

    Value is date. Default value is date.

  • sortOrder string

    Sort direction.

    Values are asc or desc. Default value is desc.

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • data object Required
      Hide data attributes Show data attributes object
      • total number Required
      • page number
      • perPage number
      • skip number
      • limit number
      • totalPages number Required
      • nextPage number | null Required
      • previousPage number | null Required
      • data array[object]
        Hide data attributes Show data attributes object
        • id string Required
        • date string(date-time) Required
        • type string Required

          Transaction type (buy, sell, dividend, etc.)

        • subtype string Required
        • name string Required

          Transaction description / name.

        • tickerSymbol string | null
        • securityName string | null
        • securityType string | null
        • quantity number | null
        • price number | null

          Price per unit of the security, in currency units (dollars for USD), as Plaid sends it.

        • amount number Required

          In currency units (dollars for USD), as Plaid sends it. Positive when cash leaves the account (e.g. a buy), negative when cash comes in (e.g. a sell).

        • fees number | null

          In currency units (dollars for USD), as Plaid sends it.

        • isoCurrencyCode string | null
        • financialAccountId string Required
        • attachedTags array[object]
          Hide attachedTags attributes Show attachedTags attributes object
          • tagId string Required

            Tag id (Tag._id)

          • tag string Required

            Tag display name (Tag.name)

          • addedBy string Required

            Values are user, ai, auto, auto-import, system, or default.

          • addedById string | null
          • removedAt string(date-time) | null
          • removedBy string | null

            Values are user, ai, auto, auto-import, system, or default.

          • removedById string | null
    • statusCode number Required
    • timestamp string(date-time) Required
GET /financial-data/investment-transactions/get 
curl \
 --request GET 'http://api.example.com/financial-data/investment-transactions/get?caseId=string&financialAccountId=string' \
 --header "Authorization: Bearer $ACCESS_TOKEN"
Response examples (200) 
{
  "data": {
    "total": 42,
    "page": 1,
    "perPage": 20,
    "skip": 0,
    "limit": 20,
    "totalPages": 3,
    "nextPage": 2,
    "previousPage": 42.0,
    "data": [
      {
        "id": "507f1f77bcf86cd799439011",
        "date": "2026-01-15T14:30:00.000Z",
        "type": "buy",
        "subtype": "buy",
        "name": "BUY Example Total Market ETF",
        "tickerSymbol": "EXTM",
        "securityName": "Example Total Market ETF",
        "securityType": "etf",
        "quantity": 10,
        "price": 250.5,
        "amount": 2505,
        "fees": 0,
        "isoCurrencyCode": "USD",
        "financialAccountId": "65a1b2c3d4e5f6a7b8c9d0e2",
        "attachedTags": [
          {
            "tagId": "507f1f77bcf86cd799439011",
            "tag": "Important",
            "addedBy": "user",
            "addedById": "507f1f77bcf86cd799439012",
            "removedAt": "2026-05-04T09:42:00Z",
            "removedBy": "user",
            "removedById": "string"
          }
        ]
      }
    ]
  },
  "statusCode": 200,
  "timestamp": "2026-01-15T10:15:00.000Z"
}