integrations

Export an account's 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"
  }
}
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POST /financial-data/account/{accountId}/investment-transactions/export
Access token

Queues a background job that builds a CSV or PDF of one account's investment transactions (with the given filters) and returns its job id; poll GET /financial-data/export/:jobId for the download URL. On a case shared with opposing counsel, an account the caller may not see returns 404.

Path parameters

  • accountId string Required
application/json

Body Required

  • caseId string Required

    Case ID this financial data belongs to.

  • format string Required

    Export format.

    Values are csv or pdf.

  • filters object

    Optional filters.

    Hide filters attributes Show filters attributes object
    • 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).

Responses

  • 201 application/json
    Hide response attributes Show response attributes object
    • data object Required
      Hide data attribute Show data attribute object
      • jobId string Required

        Export job id. Poll GET /financial-data/export/:jobId for status and the download URL.

    • statusCode number Required
    • timestamp string(date-time) Required
POST /financial-data/account/{accountId}/investment-transactions/export 
curl \
 --request POST 'http://api.example.com/financial-data/account/{accountId}/investment-transactions/export' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{
  "caseId": "string",
  "format": "csv",
  "filters": {
    "startDate": "2024-01-01",
    "endDate": "2024-12-31",
    "transactionType": "sell",
    "tagIds": [
      "string"
    ]
  }
}'
Request examples 
{
  "caseId": "string",
  "format": "csv",
  "filters": {
    "startDate": "2024-01-01",
    "endDate": "2024-12-31",
    "transactionType": "sell",
    "tagIds": [
      "string"
    ]
  }
}
Response examples (201) 
{
  "data": {
    "jobId": "65a1b2c3d4e5f6a7b8c9d0f1"
  },
  "statusCode": 201,
  "timestamp": "2026-01-15T10:15:00.000Z"
}