integrations

Export a Plaid item's investment transactions

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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/plaid-item/{plaidItemId}/investment-transactions/export
Access token

Queues a background job that builds a CSV or PDF of the investment transactions of every account on the Plaid item (optionally narrowed by account type, 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, only accounts the caller may see are included (404 if none are left).

Path parameters

  • plaidItemId string Required
application/json

Body Required

  • caseId string Required

    Case ID that the PlaidItem belongs to.

  • format string Required

    Export format.

    Values are csv or pdf.

  • filters object

    Optional filters to narrow down exported accounts.

    Hide filters attributes Show filters attributes object
    • includeAccountTypes array[string]

      Only include accounts of these types. If omitted, all types are included.

      Values are depository, credit, loan, investment, brokerage, or other. Default value is [] (empty).

    • excludeAccountTypes array[string]

      Exclude accounts of these types.

      Values are depository, credit, loan, investment, brokerage, or other. Default value is [] (empty).

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/plaid-item/{plaidItemId}/investment-transactions/export 
curl \
 --request POST 'http://api.example.com/financial-data/plaid-item/{plaidItemId}/investment-transactions/export' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{
  "caseId": "string",
  "format": "csv",
  "filters": {
    "includeAccountTypes": [],
    "excludeAccountTypes": []
  }
}'
Request examples 
{
  "caseId": "string",
  "format": "csv",
  "filters": {
    "includeAccountTypes": [],
    "excludeAccountTypes": []
  }
}
Response examples (201) 
{
  "data": {
    "jobId": "65a1b2c3d4e5f6a7b8c9d0f1"
  },
  "statusCode": 201,
  "timestamp": "2026-01-15T10:15:00.000Z"
}