List a case's financial exports

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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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GET /financial-data/case/{caseId}/exports

Returns every financial export job on the case, from all users and including statement bundles, newest first; opposing counsel gets only the jobs it started. Finished jobs include a fresh download URL. Not paginated.

Path parameters

  • caseId string Required

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • data array[object] Required
      Hide data attributes Show data attributes object
      • jobId string Required

        Export job ID

      • exportType string Required

        Values are transactions, recurring-transactions, holdings, liabilities, investment-transactions, or statements-bundle.

      • format string Required

        Values are csv, pdf, or zip.

      • status string Required

        Values are pending, in-progress, completed, failed, or cancelled.

      • fileName string
      • downloadUrl string
      • errorMessage string | null
      • createdAt string(date-time) Required
      • completedAt string(date-time)
    • statusCode number Required
    • timestamp string(date-time) Required
GET /financial-data/case/{caseId}/exports
curl \
 --request GET 'http://api.example.com/financial-data/case/{caseId}/exports' \
 --header "Authorization: Bearer $ACCESS_TOKEN"
Response examples (200)
{
  "data": [
    {
      "jobId": "65a1b2c3d4e5f6a7b8c9d0e9",
      "exportType": "transactions",
      "format": "csv",
      "status": "pending",
      "fileName": "transactions-2026-01-15.csv",
      "downloadUrl": "https://files.example.com/exports/transactions-2026-01-15.csv?signature=abc123",
      "errorMessage": "string",
      "createdAt": "2026-01-15T14:30:00.000Z",
      "completedAt": "2026-01-15T14:31:10.000Z"
    }
  ],
  "statusCode": 200,
  "timestamp": "2026-01-15T10:15:00.000Z"
}