Download the monthly category summary as CSV

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

{
  "integrations MCP server": {
    "url": "https://docs.usehearsay.com/mcp"
  }
}

GET /financial-data/case/{caseId}/transactions/monthly-category-summary/export

Access token

Same data as the monthly category summary, returned directly as a CSV file attachment instead of JSON. On a case shared with opposing counsel, only accounts the caller may see are counted. Returns 403 while the monthly category summary feature is turned off.

Path parameters

caseId string Required

Case ID

Query parameters

accountIds array[string]

Restrict the aggregation to these FinancialAccount IDs (all must belong to the case). Omit to include every linked account in the case. Accepts a repeated query param or a comma-separated list.
category array[string]

Filter by one or more categories (case-insensitive partial match on categoryPrimary; matches any of them). Accepts a repeated query param or a comma-separated list. If omitted, every category is returned per month.
startDate string

Include transactions from this date (inclusive). Format: YYYY-MM-DD.
endDate string

Include transactions up to this date (inclusive). Format: YYYY-MM-DD.
groupBy string

Category granularity. detailed nests Plaid subcategories under each broad category; primary (default) returns the broad-category breakdown only.

Values are primary or detailed. Default value is primary.

Responses

200 text/csv

CSV file (text/csv attachment). Not wrapped in the JSON envelope.

GET /financial-data/case/{caseId}/transactions/monthly-category-summary/export

curl \
 --request GET 'http://api.example.com/financial-data/case/{caseId}/transactions/monthly-category-summary/export' \
 --header "Authorization: Bearer $ACCESS_TOKEN"