API v1

Investigate a transaction

Gather full context before proposing changes.

Use get_transaction to load the transaction row plus all linked notes and receipts in a single call. Prefer that over list_notes to save tool round-trips and tokens.

GET/api/v1/transactions/{id}read

get_transaction

Full transaction with linked notes and receipts. Prefer this over list_notes for investigation.

Parameters

Name	Type	Description
id*	uuid	Transaction ID

Response

json

{
  "data": {
    "transaction": { … },
    "notes": [ { "id": "…", "content": "…", "createdAt": "…" } ],
    "receipts": [ { "id": "…", "fileName": "invoice.pdf", … } ]
  }
}

GET/api/v1/receipts/searchread

search_receipts

Search receipts by file name or OCR text. Returns up to 50 results.

Parameters

Name	Type	Description
q*	string	Search query

Response

json

{ "data": [ … ], "meta": { "count": 3, "limit": 50 } }

Search receipts when you have a vendor name or amount but no linked document yet. list_notes remains available but is redundant with get_transaction for most agents.