Meu Assessor FinanceiroInstall

Summary

Retrieves a paginated list of financial transactions for a specified phone number, supporting filtering by type, date range, account, category, status, and search terms.

Inputs

• phone (required) — User's phone number in E.164 format (e.g., +5511999999999).
• filters — Collection of filters to narrow results: type (despesa/receita/transferencia/aporte/resgate), search term, date range (startDate/endDate), account ID, category ID, status (confirmed/pending), and person type (pf/pj).
• limit — Maximum number of results to return (default: 10, min: 1).

Output shape

A list of transaction items, one per returned transaction.

The API returns transactions matching the provided filters. The 'error' field in the response indicates failure; the 'transaction' field indicates success.

Examples

Example 1: List recent expenses for a specific phone number

Set phone to '+5511999999999', filters.type to 'despesa', and filters.limit to 20.

Example 2: Filter transactions by date range and account

Use phone '+5511999999999', filters.startDate '2025-01-01', filters.endDate '2025-01-31', and filters.accountId 123.

Example 3: Search for specific transaction descriptions

Set phone '+5511999999999', filters.search to 'supermercado', and filters.status to 'confirmed'.

Links

• n8n community nodes installation guide