Composite tools
account_overview lists Documents and brokerage accounts without bank balances. An account-specific balance error appears as balance_error on that account without hiding other successful balances. totals_by_currency includes only balances returned successfully, so check the account entries before treating a total as complete.
Bank and destination authorisation still require you to complete the returned link. The AI cannot finish the consent screen for you. Use setup to connect your AI client first.
Transaction search limits
search_transactions defaults to the last 30 days and accepts a window of up to 366 days. query matches description or merchant text without case sensitivity. direction is debit or credit; min_amount is a minimum absolute amount in major currency units, not cents.
By default it discovers up to 200 accounts and searches the banking accounts among them. Pass accounts to choose specific account IDs. Each call reads at most 5,000 transactions and returns up to 50 matching rows (limit defaults to 20). Sort by newest date or largest absolute amount. matches counts matches among the rows read, not necessarily the complete history. If truncated is true, narrow the dates or specify accounts before drawing conclusions; returned rows also remain limited by limit.
Prompts
Clients that support MCP prompts can offer these as slash-style commands. They insert a brief telling the AI which tools to use and how to report the result.Guides
Before a multi-step task, the AI can callredbark_guide with a matching topic. Guides are condensed from the documentation:
onboarding: connect a bank, authorise a destination, first sync.syncs_and_destinations: sync types, destinations, mappings, runs, and resync.rules_and_categories: rulesets, rules, preview, taxonomy, and source claims.events_and_webhooks: event destinations, events, redelivery, and signatures.errors_and_scopes: errors, request ids, scopes, and plan gates.api_conventions: public ids, lists, pagination, idempotency, and versioning.
Partial composite results
account_overview can reconstruct a connection from accounts when the connection itself was not returned. Such entries have status: "unknown" and needs_reauthorization: null. Unknown does not mean healthy or disconnected; page through list_connections to verify the connection.
The aggregate counts.needs_reauthorization is also null when the connection list is truncated or includes reconstructed connections. A zero is only a verified count. Account or balance limits alone do not make that count unknown, although they can leave the accounts and currency totals incomplete.
search_transactions.accounts_searched counts accounts actually queried, not all discovered accounts. The tool stops further page and account reads at its 5,000-transaction cap. If truncated is true, narrow the dates or specify accounts before treating the result as complete.