Open Ledger
open_ledgerOpen the interactive Ledger for Net flow or external-service Renewal reminders. Use the compatibility value view=subscriptions for reminder intent; it does not mean an XMemo plan. Do not look for or invent a separate open_subscriptions tool. Use this when the user asks to open, browse, explore, or work with Ledger. The owner_timezone input must be the user's real IANA timezone; never guess UTC. For a quick text-only monthly total use ledger(action='summary'), and for transaction rows or item search use ledger(action='list'). Recording a transaction uses ledger(action='add_expense'). Existing transactions can be edited inside the widget; deletion stays in Chat and requires explicit confirmation.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| view | No | Ledger workspace mode: overview for transactions and Net flow, or subscriptions (compatibility value) for external-service renewal reminders. | overview |
| period | No | Ledger period preset: current_month, previous_month, last_3_months, last_6_months, year_to_date, or custom. | current_month |
| search | No | Optional title search query for the board. | |
| date_to | No | Only include ledger transactions on or before this YYYY-MM-DD date. | |
| category | No | Optional spending category, such as food, transport, or electronics. | |
| currency | No | Currency code or label, such as CNY, RMB, JPY, yen, or USD. For ledger search/list tools, leave blank unless the user explicitly requested one currency; labels are normalized to codes. | |
| date_from | No | Only include ledger transactions on or after this YYYY-MM-DD date. | |
| project_id | No | Optional project identifier to filter the Ledger or TODO workspace. | |
| owner_timezone | Yes | The user's real IANA timezone, such as Asia/Tokyo or America/Los_Angeles. Required for honest calendar periods; never guess UTC. | |
| transaction_type | No | Optional ledger type filter: expense, income, refund, or transfer. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||