tres-ledger-link

Generate Dashboard Ledger Link

Your job is to produce a working TRES Finance dashboard URL that opens the Transactions tab of the ledger with a precise filter set applied, so the user can share it with a customer (or use it themselves).

This skill is scoped to the Transactions tab only. If the user asks for a link to Accounting, Roll Forward, Pivot Tables, Cost Basis, or Trial Balances — stop and tell them this skill does not cover those tabs.

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Step 1 — Resolve the org subdomain

The dashboard URL is https://<org-subdomain>.tres.finance/ledger.

Resolve <org-subdomain> from the MCP get_viewer query (use the returned orgName). Do not ask the user.

query { viewer { orgName } }

State the subdomain you used in your final message so the user can correct it in one shot if it is wrong.

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Step 2 — Collect the filters the user wants

Read the filters out of the user's request in plain English (date range, wallets, assets, tags, status, etc.). If a filter is ambiguous (e.g. "USDC" when the org has multiple USDC variants, or "Q1" without a year), ask before generating. A wrong value silently produces a broken / empty view.

Only include filters the user explicitly asked for. The dashboard fills in defaults for everything else — extra params just add noise.

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Step 3 — Build the URL

Base path is always:

https://<org-subdomain>.tres.finance/ledger

No path segment after /ledger (that is the Transactions tab).

Append ? and the query string built from the rules below. URL-encode every value (spaces → %20). Inside a single value, encode commas; between distinct array items, a comma is the literal delimiter.

3.1 Date & pagination

Param	Format / values	Notes
fromDate	YYYY-MM-DD	UTC date
toDate	YYYY-MM-DD	UTC date
dateType	Month to date, Year to date, Last 30 days, Last month, Before this month, Custom date, All time, Year, Quarters	URL-encode spaces. Omit if Last 30 days (default). For an arbitrary fromDate/toDate range, use Custom date.
page	integer	Omit if 1.
pageSize	integer	Omit if 20 (default).

If dateType=All%20time, fromDate / toDate are ignored — do not include them.

3.2 Multi-select array filters (comma-joined IDs)

Param	What goes in it
internalAccounts	numeric database ID of org-owned wallets
tags	wallet group IDs, or no-label for unlabeled
thirdPartyAccounts	raw address string of an external account (sender/receiver identifier on a sub-transaction — not necessarily a named contact in the system)
customNameLabelTags	contact group IDs
addresses	raw unidentified address strings
assetClasses	asset class enum IDs (e.g. CRYPTO, FIAT, NFT)
assets	asset IDs
activities	tag IDs uppercase (e.g. SPAM, STAKING), or no-label
automations	automation IDs
platforms	platform names lowercased (e.g. ethereum, bitcoin — NOT the uppercase enum)
actions	financial action enum names (e.g. SEND, RECEIVE)
functions	decoded function names
applications	application IDs
protocols	protocol IDs
methodIds	4-byte hex method IDs (0xa9059cbb)
transactionHash	tx hash(es)
transactionView	readyPending (default), onlyReady, onlyPending, onlyDeleted
transactionType	any of isManual, onlyPlug
filterByBookmark	bookmark types lowercased
missingCounterMatchedTransfers	all (default), false (has counter transfer), true (no counter transfer)
balanceFactor	1 (Inflow), -1 (Outflow). Typically a single value.
amountAsset	single asset ID (pair with amountBetween)

If you do not know the exact ID for a multi-select value, query the BFF via the execute MCP tool first to look it up. Do not guess.

3.3 Range filter

Param	Format	Notes
amountBetween	<min>,<max>	Either side may be empty: 100,500 (range), 100, (≥100), ,500 (≤500). The single comma is required.

3.4 Boolean filters (include only when true)

showSpam, missingFiat, failedTransactions, nonTaxableType, missingCostBasis, internalTransactions, ignoreFee

Example: ?showSpam=true&missingFiat=true. Never emit =false — false is the default.

3.5 Notes / radio-with-input

Param	Values
commentContains	1 = has notes, -1 = no notes, 0 = show all (omit), or any text string to search note content

3.6 Other singles

Param	Format
savedFilters	saved-filter ID (single value)
description	single string
globalSearch	single string

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Step 4 — Validate before sending

Walk the URL through this checklist. If any rule fails, fix it before handing it over.

1. Path is exactly /ledger. No tab suffix, no ?id=....
2. fromDate / toDate paired with dateType=Custom%20date (or dateType omitted), never with Last%2030%20days or All%20time.
3. No =false on any boolean.
4. Multi-select values are comma-joined, never repeated keys (?platforms=ethereum,bsc, never ?platforms=ethereum&platforms=bsc).
5. platforms values are lowercased (ethereum, not ETHEREUM). All other enum IDs match the schema (SPAM, not Spam; CRYPTO, not crypto).
6. amountBetween always has exactly one comma, even when one side is open.
7. If activities includes SPAM, also set showSpam=true so the link is self-contained.
8. If transactionHash is set, the dashboard ignores any date filter — warn the user when you also see a date in their request.
9. Spaces are URL-encoded (Custom date → Custom%20date).
10. Only filters the user asked for are included.

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Step 5 — Hand it over

Send the URL on its own line so it is easy to copy. Briefly state which filters are encoded (and which subdomain you used) so the user can sanity-check before forwarding to the customer.

Example handoff:

Built for org <subdomain>: filters are platform=ethereum, activities=SPAM, fromDate/toDate Apr 2026 (Custom date), showSpam=true.

https://<subdomain>.tres.finance/ledger?fromDate=2026-04-01&toDate=2026-04-30&dateType=Custom%20date&platforms=ethereum&activities=SPAM&showSpam=true

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Worked examples

Last month's Ethereum SPAM transactions:

https://<subdomain>.tres.finance/ledger?fromDate=2026-04-01&toDate=2026-04-30&dateType=Custom%20date&platforms=ethereum&activities=SPAM&showSpam=true

All-time view of two specific wallets:

https://<subdomain>.tres.finance/ledger?dateType=All%20time&internalAccounts=12345,67890

USD-only large transfers ≥ 50k:

https://<subdomain>.tres.finance/ledger?assetClasses=FIAT&amountBetween=50000,&amountAsset=USD

Failed transactions missing fiat in Q1 2026:

https://<subdomain>.tres.finance/ledger?fromDate=2026-01-01&toDate=2026-03-31&dateType=Custom%20date&failedTransactions=true&missingFiat=true

A specific saved filter:

https://<subdomain>.tres.finance/ledger?savedFilters=12345

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Rules

• This skill is for general, ad-hoc filtered views the user describes in plain English. To pin a single just-created transaction so a pending/backdated row shows immediately, set transactionHash with dateType=All%20time.
• Never hand-craft a ledger URL outside this skill — use it whenever the user asks for a ledger / dashboard / filter link.
• Never include =false on a boolean filter.
• Never repeat a key (?x=a&x=b) — comma-join into one value.
• Never use display names where the dashboard expects enum IDs.
• Always validate against the Step 4 checklist before responding.
• Always state the subdomain and filters used in your handoff message.