Wallet top-up history
Retrieves the company wallet top-up history with datetime format handling and pagination. Useful for cash flow tracking and reconciliation of funding transactions.
81/100Β·π MonthlyΒ·BeginnerControllerFinance Analyst
ReconciliationReportsget_wallet_loads
π― Skill purpose
Retrieves the company wallet top-up history with datetime format handling and pagination. Useful for cash flow tracking and reconciliation of funding transactions.
π What it produces
Chronological list of wallet top-ups with dates, amounts, currencies, and metadata for each transaction.
β‘ Benefit
Before
Manual search in the Spendesk UI, CSV export required to analyze past top-ups.
After
Complete top-up history directly in Claude, ready to analyze and reconcile.
# Instructions β Wallet top-up history
## β οΈ Date format: full ISO 8601 + timezone recommended
The MCP documentation states that YYYY-MM-DD alone is not accepted and that a full datetime is required.
In practice, `from="2026-06-01"` is accepted by the API (tested live β 16 results returned).
**Despite this tolerant behavior, always use full ISO 8601 with timezone:**
```
from: "2026-06-01T00:00:00.000Z"
to: "2026-06-30T23:59:59.999Z"
```
Reason: coercion from YYYY-MM-DD to midnight can produce unexpected results depending on the server's timezone. Using `T00:00:00.000Z` (UTC) is unambiguous.
## β οΈ Not for exact bank reconciliation
`get_wallet_loads` returns the **Spendesk record date**, not the **bank value date**.
β Do not use it to align Spendesk balances with a bank statement.
β For exact reconciliation, cross-check with your bank.
## β οΈ 24h cache (86400 seconds)
The returned data may be up to 24h stale.
β Do not use for a real-time balance β use `get_wallet_summary` for that.
## Step 1 β Call with period and recommended parameters
```json
{
"companyId": "...",
"from": "YYYY-MM-DDT00:00:00.000Z",
"to": "YYYY-MM-DDT23:59:59.999Z",
"pageSize": 100
}
```
## Step 2 β Interpreting the fields
For each load:
- `amount`: `{ amount, currency, precision }` β amount = `amount / 10^precision` EUR
- `type`: `"wireTransfer"` (only type observed on this account)
- `bankName`: `sfs` | `adyen` | `other`
- `sfs` = Spendesk Financial Services (main account)
- `adyen` = Adyen (accounts for certain subsidiaries)
- `other` = external transfer
- `createdAt`: date recorded in Spendesk (β bank value date)
## Step 3 β Pagination
Check `meta.pagination.hasNextPage` β if `true`, paginate with `page=2, 3, ...` and the same filters.
## Live example (real data, June 2026)
16 loads in June 2026, including:
- 2026-06-23: EUR 500,000.00 (sfs transfer)
- 2026-06-10: EUR 600,000.00 (sfs transfer)
- Total for the month: ~EUR 1,105,721 (including two large test loads)
## Example prompt
- "Show wallet top-ups from last month" β from/to = last month + ISO 8601
- "How much did we load into the wallet in 2026?" β from=2026-01-01T00:00:00.000Z, to=today + pagination
- "What is the current wallet balance?" β use `get_wallet_summary`, not `get_wallet_loads`
How to install this skill
/
- 1Download the file
s02-wallet-loads-datetime.mdusing the button above. - 2Place the file in the
.claude/directory of your project (or~/.claude/for a global install).cp s02-wallet-loads-datetime.md .claude/s02-wallet-loads-datetime.md - 3Use in Claude Code β the skill is automatically discovered. Describe your need in natural language and Claude will apply the skill instructions.
π‘ Make sure the Spendesk MCP is configured in your
.claude/settings.json with the tools get_wallet_loads.Similar skills
β
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