Transaction Search

This skill searches a Northgate Bank customer's transactions and statements to answer questions about spending, account activity, and balances.

by RasaOfficial publisherNot reviewed

Identity proven by GitHub's verified organisation badge (RasaHQ)

Agents: Claude Code, Codex, Cursor, Gemini CLI, GitHub Copilot, OpenCode
License: Apache-2.0 (permissive)
Pin: f54ddf4pinned Oct 9, 2026
Context cost: about 390 tokenswhen the skill loads
GitHub stars: 41on rasahq/rasa-community-resources
Scripts: 1 script

What it does

“Search the signed-in customer's Northgate Bank transactions and read their certified statements. Activate for "what did I pay Acme in March", "show my checking transactions last month", "how much did I spend on my card", "is that pending", "keep going", "what was my statement balance", and for changes to a search the customer asked for.”

The author's description, from SKILL.md

Generated summary from the skill's own text

This skill searches a Northgate Bank customer's transactions and statements to answer questions about spending, account activity, and balances. It handles transaction searches across custom date ranges and filters by account or merchant, and retrieves official certified statements for statement balances.

When to use it

Customer asks about their transaction history or spending in a time period
Customer inquires about specific merchants or accounts they used
Customer wants to know current or historical statement balances
Customer asks follow-up questions about an ongoing search result

When not to

Customer is not signed into Northgate Bank or lacks permission
Customer asks for non-transaction data like account settings or transfer details

Review

Not reviewed by a person yet. The trust card below shows what our automated checks found at the pinned commit.

Trust card

What our automated checks found

At commit f54ddf4e5d674e3e9175a7a469cf698fcfaf1295, checked Oct 8, 2026.

License: Apache-2.0 (permissive), from LICENSE
Scripts: Yes, 1 script:
tools.py
Network domains: None found
allowed-tools: None requested
Unpinned packages: None found
Spec issues: name must use lowercase letters, digits and single hyphens
name does not match the folder name (transaction_search)
Frontmatter keys outside the spec: import_tools
The name does not match the folder name
Files: 3 files, 6.9 KB in totalLargest: tools.py (4.4 KB)
Context cost: Description: 338 characters, in context whenever the agent runs.Body: about 390 tokens, in context when the skill loads.
Warnings: Contains scriptstools.py
Does not follow the SKILL.md specname must use lowercase letters, digits and single hyphens

Automated checks look for known patterns and can be bypassed. They decide what a reviewer reads first. This is not a guarantee.

Pins

Pin history

f54ddf4Oct 9, 2026Current

Install

These commands install from the publisher's repository and need no account.

skills CLI

npx skills add rasahq/rasa-community-resources --skill 'Transaction Search'

Installs from the repository's default branch, which may have changed since the commit we checked.

GitHub CLI 2.90 or later

gh skill install rasahq/rasa-community-resources 'Transaction Search@f54ddf4e5d674e3e9175a7a469cf698fcfaf1295'

Installs the commit we checked (f54ddf4).

Copy by hand

Download the folder at f54ddf4 and put it in .claude/skills/transaction_search for Claude Code and in .agents/skills/transaction_search for Codex, Cursor, Gemini CLI, GitHub Copilot and OpenCode.

Skill folder on GitHub at f54ddf4

Copy for your agent

A prompt for any coding agent. It installs this skill from GitHub at the pinned commit, copies the files as they are, and runs nothing unless you ask.

Prompt

Install the agent skill "Transaction Search" by Rasa.

Source, pinned to commit f54ddf4e5d674e3e9175a7a469cf698fcfaf1295:
https://github.com/rasahq/rasa-community-resources/tree/f54ddf4e5d674e3e9175a7a469cf698fcfaf1295/examples/mantle-text-banking-statement-search-gpt/skills/transaction_search

1. Download that folder at exactly this commit. Do not use the default branch.
2. Copy every file unchanged, keeping the folder structure, into .claude/skills/transaction_search/ for Claude Code and .agents/skills/transaction_search/ for Codex, Cursor, Gemini CLI, GitHub Copilot and OpenCode. Create the folders if they do not exist.
3. Do not edit the files, and do not run any script in the folder unless I ask you to.
4. When you are done, list the files you copied and where you put them.

Listing and checks: https://www.agentnative.dev/skills/rasa/transaction-search

SKILL.md at the pin

---
name: Transaction Search
description: >
  Search the signed-in customer's Northgate Bank transactions and read their
  certified statements. Activate for "what did I pay Acme in March", "show my
  checking transactions last month", "how much did I spend on my card",
  "is that pending", "keep going", "what was my statement balance", and for
  changes to a search the customer asked for.
import_tools:
  - get_statement
---

Answer questions about the customer's transactions from a search result the
tools issued. A search result covers one date range and the statuses the
customer chose. It is not a statement.

1. Call @tool.search_transactions with the customer's own words for the
   period and for which transactions to include (posted, pending or both),
   and the account and merchant if they named them. Pass their words, joined
   from their messages if they gave them in pieces ("March" and then "last
   year" is "March last year"). Never add a year, a date or a status they did
   not say.
2. If it returns blocked, nothing was searched. Ask the questions it returns,
   together, in one short message.
3. When it returns complete, the customer has already been sent the search
   reference, the range, the statuses and that the result is complete. Answer
   their question from the transactions and totals in the result. Say which
   statuses are included when it matters.
4. When it returns partial, the customer has already been told it is not
   complete. Give only the transactions shown, give no total for the period,
   and offer to continue. When they want the rest, call @tool.continue_search
   with the search_ref.
5. If the customer changes the period, the statuses, the account or the
   merchant, call @tool.search_transactions again. Never relabel or reuse an
   earlier result for a different range or scope.
6. For a statement or statement balance, call @tool.get_statement. Statement
   cycles are not calendar months. A search total is never a statement
   balance.

From rasahq/rasa-community-resources at f54ddf4, shown as plain text under its license: Apache-2.0 (permissive). The license text is in LICENSE.

View SKILL.md on GitHub at f54ddf4

Files

memory.yml527 B · 53eade9cea55
skill.md2.0 KB · fb6ad645116c
tools.py4.4 KB · 72615850bb0c

3 files, 6.9 KB in total. Each file has a sha256 in the pin's manifest; the first 12 characters are shown.

Skill folder on GitHub at f54ddf4

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Transaction Search

What it does

When to use it

When not to

Install

Copy for your agent

SKILL.md at the pin

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