Journal Search

Use the Journal Search skill to find journals in Fynapse without needing to know a journal reference up front.

Describe the journal activity you are looking for in natural language — such as a date range, account, amount, entity, source, journal type, or dimension — and the skill translates those criteria into a search of your Fynapse data.

What it does

Finds Fynapse journals using business criteria such as account, date, amount, entity, source, journal type, or dimensions.

Requires

A connected Fynapse MCP Server with access to journals and accounting configuration.

Example prompts

Once installed, describe the journals you want to find using natural language.

Show me every manual journal over $50,000 posted in July.

Find all accrual-engine journals for AdamWare last month.

Show me journals hitting deferred revenue this quarter.

Show me the five biggest customer deposits in September.

You can also provide partial information — such as a reference fragment, approximate amount, or rough date — when you need help identifying a specific journal.

Install

Install the Journal Search skill from the Fynapse skill collection:

npx skills add https://docs.fynapse.app --skill journal-search

The Fynapse MCP Server must also be connected to your AI client. The skill uses the MCP Server to search journal data and retrieve the Fynapse configuration required to interpret your criteria.

What you’ll get

Search results are returned directly in your conversation and include the information needed to identify and understand each matching journal, such as:

  • Journal reference or ID
  • Entity
  • Core Date
  • Business event
  • Source
  • Relevant amount
  • A short description of the journal activity

The skill also states any assumptions it made when interpreting your request.

Where a pattern is visible across the results — such as activity being concentrated around month-end or associated with a particular entity — the skill may highlight it alongside the listing.

Review Generated Commentary

Journal data is retrieved from Fynapse, but your natural-language request is interpreted by AI. Review the search criteria and assumptions shown with the results to confirm they reflect your intended search.

Excel listing

You can ask your AI to produce an Excel workbook containing the search results.

For example:

Create an Excel listing of these journals.

For larger result sets, your AI may also offer an Excel listing to make the results easier to review.

The workbook contains the journal data together with the search criteria, assumptions, and run information.

Things to know

Journal Search uses the Fynapse Core Date when interpreting period-based requests such as “posted in July” or “last month.”

For amount-based searches, an amount such as “over $50,000” is treated as the magnitude of an individual Journal Line by default. If you mean the total size of a Journal instead, specify this in your request.

The skill can interpret criteria that cannot be directly filtered by Fynapse. In these cases, it retrieves an appropriate set of journals and evaluates the remaining criteria as part of the analysis. Any such assumptions are stated in the response.

Journal Search works with posted Journals available through the Fynapse MCP Server. A Journal that has not been posted, or is in error earlier in the processing flow, may not appear in the results.

Journal Search is read-only. It searches and reports journal activity but does not modify journals or accounting configuration.