Several list endpoints support a filter query parameter that lets you narrow results using formula expressions. The property reference should be enclosed in brackets [ ] and string values should be enclosed in single quotes ' ' or double quotes " ".

Supported Operations

Equality

Operation	Parameters	Supported Types	Example
`Equals`	2	strings, numbers, dates, booleans	`Equals([counterpartyName], 'Acme Corp.')`
`NotEqual`	2	strings, numbers, dates, booleans	`NotEqual([counterpartyName], 'Acme Corp.')`

String Matching

Operation	Parameters	Supported Types	Example
`Contains`	2	strings	`Contains([counterpartyName], 'Acme')`

Emptiness Checks

Operation	Parameters	Supported Types	Example
`IsEmpty`	1	any	`IsEmpty([counterpartyName])`
`IsNotEmpty`	1	any	`IsNotEmpty([counterpartyName])`

Comparison

Operation	Parameters	Supported Types	Example
`LessThan`	2	numbers, dates	`LessThan([amount], '1000')`
`LessThanOrEqual`	2	numbers, dates	`LessThanOrEqual([amount], '1000')`
`GreaterThan`	2	numbers, dates	`GreaterThan([amount], '1000')`
`GreaterThanOrEqual`	2	numbers, dates	`GreaterThanOrEqual([amount], '1000')`

Logical Combinators

Operation	Parameters	Example
`And`	2 or more	`And(GreaterThan([amount], '1000'), Contains([counterpartyName], 'Acme'))`
`Or`	2 or more	`Or(Contains([counterpartyName], 'Acme'), Contains([counterpartyName], 'Corp'))`

And and Or accept two or more formula expressions as arguments, allowing you to compose complex filters.

Date Functions

Date functions can be used as values in comparison and equality operations.

Function	Parameters	Description
`Today()`	0	Resolves to the current date.
`Date(year, month, day)`	3	A specific calendar date. Year must be a number, month between 1–12, and day must be valid for the given month and year.
`RelativeDate(anchor, offset, unit)`	3	A date relative to an anchor. The anchor must be `Today()` or a `Date(...)` expression. We do not support using a property reference as an anchor. The offset is a numeric value (positive or negative). The unit is a string whose value can be one of `'days'`, `'weeks'`, `'months'`, or `'years'`.

Examples:

Equals([startDate], Date(2025, 6, 15))
GreaterThan([startDate], Today())
LessThan([endDate], RelativeDate(Today(), 30, "days"))
GreaterThanOrEqual([startDate], RelativeDate(Date(2025, 1, 1), -6, "months"))

Combining Filters

You can nest logical combinators to build complex queries:

And(
  Or(Equals([counterpartyName], 'Acme Corp'), Equals([counterpartyName], 'Acme Corporation')),
  GreaterThan([agreementDate], Date(2025, 1, 1)),
  IsNotEmpty([amount])
)