Documentation

income_statement

income_statement MCP tool reference, parameters, return type, and safety hints.

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What it does

Builds income statement in the local Clovis ledger.

Signature(year: number, month?: number | null, branch?: string | null, compact?: boolean, include_pending?: boolean, account_ids?: string[] | null, entity_id?: string | null, quote_asset_id: string, status?: string | null) => Record<string, unknown>
read-only

Read-only. This is appropriate for inspection, reporting, diagnostics, and first-pass agent answers.

When to use it

Use this section to decide whether the tool fits the user request before calling it.

Use it when an agent needs to inspect the ledger or answer a question without changing records.
Use it during statement import, duplicate review, matching, categorization, or reconciliation workflows.

Before calling

Agents should gather these facts or confirmations first.

1

Have exact values for required inputs: year, quote_asset_id.

2

Choose the report currency or asset explicitly; Clovis does not infer report currency.

Parameters

Required inputs are marked clearly. Optional inputs can usually be omitted unless the workflow needs them.

yearrequired
integer

Four-digit year.

monthoptional
integer | null

Month number from 1 to 12.

Default: null
branchoptional
string | null

Scenario branch name or id.

Default: null
compactoptional
boolean

Returns a smaller response shape when true.

Default: false
include_pendingoptional
boolean

Includes pending transactions in the calculation.

Default: false
account_idsoptional
string[] | null

List of ledger account ids or account references.

Default: null
entity_idoptional
string | null

Entity id to filter reports when entity tracking is used.

Default: null
quote_asset_idrequired
string

Asset or currency used to quote report values. Clovis does not infer this.

statusoptional
string | null

Transaction status filter or value: posted, pending, planned, or void.

Default: null

Agent call shape

Use the exact tool name and pass arguments as structured JSON through the MCP client.

income_statement

Copy this shape into agent instructions, evals, or MCP client tests.

{
  "tool": "income_statement",
  "arguments": {
    "year": 1,
    "quote_asset_id": "USD"
  }
}

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