Documentation

net_worth

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

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What it does

Reports net worth in the local Clovis ledger.

Signature(date?: string | null, branch?: string | null, include_pending?: boolean, status?: string, quote_asset_id: string, account_ids?: string[] | null, entity_id?: 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 when the user asks for a finance report or period comparison.

Before calling

Agents should gather these facts or confirmations first.

1

Have exact values for required inputs: 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.

dateoptional
string | null

Ledger date in YYYY-MM-DD format.

Default: null
branchoptional
string | null

Scenario branch name or id.

Default: null
include_pendingoptional
boolean

Includes pending transactions in the calculation.

Default: true
statusoptional
string

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

Default: "active"
quote_asset_idrequired
string

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

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

Agent call shape

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

net_worth

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

{
  "tool": "net_worth",
  "arguments": {
    "quote_asset_id": "USD"
  }
}

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