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Read-onlyP&L statementsMCP tool

analyze_pl_statement

Analyze an uploaded Profit & Loss statement the caller owns.

Analyze an uploaded Profit & Loss statement the caller owns. Returns the parsed summary (period, totals, line-item count, top categories), prior-period totals when available, and the AI-generated recommendations attached to the statement. The caller MUST own the statement — requests for statements belonging to another account return an error. Use when the user asks "what does my P&L tell me", "analyze my Q1 numbers", or similar.

Parameters#

ParameterTypeRequiredDescription
pl_statement_idstringYesUUID of the P&L statement to analyze. Must be owned by the caller.

Example prompts#

  • "Analyze my Q1 profit and loss statement and tell me what stands out."
  • "What does my latest P&L say about my top expense categories?"

Safety#

Read-only. This tool never changes your data — it only looks things up. Safe to run anytime.