Read-onlyReporting & insightsMCP tool
get_production_report
Get a production report showing volume, units closed, and commission earned for a time period.
Get a production report showing volume, units closed, and commission earned for a time period. Essential for tracking business performance and setting goals. Returns: total closed volume, units closed, gross commission, average deal size, and comparison to prior period. Use period parameter for standard ranges (ytd, mtd, qtd) or custom for specific date ranges. group_by allows breakdown by month/quarter to see trends. include_pending adds pipeline value for forecasting.
Parameters#
| Parameter | Type | Required | Description |
|---|---|---|---|
period | enum | No | Time period for the report. ytd=year to date (most common), mtd=month to date, qtd=quarter to date, custom=use start_date/end_date. Default: ytd. · One of: ytd, mtd, qtd, last_month, last_quarter, last_year, all_time, custom |
start_date | string | No | Start date for custom period. Required when period="custom". (Format: YYYY-MM-DD) · Format: Date (YYYY-MM-DD) |
end_date | string | No | End date for custom period. Required when period="custom". (Format: YYYY-MM-DD) · Format: Date (YYYY-MM-DD) |
include_pending | boolean | No | Include pending escrows in pipeline forecast. Default: true. Set false for closed-only report. |
group_by | enum | No | Group results by time period for trend analysis. none=single total, month=monthly breakdown. Default: none. · One of: month, quarter, year, none |
Example prompts#
- "How much volume and commission have I closed year to date compared to last year?"
- "Break down my closed units and GCI by quarter for 2025, excluding pending escrows."
Safety#
Read-only. This tool never changes your data — it only looks things up. Safe to run anytime.