finance

Tools backed by the finance module

Financials (books)

POST

https://dtrgbxembnbwlmpvhhms.supabase.co/functions/v1/cortex-mcp

/api/v1/tools/get_finance

Bearer (ck_ endpoint token)

Financials read straight from this organization's books (QuickBooks or Xero). Pick the report: kpis (monthly revenue, COGS and margins), pl (P&L rows by account), balances (balance-sheet lines including cash), ar_aging (receivables by age bucket), ap_aging (payables by age bucket), or marketing_bridge (ad spend against revenue: MER, blended CAC, spend as a percentage of revenue). since sets the earliest month, default 13 months back. These are ACCOUNTING numbers on the organization's own calendar and recognition rules — they will not match ad-platform revenue columns, and marketing_bridge is the intended place to compare the two. Requires the Margin module and a synced accounting connector; without it you get a plan refusal, and with no synced books an explicit "no accounting data" answer.

Financials (books) › Request Body

report

string · enum · required

Which financial report to return — see the tool description for each.

Enum values:

kpis

balances

ar_aging

ap_aging

marketing_bridge

since

string · pattern: ^\d{4}-\d{2}-\d{2}$

Earliest month to include, YYYY-MM-DD (default: 13 months back).

Financials (books) › Responses

The tool ran

ToolResult

ok

boolean · const · required

Const value:

tool

string · required

data

required

The tool's payload — byte-identical to what the same tool returns over MCP.

email forecast