--- title: "Get CFDI report" description: "Returns recognized CFDI income, expense, and payroll aggregates for the requested month range." language: en canonical_url: "https://exac.mx/docs/en/api/tax-reports/reports/get-cfdi-report" md_url: "https://exac.mx/docs/en/api/tax-reports/reports/get-cfdi-report.md" --- # Get CFDI report Returns recognized CFDI income, expense, and payroll aggregates for the requested month range. ## Request `GET /v1/reports/cfdi` - **Authorization:** Required permission: `analytics:read`. - **Environments:** Production and sandbox - **Idempotency:** Not required ## Canonical machine contract This fragment is generated from the canonical operation and Zod contracts used by the route. ```json { "method": "GET", "path": "/v1/reports/cfdi", "operation": { "operationId": "getCfdiReport", "tags": [ "Reports" ], "summary": "Get CFDI report", "description": "Returns recognized CFDI income, expense, and payroll aggregates for the requested month range.", "security": [ { "bearerAuth": [] } ], "parameters": [ { "name": "monthFrom", "in": "query", "required": false, "schema": { "type": "string", "pattern": "^\\d{4}-\\d{2}$" } }, { "name": "monthTo", "in": "query", "required": false, "schema": { "type": "string", "pattern": "^\\d{4}-\\d{2}$" } }, { "name": "contributorLimit", "in": "query", "required": false, "schema": { "type": "integer", "minimum": 1, "maximum": 10 } } ], "responses": { "200": { "description": "Operation completed.", "headers": { "Request-Id": { "$ref": "#/components/headers/RequestId" } }, "content": { "application/json": { "schema": { "type": "object", "properties": { "data": { "type": "object", "properties": { "source": { "type": "string", "const": "cfdi_activity" }, "currency": { "type": "string", "const": "MXN" }, "period": { "type": "object", "properties": { "monthFrom": { "type": "string", "pattern": "^\\d{4}-\\d{2}$" }, "monthTo": { "type": "string", "pattern": "^\\d{4}-\\d{2}$" } }, "required": [ "monthFrom", "monthTo" ], "additionalProperties": false }, "accountingBasis": { "type": "string", "enum": [ "cash", "accrual" ] }, "receiptSalesIncluded": { "type": "boolean", "const": false }, "totals": { "type": "object", "properties": { "recognizedIncome": { "type": "number" }, "recognizedExpenses": { "type": "number" }, "payrollPaid": { "type": "number" }, "payrollReceived": { "type": "number" }, "balance": { "type": "number" }, "payrollIncludedInBalance": { "type": "boolean", "const": false } }, "required": [ "recognizedIncome", "recognizedExpenses", "payrollPaid", "payrollReceived", "balance", "payrollIncludedInBalance" ], "additionalProperties": false }, "contributors": { "type": "object", "properties": { "source": { "type": "string", "const": "cfdi_activity" }, "income": { "type": "array", "items": { "type": "object", "properties": { "name": { "type": "string" }, "amount": { "type": "number" }, "isOther": { "type": "boolean" } }, "required": [ "name", "amount", "isOther" ], "additionalProperties": false } }, "expenses": { "type": "array", "items": { "type": "object", "properties": { "name": { "type": "string" }, "amount": { "type": "number" }, "isOther": { "type": "boolean" } }, "required": [ "name", "amount", "isOther" ], "additionalProperties": false } }, "payroll": { "type": "array", "items": { "type": "object", "properties": { "name": { "type": "string" }, "amount": { "type": "number" }, "isOther": { "type": "boolean" }, "direction": { "type": "string", "enum": [ "paid", "received" ] } }, "required": [ "name", "amount", "isOther", "direction" ], "additionalProperties": false } } }, "required": [ "source", "income", "expenses", "payroll" ], "additionalProperties": false } }, "required": [ "source", "currency", "period", "accountingBasis", "receiptSalesIncluded", "totals", "contributors" ], "additionalProperties": false } }, "required": [ "data" ], "additionalProperties": false }, "examples": { "default": { "value": { "data": { "source": "cfdi_activity", "currency": "MXN", "period": { "monthFrom": "2026-06", "monthTo": "2026-06" }, "accountingBasis": "accrual", "receiptSalesIncluded": false, "totals": { "recognizedIncome": 125000, "recognizedExpenses": 42000, "payrollPaid": 18000, "payrollReceived": 0, "balance": 83000, "payrollIncludedInBalance": false }, "contributors": { "source": "cfdi_activity", "income": [ { "name": "Taller Nopal", "amount": 50000, "isOther": false }, { "name": "Estudio Jacaranda", "amount": 30000, "isOther": false }, { "name": "Otros", "amount": 45000, "isOther": true } ], "expenses": [ { "name": "Servicios del Bosque", "amount": 42000, "isOther": false } ], "payroll": [ { "name": "Equipo Bruma", "amount": 18000, "isOther": true, "direction": "paid" } ] } } } }, "mayCustomerSummary": { "summary": "May CFDI activity with top customers", "value": { "data": { "source": "cfdi_activity", "currency": "MXN", "period": { "monthFrom": "2026-05", "monthTo": "2026-05" }, "accountingBasis": "accrual", "receiptSalesIncluded": false, "totals": { "recognizedIncome": 125000, "recognizedExpenses": 42000, "payrollPaid": 18000, "payrollReceived": 0, "balance": 83000, "payrollIncludedInBalance": false }, "contributors": { "source": "cfdi_activity", "income": [ { "name": "Taller Nopal", "amount": 50000, "isOther": false }, { "name": "Estudio Jacaranda", "amount": 30000, "isOther": false }, { "name": "Otros", "amount": 45000, "isOther": true } ], "expenses": [ { "name": "Servicios del Bosque", "amount": 42000, "isOther": false } ], "payroll": [ { "name": "Equipo Bruma", "amount": 18000, "isOther": true, "direction": "paid" } ] } } } }, "yearToDateExpenses": { "summary": "Year-to-date CFDI activity with supplier concentration", "value": { "data": { "source": "cfdi_activity", "currency": "MXN", "period": { "monthFrom": "2026-01", "monthTo": "2026-07" }, "accountingBasis": "accrual", "receiptSalesIncluded": false, "totals": { "recognizedIncome": 825000, "recognizedExpenses": 536400, "payrollPaid": 126000, "payrollReceived": 0, "balance": 288600, "payrollIncludedInBalance": false }, "contributors": { "source": "cfdi_activity", "income": [ { "name": "Otros", "amount": 825000, "isOther": true } ], "expenses": [ { "name": "Arrendadora del Pacífico", "amount": 168000, "isOther": false }, { "name": "Servicios del Bosque", "amount": 126000, "isOther": false }, { "name": "Nube Norte Software", "amount": 84000, "isOther": false }, { "name": "Otros", "amount": 158400, "isOther": true } ], "payroll": [ { "name": "Equipo Bruma", "amount": 126000, "isOther": true, "direction": "paid" } ] } } } } } } } }, "400": { "description": "Invalid request.\n\n`validation_error`", "headers": { "Request-Id": { "$ref": "#/components/headers/RequestId" } }, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/ApiError" } } } }, "401": { "description": "Missing or invalid credential.\n\n`unauthenticated`", "headers": { "Request-Id": { "$ref": "#/components/headers/RequestId" }, "WWW-Authenticate": { "$ref": "#/components/headers/WWWAuthenticate" } }, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/ApiError" } } } }, "403": { "description": "The credential does not include the `analytics:read` permission.\n\n`forbidden`", "headers": { "Request-Id": { "$ref": "#/components/headers/RequestId" }, "WWW-Authenticate": { "$ref": "#/components/headers/WWWAuthenticate" } }, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/ApiError" } } } }, "404": { "description": "Resource not found.\n\n`not_found`", "headers": { "Request-Id": { "$ref": "#/components/headers/RequestId" } }, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/ApiError" } } } }, "405": { "description": "Method not allowed.\n\n`method_not_allowed`", "headers": { "Request-Id": { "$ref": "#/components/headers/RequestId" }, "Allow": { "$ref": "#/components/headers/Allow" } }, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/ApiError" } } } }, "429": { "description": "Too many requests.\n\n`rate_limited`", "headers": { "Request-Id": { "$ref": "#/components/headers/RequestId" }, "Retry-After": { "$ref": "#/components/headers/RetryAfter" } }, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/ApiError" } } } }, "500": { "description": "Internal server error.\n\n`internal`", "headers": { "Request-Id": { "$ref": "#/components/headers/RequestId" } }, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/ApiError" } } } }, "503": { "description": "Service temporarily unavailable.\n\n`provider_unavailable`", "headers": { "Request-Id": { "$ref": "#/components/headers/RequestId" }, "Retry-After": { "$ref": "#/components/headers/RetryAfter" } }, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/ApiError" } } } } }, "x-exac-environments": [ "production", "sandbox" ] }, "components": { "schemas": { "ApiError": { "type": "object", "properties": { "error": { "$ref": "#/components/schemas/ProgrammaticError" } }, "required": [ "error" ], "additionalProperties": false }, "ProgrammaticError": { "type": "object", "properties": { "code": { "type": "string", "enum": [ "validation_error", "unauthenticated", "forbidden", "not_found", "method_not_allowed", "conflict", "idempotency_conflict", "operation_in_progress", "recovery_required", "rate_limited", "provider_unavailable", "internal" ], "description": "Recommended action by code:\n\n- `validation_error` — Correct each details.issues entry using its path and stable issue code.\n- `unauthenticated` — Provide a valid API key or OAuth access token.\n- `forbidden` — Use a credential with the required permission.\n- `not_found` — Check the organization-scoped resource identifier.\n- `method_not_allowed` — Use the documented HTTP method.\n- `conflict` — Refresh the resource and resolve its current state.\n- `idempotency_conflict` — Use a new idempotency key for a changed request.\n- `operation_in_progress` — Wait for Retry-After, then repeat the exact request.\n- `recovery_required` — Do not retry automatically; reconcile the provider outcome.\n- `rate_limited` — Wait for Retry-After before retrying.\n- `provider_unavailable` — Retry only when the response marks the failure as retryable.\n- `internal` — Retry later and contact support if the error persists." }, "message": { "type": "string" }, "details": { "type": "object", "properties": { "issues": { "type": "array", "items": { "type": "object", "properties": { "path": { "type": "array", "items": { "anyOf": [ { "type": "string" }, { "type": "number" } ] } }, "message": { "type": "string" }, "code": { "type": "string" } }, "required": [ "path", "message" ], "additionalProperties": false } }, "retryable": { "type": "boolean" }, "retryAfterSeconds": { "type": "integer", "exclusiveMinimum": 0, "maximum": 9007199254740991 } }, "additionalProperties": false }, "status": { "type": "integer", "minimum": -9007199254740991, "maximum": 9007199254740991 } }, "required": [ "code", "message", "status" ], "additionalProperties": false } } } } ``` [OpenAPI 3.1](/openapi.json) ## Equivalent MCP tools - [`get_cfdi_summary`](/docs/en/mcp/tools/get_cfdi_summary.md) Complete documentation: https://exac.mx/docs/en.md Agent documentation index: https://exac.mx/docs/en/llms.txt