---
title: "Get CFDI collection summary"
description: "Summarize gross cash collected through valid sent Type I invoices for one CFDI civil day. PUE invoices are recognized on Fecha and PPD collections on payment-complement FechaPago. PPD parents are never counted as cash, so payment allocations cannot double count them. Historical coverage is forward-only until an intentional backfill."
language: en
canonical_url: "https://exac.mx/docs/en/mcp/tools/get_cfdi_collection_summary"
md_url: "https://exac.mx/docs/en/mcp/tools/get_cfdi_collection_summary.md"
---

# Get CFDI collection summary

Summarize gross cash collected through valid sent Type I invoices for one CFDI civil day. PUE invoices are recognized on Fecha and PPD collections on payment-complement FechaPago. PPD parents are never counted as cash, so payment allocations cannot double count them. Historical coverage is forward-only until an intentional backfill.

Tool: `get_cfdi_collection_summary`

## Purpose

Summarize cash collected through valid sent Type I invoices.

### Use when

You need invoice cash collection activity for a CFDI date.

### Do not use when

You need receipt sales or a current account balance.

| Detail | Value |
| --- | --- |
| Permissions | analytics:read |
| Side effects | None |
| Idempotency | Idempotent |

## Input schema

```json
{
  "type": "object",
  "properties": {
    "date": {
      "description": "CFDI civil date in YYYY-MM-DD; defaults to the org's today",
      "allOf": [
        {
          "$ref": "#/definitions/__schema0"
        }
      ]
    }
  },
  "$schema": "http://json-schema.org/draft-07/schema#",
  "additionalProperties": false,
  "definitions": {
    "__schema0": {
      "type": "string"
    }
  }
}
```

## Output schema

```json
{
  "type": "object",
  "properties": {
    "data": {
      "type": "object",
      "properties": {
        "source": {
          "type": "string",
          "const": "cfdi_collections"
        },
        "currency": {
          "type": "string",
          "const": "MXN"
        },
        "date": {
          "type": "string",
          "pattern": "^\\d{4}-\\d{2}-\\d{2}$"
        },
        "historicalCoverage": {
          "type": "string",
          "const": "forward_only"
        },
        "recognitionBasis": {
          "type": "string",
          "const": "cash_activity"
        },
        "totals": {
          "type": "object",
          "properties": {
            "grossCollected": {
              "type": "number"
            },
            "movementCount": {
              "type": "number"
            }
          },
          "required": [
            "grossCollected",
            "movementCount"
          ],
          "additionalProperties": false
        },
        "byRecognitionSource": {
          "type": "array",
          "items": {
            "$ref": "#/definitions/__schema0"
          }
        },
        "byPaymentMethod": {
          "type": "array",
          "items": {
            "$ref": "#/definitions/__schema0"
          }
        }
      },
      "required": [
        "source",
        "currency",
        "date",
        "historicalCoverage",
        "recognitionBasis",
        "totals",
        "byRecognitionSource",
        "byPaymentMethod"
      ],
      "additionalProperties": false
    },
    "error": {
      "$schema": "http://json-schema.org/draft-07/schema#",
      "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"
          ]
        },
        "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
        }
      },
      "required": [
        "code",
        "message"
      ],
      "additionalProperties": false
    }
  },
  "$schema": "http://json-schema.org/draft-07/schema#",
  "additionalProperties": false,
  "definitions": {
    "__schema0": {
      "type": "object",
      "properties": {
        "key": {
          "type": "string"
        },
        "amount": {
          "type": "number"
        },
        "movementCount": {
          "type": "number"
        },
        "share": {
          "type": "number"
        }
      },
      "required": [
        "key",
        "amount",
        "movementCount",
        "share"
      ],
      "additionalProperties": false
    }
  },
  "oneOf": [
    {
      "required": [
        "data"
      ]
    },
    {
      "required": [
        "error"
      ]
    }
  ]
}
```

## Related tools

- [`get_cfdi_summary`](/docs/en/mcp/tools/get_cfdi_summary.md) — **Get CFDI summary**: Summarize CFDI activity for a month range: recognized income, recognized expenses, payroll paid, payroll received, balance, and top contributors. Every payroll contributor has a paid or received direction. Uses CFDI aggregates only. It excludes receipt/POS sales and is never a source for taxes paid or owed.

- [`get_accounts`](/docs/en/mcp/tools/get_accounts.md) — **Read accounts**: Search receivable/payable accounts, retrieve one account, or list its ledger movements. Use customerId for receivables and supplierId for payables.

## Related workflow

[See the canonical workflows in the introduction](/docs/en.md)

## Equivalent REST operations

- [`GET /v1/reports/cfdi-collections`](/docs/en/api/tax-reports/reports/get-cfdi-collection-report.md)

Complete documentation: https://exac.mx/docs/en.md
Agent documentation index: https://exac.mx/docs/en/llms.txt