MCP serverAvailable tools
Get financial summary
Summarize CFDI activity for a fiscal year or month: 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.
MCP tool
get_financial_summaryPurpose
Summarize CFDI activity for a fiscal year or month.
- Use when
- You need recognized fiscal income, expenses, or payroll context.
- Do not use when
- You need POS sales or authoritative declared tax totals.
- Required permissions
- Side effects
- None
- Idempotency
- Idempotent
Input schema
JSON Schema{ "type": "object", "properties": { "fiscalYear": { "type": "integer", "minimum": 2000, "maximum": 2100, "description": "Four-digit fiscal year" }, "period": { "description": "Optional month number from 1 to 12", "allOf": [ { "type": "integer", "minimum": 1, "maximum": 12 } ] }, "contributorLimit": { "description": "Top contributors per category; defaults to 5", "allOf": [ { "type": "integer", "minimum": 1, "maximum": 10 } ] } }, "required": [ "fiscalYear" ], "$schema": "http://json-schema.org/draft-07/schema#", "additionalProperties": false}Output schema
JSON Schema{ "type": "object", "properties": { "data": { "type": "object", "properties": { "source": { "const": "financial_activity" }, "currency": { "const": "MXN" }, "period": { "type": "object", "properties": { "monthFrom": { "$ref": "#/definitions/__schema0" }, "monthTo": { "$ref": "#/definitions/__schema0" } }, "required": [ "monthFrom", "monthTo" ], "additionalProperties": false }, "accountingBasis": { "enum": [ "cash", "accrual" ] }, "receiptSalesIncluded": { "type": "boolean", "const": false }, "totals": { "type": "object", "properties": { "recognizedIncome": { "type": "number" }, "recognizedExpenses": { "type": "number" }, "payrollPaid": { "type": "number" }, "payrollReceived": { "type": "number" }, "balance": { "type": "number" }, "payrollIncludedInBalance": { "type": "boolean", "const": false } }, "required": [ "recognizedIncome", "recognizedExpenses", "payrollPaid", "payrollReceived", "balance", "payrollIncludedInBalance" ], "additionalProperties": false }, "contributors": { "type": "object", "properties": { "source": { "const": "financial_activity" }, "income": { "type": "array", "items": { "$ref": "#/definitions/__schema1" } }, "expenses": { "type": "array", "items": { "$ref": "#/definitions/__schema1" } }, "payroll": { "type": "array", "items": { "type": "object", "properties": { "name": { "$ref": "#/definitions/__schema2" }, "amount": { "$ref": "#/definitions/__schema3" }, "isOther": { "$ref": "#/definitions/__schema4" }, "direction": { "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 }, "error": { "$schema": "http://json-schema.org/draft-07/schema#", "type": "object", "properties": { "code": { "enum": [ "validation_error", "unauthenticated", "forbidden", "payment_required", "not_found", "method_not_allowed", "conflict", "idempotency_conflict", "operation_in_progress", "recovery_required", "migration_required", "rate_limited", "provider_unavailable", "internal" ] }, "message": { "type": "string" }, "details": { "type": "object", "properties": { "document": { "type": "object", "properties": { "documentRef": { "type": "string", "pattern": "^(invoice|withholding|sales_receipt|declaration|tax_compliance_opinion|sales_receipt_refund):.+$" }, "editable": { "type": "boolean" } }, "required": [ "documentRef", "editable" ], "additionalProperties": false }, "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 }, "reason": { "type": "string" }, "balanceMinor": { "type": "integer", "minimum": 0, "maximum": 9007199254740991 }, "topUpUrl": { "type": "string" } }, "additionalProperties": false } }, "required": [ "code", "message" ], "additionalProperties": false } }, "$schema": "http://json-schema.org/draft-07/schema#", "additionalProperties": false, "definitions": { "__schema0": { "type": "string", "pattern": "^\\d{4}-\\d{2}$" }, "__schema1": { "type": "object", "properties": { "name": { "$ref": "#/definitions/__schema2" }, "amount": { "$ref": "#/definitions/__schema3" }, "isOther": { "$ref": "#/definitions/__schema4" } }, "required": [ "name", "amount", "isOther" ], "additionalProperties": false }, "__schema2": { "type": "string" }, "__schema3": { "type": "number" }, "__schema4": { "type": "boolean" } }, "oneOf": [ { "required": [ "data" ] }, { "required": [ "error" ] } ]}Related workflow
See the canonical workflows in the introductionRelated tools
Update fiscal series
Edit an existing fiscal series code and its development and production counters.
Get sales receipt summary
Summarize sales recorded as Exac receipts for one business day. Use this for 'how much did I sell?'. It includes receipts later invoiced and receipts never invoiced, and never adds CFDI totals separately.