---
title: "Get invoicing summary"
description: "Summarize the invoices sent or received today, over the last 7 days, or this calendar month, ending on the organization's current day. Amounts are before IVA: invoiced is the fiscal base of valid Type I invoices on their CFDI date, credit notes are apart, and settled is PUE invoices plus payment complements on their payment date. PPD invoices count as invoiced, never as settled, so their payments cannot double count them. Payment methods are shares of gross settled cash. Counterparties rank the calendar month, net of its credit notes."
language: en
canonical_url: "https://exac.mx/docs/en/mcp/tools/get_invoicing_summary"
md_url: "https://exac.mx/docs/en/mcp/tools/get_invoicing_summary.md"
---

# Get invoicing summary

Summarize the invoices sent or received today, over the last 7 days, or this calendar month, ending on the organization's current day. Amounts are before IVA: invoiced is the fiscal base of valid Type I invoices on their CFDI date, credit notes are apart, and settled is PUE invoices plus payment complements on their payment date. PPD invoices count as invoiced, never as settled, so their payments cannot double count them. Payment methods are shares of gross settled cash. Counterparties rank the calendar month, net of its credit notes.

Tool: `get_invoicing_summary`

## Purpose

Summarize recent invoicing, settlement, payment methods, and top counterparties.

### Use when

You need what was invoiced and settled recently, as on the invoices page.

### Do not use when

You need a past fiscal month or year, receipt sales, or an account balance.

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

## Input schema

```json
{
  "type": "object",
  "properties": {
    "direction": {
      "description": "Invoices sent to customers or received from suppliers; defaults to sent",
      "allOf": [
        {
          "enum": [
            "sent",
            "received"
          ]
        }
      ]
    },
    "period": {
      "description": "The organization's current day, the 7 days ending on it, or its calendar month so far; defaults to last_7_days",
      "allOf": [
        {
          "enum": [
            "today",
            "last_7_days",
            "month"
          ]
        }
      ]
    }
  },
  "$schema": "http://json-schema.org/draft-07/schema#",
  "additionalProperties": false
}
```

## Output schema

```json
{
  "type": "object",
  "properties": {
    "data": {
      "type": "object",
      "properties": {
        "dateFrom": {
          "$ref": "#/definitions/__schema0"
        },
        "dateTo": {
          "$ref": "#/definitions/__schema0"
        },
        "invoiced": {
          "type": "object",
          "properties": {
            "total": {
              "type": "number"
            },
            "count": {
              "type": "number"
            },
            "pue": {
              "type": "number"
            },
            "ppd": {
              "type": "number"
            }
          },
          "required": [
            "total",
            "count",
            "pue",
            "ppd"
          ],
          "additionalProperties": false
        },
        "creditNotes": {
          "type": "number"
        },
        "settled": {
          "type": "number"
        },
        "paymentMethods": {
          "type": "array",
          "items": {
            "type": "object",
            "properties": {
              "paymentMethod": {
                "enum": [
                  "cash",
                  "card",
                  "transfer",
                  "credit",
                  "other"
                ]
              },
              "share": {
                "type": "number"
              }
            },
            "required": [
              "paymentMethod",
              "share"
            ],
            "additionalProperties": false
          }
        },
        "counterparties": {
          "type": "object",
          "properties": {
            "month": {
              "type": "string",
              "pattern": "^\\d{4}-\\d{2}$"
            },
            "items": {
              "type": "array",
              "items": {
                "type": "object",
                "properties": {
                  "name": {
                    "type": "string"
                  },
                  "amount": {
                    "type": "number"
                  },
                  "isOther": {
                    "type": "boolean"
                  },
                  "counterpartyId": {
                    "anyOf": [
                      {
                        "type": "string"
                      },
                      {
                        "type": "null"
                      }
                    ]
                  },
                  "share": {
                    "type": "number"
                  }
                },
                "required": [
                  "name",
                  "amount",
                  "isOther",
                  "counterpartyId",
                  "share"
                ],
                "additionalProperties": false
              }
            }
          },
          "required": [
            "month",
            "items"
          ],
          "additionalProperties": false
        },
        "source": {
          "const": "invoicing_summary"
        },
        "currency": {
          "const": "MXN"
        },
        "direction": {
          "enum": [
            "sent",
            "received"
          ]
        },
        "period": {
          "enum": [
            "today",
            "last_7_days",
            "month"
          ]
        },
        "amountBasis": {
          "const": "before_iva"
        }
      },
      "required": [
        "dateFrom",
        "dateTo",
        "invoiced",
        "creditNotes",
        "settled",
        "paymentMethods",
        "counterparties",
        "source",
        "currency",
        "direction",
        "period",
        "amountBasis"
      ],
      "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}-\\d{2}$"
    }
  },
  "oneOf": [
    {
      "required": [
        "data"
      ]
    },
    {
      "required": [
        "error"
      ]
    }
  ]
}
```

## Related tools

- [`get_income_expenses_summary`](/docs/en/mcp/tools/get_income_expenses_summary.md) — **Get income and expenses 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.

- [`get_accounts`](/docs/en/mcp/tools/get_accounts.md) — **Read accounts**: Search receivable/payable accounts or retrieve one account. 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/invoicing`](/docs/en/api/tax-reports/reports/get-invoicing-report.md)

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