Servidor MCPHerramientas disponibles
Leer resumen de ingresos y gastos
Consulta agregados financieros de documentos CFDI por periodo.
Herramienta MCP
get_income_expenses_summaryPropósito
Consulta agregados financieros de documentos CFDI por periodo.
- Usar cuando
- Necesitas ingresos, gastos o nómina fiscal reconocidos.
- No usar cuando
- Necesitas ventas POS o impuestos declarados oficiales.
- Permisos requeridos
- Efectos secundarios
- Ninguno
- Idempotencia
- Idempotente
Esquema de entrada
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" ], "$schema": "http://json-schema.org/draft-07/schema#", "additionalProperties": false}Esquema de salida
JSON Schema{ "type": "object", "properties": { "data": { "type": "object", "properties": { "source": { "const": "income_expenses" }, "currency": { "const": "MXN" }, "period": { "type": "object", "properties": { "monthFrom": { "$ref": "#/definitions/__schema0" }, "monthTo": { "$ref": "#/definitions/__schema0" } }, "required": [ "monthFrom", "monthTo" ], "additionalProperties": false }, "accountingBasis": { "enum": [ "cash", "accrual" ] }, "receiptSalesIncluded": { "type": "boolean", "const": false }, "totals": { "type": "object", "properties": { "recognizedIncome": { "type": "number" }, "recognizedExpenses": { "type": "number" }, "payrollPaid": { "type": "number" }, "payrollReceived": { "type": "number" }, "balance": { "type": "number" }, "payrollIncludedInBalance": { "type": "boolean", "const": false } }, "required": [ "recognizedIncome", "recognizedExpenses", "payrollPaid", "payrollReceived", "balance", "payrollIncludedInBalance" ], "additionalProperties": false }, "contributors": { "type": "object", "properties": { "source": { "const": "income_expenses" }, "income": { "type": "array", "items": { "$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" ] } ]}