apideck-mcp-month-end-close

Name: apideck-mcp-month-end-close
Rating: 5 (2 reviews)
Author: apideck-libraries

Task playbook for fetching a month-end financial snapshot via the Apideck MCP server's `apideck-month-end-close-check` workflow tool. Use when the user asks for a P&L, balance sheet, aged creditors, or aged debtors view at a point in time. Read-only, idempotent, returns partial snapshots when some reports aren't supported by the connector.

2stars

Updated 2 months ago

View on GitHub ↗License: Apache-2.0

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Month-end close snapshot (Apideck MCP)

When the user wants a one-shot financial snapshot, prefer apideck-month-end-close-check over fetching the four reports individually. The workflow fans out aged creditors, aged debtors, balance sheet, and profit-and-loss in parallel against the connected accounting service and returns one aggregated object.

When this is the right tool

User intent	Tool
"Run the month-end close", "P&L plus balance sheet for last month", "Aged AP

[Description truncada. Veja o README completo no GitHub.]

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