Get financial analytics
get_financial_analyticsAggregate financial analytics for the organization. Use metric_type to pick the roll-up: 'project_margin_ranking' ranks projects by budget margin (best/worst), 'effective_bill_rate' returns the blended revenue-per-hour, 'utilization_rollup' returns team billable efficiency, 'revenue_summary' returns org budget health plus reported hours. Requires Finance access (Owner, Admin, Finance, or Manager role).
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"metric_type": "<metric_type>"
},
"name": "get_financial_analytics"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| end_date | No | Optional end date (ISO 8601, e.g. 2026-01-31). Must be supplied together with start_date. | |
| start_date | No | Optional start date (ISO 8601, e.g. 2026-01-01) for effective_bill_rate, utilization_rollup, and revenue_summary. Ignored by project_margin_ranking. | |
| metric_type | Yes | Which analytic to return. One of: project_margin_ranking, effective_bill_rate, utilization_rollup, revenue_summary. |