Lovie Company Formation

Get Summary

transaction_get_summary

Read-only

Aggregate transactions into P&L groups (income/expenses) by a given dimension

Input Schema

Name	Required	Description	Default
`scope`	No
`filter`	Yes
`groupBy`	No
`timeBucket`	No

Output Schema

Name	Required	Description	Default
`netPl`	No
`groups`	No
`totalIncome`	No
`totalExpenses`	No

Schema Changelog

Changes observed during successful MCP inspections.

Changed17 schema fields changedOct 29, 2026

removedInput schema / properties / fieldId

Removed value: -{
-  "description": "UUID value wrapper.",
-  "properties": {
-    "value": {
-      "format": "uuid",
-      "type": "string"
-    }
-  },
-  "type": "object"
-}

addedInput schema / properties / filter / properties / categories

Added value: +{
+  "items": {
+    "properties": {
+      "key": {
+        "description": "Lowercase kebab-case code identifier.",
+        "properties": {
+          "value": {
+            "pattern": "^[a-z0-9]+(-[a-z0-9]+)*$",
+            "type": "string"
+          }
+        },
+        "type": "object"
+      },
+      "ownerKey": {
+        "maxLength": 100,
+        "pattern": "^[a-z0-9_-]*$",
+        "type": "string"
+      },
+      "ownerType": {
+        "enum": [
+          "OWNER_TYPE_SYSTEM",
+          "OWNER_TYPE_COMPANY",
+          "OWNER_TYPE_INTEGRATION"
+        ],
+        "type": "string"
+      }
+    },
+    "required": [
+      "key"
+    ],
+    "type": "object"
+  },
+  "maxItems": 500,
+  "type": "array"
+}

removedInput schema / properties / filter / properties / fieldFilters / items / properties / dateCondition

Removed value: -{
-  "properties": {
-    "gte": {
-      "maxLength": 10,
-      "pattern": "^[0-9]{4}-[0-9]{2}-[0-9]{2}$",
-      "type": "string"
-    },
-    "lte": {
-      "maxLength": 10,
-      "pattern": "^[0-9]{4}-[0-9]{2}-[0-9]{2}$",
-      "type": "string"
-    }
-  },
-  "type": "object"
-}

addedInput schema / properties / filter / properties / fieldFilters / items / properties / field

Added value: +{
+  "properties": {
+    "coreColumn": {
+      "maxLength": 100,
+      "minLength": 1,
+      "pattern": "^[A-Za-z][A-Za-z0-9_.-]*$",
+      "type": "string"
+    },
+    "field": {
+      "properties": {
+        "key": {
+          "description": "Lowercase kebab-case code identifier.",
+          "properties": {
+            "value": {
+              "pattern": "^[a-z0-9]+(-[a-z0-9]+)*$",
+              "type": "string"
+            }
+          },
+          "type": "object"
+        },
+        "ownerKey": {
+          "maxLength": 100,
+          "pattern": "^[a-z0-9_-]*$",
+          "type": "string"
+        },
+        "ownerType": {
+          "enum": [
+            "OWNER_TYPE_SYSTEM",
+            "OWNER_TYPE_COMPANY",
+            "OWNER_TYPE_INTEGRATION"
+          ],
+          "type": "string"
+        }
+      },
+      "required": [
+        "key"
+      ],
+      "type": "object"
+    }
+  },
+  "type": "object"
+}

removedInput schema / properties / filter / properties / fieldFilters / items / properties / fieldId

Removed value: -{
-  "description": "UUID value wrapper.",
-  "properties": {
-    "value": {
-      "format": "uuid",
-      "type": "string"
-    }
-  },
-  "type": "object"
-}

removedInput schema / properties / filter / properties / fieldFilters / items / properties / numberCondition

Removed value: -{
-  "properties": {
-    "gte": {
-      "maxLength": 30,
-      "pattern": "^-?[0-9]+(\\.[0-9]{1,4})?$",
-      "type": "string"
-    },
-    "lte": {
-      "maxLength": 30,
-      "pattern": "^-?[0-9]+(\\.[0-9]{1,4})?$",
-      "type": "string"
-    }
-  },
-  "type": "object"
-}

addedInput schema / properties / filter / properties / fieldFilters / items / properties / operator

Added value: +{
+  "enum": [
+    "VIEW_FILTER_OPERATOR_EQUALS",
+    "VIEW_FILTER_OPERATOR_NOT_EQUALS",
+    "VIEW_FILTER_OPERATOR_CONTAINS",
+    "VIEW_FILTER_OPERATOR_ANY_OF",
+    "VIEW_FILTER_OPERATOR_NONE_OF",
+    "VIEW_FILTER_OPERATOR_GREATER_OR_EQUAL",
+    "VIEW_FILTER_OPERATOR_LESS_OR_EQUAL",
+    "VIEW_FILTER_OPERATOR_IS_EMPTY",
+    "VIEW_FILTER_OPERATOR_IS_NOT_EMPTY"
+  ],
+  "type": "string"
+}

removedInput schema / properties / filter / properties / fieldFilters / items / properties / presenceCondition

Removed value: -{
-  "properties": {
-    "hasValue": {
-      "type": "boolean"
-    }
-  },
-  "type": "object"
-}

removedInput schema / properties / filter / properties / fieldFilters / items / properties / selectCondition

Removed value: -{
-  "properties": {
-    "optionId": {
-      "description": "UUID value wrapper.",
-      "properties": {
-        "value": {
-          "format": "uuid",
-          "type": "string"
-        }
-      },
-      "type": "object"
-    },
-    "optionIds": {
-      "items": {
-        "description": "UUID value wrapper.",
-        "properties": {
-          "value": {
-            "format": "uuid",
-            "type": "string"
-          }
-        },
-        "type": "object"
-      },
-      "maxItems": 100,
-      "type": "array"
-    },
-    "pathPrefix": {
-      "maxLength": 1000,
-      "pattern": "^([a-z0-9]+(-[a-z0-9]+)*(/[a-z0-9]+(-[a-z0-9]+)*)*)?$",
-      "type": "string"
-    }
-  },
-  "type": "object"
-}

removedInput schema / properties / filter / properties / fieldFilters / items / properties / stringCondition

Removed value: -{
-  "properties": {
-    "contains": {
-      "maxLength": 1000,
-      "pattern": "^[\\w\\s&,./():'\\-]*$",
-      "type": "string"
-    },
-    "eq": {
-      "maxLength": 1000,
-      "pattern": "^[\\w\\s&,./():'\\-]*$",
-      "type": "string"
-    }
-  },
-  "type": "object"
-}

addedInput schema / properties / filter / properties / fieldFilters / items / properties / values

Added value: +{
+  "items": {
+    "type": "string"
+  },
+  "maxItems": 100,
+  "type": "array"
+}

changedInput schema / properties / filter / properties / fieldFilters / items / required
```
Previous value: -[
-  "fieldId"
-]New value: +[
+  "field"
+]
```
changedInput schema / properties / filter / properties / fieldFilters / maxItems
```
Previous value: -10New value: +20
```

removedInput schema / properties / filter / properties / relatedFieldFilters

Removed value: -{
-  "items": {
-    "properties": {
-      "datatableCode": {
-        "description": "Lowercase kebab-case code identifier.",
-        "properties": {
-          "value": {
-            "pattern": "^[a-z0-9]+(-[a-z0-9]+)*$",
-            "type": "string"
-          }
-        },
-        "type": "object"
-      },
-      "fieldId": {
-        "description": "UUID value wrapper.",
-        "properties": {
-          "value": {
-            "format": "uuid",
-            "type": "string"
-          }
-        },
-        "type": "object"
-      },
-      "optionId": {
-        "description": "UUID value wrapper.",
-        "properties": {
-          "value": {
-            "format": "uuid",
-            "type": "string"
-          }
-        },
-        "type": "object"
-      },
-      "stringCondition": {
-        "properties": {
-          "contains": {
-            "maxLength": 1000,
-            "pattern": "^[\\w\\s&,./():'\\-]*$",
-            "type": "string"
-          },
-          "eq": {
-            "maxLength": 1000,
-            "pattern": "^[\\w\\s&,./():'\\-]*$",
-            "type": "string"
-          }
-        },
-        "type": "object"
-      }
-    },
-    "required": [
-      "datatableCode",
-      "fieldId"
-    ],
-    "type": "object"
-  },
-  "maxItems": 5,
-  "type": "array"
-}

changedInput schema / properties / filter / properties / statuses / items / enum

Previous value: -[
-  "TRANSACTION_STATUS_UNSPECIFIED",
-  "TRANSACTION_STATUS_PENDING",
-  "TRANSACTION_STATUS_POSTED",
-  "TRANSACTION_STATUS_CANCELLED",
-  "TRANSACTION_STATUS_FAILED",
-  "TRANSACTION_STATUS_REVERSED",
-  "TRANSACTION_STATUS_REMOVED",
-  "TRANSACTION_STATUS_DECLINED"
-]New value: +[
+  "TRANSACTION_STATUS_UNSPECIFIED",
+  "TRANSACTION_STATUS_PENDING",
+  "TRANSACTION_STATUS_POSTED",
+  "TRANSACTION_STATUS_CANCELLED",
+  "TRANSACTION_STATUS_FAILED",
+  "TRANSACTION_STATUS_REVERSED",
+  "TRANSACTION_STATUS_REMOVED",
+  "TRANSACTION_STATUS_DECLINED",
+  "TRANSACTION_STATUS_RETURNED",
+  "TRANSACTION_STATUS_REJECTED"
+]

changedInput schema / properties / groupBy / enum

Previous value: -[
-  "PL_GROUP_BY_UNSPECIFIED",
-  "PL_GROUP_BY_TYPE",
-  "PL_GROUP_BY_COUNTERPARTY",
-  "PL_GROUP_BY_FIELD"
-]New value: +[
+  "PL_GROUP_BY_UNSPECIFIED",
+  "PL_GROUP_BY_TYPE",
+  "PL_GROUP_BY_COUNTERPARTY"
+]

changedInput schema / properties / timeBucket / enum

Previous value: -[
-  "TIME_BUCKET_UNSPECIFIED",
-  "TIME_BUCKET_MONTH"
-]New value: +[
+  "TIME_BUCKET_UNSPECIFIED",
+  "TIME_BUCKET_MONTH",
+  "TIME_BUCKET_DAY"
+]

Changed2 schema fields changedOct 8, 2026

addedInput schema / properties / filter / properties / includeCheckoutPlaceholders
```
Added value: +{
+  "type": "boolean"
+}
```

changedInput schema / properties / filter / properties / providers / items / enum

Previous value: -[
-  "TRANSACTION_PROVIDER_UNSPECIFIED",
-  "TRANSACTION_PROVIDER_PLAID",
-  "TRANSACTION_PROVIDER_MX",
-  "TRANSACTION_PROVIDER_YODLEE",
-  "TRANSACTION_PROVIDER_TELLER",
-  "TRANSACTION_PROVIDER_MANUAL",
-  "TRANSACTION_PROVIDER_OTHER",
-  "TRANSACTION_PROVIDER_INCREASE"
-]New value: +[
+  "TRANSACTION_PROVIDER_UNSPECIFIED",
+  "TRANSACTION_PROVIDER_PLAID",
+  "TRANSACTION_PROVIDER_MX",
+  "TRANSACTION_PROVIDER_YODLEE",
+  "TRANSACTION_PROVIDER_TELLER",
+  "TRANSACTION_PROVIDER_MANUAL",
+  "TRANSACTION_PROVIDER_OTHER",
+  "TRANSACTION_PROVIDER_INCREASE",
+  "TRANSACTION_PROVIDER_EXTENSION"
+]

Changed1 schema field changedSep 29, 2026

changedInput schema / properties / filter / properties / transactionSubtypes / items / enum

Previous value: -[
-  "TRANSACTION_SUBTYPE_UNSPECIFIED",
-  "TRANSACTION_SUBTYPE_EXTERNAL",
-  "TRANSACTION_SUBTYPE_INTERNAL",
-  "TRANSACTION_SUBTYPE_TREASURY",
-  "TRANSACTION_SUBTYPE_EXPENSE_REIMBURSEMENT",
-  "TRANSACTION_SUBTYPE_ACH",
-  "TRANSACTION_SUBTYPE_CREDIT_CARD",
-  "TRANSACTION_SUBTYPE_DEBIT_CARD",
-  "TRANSACTION_SUBTYPE_DOMESTIC",
-  "TRANSACTION_SUBTYPE_INTERNATIONAL",
-  "TRANSACTION_SUBTYPE_WIRE_FEE",
-  "TRANSACTION_SUBTYPE_SUBSCRIPTION_FEE",
-  "TRANSACTION_SUBTYPE_INTL_TRANSACTION_FEE",
-  "TRANSACTION_SUBTYPE_CREDIT_CARD_CREDIT",
-  "TRANSACTION_SUBTYPE_DEBIT_CARD_CREDIT",
-  "TRANSACTION_SUBTYPE_FEE_REBATE",
-  "TRANSACTION_SUBTYPE_FEE_REVERSAL",
-  "TRANSACTION_SUBTYPE_RTP",
-  "TRANSACTION_SUBTYPE_FEDNOW",
-  "TRANSACTION_SUBTYPE_BOOK"
-]New value: +[
+  "TRANSACTION_SUBTYPE_UNSPECIFIED",
+  "TRANSACTION_SUBTYPE_EXTERNAL",
+  "TRANSACTION_SUBTYPE_INTERNAL",
+  "TRANSACTION_SUBTYPE_TREASURY",
+  "TRANSACTION_SUBTYPE_EXPENSE_REIMBURSEMENT",
+  "TRANSACTION_SUBTYPE_ACH",
+  "TRANSACTION_SUBTYPE_CREDIT_CARD",
+  "TRANSACTION_SUBTYPE_DEBIT_CARD",
+  "TRANSACTION_SUBTYPE_DOMESTIC",
+  "TRANSACTION_SUBTYPE_INTERNATIONAL",
+  "TRANSACTION_SUBTYPE_WIRE_FEE",
+  "TRANSACTION_SUBTYPE_SUBSCRIPTION_FEE",
+  "TRANSACTION_SUBTYPE_INTL_TRANSACTION_FEE",
+  "TRANSACTION_SUBTYPE_CREDIT_CARD_CREDIT",
+  "TRANSACTION_SUBTYPE_DEBIT_CARD_CREDIT",
+  "TRANSACTION_SUBTYPE_FEE_REBATE",
+  "TRANSACTION_SUBTYPE_FEE_REVERSAL",
+  "TRANSACTION_SUBTYPE_RTP",
+  "TRANSACTION_SUBTYPE_FEDNOW",
+  "TRANSACTION_SUBTYPE_BOOK",
+  "TRANSACTION_SUBTYPE_ACH_SAME_DAY"
+]

Changed1 schema field changedSep 15, 2026
- addedInput schema / properties / filter / properties / excludeOwnAccountTransfers
```
Added value: +{
+  "type": "boolean"
+}
```

Changed10 schema fields changedSep 10, 2026

addedInput schema / properties / filter / properties / counterpartyNameContainsAny

Added value: +{
+  "items": {
+    "type": "string"
+  },
+  "maxItems": 10,
+  "type": "array"
+}

addedInput schema / properties / filter / properties / fieldFilters / items / properties / presenceCondition

Added value: +{
+  "properties": {
+    "hasValue": {
+      "type": "boolean"
+    }
+  },
+  "type": "object"
+}

addedInput schema / properties / filter / properties / needsReview
```
Added value: +{
+  "type": "boolean"
+}
```

changedInput schema / properties / filter / properties / statuses / items / enum

Previous value: -[
-  "TRANSACTION_STATUS_UNSPECIFIED",
-  "TRANSACTION_STATUS_PENDING",
-  "TRANSACTION_STATUS_POSTED",
-  "TRANSACTION_STATUS_CANCELLED",
-  "TRANSACTION_STATUS_FAILED",
-  "TRANSACTION_STATUS_REVERSED",
-  "TRANSACTION_STATUS_REMOVED"
-]New value: +[
+  "TRANSACTION_STATUS_UNSPECIFIED",
+  "TRANSACTION_STATUS_PENDING",
+  "TRANSACTION_STATUS_POSTED",
+  "TRANSACTION_STATUS_CANCELLED",
+  "TRANSACTION_STATUS_FAILED",
+  "TRANSACTION_STATUS_REVERSED",
+  "TRANSACTION_STATUS_REMOVED",
+  "TRANSACTION_STATUS_DECLINED"
+]

changedInput schema / properties / filter / properties / transactionSubtypes / items / enum

Previous value: -[
-  "TRANSACTION_SUBTYPE_UNSPECIFIED",
-  "TRANSACTION_SUBTYPE_EXTERNAL",
-  "TRANSACTION_SUBTYPE_INTERNAL",
-  "TRANSACTION_SUBTYPE_TREASURY",
-  "TRANSACTION_SUBTYPE_EXPENSE_REIMBURSEMENT",
-  "TRANSACTION_SUBTYPE_ACH",
-  "TRANSACTION_SUBTYPE_CREDIT_CARD",
-  "TRANSACTION_SUBTYPE_DEBIT_CARD",
-  "TRANSACTION_SUBTYPE_DOMESTIC",
-  "TRANSACTION_SUBTYPE_INTERNATIONAL",
-  "TRANSACTION_SUBTYPE_WIRE_FEE",
-  "TRANSACTION_SUBTYPE_SUBSCRIPTION_FEE",
-  "TRANSACTION_SUBTYPE_INTL_TRANSACTION_FEE",
-  "TRANSACTION_SUBTYPE_CREDIT_CARD_CREDIT",
-  "TRANSACTION_SUBTYPE_DEBIT_CARD_CREDIT",
-  "TRANSACTION_SUBTYPE_FEE_REBATE",
-  "TRANSACTION_SUBTYPE_FEE_REVERSAL"
-]New value: +[
+  "TRANSACTION_SUBTYPE_UNSPECIFIED",
+  "TRANSACTION_SUBTYPE_EXTERNAL",
+  "TRANSACTION_SUBTYPE_INTERNAL",
+  "TRANSACTION_SUBTYPE_TREASURY",
+  "TRANSACTION_SUBTYPE_EXPENSE_REIMBURSEMENT",
+  "TRANSACTION_SUBTYPE_ACH",
+  "TRANSACTION_SUBTYPE_CREDIT_CARD",
+  "TRANSACTION_SUBTYPE_DEBIT_CARD",
+  "TRANSACTION_SUBTYPE_DOMESTIC",
+  "TRANSACTION_SUBTYPE_INTERNATIONAL",
+  "TRANSACTION_SUBTYPE_WIRE_FEE",
+  "TRANSACTION_SUBTYPE_SUBSCRIPTION_FEE",
+  "TRANSACTION_SUBTYPE_INTL_TRANSACTION_FEE",
+  "TRANSACTION_SUBTYPE_CREDIT_CARD_CREDIT",
+  "TRANSACTION_SUBTYPE_DEBIT_CARD_CREDIT",
+  "TRANSACTION_SUBTYPE_FEE_REBATE",
+  "TRANSACTION_SUBTYPE_FEE_REVERSAL",
+  "TRANSACTION_SUBTYPE_RTP",
+  "TRANSACTION_SUBTYPE_FEDNOW",
+  "TRANSACTION_SUBTYPE_BOOK"
+]

changedInput schema / properties / filter / properties / transactionTypes / items / enum

Previous value: -[
-  "TRANSACTION_TYPE_UNSPECIFIED",
-  "TRANSACTION_TYPE_TRANSFER",
-  "TRANSACTION_TYPE_PAYMENT",
-  "TRANSACTION_TYPE_CARD",
-  "TRANSACTION_TYPE_WIRE",
-  "TRANSACTION_TYPE_CHECK",
-  "TRANSACTION_TYPE_FEE",
-  "TRANSACTION_TYPE_REFUND",
-  "TRANSACTION_TYPE_INTEREST",
-  "TRANSACTION_TYPE_ATM",
-  "TRANSACTION_TYPE_OTHER"
-]New value: +[
+  "TRANSACTION_TYPE_UNSPECIFIED",
+  "TRANSACTION_TYPE_TRANSFER",
+  "TRANSACTION_TYPE_PAYMENT",
+  "TRANSACTION_TYPE_CARD",
+  "TRANSACTION_TYPE_WIRE",
+  "TRANSACTION_TYPE_FEE",
+  "TRANSACTION_TYPE_REFUND",
+  "TRANSACTION_TYPE_INTEREST",
+  "TRANSACTION_TYPE_ATM",
+  "TRANSACTION_TYPE_OTHER"
+]

addedInput schema / properties / filter / properties / transferIds

Added value: +{
+  "items": {
+    "type": "string"
+  },
+  "maxItems": 100,
+  "type": "array"
+}

addedInput schema / properties / scope

Added value: +{
+  "enum": [
+    "SUMMARY_SCOPE_UNSPECIFIED",
+    "SUMMARY_SCOPE_OPERATING",
+    "SUMMARY_SCOPE_COMPANY_CASH"
+  ],
+  "type": "string"
+}

addedInput schema / properties / timeBucket

Added value: +{
+  "enum": [
+    "TIME_BUCKET_UNSPECIFIED",
+    "TIME_BUCKET_MONTH"
+  ],
+  "type": "string"
+}

addedOutput schema / properties / groups / items / properties / period
```
Added value: +{
+  "type": "string"
+}
```

First observedAug 11, 2026

TDQS

C2.9/5.0

Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare readOnlyHint=true, destructiveHint=false, and openWorldHint=false, so safety is covered. The description adds only that this is an aggregation into P&L groups, without explaining scope semantics, time bucketing behavior, or what the aggregation returns (though an output schema exists).

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

A single front-loaded sentence with no wasted words. Its brevity is appropriate structurally, though the under-specification is handled in context completeness.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness2/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a tool with a deeply nested 25+ field filter, three enums, and 0% schema description coverage, one sentence is insufficient. An agent cannot confidently construct the required filter or choose between scope values from this description alone.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters2/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 0% and there are 4 parameters, including a highly nested required `filter` object. The description only vaguely alludes to groupBy ('by a given dimension') and never explains `filter`, `scope`, or `timeBucket`, leaving most parameter meaning to inference.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description states a specific verb and resource: 'Aggregate transactions into P&L groups (income/expenses)'. This is clear, but it does not differentiate from siblings such as get_income_by_category, get_spending_by_category, or accounting_get_profit_and_loss.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

There is no explicit guidance on when to use this tool versus alternatives. The phrase 'by a given dimension' hints at groupBy, but there are no conditions, exclusions, or references to better-suited sibling tools.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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