Lovie Company Formation

Get Summary

transaction_get_summary

Read-only

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

Input Schema

TableJSON Schema

Name	Required	Description
`scope`	No
`filter`	Yes
`fieldId`	No	UUID value wrapper.
`groupBy`	No
`timeBucket`	No

Output Schema

TableJSON Schema

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

Schema Changelog

Changes observed during successful MCP inspections.

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

Score is being calculated.

All Lovie Company Formation tools Inspect

Try in Browser

One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

Glama MCP Gateway

Add one secure layer between your agents and this server.