get_periodic_summaries
P&L summaries per period: metrics (EBIT, EBITDA, margins) and category_totals. For a yearly or quarterly figure set granularity — the tool then sums the months and re-derives the metrics itself. Each summary's metrics.category_totals_sort_order gives the GuV-Explorer display order per category (lower sorts first). Per-account balances are NOT returned by default (keeps the answer small): set include_account_totals=true to get totals per summary, but for account questions prefer compute_aggregates. Set include_previous for a ready-made deviation report against the CALENDAR predecessor (previous month/quarter/year; loaded automatically if not requested, granularity total has none): each summary gets previous_period, previous_comparison (per headline figure: current, previous, delta_absolute, delta_percentage) and delta_category_totals (same keys as category_totals, i.e. the current label name, with label_ids, current, previous and the deltas; the current value equals the category_totals value of the same key). A category without bookings in a period that has computed metrics counts as 0, not null; delta_percentage is null when the previous value is 0. All deltas are null (never 0) when a side has no computed metrics. For quarter/year, if the current bucket or its predecessor covers fewer months than the bucket length (3/12; see months_covered and previous_months_covered), all deltas are null and a warning names the period. There is no previous_metrics and no top-level delta_absolute/delta_percentage.
Tool call template
This tool declares no required parameters. Add optional parameters from the input schema as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {},
"name": "get_periodic_summaries"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date_to | No | End of a date range (YYYY-MM-DD or YYYY-MM), additive to `periods`. Independent of date_from — given alone, the range starts at the tenant's first available period. Omit both for all data. | |
| periods | No | YYYY-MM periods | |
| date_from | No | Start of a date range (YYYY-MM-DD or YYYY-MM), additive to `periods`. Independent of date_to — given alone, the range runs through the tenant's last available period. Omit both for all data. | |
| granularity | No | Time bucket of the returned figures: 'month' (default), 'quarter', 'year' or 'total'. Set this whenever the answer needs a figure covering more than one month — never add the monthly values up yourself. | |
| include_previous | No | Attach previous_period/previous_comparison/delta_category_totals to each summary, comparing it against the calendar predecessor (previous month/quarter/year, loaded automatically if not in the request; default false). | |
| include_account_totals | No | Attach `totals` (one row per account/sub-account with period_balance and account_ref) to every summary (default false: omitted, answer stays small). For account questions prefer compute_aggregates. |