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Zovo Sales Payout Summary

Calculate monthly totals

calculate_monthly_totals
Read-onlyIdempotent

Use this when the user wants quick monthly sales totals from a Stripe, PayPal, Shopify, Etsy, Gumroad or Square export or pasted rows ("how much did I make each month", "monthly totals from my PayPal history") and does not need files. Returns the same month table as summarize_payouts (gross sales, refunds, chargebacks, fees, net, payouts per currency, the Net-column check and the 1099-K view) without the Excel and PDF downloads. Use summarize_payouts when the user wants a spreadsheet or PDF. Does not connect to accounts, convert currencies, or give tax advice.

Input Schema

NameRequiredDescriptionDefault
fileNoThe payout or transaction export the user attached, CSV or Excel (.xlsx): Stripe balance history, PayPal activity download, Shopify payouts, Etsy monthly statement, Gumroad sales or Square transactions, e.g. stripe-balance-2025.csv.
yearNoOptional: keep only this calendar year, e.g. 2025 (useful for a 1099-K check). Default: every date in the export.
filesNoOptional: more exports to combine in one summary, e.g. a Stripe CSV and a PayPal CSV for the same year. Each currency and platform stays separate.
currencyNoOptional: currency for an export with no currency column, e.g. USD (default) or EUR. Currencies in the file always win; nothing is converted.
platformNoOptional: the platform when the headers do not show it, e.g. Stripe, PayPal, Shopify, Etsy, Gumroad, Square. Default: detected from the headers.
date_orderNoOptional: order of numeric dates like 03/04/2026: MDY (US, default) or DMY (day first).
transactionsNoPasted export rows when no file is attached: the CSV text including its header line, e.g. "Date,Type,Gross,Fee,Net,Currency\n01/05/2026,Express Checkout Payment,49.00,-2.20,46.80,USD", or a list of objects like [{"date":"2026-01-05","type":"charge","amount":49,"fee":1.72,"currency":"USD"}], or lines such as "Jan 2026 sales 1200 fees 35".

Output Schema

NameRequiredDescriptionDefault
monthsYes
totalsYes
sourcesYes
headlineYes
warningsYes
downloadsNo
currenciesYes
form_1099kYes
form_1099k_noteYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.4/5.0
Behavior4/5

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

Annotations already declare readOnly/idempotent/non-destructive/closed-world, yet the description still adds real value: it discloses that output is identical in shape to summarize_payouts minus Excel/PDF downloads, and it fences off capabilities an agent might otherwise assume (currency conversion, account linking, tax advice). The phrase 'does not need files' is potentially confusing next to a tool that accepts file and files inputs, which keeps this short of a 5.

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?

Single well-ordered paragraph: trigger with examples first, then the sibling alternative, then negative scope. Dense but every clause carries routing weight; the ambiguous 'does not need files' phrasing is the one sentence that doesn't land cleanly.

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

Completeness5/5

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

For a read-only aggregation tool with a rich schema, full annotation coverage and an output schema, the description covers everything an agent needs: inputs accepted, output shape by reference to the sibling, and boundaries. No return-value documentation is required since the output schema exists.

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

Parameters3/5

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

Schema coverage is 100% with self-documenting fields, so the baseline is 3. The description reinforces a few semantics (per-currency separation, the 1099-K/year framing, combined exports) but adds no new syntax or constraint detail beyond what the schema already spells out.

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

Purpose5/5

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

States a specific verb+resource (compute monthly sales totals from an export or pasted rows), enumerates the supported platforms, and names the exact sibling it is not (summarize_payouts for spreadsheet/PDF output). An agent can route between the two without opening either schema.

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

Usage Guidelines5/5

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

Gives an explicit trigger ('when the user wants quick monthly sales totals ... and does not need files'), paraphrases real user utterances, names the alternative and the condition that selects it, and lists three exclusions (no account connection, no currency conversion, no tax advice).

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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