create_report

Generate custom financial reports in CSV format for detailed analysis, reconciliation, or export. Supports report types like transactions, adjustments, discounts, and product pricing. Filter data and track report status using unique IDs.

Instructions

This tool creates custom reports in your Paddle account for financial analysis and reconciliation.

Use this tool over list_transactions when trying to gather larger amounts of data from Paddle.

Available report types:

'adjustments': For information about refunds, credits, and chargebacks
'adjustment_line_items': For information about refunds, credits, and chargebacks, broken down by line item level
'transactions': For information about revenue received, past due invoices, draft and issued invoices, and canceled transactions
'transaction_line_items': For information about revenue received, past due invoices, draft and issued invoices, and canceled transactions, broken down by line item level
'products_prices': For information about your products and prices. May include non-catalog products and prices.
'discounts': For information about your product and checkout discounts

Reports are generated asynchronously - you'll receive a report ID that can be used to check status. Reports initially have 'pending' status, then move to 'ready' when available to download. Reports are available in CSV format and can be downloaded once ready. Reports expire after a certain period and are no longer available to download after expiration.

Use this tool when you need detailed financial data for analysis, reconciliation, or export to spreadsheet applications.

Input Schema

Name	Required	Description	Default
`filters`	No	Filter criteria for this report.
`type`	Yes	Type of report to create.

Input Schema (JSON Schema)

{
  "$schema": "http://json-schema.org/draft-07/schema#",
  "additionalProperties": false,
  "properties": {
    "filters": {
      "description": "Filter criteria for this report.",
      "items": {
        "additionalProperties": false,
        "properties": {
          "name": {
            "description": "Field name to filter by.",
            "enum": [
              "collection_mode",
              "currency_code",
              "origin",
              "status",
              "updated_at"
            ],
            "type": "string"
          },
          "operator": {
            "description": "Operator to use when filtering. Valid when filtering by updated_at, null otherwise.",
            "enum": [
              "lt",
              "gte"
            ],
            "type": "string"
          },
          "value": {
            "anyOf": [
              {
                "type": "string"
              },
              {
                "items": {
                  "type": "string"
                },
                "type": "array"
              }
            ],
            "description": "Value to filter by. Check the allowed values descriptions for the name field to see valid values for a field."
          }
        },
        "required": [
          "name",
          "operator",
          "value"
        ],
        "type": "object"
      },
      "type": "array"
    },
    "type": {
      "description": "Type of report to create.",
      "enum": [
        "adjustments",
        "adjustment_line_items",
        "transactions",
        "transaction_line_items",
        "products_prices",
        "discounts"
      ],
      "type": "string"
    }
  },
  "required": [
    "type"
  ],
  "type": "object"
}

Paddle MCP Server

create_report

Instructions

Input Schema

Input Schema (JSON Schema)

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