Summarize invoices or vouchers (totals, not rows)
sevdesk_summarizeAggregate sevDesk invoices or vouchers over a date range into counts and net, tax, and gross totals grouped by month, status, or contact—keeps responses small for large ledgers.
Instructions
Aggregate invoices or vouchers over a date range WITHOUT returning rows: counts plus net/tax/gross sums, grouped by month, status, contact or nothing. Use this for totals ('revenue in Q2', 'expenses by supplier') instead of the list tools — the response stays small however large the ledger is. Read-only.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| to | No | End date. | |
| from | No | Start date, dd.mm.yyyy or yyyy-mm-dd. | |
| kind | Yes | What to aggregate. | |
| side | No | Vouchers only: expense (money out), revenue (money in) or any (default). | |
| groupBy | No | Grouping dimension (default month). | |
| maxItems | No | Fetch cap: how many records are read from sevDesk before filtering (default 10000). | |
| maxGroups | No | Cap on returned groups; the remainder is folded into one '(andere)' entry (default 40). |