generate_monthly_report
Generates a structured monthly review report by classifying transactions, detecting anomalies, and providing category breakdowns for tax accountants to present to clients.
Instructions
Generate a monthly review report. Takes transaction data (from freee API or CSV import), classifies all transactions, detects anomalies, and produces a structured Markdown report with category breakdown, anomaly alerts, and review items. Designed for tax accountants to present to clients.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| month | Yes | Target month YYYY-MM (e.g. "2026-05") | |
| format | No | markdown | |
| use_freee | No | Fetch transactions from freee API instead of providing them | |
| company_name | No | 会社名 / 顧問先名 | |
| transactions | No | Array of transactions to analyze. If omitted, fetches from freee API for the given month. | |
| compare_label | No | Comparison label (e.g. "前月", "前年同月") | 前月 |
| compare_transactions | No | Previous period transactions for comparison (optional) |