get_cash_flow
Retrieve a cash flow summary for any business entity, showing inflows, outflows, net totals, and breakdowns by month or category. Ideal for analyzing revenue versus expenses and monthly cash positions.
Instructions
Return the cash flow summary for a business entity: inflows, outflows, net, and a breakdown by category or by month. Use this when the user asks about revenue vs expenses, monthly cash position, or how much money came in/went out of a company. Call list_entities first to get the entity_id.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| end_date | No | Inclusive end, ISO-8601 date (YYYY-MM-DD). Defaults to today. | |
| group_by | No | 'month' returns one row per calendar month. 'category' returns one row per category. 'none' (default) returns a single totals object. | |
| entity_id | Yes | The entity UUID from list_entities. | |
| start_date | No | Inclusive start, ISO-8601 date (YYYY-MM-DD). |