get_pnl
Retrieve a profit and loss statement for any business entity. Shows revenue, expenses, gross profit, and net profit for a selected period, with optional prior-period comparison.
Instructions
Return the Profit & Loss statement for a business entity for a given period. Shows revenue line items, expense categories, gross profit, and net profit. Use this when the user asks about profitability, revenue, operating expenses, or wants a P&L or income statement for a company. Call list_entities first to get the entity_id.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| period | No | Shorthand period. If omitted, use start_date/end_date. | |
| end_date | No | Inclusive end, ISO-8601 (YYYY-MM-DD). | |
| entity_id | Yes | The entity UUID from list_entities. | |
| start_date | No | Inclusive start, ISO-8601 (YYYY-MM-DD). | |
| compare_to_previous | No | Include a prior-period comparison column. |