Get Financial Snapshot
get_financial_snapshotRetrieve key financial totals in one call: cash balance, unpaid invoices, outstanding bills, and monthly net profit.
Instructions
Get the headline money figures in one call — cash, what the company is owed (open invoices), what it owes (open bills), and net profit this month — the EXACT numbers on the user's Home dashboard. Use for "how am I doing", "how much am I owed", "what do I owe", "what's my position", or any quick headline-figure question. For invoice/bill line-level detail use get_invoices/get_bills; for ageing use get_aged_debtors/get_aged_creditors.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||