Month Close Summary
month_close_summaryGet all month-end close data in one call: P&L, balance sheet, VAT summary, unreconciled transactions, outstanding invoices, overdue deadlines. Use for period close or business health checks.
Instructions
Composite read returning everything needed to close a month in one call: P&L for the period, balance-sheet snapshot at period end, VAT summary if registered, unreconciled transaction count, outstanding invoices, and overdue deadlines. Use when the user asks about month-end, "how did we do in [month]", a period close, or wants a one-shot business health view — saves several round-trips compared to calling each report tool separately.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| period_end | No | YYYY-MM-DD end of the period (e.g. 2026-05-31). Defaults to the last day of the previous calendar month. | |
| period_start | No | YYYY-MM-DD start of the period (e.g. 2026-05-01). Defaults to the first day of the previous calendar month. |