Actions45
- Analytics Actions
- Automation Actions
- Contractor Actions
- Expense Actions
- Invoice Actions
- Payment Actions
- Prediction Actions
- Product Actions
- Tax (KPiR) Actions
- Warehouse Actions
Analytics → Financial Summary
AI-generatedSummary
Retrieve the financial summary report for a specified period or specific month and year from the wFirma accounting software.
Inputs
- Date From — Start date in YYYY-MM-DD format to define the beginning of the report period.
- Date To — End date in YYYY-MM-DD format to define the end of the report period.
- Month — Month (1-12) used to specify the financial summary month if date range is not specified.
- Year — Year (e.g., 2025) used to specify the financial summary year if date range is not specified.
Output shape
a single JSON object representing the financial summary data for the requested time period or month/year.
If both date range and month/year are provided, date range parameters take precedence. The output structure depends on the wFirma MCP server's 'get_financial_summary' tool response format and may include aggregated financial metrics.
Examples
Example 1: Get financial summary for the entire year 2024.
Set Date From to '2024-01-01' and Date To to '2024-12-31'. Leave Month and Year empty.
Example 2: Get financial summary for March 2025 without specifying date range.
Leave Date From and Date To empty. Set Month to 3 and Year to 2025.