apideck-mcp-month-end-close

Month-end close snapshot (Apideck MCP)

When the user wants a one-shot financial snapshot, prefer apideck-month-end-close-check over fetching the four reports individually. The workflow fans out aged creditors, aged debtors, balance sheet, and profit-and-loss in parallel against the connected accounting service and returns one aggregated object.

When this is the right tool

User intent	Tool
"Run the month-end close", "P&L plus balance sheet for last month", "Aged AP/AR snapshot as of March 31"	apideck-month-end-close-check ✓
"Just the P&L"	accounting-profit-and-loss-get directly
"Just aged creditors"	accounting-aged-creditors-get directly
"Reconcile bank statements"	Out of scope — use the connector's native reconciliation

IMPORTANT RULES

• READ-ONLY, idempotent. Safe to call repeatedly — no confirmation needed. The tool fetches data; it doesn't post anything.
• OMIT report_as_of_date to use today. Most users running a month-end ask for "last month", in which case pass an explicit YYYY-MM-DD like "2026-03-31".
• EXPECT partial results. Connector coverage varies — Odoo doesn't implement aged-creditors, Moneybird doesn't implement balance-sheet, etc. The workflow returns { unsupported: true, reason } for steps the connector can't fulfill, plus a top-level warnings[] array. Surface these to the user instead of treating them as failures.
• isError: true only fires when every report failed — typically a missing connection or expired credentials. Partial snapshots come back as isError: false so the agent can still extract value.

Argument map

Arg	Required	Default	Notes
report_as_of_date	no	today (YYYY-MM-DD)	Cutoff date for aged reports + balance sheet.
x-apideck-service-id	no	first accounting connection	E.g. "xero", "quickbooks".

Result shape

Full success

{
  "report_as_of_date": "2026-03-31",
  "service_id": "xero",
  "aged_creditors": { "summary": [...] },
  "aged_debtors":   { "summary": [...] },
  "balance_sheet":  { "assets": 100000, ... },
  "profit_and_loss":{ "revenue": 250000, ... }
}