analyze_profit_loss

io.github.HelloBooksAIAgents/hellobooks-mcp · Verify this server

Take a Profit & Loss / Income Statement CSV export from QuickBooks Online, Xero, Zoho Books, or Wave (source auto-detected from section names) and run three checks: (1) pnl.subtotal_mismatch — each "Total Section" subtotal equals the sum of its preceding line items (catches missing or duplicated rows); (2) pnl.negative_expense — flags expense-section line items with negative amounts (usually sign-flips or refunds posted to the wrong side); (3) pnl.margin_red_flag — gross-profit margin < 5% or > 95%, or negative total revenue. Input is raw CSV text of a P&L report (Reports → Profit and Loss in QBO / Xero / Zoho / Wave). Max 5,000 rows; max 5 MB. Returns flags with severity, a summary with totalRevenue / totalCogs / grossProfit / grossMarginPct / netIncome (when detected), and a shareable URL at agents.hellobooks.ai/r/{slug}. Use this when a user pastes a P&L and asks "does my P&L look right?", "any sign errors?", "what is my gross margin?", or "anything suspicious in my income statement?". For period-over-period comparison use analyze_journal_variance with two periods of journal-entry data; this tool is single-period only.