Excel Finance MCP

expense_summary_report

Generate categorized expense reports from Excel data by date range to analyze spending patterns and support financial decision-making.

Instructions

Generate expense summary report

Input Schema

Name	Required	Default
`endDate`	Yes
`groupBy`	No	category
`startDate`	Yes

Input Schema (JSON Schema)

{
  "properties": {
    "endDate": {
      "format": "date",
      "type": "string"
    },
    "groupBy": {
      "default": "category",
      "enum": [
        "category",
        "vendor",
        "cost_center",
        "month"
      ],
      "type": "string"
    },
    "startDate": {
      "format": "date",
      "type": "string"
    }
  },
  "required": [
    "startDate",
    "endDate"
  ],
  "type": "object"
}

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