apideck-mcp-month-end-close
Installation
SKILL.md
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_dateto use today. Most users running a month-end ask for "last month", in which case pass an explicitYYYY-MM-DDlike"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-levelwarnings[]array. Surface these to the user instead of treating them as failures. isError: trueonly fires when every report failed — typically a missing connection or expired credentials. Partial snapshots come back asisError: falseso the agent can still extract value.