> ## Documentation Index
> Fetch the complete documentation index at: https://ekso.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Finance

> MCP tools for profitability reporting, time tracking summaries, and finance metadata.

## Reporting tools

### get\_profitability

See revenue, cost, billable hours, and non-billable hours for a specified date range, broken down by a filter dimension.

| Property      |     |
| ------------- | --- |
| **Read-only** | Yes |

#### Parameters

| Parameter   | Type     | Required | Description                                                                           |
| ----------- | -------- | -------- | ------------------------------------------------------------------------------------- |
| `startDate` | DateTime | Yes      | Start of the date range.                                                              |
| `endDate`   | DateTime | Yes      | End of the date range.                                                                |
| `filterBy`  | string   | Yes      | Dimension to group by: `container`, `board`, `cycle`, `sku`, `jobrole`, `costcenter`. |

#### Returns

A list of `FinanceProfitability` entries with revenue, cost, billable/non-billable hours per dimension value.

***

### get\_time\_code\_hours\_logged

See hours logged per time code for the specified time period.

| Property      |     |
| ------------- | --- |
| **Read-only** | Yes |

#### Parameters

| Parameter   | Type     | Required | Description              |
| ----------- | -------- | -------- | ------------------------ |
| `startDate` | DateTime | Yes      | Start of the date range. |
| `endDate`   | DateTime | Yes      | End of the date range.   |

#### Returns

A list of `FinanceChartData` entries with time code and hours.

***

### get\_weekly\_time\_logs

Get total time logged per week, broken down by total, billable, and non-billable hours.

| Property      |     |
| ------------- | --- |
| **Read-only** | Yes |

#### Parameters

| Parameter   | Type     | Required | Description              |
| ----------- | -------- | -------- | ------------------------ |
| `startDate` | DateTime | Yes      | Start of the date range. |
| `endDate`   | DateTime | Yes      | End of the date range.   |

#### Returns

A list of `FinanceTimeWeekSummary` entries per week.

***

### get\_work\_estimate\_logged

Get the top 100 items where time logged exceeds the work estimate, for the specified date range.

| Property      |     |
| ------------- | --- |
| **Read-only** | Yes |

#### Parameters

| Parameter   | Type     | Required | Description              |
| ----------- | -------- | -------- | ------------------------ |
| `startDate` | DateTime | Yes      | Start of the date range. |
| `endDate`   | DateTime | Yes      | End of the date range.   |

#### Returns

A list of `FinanceWorkEstimateTimeLogged` entries with item details, estimate, and logged hours.

***

### get\_user\_hours\_summary

Per-user summary showing job role, total hours, billable hours, non-billable hours, and percentages.

| Property      |     |
| ------------- | --- |
| **Read-only** | Yes |

#### Parameters

| Parameter   | Type     | Required | Description              |
| ----------- | -------- | -------- | ------------------------ |
| `startDate` | DateTime | Yes      | Start of the date range. |
| `endDate`   | DateTime | Yes      | End of the date range.   |

#### Returns

A list of `FinanceTimeUserSummary` entries per user.

***

### get\_item\_billable\_summary

Per-item billable hours, cost, revenue, gross margin, with container and board context.

| Property      |     |
| ------------- | --- |
| **Read-only** | Yes |

#### Parameters

| Parameter   | Type     | Required | Description              |
| ----------- | -------- | -------- | ------------------------ |
| `startDate` | DateTime | Yes      | Start of the date range. |
| `endDate`   | DateTime | Yes      | End of the date range.   |

#### Returns

A list of `FinanceBillableItem` entries.

***

## Metadata tools

### get\_job\_role\_list

Get the list of configured job roles.

| Property      |     |
| ------------- | --- |
| **Read-only** | Yes |

#### Parameters

None.

#### Returns

A list of `ConfigJobRole` objects with ID and name.

***

### get\_cost\_center\_list

Get the list of configured cost centers.

| Property      |     |
| ------------- | --- |
| **Read-only** | Yes |

#### Parameters

None.

#### Returns

A list of `ConfigCostCenter` objects with ID and name.

***

### get\_sku\_list

Get the list of stock-keeping units (SKUs).

| Property      |     |
| ------------- | --- |
| **Read-only** | Yes |

#### Parameters

None.

#### Returns

A list of `ConfigSku` objects with ID and name.

***

### get\_non\_billable\_time\_code\_list

Get the list of non-billable time codes.

| Property      |     |
| ------------- | --- |
| **Read-only** | Yes |

#### Parameters

None.

#### Returns

A list of `ConfigNonBillable` objects with ID and name.

***

### get\_billable\_time\_code\_list

Get the list of billable time codes, as used when logging time to items.

| Property      |     |
| ------------- | --- |
| **Read-only** | Yes |

#### Parameters

None.

#### Returns

A list of `DataFieldListData` with ID and value.

***

### get\_crm\_list

Get the list of CRM customer records. Use these IDs for Picker fields with `Crm` scope.

| Property      |     |
| ------------- | --- |
| **Read-only** | Yes |

#### Parameters

None.

#### Returns

A list of `DataCrm` objects with ID and name.