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finance Submodule

analytics

Forecasting/data surfaces, reports, and lightweight realtime cursor polling.

Source path: libraries/finance/src/finance-data.controller.ts, finance-reports.controller.ts, finance-realtime.controller.ts

Module file: finance.module.ts

Introduction

The Analytics submodule turns Finance from a bookkeeping package into a planning tool. It exposes the scenario-backed `data` endpoint, report endpoints for overview and rankings, and a lightweight realtime cursor surface.

The controller mix here is intentionally read-heavy. Most of the value comes from aggregated or projected views rather than record mutation.

HTTP Endpoints

6 endpoints

Return finance forecast/data view.

Query
horizonte, cenario

Update scenario settings.

Params
cenario (string)

Return overview report data.

Return top-customer report data.

Return top-expense report data.

Return realtime cursor/checkpoint data.

MCP Tools

Named tools callable by AI models via the Model Context Protocol (MCP).

  • finance.data.get

    Get finance data/forecast output

  • finance.reports.overview-results

    Get overview report data

  • finance.reports.top-customers

    Get top-customer report data