Profit, Expenses & Reports

The finance side: P&L, COGS history, reimbursements, exportable reports, business expenses, and sales and marketing targets.

19 tools — 13 read, 5 write, 1 delete.

Tool	Access	What it does
`cogs_get_history`	Read	Retrieve historical Cost of Goods Sold (COGS) entries for a specific product in one marketplace — how landed cost changed over time.
`expense_change_status`	Write	Bulk-approve, reject, or change status of multiple expenses by their IDs. Changes only the approval status — does not modify amount, category, or other details.
`expense_create`	Write	Create a new expense record for standalone business costs not captured by Amazon (freight, prep center, software, VA salaries). NOT idempotent — calling twice creates duplicates, confirm with user first.
`expense_delete`	Delete	Permanently delete an expense by ID — irreversible. APPROVED and PAID expenses must first be reverted to PENDING via expense_change_status. Confirm with user before deleting.
`expense_get_distinct_values`	Read	Retrieve distinct vendor names, subcategories, and bank account identifiers — utility for filter population, not analysis. Use before expense_list or expense_get_summary to discover available filter values and verify exact vendor/subcategory names.
`expense_get_summary`	Read	Retrieve aggregated expense totals grouped by category, subcategory, status, and payment method — not individual records.
`expense_list`	Read	Retrieve a paginated list of individual expense records with search filters — date range, amount, category, vendor, status, marketplace, and product.
`expense_update`	Write	Update an existing expense by ID. IMPORTANT: APPROVED and PAID expenses are locked — to edit, first revert to PENDING via expense_change_status, then update, then re-approve.
`pnl_get_range`	Read	Retrieve Profit & Loss report for a custom date range with configurable time granularity (DAILY, WEEKLY, MONTHLY, QUARTERLY, YEARLY). Covers revenue, Amazon fees (FBA, selling, promo), COGS, expenses, advertising costs, tax, and gross payout.
`pnl_get_year`	Read	Retrieve annual P&L summary for a single calendar year — one aggregated record…
`reimbursement_get_data`	Read	Retrieve Amazon FBA reimbursement data for lost, damaged, or disposed inventory — filtered by date range, marketplace, and product.
`report_get_amazon_orders`	Read	Retrieve aggregated Amazon order performance report with metrics over multiple comparison periods, filterable by marketplace, products, and granularity (DAY, WEEK, MONTH).
`report_get_gross_sales`	Read	Retrieve annual gross sales report summarizing total revenue by year with monthly breakdown, optionally filtered by marketplace, products, and currency.
`report_get_product_quarterly_metrics_settings`	Read	Retrieve current display settings for the quarterly product metrics report. The response structure IS the authoritative schema for report_save_product_quarterly_metrics_settings (read-as-schema pattern).
`report_get_product_quarterly_tacos`	Read	Retrieve quarterly product metrics including Total Advertising Cost of Sales (TACOS) per product — always returns previous year with quarterly granularity (period parameter is accepted but ignored by backend).
`report_save_product_quarterly_metrics_settings`	Write	Save user-configured display settings for the quarterly product metrics report — controls which metrics appear in the dashboard view. This is a UI configuration tool, not data fetching.
`target_get_sales_and_marketing`	Read	Retrieve computed actual-vs-target comparison — actual performance compared against target goals for requested periods and marketplaces. Targets must be set first via target_save_sales_and_marketing.
`target_get_saved_sales_and_marketing`	Read	Retrieve previously saved sales and marketing target values — the raw target configuration as set, without actual performance comparison. Unlike target_get_sales_and_marketing, this returns only saved targets, NOT actual-vs-target variance.
`target_save_sales_and_marketing`	Write	Save sales and marketing target goals for specific products, date range, and marketplaces — supports revenue growth, gross margin, TACOS, price, and ad budget targets per product.