get_balance_sheet
Balance sheet snapshot. Returns Assets, Liabilities, Equity, Revenue, Expense accounts with current balances, plus the Assets = Liabilities + Equity check. Note: balances are current state, not historical-as-of.
Example AI prompts
Type any of these into Claude Desktop, Claude Code, or Cursor — InvoiceCave's MCP server will route them to get_balance_sheet automatically.
“Use this tool to fetch a single balance sheet by ID.”
Use it in 30 seconds
Related tools
get_pdf_linkGet the authenticated download URL for an invoice PDF.
get_profit_lossProfit & Loss report for a period. Returns revenue (accrual + cash basis) minus expenses, broken down by currency. Also includes expensesByCategory.
create_credit_noteCreate a credit note (negative-amount invoice) referencing a parent invoice. Pass lineItems for partial credit, omit for full credit (mirrors all parent line items).
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