Get profit and loss for the last 12 months

Add MCP server to your AI tool

Allow AI tools and LLMs to interact with the API documentation portal through MCP.

MCP server URL

https://restapi.wyzio.com/mcp

Standard setup for AI tools providing an mcp.json file

mcp.json 
{
  "Wyzio MCP server": {
    "url": "https://restapi.wyzio.com/mcp"
  }
}
Close
GET /api-v1/pl/report/annual

Returns a profit and loss report covering the last 12 months based on the specified filters.

Headers

  • WEAL-TOKEN Required

    API token (can be retrieved from account settings)

  • TARGET-ORGANIZATION-ID

    ID of organization, for which the operation must be performed

Query parameters

  • lastYear boolean

    Include information for last year

    Default value is true.

  • monthly boolean

    Split the report by month

    Default value is true.

  • budgetChangeType string

    Budget change type

    Value is AMOUNT.

  • departmentIds

    Department ID filter.

Responses

  • 200 application/json

    OK

    Hide response attributes Show response attributes object
    • templateLineName object
      Hide templateLineName attributes Show templateLineName attributes object
      • id integer(int64)
      • en string
      • fr string
      • de string
      • it string
    • children array
    • sign string

      Values are ASSETS, LIABILITY, INCOME, or EXPENSE.

    • type string

      Values are NONE, ACCOUNTS, or CALCULATIONS.

    • calculationTemplateLineIds array[integer(int64)]
    • periods array[object]
      Hide periods attributes Show periods attributes object
      • startDate string(date-time)
      • endDate string(date-time)
      • data object
        Hide data attributes Show data attributes object
        • total number
        • margin number
        • lastYearTotal number
        • lastYearMargin number
        • change number
        • changeAmount number
        • changeAmountProportion number
        • budget object
          Hide budget attributes Show budget attributes object
          • id integer(int64)
          • parent integer(int64)
          • period object Required
            Hide period attributes Show period attributes object
            • id integer(int64) Required
            • fiscalYear integer(int32)
            • startDate string(date-time)
            • endDate string(date-time)
          • name string Required

            Minimum length is 1.

          • reportType string

            Values are PL or CASH_FLOW.

          • status string

            Values are ACTIVE or INACTIVE.

          • department integer(int64)
          • article integer(int64)
          • contact integer(int64)
          • orderId integer(int64)
          • entries array[object]

            Budget entry line

            Hide entries attributes Show entries attributes object

            Budget entry line

            • id integer

              Entity ID. If negative value, a new entity will be created

            • reportLine integer
            • date string(date-time)
            • value number
            • newValue number(double)
            • total number(double)
            • chart integer
            • hasChildBudget boolean
          • warnings string
          • officeId integer(int64)
          • isReadOnly boolean
        • lastYearBudget object
          Hide lastYearBudget attributes Show lastYearBudget attributes object
          • id integer(int64)
          • parent integer(int64)
          • period object Required
            Hide period attributes Show period attributes object
            • id integer(int64) Required
            • fiscalYear integer(int32)
            • startDate string(date-time)
            • endDate string(date-time)
          • name string Required

            Minimum length is 1.

          • reportType string

            Values are PL or CASH_FLOW.

          • status string

            Values are ACTIVE or INACTIVE.

          • department integer(int64)
          • article integer(int64)
          • contact integer(int64)
          • orderId integer(int64)
          • entries array[object]

            Budget entry line

            Hide entries attributes Show entries attributes object

            Budget entry line

            • id integer

              Entity ID. If negative value, a new entity will be created

            • reportLine integer
            • date string(date-time)
            • value number
            • newValue number(double)
            • total number(double)
            • chart integer
            • hasChildBudget boolean
          • warnings string
          • officeId integer(int64)
          • isReadOnly boolean
        • ytdBudget object
          Hide ytdBudget attributes Show ytdBudget attributes object
          • id integer(int64)
          • parent integer(int64)
          • period object Required
            Hide period attributes Show period attributes object
            • id integer(int64) Required
            • fiscalYear integer(int32)
            • startDate string(date-time)
            • endDate string(date-time)
          • name string Required

            Minimum length is 1.

          • reportType string

            Values are PL or CASH_FLOW.

          • status string

            Values are ACTIVE or INACTIVE.

          • department integer(int64)
          • article integer(int64)
          • contact integer(int64)
          • orderId integer(int64)
          • entries array[object]

            Budget entry line

            Hide entries attributes Show entries attributes object

            Budget entry line

            • id integer

              Entity ID. If negative value, a new entity will be created

            • reportLine integer
            • date string(date-time)
            • value number
            • newValue number(double)
            • total number(double)
            • chart integer
            • hasChildBudget boolean
          • warnings string
          • officeId integer(int64)
          • isReadOnly boolean
        • ytd number
        • ytdMargin number
        • ytdLastYear number
        • ytdLastYearMargin number
    • accountBalances array[object]
      Hide accountBalances attributes Show accountBalances attributes object
      • startDate string(date-time)
      • endDate string(date-time)
      • data array[object]
        Hide data attributes Show data attributes object
        • accountId integer(int64)
        • accountNumber integer(int64)
        • account object
          Hide account attributes Show account attributes object
          • en string
          • fr string
          • de string
          • it string
        • balance number
        • lastYearBalance number
        • margin number
        • lastYearMargin number
        • change number
        • changeAmount number
        • changeAmountProportion number
        • budget object
          Hide budget attributes Show budget attributes object
          • id integer(int64)
          • parent integer(int64)
          • period object Required
            Hide period attributes Show period attributes object
            • id integer(int64) Required
            • fiscalYear integer(int32)
            • startDate string(date-time)
            • endDate string(date-time)
          • name string Required

            Minimum length is 1.

          • reportType string

            Values are PL or CASH_FLOW.

          • status string

            Values are ACTIVE or INACTIVE.

          • department integer(int64)
          • article integer(int64)
          • contact integer(int64)
          • orderId integer(int64)
          • entries array[object]

            Budget entry line

            Hide entries attributes Show entries attributes object

            Budget entry line

            • id integer

              Entity ID. If negative value, a new entity will be created

            • reportLine integer
            • date string(date-time)
            • value number
            • newValue number(double)
            • total number(double)
            • chart integer
            • hasChildBudget boolean
          • warnings string
          • officeId integer(int64)
          • isReadOnly boolean
        • lastYearBudget object
          Hide lastYearBudget attributes Show lastYearBudget attributes object
          • id integer(int64)
          • parent integer(int64)
          • period object Required
            Hide period attributes Show period attributes object
            • id integer(int64) Required
            • fiscalYear integer(int32)
            • startDate string(date-time)
            • endDate string(date-time)
          • name string Required

            Minimum length is 1.

          • reportType string

            Values are PL or CASH_FLOW.

          • status string

            Values are ACTIVE or INACTIVE.

          • department integer(int64)
          • article integer(int64)
          • contact integer(int64)
          • orderId integer(int64)
          • entries array[object]

            Budget entry line

            Hide entries attributes Show entries attributes object

            Budget entry line

            • id integer

              Entity ID. If negative value, a new entity will be created

            • reportLine integer
            • date string(date-time)
            • value number
            • newValue number(double)
            • total number(double)
            • chart integer
            • hasChildBudget boolean
          • warnings string
          • officeId integer(int64)
          • isReadOnly boolean
        • ytdBudget object
          Hide ytdBudget attributes Show ytdBudget attributes object
          • id integer(int64)
          • parent integer(int64)
          • period object Required
            Hide period attributes Show period attributes object
            • id integer(int64) Required
            • fiscalYear integer(int32)
            • startDate string(date-time)
            • endDate string(date-time)
          • name string Required

            Minimum length is 1.

          • reportType string

            Values are PL or CASH_FLOW.

          • status string

            Values are ACTIVE or INACTIVE.

          • department integer(int64)
          • article integer(int64)
          • contact integer(int64)
          • orderId integer(int64)
          • entries array[object]

            Budget entry line

            Hide entries attributes Show entries attributes object

            Budget entry line

            • id integer

              Entity ID. If negative value, a new entity will be created

            • reportLine integer
            • date string(date-time)
            • value number
            • newValue number(double)
            • total number(double)
            • chart integer
            • hasChildBudget boolean
          • warnings string
          • officeId integer(int64)
          • isReadOnly boolean
        • ytdBalance number
        • ytdMargin number
        • ytdLastYearBalance number
        • ytdLastYearMargin number
        • hasWarnings boolean
    • total number
    • hasWarnings boolean
    • id integer(int64)
    • parentId integer(int64)
    • position integer(int32)
  • 400

    400 Bad Request

  • 401

    401 Unauthorized

  • 403

    403 Access Denied

  • 404

    404 Not Found

  • 500

    500 Internal Server Error

GET /api-v1/pl/report/annual 
curl \
 --request GET 'https://wyzio.app/api-v1/pl/report/annual'
Response examples (200) 
[
  {
    "templateLineName": {
      "id": 42,
      "en": "string",
      "fr": "string",
      "de": "string",
      "it": "string"
    },
    "children": [],
    "sign": "ASSETS",
    "type": "NONE",
    "calculationTemplateLineIds": [
      42
    ],
    "periods": [
      {
        "startDate": "2026-05-04T09:42:00Z",
        "endDate": "2026-05-04T09:42:00Z",
        "data": {
          "total": 42.0,
          "margin": 42.0,
          "lastYearTotal": 42.0,
          "lastYearMargin": 42.0,
          "change": 42.0,
          "changeAmount": 42.0,
          "changeAmountProportion": 42.0,
          "budget": {
            "id": 42,
            "parent": 42,
            "period": {
              "id": 42,
              "fiscalYear": 42,
              "startDate": "2026-05-04T09:42:00Z",
              "endDate": "2026-05-04T09:42:00Z"
            },
            "name": "string",
            "reportType": "PL",
            "status": "ACTIVE",
            "department": 42,
            "article": 42,
            "contact": 42,
            "orderId": 42,
            "entries": [
              {
                "id": 12345678,
                "reportLine": 12345678,
                "date": "2026-11-01T00:00:00.000Z",
                "value": 5.55,
                "newValue": 5.55,
                "total": 5.55,
                "chart": 12345678,
                "hasChildBudget": false
              }
            ],
            "warnings": "string",
            "officeId": 42,
            "isReadOnly": true
          },
          "lastYearBudget": {
            "id": 42,
            "parent": 42,
            "period": {
              "id": 42,
              "fiscalYear": 42,
              "startDate": "2026-05-04T09:42:00Z",
              "endDate": "2026-05-04T09:42:00Z"
            },
            "name": "string",
            "reportType": "PL",
            "status": "ACTIVE",
            "department": 42,
            "article": 42,
            "contact": 42,
            "orderId": 42,
            "entries": [
              {
                "id": 12345678,
                "reportLine": 12345678,
                "date": "2026-11-01T00:00:00.000Z",
                "value": 5.55,
                "newValue": 5.55,
                "total": 5.55,
                "chart": 12345678,
                "hasChildBudget": false
              }
            ],
            "warnings": "string",
            "officeId": 42,
            "isReadOnly": true
          },
          "ytdBudget": {
            "id": 42,
            "parent": 42,
            "period": {
              "id": 42,
              "fiscalYear": 42,
              "startDate": "2026-05-04T09:42:00Z",
              "endDate": "2026-05-04T09:42:00Z"
            },
            "name": "string",
            "reportType": "PL",
            "status": "ACTIVE",
            "department": 42,
            "article": 42,
            "contact": 42,
            "orderId": 42,
            "entries": [
              {
                "id": 12345678,
                "reportLine": 12345678,
                "date": "2026-11-01T00:00:00.000Z",
                "value": 5.55,
                "newValue": 5.55,
                "total": 5.55,
                "chart": 12345678,
                "hasChildBudget": false
              }
            ],
            "warnings": "string",
            "officeId": 42,
            "isReadOnly": true
          },
          "ytd": 42.0,
          "ytdMargin": 42.0,
          "ytdLastYear": 42.0,
          "ytdLastYearMargin": 42.0
        }
      }
    ],
    "accountBalances": [
      {
        "startDate": "2026-05-04T09:42:00Z",
        "endDate": "2026-05-04T09:42:00Z",
        "data": [
          {
            "accountId": 42,
            "accountNumber": 42,
            "account": {
              "en": "string",
              "fr": "string",
              "de": "string",
              "it": "string"
            },
            "balance": 42.0,
            "lastYearBalance": 42.0,
            "margin": 42.0,
            "lastYearMargin": 42.0,
            "change": 42.0,
            "changeAmount": 42.0,
            "changeAmountProportion": 42.0,
            "budget": {
              "id": 42,
              "parent": 42,
              "period": {
                "id": 42,
                "fiscalYear": 42,
                "startDate": "2026-05-04T09:42:00Z",
                "endDate": "2026-05-04T09:42:00Z"
              },
              "name": "string",
              "reportType": "PL",
              "status": "ACTIVE",
              "department": 42,
              "article": 42,
              "contact": 42,
              "orderId": 42,
              "entries": [
                {
                  "id": 12345678,
                  "reportLine": 12345678,
                  "date": "2026-11-01T00:00:00.000Z",
                  "value": 5.55,
                  "newValue": 5.55,
                  "total": 5.55,
                  "chart": 12345678,
                  "hasChildBudget": false
                }
              ],
              "warnings": "string",
              "officeId": 42,
              "isReadOnly": true
            },
            "lastYearBudget": {
              "id": 42,
              "parent": 42,
              "period": {
                "id": 42,
                "fiscalYear": 42,
                "startDate": "2026-05-04T09:42:00Z",
                "endDate": "2026-05-04T09:42:00Z"
              },
              "name": "string",
              "reportType": "PL",
              "status": "ACTIVE",
              "department": 42,
              "article": 42,
              "contact": 42,
              "orderId": 42,
              "entries": [
                {
                  "id": 12345678,
                  "reportLine": 12345678,
                  "date": "2026-11-01T00:00:00.000Z",
                  "value": 5.55,
                  "newValue": 5.55,
                  "total": 5.55,
                  "chart": 12345678,
                  "hasChildBudget": false
                }
              ],
              "warnings": "string",
              "officeId": 42,
              "isReadOnly": true
            },
            "ytdBudget": {
              "id": 42,
              "parent": 42,
              "period": {
                "id": 42,
                "fiscalYear": 42,
                "startDate": "2026-05-04T09:42:00Z",
                "endDate": "2026-05-04T09:42:00Z"
              },
              "name": "string",
              "reportType": "PL",
              "status": "ACTIVE",
              "department": 42,
              "article": 42,
              "contact": 42,
              "orderId": 42,
              "entries": [
                {
                  "id": 12345678,
                  "reportLine": 12345678,
                  "date": "2026-11-01T00:00:00.000Z",
                  "value": 5.55,
                  "newValue": 5.55,
                  "total": 5.55,
                  "chart": 12345678,
                  "hasChildBudget": false
                }
              ],
              "warnings": "string",
              "officeId": 42,
              "isReadOnly": true
            },
            "ytdBalance": 42.0,
            "ytdMargin": 42.0,
            "ytdLastYearBalance": 42.0,
            "ytdLastYearMargin": 42.0,
            "hasWarnings": true
          }
        ]
      }
    ],
    "total": 42.0,
    "hasWarnings": true,
    "id": 42,
    "parentId": 42,
    "position": 42
  }
]