Make a Stripe monthly report, turn your PayPal transaction history into Excel.
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Use this when the user wants quick monthly sales totals from a Stripe, PayPal, Shopify, Etsy, Gumroad or Square export or pasted rows ("how much did I make each month", "monthly totals from my PayPal history") and does not need files. Returns the same month table as summarize_payouts (gross sales, refunds, chargebacks, fees, net, payouts per currency, the Net-column check and the 1099-K view) without the Excel and PDF downloads. Use summarize_payouts when the user wants a spreadsheet or PDF. Does not connect to accounts, convert currencies, or give tax advice.
The payout or transaction export the user attached, CSV or Excel (.xlsx): Stripe balance history, PayPal activity download, Shopify payouts, Etsy monthly statement, Gumroad sales or Square transactions, e.g. stripe-balance-2025.csv.
Optional: keep only this calendar year, e.g. 2025 (useful for a 1099-K check). Default: every date in the export.
Optional: more exports to combine in one summary, e.g. a Stripe CSV and a PayPal CSV for the same year. Each currency and platform stays separate.
Optional: currency for an export with no currency column, e.g. USD (default) or EUR. Currencies in the file always win; nothing is converted.
Optional: the platform when the headers do not show it, e.g. Stripe, PayPal, Shopify, Etsy, Gumroad, Square. Default: detected from the headers.
Optional: order of numeric dates like 03/04/2026: MDY (US, default) or DMY (day first).
Pasted export rows when no file is attached: the CSV text including its header line, e.g. "Date,Type,Gross,Fee,Net,Currency\n01/05/2026,Express Checkout Payment,49.00,-2.20,46.80,USD", or a list of objects like [{"date":"2026-01-05","type":"charge","amount":49,"fee":1.72,"currency":"USD"}], or lines such as "Jan 2026 sales 1200 fees 35".
Pick your client. Values in capitals, like YOUR_TOKEN, are yours to fill in.
Run in a terminal
claude mcp add --transport http payout-summary https://payout-summary.zovo.one/mcp
Use this when the user wants quick monthly sales totals from a Stripe, PayPal, Shopify, Etsy, Gumroad or Square export or pasted rows ("how much did I make each month", "monthly totals from my PayPal history") and does not need files. Returns the same month table as summarize_payouts (gross sales, refunds, chargebacks, fees, net, payouts per currency, the Net-column check and the 1099-K view) without the Excel and PDF downloads. Use summarize_payouts when the user wants a spreadsheet or PDF. Does not connect to accounts, convert currencies, or give tax advice.
| Argument | Type | Description |
|---|---|---|
| file | object | The payout or transaction export the user attached, CSV or Excel (.xlsx): Stripe balance history, PayPal activity download, Shopify payouts, Etsy monthly statement, Gumroad sales or Square transactions, e.g. stripe-balance-2025.csv. |
| year | number | string | null | Optional: keep only this calendar year, e.g. 2025 (useful for a 1099-K check). Default: every date in the export. |
| files | array | Optional: more exports to combine in one summary, e.g. a Stripe CSV and a PayPal CSV for the same year. Each currency and platform stays separate. |
| currency | any | Optional: currency for an export with no currency column, e.g. USD (default) or EUR. Currencies in the file always win; nothing is converted. |
| platform | any | Optional: the platform when the headers do not show it, e.g. Stripe, PayPal, Shopify, Etsy, Gumroad, Square. Default: detected from the headers. |
| date_order | any | Optional: order of numeric dates like 03/04/2026: MDY (US, default) or DMY (day first). |
| transactions | any | Pasted export rows when no file is attached: the CSV text including its header line, e.g. "Date,Type,Gross,Fee,Net,Currency\n01/05/2026,Express Checkout Payment,49.00,-2.20,46.80,USD", or a list of objects like [{"date":"2026-01-05","type":"charge","amount":49,"fee":1.72,"currency":"USD"}], or lines such as "Jan 2026 sales 1200 fees 35". |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"file": {
"type": "object",
"required": [
"download_url",
"file_id"
],
"properties": {
"file_id": {
"type": "string",
"description": "ChatGPT file id, e.g. file_abc123."
},
"file_name": {
"type": "string",
"description": "Original file name if known, e.g. statement.pdf."
},
"mime_type": {
"type": "string",
"description": "Media type if known, e.g. application/pdf."
},
"download_url": {
"type": "string",
"description": "Temporary download link for the file, supplied by ChatGPT."
}
},
"description": "The payout or transaction export the user attached, CSV or Excel (.xlsx): Stripe balance history, PayPal activity download, Shopify payouts, Etsy monthly statement, Gumroad sales or Square transactions, e.g. stripe-balance-2025.csv."
},
"year": {
"type": [
"number",
"string",
"null"
],
"description": "Optional: keep only this calendar year, e.g. 2025 (useful for a 1099-K check). Default: every date in the export."
},
"files": {
"type": "array",
"items": {
"type": "object",
"required": [
"download_url",
"file_id"
],
"properties": {
"file_id": {
"type": "string",
"description": "ChatGPT file id, e.g. file_abc123."
},
"file_name": {
"type": "string",
"description": "Original file name if known, e.g. statement.pdf."
},
"mime_type": {
"type": "string",
"description": "Media type if known, e.g. application/pdf."
},
"download_url": {
"type": "string",
"description": "Temporary download link for the file, supplied by ChatGPT."
}
}
},
"maxItems": 8,
"description": "Optional: more exports to combine in one summary, e.g. a Stripe CSV and a PayPal CSV for the same year. Each currency and platform stays separate."
},
"currency": {
"anyOf": [
{
"type": "string",
"maxLength": 20
},
{
"type": "null"
}
],
"description": "Optional: currency for an export with no currency column, e.g. USD (default) or EUR. Currencies in the file always win; nothing is converted."
},
"platform": {
"anyOf": [
{
"type": "string",
"maxLength": 60
},
{
"type": "null"
}
],
"description": "Optional: the platform when the headers do not show it, e.g. Stripe, PayPal, Shopify, Etsy, Gumroad, Square. Default: detected from the headers."
},
"date_order": {
"anyOf": [
{
"type": "string",
"maxLength": 20
},
{
"type": "null"
}
],
"description": "Optional: order of numeric dates like 03/04/2026: MDY (US, default) or DMY (day first)."
},
"transactions": {
"anyOf": [
{
"anyOf": [
{
"type": "string"
},
{
"type": "array",
"items": {
"anyOf": [
{
"type": "string"
},
{
"type": "object",
"propertyNames": {
"type": "string"
},
"additionalProperties": {}
}
]
}
}
]
},
{
"type": "null"
}
],
"description": "Pasted export rows when no file is attached: the CSV text including its header line, e.g. \"Date,Type,Gross,Fee,Net,Currency\\n01/05/2026,Express Checkout Payment,49.00,-2.20,46.80,USD\", or a list of objects like [{\"date\":\"2026-01-05\",\"type\":\"charge\",\"amount\":49,\"fee\":1.72,\"currency\":\"USD\"}], or lines such as \"Jan 2026 sales 1200 fees 35\"."
}
}
}Use this when the user attaches or pastes a Stripe, PayPal, Shopify Payments, Etsy, Gumroad or Square transaction, balance or payout export and wants a Stripe monthly report, PayPal transaction history to Excel, a monthly income summary for bookkeeping or taxes, or what their 1099-K should show. Detects the export type from the headers and returns, per month and per currency: gross sales, refunds, chargebacks, fees, other adjustments, net and payouts, added in the smallest currency unit; a check of the totals against the export's Net column with any residual; a 1099-K view (gross payments per platform per year); an Excel workbook (Months, cleaned Transactions, 1099-K view) and a PDF summary. Several exports can be combined. Does not connect to accounts, read PDF statements or screenshots, convert currencies, or give tax advice.
| Argument | Type | Description |
|---|---|---|
| file | object | The payout or transaction export the user attached, CSV or Excel (.xlsx): Stripe balance history, PayPal activity download, Shopify payouts, Etsy monthly statement, Gumroad sales or Square transactions, e.g. stripe-balance-2025.csv. |
| year | number | string | null | Optional: keep only this calendar year, e.g. 2025 (useful for a 1099-K check). Default: every date in the export. |
| files | array | Optional: more exports to combine in one summary, e.g. a Stripe CSV and a PayPal CSV for the same year. Each currency and platform stays separate. |
| currency | any | Optional: currency for an export with no currency column, e.g. USD (default) or EUR. Currencies in the file always win; nothing is converted. |
We read every tool's name, description and inputs the way the model will, looking for instructions hidden from you. A clean result means no warning signs, not a guarantee. Scanned Nov 8, 2026.
| platform | any | Optional: the platform when the headers do not show it, e.g. Stripe, PayPal, Shopify, Etsy, Gumroad, Square. Default: detected from the headers. |
| date_order | any | Optional: order of numeric dates like 03/04/2026: MDY (US, default) or DMY (day first). |
| transactions | any | Pasted export rows when no file is attached: the CSV text including its header line, e.g. "Date,Type,Gross,Fee,Net,Currency\n01/05/2026,Express Checkout Payment,49.00,-2.20,46.80,USD", or a list of objects like [{"date":"2026-01-05","type":"charge","amount":49,"fee":1.72,"currency":"USD"}], or lines such as "Jan 2026 sales 1200 fees 35". |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"file": {
"type": "object",
"required": [
"download_url",
"file_id"
],
"properties": {
"file_id": {
"type": "string",
"description": "ChatGPT file id, e.g. file_abc123."
},
"file_name": {
"type": "string",
"description": "Original file name if known, e.g. statement.pdf."
},
"mime_type": {
"type": "string",
"description": "Media type if known, e.g. application/pdf."
},
"download_url": {
"type": "string",
"description": "Temporary download link for the file, supplied by ChatGPT."
}
},
"description": "The payout or transaction export the user attached, CSV or Excel (.xlsx): Stripe balance history, PayPal activity download, Shopify payouts, Etsy monthly statement, Gumroad sales or Square transactions, e.g. stripe-balance-2025.csv."
},
"year": {
"type": [
"number",
"string",
"null"
],
"description": "Optional: keep only this calendar year, e.g. 2025 (useful for a 1099-K check). Default: every date in the export."
},
"files": {
"type": "array",
"items": {
"type": "object",
"required": [
"download_url",
"file_id"
],
"properties": {
"file_id": {
"type": "string",
"description": "ChatGPT file id, e.g. file_abc123."
},
"file_name": {
"type": "string",
"description": "Original file name if known, e.g. statement.pdf."
},
"mime_type": {
"type": "string",
"description": "Media type if known, e.g. application/pdf."
},
"download_url": {
"type": "string",
"description": "Temporary download link for the file, supplied by ChatGPT."
}
}
},
"maxItems": 8,
"description": "Optional: more exports to combine in one summary, e.g. a Stripe CSV and a PayPal CSV for the same year. Each currency and platform stays separate."
},
"currency": {
"anyOf": [
{
"type": "string",
"maxLength": 20
},
{
"type": "null"
}
],
"description": "Optional: currency for an export with no currency column, e.g. USD (default) or EUR. Currencies in the file always win; nothing is converted."
},
"platform": {
"anyOf": [
{
"type": "string",
"maxLength": 60
},
{
"type": "null"
}
],
"description": "Optional: the platform when the headers do not show it, e.g. Stripe, PayPal, Shopify, Etsy, Gumroad, Square. Default: detected from the headers."
},
"date_order": {
"anyOf": [
{
"type": "string",
"maxLength": 20
},
{
"type": "null"
}
],
"description": "Optional: order of numeric dates like 03/04/2026: MDY (US, default) or DMY (day first)."
},
"transactions": {
"anyOf": [
{
"anyOf": [
{
"type": "string"
},
{
"type": "array",
"items": {
"anyOf": [
{
"type": "string"
},
{
"type": "object",
"propertyNames": {
"type": "string"
},
"additionalProperties": {}
}
]
}
}
]
},
{
"type": "null"
}
],
"description": "Pasted export rows when no file is attached: the CSV text including its header line, e.g. \"Date,Type,Gross,Fee,Net,Currency\\n01/05/2026,Express Checkout Payment,49.00,-2.20,46.80,USD\", or a list of objects like [{\"date\":\"2026-01-05\",\"type\":\"charge\",\"amount\":49,\"fee\":1.72,\"currency\":\"USD\"}], or lines such as \"Jan 2026 sales 1200 fees 35\"."
}
}
}