/billing-summary

description: View payable charges for a Sherweb billing date range with pricing breakdown
argument-hint: "[period_from] [period_to] [billing_cycle] [customer] [charge_type]"
arguments: [period_from, period_to, billing_cycle, customer, charge_type]

Sherweb Billing Summary

View payable charges for an explicit date range with detailed pricing breakdown including list prices, net prices, deductions, fees, and taxes. Useful for monthly reconciliation, margin analysis, and cost reporting.

Prerequisites

• Sherweb MCP server connected with valid credentials
• MCP tools `sherweb_billing_payable_charges` and `sherweb_customers_list` available

Steps

1. **Resolve the date range** - Decide the window from the calendar

There is **no tool that lists available billing periods** on this server, so there is nothing to look a period ID up in. Convert whatever the operator said into explicit ISO 8601 dates:

• "latest" or nothing specified → the most recently completed calendar month

(e.g. on 2026-03-10, that is `2026-02-01` to `2026-02-28`)

• An explicit range → use `period_from` and `period_to` as given
• A period *ID* (e.g. "bp-2026-02") → this connector has no concept of one.

Ask the operator for the dates it refers to, or translate the label yourself and say which dates you used.

2. **Fetch payable charges** for the range

Call `sherweb_billing_payable_charges` with:

• `periodFrom` and `periodTo` set to the resolved dates
• `billingCycleType` set to `OneTime`, `Monthly`, or `Yearly` if the

operator narrowed it. Passing none of the three parameters makes the server elicit a cycle type before it will run.

• `pageSize=100` for maximum results per page
• Paginate through all pages if needed

3. **Filter results** if customer or charge type filters were specified

• If a customer name was provided, call `sherweb_customers_list` with `search` to resolve the customer ID, then filter charges by `customerId`
• If a charge type was specified (not "all"), filter charges by `chargeType`

4. **Calculate summary totals** from the charges

• Sum `subTotal`, `deductions`, `fees`, `taxes`, and `total` across all matching charges
• Group by customer for per-customer breakdowns
• Group by charge type for category breakdowns

5. **Format and return** the billing summary with pricing details

Parameters

| Parameter | Type | Required | Default | Description | |-----------|------|----------|---------|-------------| | period_from | date | No | first day of last completed month | Start of the window (ISO 8601), passed as `periodFrom` | | period_to | date | No | last day of last completed month | End of the window (ISO 8601), passed as `periodTo` | | billing_cycle | string | No | - | `OneTime`, `Monthly`, or `Yearly`, passed as `billingCycleType` | | customer | string | No | - | Customer name or ID to filter by (applied client-side after fetch) | | charge_type | string | No | all | Charge type filter (Setup, Recurring, Usage, all — applied client-side) |

Examples

Last Completed Month

/billing-summary

Specific Date Range

/billing-summary --period_from 2026-02-01 --period_to 2026-02-28

Recurring Charges Only

/billing-summary --period_from 2026-02-01 --period_to 2026-02-28 --billing_cycle Monthly

Filter by Customer

/billing-summary --customer "Acme Corp"

Filter by Charge Type

/billing-summary --charge_type Recurring

Customer + Charge Type

/billing-summary --customer "Acme Corp" --charge_type Usage

Output

Full Billing Summary

Sherweb Billing Summary
================================================================

Range: 2026-02-01 to 2026-02-28
Billing cycle: Monthly

Charges by Customer:
+------------------------------+----------+-----------+------------+---------+----------+
| Customer                     | Charges  | Subtotal  | Deductions | Taxes   | Total    |
+------------------------------+----------+-----------+------------+---------+----------+
| Acme Corporation             | 8        | $2,847.50 | -$85.43    | $221.07 | $2,983.14|
| Beta Industries              | 5        | $1,420.00 | -$42.60    | $110.17 | $1,487.57|
| Gamma Solutions              | 3        | $680.00   | $0.00      | $52.80  | $732.80  |
| Delta Corp                   | 6        | $3,200.00 | -$160.00   | $243.20 | $3,283.20|
+------------------------------+----------+-----------+------------+---------+----------+
| TOTAL                        | 22       | $8,147.50 | -$288.03   | $627.24 | $8,486.71|
+------------------------------+----------+-----------+------------+---------+----------+

Charges by Type:
  Setup:     2 charges    $450.00
  Recurring: 18 charges   $7,197.50
  Usage:     2 charges    $500.00

Deductions Applied:
  PromotionalMoney:       -$120.00
  PromotionalPercentage:  -$72.03
  PerformancePercentage:  -$96.00

================================================================

Customer-Filtered Summary

Sherweb Billing Summary - Acme Corporation
================================================================

Range: 2026-02-01 to 2026-02-28

+--------------------------------------------+----------+---------+-----+--------+--------+--------+
| Product                                    | Type     | Qty     | Net | SubTot | Deduct | Total  |
+--------------------------------------------+----------+---------+-----+--------+--------+--------+
| Microsoft 365 Business Premium             | Recurring| 25      |$17.10|$427.50| -$12.83|$414.67 |
| Microsoft 365 Business Basic               | Recurring| 10      | $5.40| $54.00|  $0.00 | $54.00 |
| Exchange Online Plan 1                     | Recurring| 5       | $3.60| $18.00|  $0.00 | $18.00 |
| Microsoft Defender for Business            | Recurring| 25      | $2.70| $67.50|  $0.00 | $67.50 |
| SentinelOne Singularity Control            | Recurring| 40      | $4.50|$180.00| -