# Month-end checklist

Flag anomalies and workload items using dashboard summary.

Start with the dashboard summary to understand what needs attention across the organization, then drill in with filtered list_transactions calls (limit≤50).

### `GET /api/v1/dashboard/summary`

Revenue, expenses, cash position, workload counts, monthly trend, and notifications.

- operationId: `get_dashboard_summary`
- scope: `read`

**Response**

```json
{
  "data": {
    "currency": "EUR",
    "revenue": 26500,
    "expenses": 8420,
    "cashPosition": 18080,
    "uncategorized": 4,
    "missingReceipts": 2,
    "agentSuggested": 2,
    "pendingReview": 3,
    "recentTransactions": [ … ],
    "monthlyTrend": [ … ],
    "notifications": [ … ]
  }
}
```

## What to check

| Field | Action |
| --- | --- |
| uncategorized | GET /transactions?status=uncategorized |
| missingReceipts | GET /transactions?status=receipt_missing |
| agentSuggested | GET /proposals — pending agent queue (proposals count) |
| pendingReview | Workload: uncategorized + missingReceipts + pending proposals |
| notifications / GET /proposals | Pending MCP proposals awaiting human approval |
| Log (/log) | Human audit trail of proposes + approve/reject (no agent read API) |
| connectors | Check syncStatus before reconciling |

### `GET /api/v1/connectors`

Bank and payment connector sync status for the organization.

- operationId: `list_connectors`
- scope: `read`

**Response**

```json
{
  "data": [
    { "id": "…", "name": "Stripe", "provider": "stripe", "syncStatus": "ok", "lastSyncAt": "…" }
  ]
}
```

Check connectors for stale or errored syncs before reconciling.