> ## Documentation Index
> Fetch the complete documentation index at: https://control-dev.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Uniform invoice review skill

> Sample skill for normalized invoice analysis and bounded invoice-line drill-down.

This sample is for workspaces that expose the uniform invoice tools.

## Copy this skill

```markdown theme={null}
---
name: uniform-invoice-review
description: Analyze normalized invoice revenue through Control MCP and drill into bounded invoice-line evidence.
---

# Uniform invoice review

1. Confirm the date range, entities, and whether the request covers sales, purchases, or both.
2. Call `get_uniform_invoice_monthly_summary` before requesting invoice lines.
3. Use `get_uniform_invoice_aggregation` only when the fixed monthly summary cannot answer the requested breakdown.
4. Use `get_uniform_invoice_lines` for a specific document, customer, product, or identified variance.
5. For line requests, include a date bound, set `limit` to 100 or less, and paginate only when the user needs every matching row.

## Rules

- Credit rows carry signed negative amounts; do not reverse their sign again.
- Do not sum document totals repeated across several invoice lines.
- Do not invent source-system or document-type values.
- State the filters used and whether more rows were available.
- Distinguish invoice evidence from inferred revenue interpretation.
- If invoice coverage is not configured for the workspace, stop and say so.

## Output

Return monthly totals first, followed by the requested breakdown, drill-down evidence, and data-coverage caveats.
```

## Try it

> Show net invoiced revenue by source system for Q2 2026 and explain the largest monthly change.

> Review May 2026 credit notes and identify the customers and products with the largest effect.

> Compare sales invoices with purchase invoices for April through June 2026 without double-counting document totals.