Tool catalog #

The server exposes twelve tools, grouped by what they let the assistant do. Read tools only ever see posted transactions in reports; drafts appear once posted.

Looking things up #

Tool	What it does
`find_accounts`	Search the chart of accounts by partial name and/or account type — the way the assistant finds the `account_id` values every other tool needs
`get_transaction`	Inspect one transaction: header (including `is_posted`), line items, and its assignments/clearances

Reporting #

Tool	What it does
`get_financial_report`	Income statement, balance sheet, cashflow statement (by date range) or trial balance (by year) as JSON
`get_account_statement`	One account’s activity over a period; `outstanding_only=true` returns just the uncleared items — the natural input for reconciliation
`get_aging`	Aging schedule of receivables (clients owing you) or payables (suppliers you owe), bucketed by how overdue

Recording — always drafts #

Each recording tool creates a pending draft and accepts dry_run=true for a no-commit preview.

Tool	What it does
`record_sale`	Cash sale, client invoice, or credit note
`record_purchase`	Cash purchase, supplier bill, or debit note
`record_client_receipt`	Money received from a client; auto-allocated against their outstanding invoices
`record_supplier_payment`	Money paid to a supplier; auto-allocated against their outstanding bills
`record_journal_entry`	Simple or compound double-entry adjustments

Committing & reconciling #

Tool	What it does
`post_transaction`	Commit a draft to the ledger. Irreversible — posted transactions are immutable; the tool reads the transaction back afterwards and reports whether the post actually landed
`reconcile_payment`	Allocate a posted receipt/payment against specific outstanding invoices/bills, or clear oldest-first with `all_outstanding=true`

Period close #

Closing a reporting period is modelled as a supervised, multi-turn flow rather than a single tool call: prepare the closing transactions, review the list, then post them explicitly.