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“Use “list_clients”: List the entities (companies) this credential can work with. Call this first to resolve the client_id every other tool needs. Returns each e.”

“Use “create_client”: Create a new entity (company) in the organization. Requires a Manager-role key. Use only when the user explicitly asks to set up a new entit.”

“Use “upload_trial_balance”: Stage a Trial Balance spreadsheet (xlsx or csv, max 4 MB) for an entity by INLINING its bytes as base64. This path is ONLY for programmatic.”

“Use “get_upload”: Read an upload session: status, detected header row and columns, the confirmed mapping (if any), and the stored validation outcome. Use to c.”

list_clients — List the entities (companies) this credential can work with. Call this first to resolve the client_id every other tool needs. Returns each e

create_client — Create a new entity (company) in the organization. Requires a Manager-role key. Use only when the user explicitly asks to set up a new entit

upload_trial_balance — Stage a Trial Balance spreadsheet (xlsx or csv, max 4 MB) for an entity by INLINING its bytes as base64. This path is ONLY for programmatic

get_upload — Read an upload session: status, detected header row and columns, the confirmed mapping (if any), and the stored validation outcome. Use to c

set_header_row — Correct the detected header row of a staged upload (1-based). Only needed when get_upload/upload_trial_balance shows the wrong row was detec

confirm_column_mapping — Confirm the column→field mapping for a staged upload and run validation. Returns the full validation result (row counts, warnings, blocking

ingest_upload — Commit a validated upload into the entity’s books. This is a TWO-CALL approval: if the upload has any warnings, or would permanently delete

list_periods — List the reporting periods a Schedule III statement can be prepared for (periods with a live Trial Balance). Returns period ids for get_sche