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Tool Naming Convention

All tools follow the pattern: finance_{domain}_{action}

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Available Tools by Category

Reports

10 tools for financial reporting

Journal Entries

16 tools for journal entry management

Bills (AP)

18 tools for accounts payable

Invoices (AR)

19 tools for accounts receivable

Accounting Periods

10 tools for period management

Chart of Accounts

9 tools for account management

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Tool Summary

CategoryCountKey Tools
Reports10trial_balance, income_statement, balance_sheet, cash_flow
Journal Entries16create, update, submit, approve_l1, approve_l2, post
Bills18create, submit, approve, pay, void
Invoices19create, submit, approve, send, receive_payment
Accounting Periods10create, close, reopen, lock_subledger
Chart of Accounts9create, update, get_balance, get_hierarchy

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Common Parameters

Most tools accept these common parameters:
ParameterTypeDescription
idempotency_keystringUnique key to prevent duplicate operations
commentsstringOptional comments for audit trail

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Workflow Tools

Tools that modify document status follow the approval workflow pattern: 
finance_{domain}_submit        → Submit for approval
finance_{domain}_approve_l1    → Level 1 approval
finance_{domain}_approve_l2    → Level 2 approval
finance_{domain}_reject        → Reject document
finance_{domain}_request_change → Request changes
finance_{domain}_hold          → Place on hold
finance_{domain}_unhold        → Remove from hold
finance_{domain}_post          → Post to general ledger
finance_{domain}_void          → Void document

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Response Format

All tools return responses in this format: 
{
  "success": true,
  "data": {
    // Tool-specific response data
  },
  "metadata": {
    "request_id": "req-123",
    "timestamp": "2024-01-15T10:00:00Z"
  }
}

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Error Response

{
  "success": false,
  "error": {
    "code": "VALIDATION_ERROR",
    "message": "Invalid account ID",
    "details": {
      "field": "account_id"
    }
  }
}