Create book snapshot
create_book_snapshotSeals one set of books as it stands through a date and keeps it, never changed: official results, such as a quarter close. The snapshot is the workspace's book for chart_id (as create_standard_book reads it): its chart and every current entry dated on or before as_of (every current entry when as_of is absent), sealed by this server. Corrections made later to that period are not in it; take another snapshot to capture them. Each call adds a snapshot; none is ever altered or removed. Open one with create_view_link and its snapshot_id; list them with list_book_snapshots. Durable mutation; no model and not metered.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| as_of | No | YYYY-MM-DD: the last day the snapshot covers, e.g. a quarter's end. Every current entry when absent. | |
| label | Yes | What the snapshot is, as people will know it, e.g. "Q2 2026 close". At most 200 characters. | |
| chart_id | Yes | The chart whose books to seal (list_charts). | |
| workspace_tag | Yes | Active workspace id (the workspace_tag create_workspace and list_workspaces return). |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| book | Yes | Which book was sealed: identity, chart_identity, name, reporting_currency and its counts, as verify_standard_document reports them. | |
| as_of | No | The last day it covers; null for every current entry. | |
| label | Yes | The snapshot's label. | |
| engine | Yes | Stamped engine build/version identity for the tool result. | |
| status | Yes | book_snapshot_created on success. | |
| chart_id | Yes | The chart sealed. | |
| created_at | Yes | When it was sealed. | |
| snapshot_id | Yes | The snapshot: create_view_link takes it. | |
| workspace_tag | Yes | Workspace scoped by the tool call. |