Get started
get_startedReturns the FinStat workflow: create or recover a workspace, turn source PDFs into Standard Documents, keep those files locally, register them and submit them in sets as the accounting basis, use the workspace without a chart, optionally install charts as projections, and share documents across a group so any FinStat system can reproduce the books.
The guide is the same every time. Transfer sessions move file bytes — a handle from a session or a producing tool passes straight to the next tool; never download and re-upload. If workspace_tag is supplied and authorized, callable steps include it; missing host values stay host steps, never placeholder calls. Charts are optional. Read-only and not metered.
FinStat reads bank, card, wallet, line of credit, loan and brokerage statements; invoices, bills, credit and debit notes; receipts, settlements and payroll. Before creating, check a file's first page: a trial balance, ledger report or tax form is not a statement; tell the user what it is. A QuickBooks Online export zip goes to create_standard_book, a chart of accounts to create_standard_chart.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| workspace_tag | No | Optional. When supplied and authorized, callable steps include this tag. It does not change the guide. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| steps | Yes | Ordered workflow steps: {kind:tool, action} or {kind:host, label, instruction}. | |
| engine | Yes | Stamped engine build/version identity for the tool result. | |
| status | Yes | getting_started. | |
| sections | Yes | Fixed FinStat workflow sections. | |
| workspace_tag | No | Echoed when a tag was supplied and authorized. |