Plain-text deposit statement
deposit_statement_textTurn one client's deposits into a plain-text statement to paste into an email: every movement in date order and the closing balance held. Pass currency when they have more than one. Also a .txt download link valid one hour. Free on every tier.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"client": "<client>"
},
"name": "deposit_statement_text"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| as_of | No | YYYY-MM-DD printed as the statement date. Defaults to today | |
| client | Yes | Client id, exact name or a name containing this text | |
| currency | No | Only needed when the client has deposits in more than one currency | |
| greeting | No | Opening line, default "Hello" plus the client name | |
| sign_off | No | Closing line, default your business name from the shared profile |