get_xero_balance_sheet
get_xero_balance_sheetBalance Sheet report from Xero for the current organisation, as at a date. Read-only. columns gives the as-at period label(s); rows are flattened from Xero's nested section layout (section names the enclosing group, e.g. "Assets" or "Liabilities"; rowType "SummaryRow" marks a subtotal/total, not a line item). currency comes from this organisation's own Xero settings, never assumed - state it whenever relaying a figure from this report. If date was supplied, Xero reports the balance sheet as at the END OF THAT MONTH, not the exact day given - say "as at [end of month]", not the literal date requested. This organisation's financial year is NOT necessarily the calendar year (added 11 September 2026 - see lib/xero/financial-year.ts). financialYear in the result names the organisation's real financial year end and its exact current/previous dates, or says the year end is unknown. Never answer "this financial year", "last financial year", or "year to date" from the calendar year or the organisation's country - use financialYear's current.toDate (or previous.toDate) as date, and state the period you actually used when relaying a figure.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | No | As-at date, YYYY-MM-DD. Xero reports this as at the END of the month containing this date, not the exact day. Omit for today. | |
| organisation | No | The Xero organisation to use, by its display name. Only needed if this connection reaches more than one organisation - omit it when there is only one. |