siigo_get_trial_balance
Generate trial balance reports from Siigo accounting software by specifying date ranges, account codes, and tax difference inclusion for financial analysis.
Instructions
Get trial balance report
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| account_end | No | Ending account code | |
| account_start | No | Starting account code | |
| includes_tax_difference | Yes | Include tax differences | |
| month_end | Yes | Ending month (1-13) | |
| month_start | Yes | Starting month (1-13) | |
| year | Yes | Year |
Implementation Reference
- src/siigo-client.ts:255-264 (handler)Core handler function that performs the HTTP GET request to Siigo's /v1/trial-balance API endpoint using the provided parameters.async getTrialBalance(params: { account_start?: string; account_end?: string; year: number; month_start: number; month_end: number; includes_tax_difference: boolean; }): Promise<SiigoApiResponse<any>> { return this.makeRequest<any>('GET', '/v1/trial-balance', undefined, params); }
- src/index.ts:1126-1129 (handler)MCP tool handler wrapper that calls SiigoClient.getTrialBalance and returns the JSON-formatted result.private async handleGetTrialBalance(args: any) { const result = await this.siigoClient.getTrialBalance(args); return { content: [{ type: 'text', text: JSON.stringify(result, null, 2) }] }; }
- src/index.ts:734-749 (registration)Tool registration in the MCP server's getTools() method, defining the name, description, and input schema.{ name: 'siigo_get_trial_balance', description: 'Get trial balance report', inputSchema: { type: 'object', properties: { account_start: { type: 'string', description: 'Starting account code' }, account_end: { type: 'string', description: 'Ending account code' }, year: { type: 'number', description: 'Year' }, month_start: { type: 'number', description: 'Starting month (1-13)' }, month_end: { type: 'number', description: 'Ending month (1-13)' }, includes_tax_difference: { type: 'boolean', description: 'Include tax differences' }, }, required: ['year', 'month_start', 'month_end', 'includes_tax_difference'], }, },
- src/index.ts:737-749 (schema)Input schema definition for the siigo_get_trial_balance tool.inputSchema: { type: 'object', properties: { account_start: { type: 'string', description: 'Starting account code' }, account_end: { type: 'string', description: 'Ending account code' }, year: { type: 'number', description: 'Year' }, month_start: { type: 'number', description: 'Starting month (1-13)' }, month_end: { type: 'number', description: 'Ending month (1-13)' }, includes_tax_difference: { type: 'boolean', description: 'Include tax differences' }, }, required: ['year', 'month_start', 'month_end', 'includes_tax_difference'], }, },
- src/index.ts:171-172 (registration)Dispatcher case in the main tool switch statement that routes to the specific handler.case 'siigo_get_trial_balance': return await this.handleGetTrialBalance(args);