get_trial_balance
Retrieve a read-only trial balance report with debit and credit balances per GL account as of a specified date. Filter by account category, type, or code.
Instructions
Get the trial balance (debit/credit balances per GL account) as of a date. Read-only financial report. Optionally filter by account category, type, or code.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| topN | No | Max rows to return (default: 200) | |
| asOfDate | No | Balances as of this date (YYYY-MM-DD). Default: today | |
| accountCode | No | Filter to a single account code | |
| accountType | No | Filter by account type | |
| includeHeaders | No | Include header/roll-up accounts (default: false) | |
| accountCategory | No | Filter by account category (e.g. Asset, Liability, Equity, Income, Expense) |