get_account_balances
Retrieve account balances and trial balance computed from postings. Filter by account numbers or date range for targeted reports.
Instructions
Account balances / trial balance computed from postings. Ask "what is the balance of account 5211" → accountNos: ["5211"]. Omit account filters for a full trial balance. Bound with minEntryDate/maxEntryDate for speed — the tool fetches and aggregates all matching postings server-side.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| accountIds | No | Account IDs to include | |
| accountNos | No | Account numbers to include, e.g. ['5211'] | |
| maxEntryDate | No | Posting date <= this (YYYY-MM-DD) | |
| minEntryDate | No | Posting date >= this (YYYY-MM-DD) — strongly recommended | |
| includeVoided | No | Include voided postings (default false) | |
| organizationId | No | Organization ID (auto-resolved when omitted) |