Accounting Inbox
accounting_inboxScan your workspace to plan safe accounting next steps, or run dry-run actions for bank, Wise, and receipt matching suggestions.
Instructions
Merged accounting inbox. mode='scan' recommends safe next steps; mode='dry_run' also runs safe dry-run steps.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| mode | No | Workflow phase. scan plans; dry_run runs safe dry-run steps. | |
| max_depth | No | Optional scan depth (default 2, max 4). | |
| workspace_path | No | Optional folder to scan. Defaults to the current workspace. | |
| bank_account_dimension_id | No | Optional default bank account dimension to reuse for CAMT and receipt suggestions. | |
| wise_account_dimension_id | No | Optional bank account dimension to use specifically for Wise suggestions. | |
| receipt_matching_dimension_id | No | Optional bank account dimension to use specifically for receipt matching suggestions. | |
| wise_inter_account_dimension_id | No | Optional own bank account dimension that Wise transfers go to and from (answers the wise_inter_account_dimension_id question; becomes the Wise step's inter_account_dimension_id). Ignored unless it is one of the other bank accounts. |