siigo_get_trial_balance
Retrieve trial balance reports from Siigo accounting software to analyze financial data by specifying account ranges, time periods, and tax difference inclusion.
Instructions
Get trial balance report
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| account_start | No | Starting account code | |
| account_end | No | Ending account code | |
| year | Yes | Year | |
| month_start | Yes | Starting month (1-13) | |
| month_end | Yes | Ending month (1-13) | |
| includes_tax_difference | Yes | Include tax differences |
Implementation Reference
- src/siigo-client.ts:255-264 (handler)Core implementation of the siigo_get_trial_balance tool: makes authenticated GET request to Siigo API /v1/trial-balance endpoint with 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 server wrapper handler that calls SiigoClient.getTrialBalance and returns JSON-formatted response.
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:735-749 (registration)Tool registration in MCP server, including name, description, and input schema validation.
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:738-749 (schema)Input schema definition for siigo_get_trial_balance tool parameters.
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'], }, },