Correct a balance-sheet item
update_balance_itemCorrect an existing balance-sheet line by updating only the amount, label, side, kind, or display order you pass; changes are rejected if the financial year is closed or lodged.
Instructions
Correct an existing balance-sheet line (amount, label, side, kind or display order). Only the fields you pass are changed. Rejected if the financial year is already closed or lodged.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"fund_id": "<fund_id>",
"financial_year": "<financial_year>",
"balance_item_id": "<balance_item_id>"
},
"name": "update_balance_item"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| kind | No | ||
| side | No | ||
| label | No | ||
| amount | No | Amount in AUD as a positive magnitude | |
| fund_id | Yes | Fund ID (discover via whoami or list_funds) | |
| position | No | ||
| reasoning | No | Why you are making this change — recorded on the audit log entry for this write | |
| external_ref | No | Your stable ID for this write (e.g. a statement line or document reference). Repeating a call with the same external_ref replays the first result instead of writing twice. | |
| financial_year | Yes | Financial year — the label "2023-24" or its numeric id (from list_financial_years) | |
| balance_item_id | Yes | Balance item ID (from list_balance_items) |