Record the year-end trustee meeting
update_trustee_minutesSets year-end trustee minutes, including meeting details, attendance, absentees with reasons, and standard or custom resolutions; only supplied fields change and locked or finalised years are refused.
Instructions
Set the year-end trustee minutes: meeting date, place, chair, who was present and who was absent (with a reason), optional standard resolutions and custom resolutions. Only what you pass changes. Only directors present sign the minutes, and they are the default signatories of the trustees' declaration and representation letter. The contributions resolution is written from the year's actual contributions (none → "no contributions were received"). Standard resolutions: directors_overseas (names the absent directors), cmc_australia (central management and control in Australia, by those present), no_non_resident_contributions, events_after_year_end (uses the notes' subsequent events), late_lodgments (with late_lodgments_detail). Refused for a locked year or finalised minutes.
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>"
},
"name": "update_trustee_minutes"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| chair | No | Chair's name (defaults to the first director present) | |
| absent | No | Directors/trustees absent, with the reason (e.g. "resident overseas since 2023") | |
| fund_id | Yes | Fund ID (discover via whoami or list_funds) | |
| present | No | Names of directors/trustees present | |
| location | No | Where the meeting was held | |
| 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. | |
| meeting_date | No | ISO date, e.g. 2026-11-10 | |
| financial_year | Yes | Financial year — the label "2023-24" or its numeric id (from list_financial_years) | |
| custom_resolutions | No | Extra resolutions, each starting "That …" (replaces the current list) | |
| standard_resolutions | No | Standard resolutions to include (replaces the current selection) | |
| late_lodgments_detail | No | What was lodged late, for the late_lodgments resolution |