Upload document
upload_documentUpload a PDF or CSV statement to extract and reconcile transaction lines against the ledger. Unmatched lines become pending proposals for review.
Instructions
Upload a local PDF or CSV (broker statement, contract note, dividend statement, annual tax statement) into the fund's document store. Reads the file from disk, base64-encodes it and posts it; the server then automatically extracts statement lines and reconciles them against the ledger — unmatched lines become pending proposals in the Review Queue. Use get_document afterwards to check extraction and match results.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| kind | No | Document kind, e.g. "broker_statement", "contract_note", "dividend_statement" (default "broker_statement") | |
| title | No | Human-friendly title (defaults from the file) | |
| fund_id | Yes | Fund ID (discover via whoami or list_funds) | |
| file_path | Yes | Absolute path to the local PDF or CSV file | |
| period_end | No | Statement period end as an ISO date, e.g. "2026-05-30" | |
| content_type | No | MIME type override; inferred from extension (.pdf/.csv) if omitted | |
| period_start | No | Statement period start as an ISO date, e.g. "2026-05-30" |