MCP servercom.datavrn/schedule-iii

Record your user’s assertion that the previous year genuinely had no activity, so this statement’s all-nil previous-year Profit and Loss is a fact rather than a closing-entry artef

Record your user’s confirmation that they have REVIEWED a whole section and it is complete — the entire previous-year comparative column, or the entire disclosure set. A review con

Persist only the explicit account-to-centre decisions the user approved. Before calling, show the proposal grouped by confidence tier and target with exact counts, call out every m

Confirm the column→field mapping for a staged upload and run validation. Returns the full validation result (row counts, warnings, blocking issues). Mapping suggestions are never a

Record your user’s explicit confirmation that one upload is an entity’s COMPLETE CURRENT chart of accounts, so Datavrn starts treating it as evidence when checking whether future f

Persist USER-approved account→line groupings. Omitted accounts stay unchanged. Only explicit leaf_code:null clears a saved grouping. When clearing a saved grouping, use the current

Persist only the explicit reporting-line decisions the user approved. Before calling, show the proposal grouped by confidence tier and target with exact counts, flag every medium/l

Copy the previous period’s "nothing this period" and "does not apply" answers into this period, for sections that have no answer yet. It NEVER copies a review confirmation — a revi

Create a new entity (company) in the organization. Requires a Manager-role key. Use only when the user explicitly asks to set up a new entity; show them the name you will create fi

Create one cost centre for an entity after showing the user the exact name, kind, parent, effective date, and reason. This is one explicit centre at a time; there is no apply-all s

Create one profit centre for an entity after showing the user the exact name, optional parent, and description. This is one explicit centre at a time; there is no apply-all shortcu

Mint a single-use, login-free upload link so a file reaches Datavrn WITHOUT passing through your context, where it cannot truncate or corrupt. Use this whenever a human has the fil

Record that a capture section had NOTHING to report this period, DOES NOT APPLY to this entity, or that this is the entity’s FIRST YEAR (previous-year figures only). These are thre

Seal a statement version as Datavrn’s permanent client copy, recorded as authorised by the member you name. THIS IS NOT APPROVAL OR ADOPTION OF THE FINANCIAL STATEMENTS AND IT IS N

Queue the Schedule III workbook build (returns a job_id to poll with get_job — the build runs as a background job). REFUSES when ungrouped accounts exist unless acknowledged: befor

MANAGEMENT data class. Read one explicit cost or profit partition of the current persisted allocation run at account grain. Cost-centre and profit-centre reconciliations are indepe

MANAGEMENT data class. Read one explicit cost or profit partition of the current persisted allocation run at account × target × source × mode grain, with decimal-string allocated a

MANAGEMENT data class. Read one versioned budget: identity-free header, its pinned P&L tree, and filtered/paginated cells with entered-versus-inferred truth. Amounts and locked FX

Check whether this statement’s previous-year comparative can be sealed, and get the approval assert_previous_year_no_activity needs. Datavrn refuses to finalise a statement whose p

CONSOLIDATED data class. Read one sealed group profit-and-loss, balance-sheet, or cash-flow face for an exact periodicity and period. The response exposes presentation currency and

Read the full finalisation state of one statement version, and get the approval finalise_statement needs. Call it ONCE immediately before finalising — it re-reads the stored workbo

Get the Datavrn agent guide: how connecting works (OAuth and API key), what an assistant can do, how reading a statement as data works, and the guarantees and limits — plus the cur

Poll a background job by id until status is succeeded or failed. A failed job carries its user-safe error reason — show it to your user. Jobs run on a background worker that claims

Read the partner or owner capital schedule currently on file — Note 3a and Note 3b. THIS RETURNS PEOPLE’S NAMES, along with each person’s profit-sharing ratio and amounts. Call it

Answer "what's left to do?" across every entity you can see — one row per entity, with what is blocking its Schedule III statement: whether the trial balance is in, how many accoun

THE state tool: grouping progress, every required capture answer, generated/finalised versions, finalisation blockers, and bounded per-version control summaries. Report generation

Answer "how do I get started?", "what do I do next?", or help a user who seems lost setting up. Returns where they are in the journey from an empty organization to a finished Sched

MANAGEMENT data class. Read the persisted books-to-MIS spreading reconciliation, not a new allocation run. Accounts view gives account-grain books plus adjustments equals MIS; adju

Read a generated Schedule III statement's figures: the balance-sheet and profit-and-loss faces, current-year and previous-year balance-sheet tie verdicts separately (a null verdict

Read the line-by-line breakdown of a generated statement's notes — every line's current and prior-year amount, and the note total. Pass note_numbers (from get_statement_figures' no

Read the SOURCE DATA behind a statement: the trial-balance rows (account name, debit, credit) as landed for a period, BEFORE grouping — the pre-statement numbers, not statement fig

Read an upload session: status, detected header row and columns, the confirmed mapping (if any), and the stored validation outcome. Use to check what a staged upload still needs.

Check an upload link's state: pending (the user has not uploaded yet), uploaded (returns the upload_id — continue with get_upload), or expired (mint a fresh link with create_upload

MANAGEMENT data class. Read the existing budget-or-prior variance report for a month; it never recalculates it. Amounts are decimal strings; a null actual or variance means unavail

Mint a short-lived signed URL for a frozen workbook version (the Excel file). Give the URL to your user to open in a browser — it needs no login and expires in about 10 minutes. Th

Commit a validated upload into the entity’s books. This is a TWO-CALL approval: if the upload has any warnings, or would permanently delete existing trial-balance rows for a period

Review account-to-centre mapping status and deterministic suggestions for an entity. Each account carries TWO independent policies: mapping (the cost-centre policy) and profit_mapp

MANAGEMENT data class. Discover persisted allocation runs and their separate cost-centre and profit-centre reconciliations; do not add them together. This does not generate or reco

MANAGEMENT data class. Discover budget ids and versions without identity fields. Locked FX rate and all money-valued fields are decimal strings. Filter status or fiscal-year start

List the uploads Datavrn is NOT counting as evidence of which entity a file belongs to. This happens when an entity’s chart of accounts grew or changed faster than Datavrn can vouc

List the entities (companies) this credential can work with. Call this first to resolve the client_id every other tool needs. Returns each entity id and name.

List the cost centres for an entity. Use this before proposing account mappings so you can group the proposal by target name and distinguish operating from support centres. This is

List ungrouped accounts with DETERMINISTIC grouping suggestions (curated rules + name/group-path matching — no AI is involved; Datavrn never applies a suggestion itself). Paginated

List the reporting periods a Schedule III statement can be prepared for (periods with a live Trial Balance). Returns period ids for get_schedule3_workspace, save_py_values, and gen

List the profit centres for an entity. Use this to explain available targets before a user confirms any explicit mapping. This is status-only: it returns names and hierarchy, never

List what a connected data source’s AUTOMATIC syncs have REPLACED for one entity — each one showing what was overwritten, how many records, and whether it can still be undone. Call

Review reporting-line classification status and deterministic suggestions for an entity and reporting period. This is status-only: it returns names, line labels, confidence, reason

List the frozen Schedule III workbook versions for an entity (newest first), including each version’s period, template, and unclassified count at build time.

List every Significant Accounting Policy and Other Regulatory Information affirmation for this statement, with the text that will print, whether a template choice is still unresolv

Show ONE upload’s figures as they stand right now, and get the approval confirm_complete_chart needs. Call this after list_chart_rebaselines, for the one upload your user is consid

Show EXACTLY what undoing one automatic sync would do, counted at this moment, and get the approval restore_replacement needs. destroy_count is how many records undoing it would DE

Undo one automatic sync: destroy what is currently held for that period and put back the records the sync replaced, recorded as authorised by the member you name. THIS DESTROYS DAT

Withdraw a recorded capture answer or review confirmation. What happens next depends on what answers the section: withdrawing a “nothing to record”/“does not apply” answer or a rev

Save the Significant Accounting Policies text (Note 2) your user has chosen, one policy per title. SEND THE COMPLETE SET EVERY TIME: this replaces all of Note 2, so any title you l

Save one balanced adjustment journal entry (debits = credits) as an atomic whole entry. Creating a new entry proceeds immediately. Replacing an existing entry first returns an appr

Save fixed-asset movements (additions, deletions, depreciation charge, depreciation on deletions) per gross-block line for the PPE schedule.

Save the notes/disclosures sections the user provides for the statement. Some of these sections IDENTIFY PEOPLE BY NAME — shareholders, promoters and related parties — so send only

Save the partner or owner capital schedule for an LLP or other non-corporate entity — Note 3a (capital account) or Note 3b (current account), one section per call. Send the COMPLET

Upsert provision movements (additions, amounts utilised) per provision line. Omitted saved lines stay unchanged. To remove selected saved lines, pass remove_leaf_codes; to remove t

Override the prior-year comparative for one or more statement lines with an audited figure. The prior-year column fills itself automatically from the previous year's Trial Balance

Save the CARO / Other Regulatory Information affirmations your user has confirmed, one per title. SEND THE COMPLETE SET EVERY TIME: this replaces the whole Other Regulatory Informa

Upsert reserves/equity movements (transfers in/out, dividends, other changes) per reserves line. Omitted saved lines stay unchanged. To remove selected saved lines, pass remove_lea

Save the share-capital reconciliation for the period: the opening share count, the shares issued and bought back during the year, and the amount issued and the amount bought back.

Save statement settings (rounding unit, signatory details, company information used on the statement face).

Correct the detected header row of a staged upload (1-based). Only needed when get_upload/upload_trial_balance shows the wrong row was detected.

Stage a Trial Balance spreadsheet (xlsx or csv, max 4 MB) for an entity by INLINING its bytes as base64. This path is ONLY for programmatic callers (a script, Claude Code, an autom

Confirm the Datavrn connection is working and report what it can do. Call this first — or whenever the user asks whether Datavrn is connected — to get back the organization, the ac