Documentation

reconcile_statement

reconcile_statement MCP tool reference, parameters, return type, and safety hints.

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What it does

Reconciles statement in the local Clovis ledger.

Signature(account_id: string, counterpart_id: string, transactions: Array<Record<string, unknown>>, currency?: string | null, asset_id?: string | null, amount_convention?: string, statement_type?: string | null) => Record<string, unknown>
read-only

Read-only. This is appropriate for inspection, reporting, diagnostics, and first-pass agent answers.

When to use it

Use this section to decide whether the tool fits the user request before calling it.

Use it when an agent needs to inspect the ledger or answer a question without changing records.
Use it during statement import, duplicate review, matching, categorization, or reconciliation workflows.

Before calling

Agents should gather these facts or confirmations first.

1

Have exact values for required inputs: account_id, counterpart_id, transactions.

Parameters

Required inputs are marked clearly. Optional inputs can usually be omitted unless the workflow needs them.

account_idrequired
string

Ledger account id or resolvable account reference.

counterpart_idrequired
string

Identifier from the local Clovis ledger.

transactionsrequired
object[]

Input used by this tool.

currencyoptional
string | null

Currency symbol when the file or workflow needs an explicit currency.

Default: null
asset_idoptional
string | null

Asset or currency id used by the ledger.

Default: null
amount_conventionoptional
string

How statement amounts should be interpreted, such as signed or inflow/outflow.

Default: "signed"
statement_typeoptional
string | null

Optional statement type hint, such as checking, credit card, or brokerage.

Default: null

Agent call shape

Use the exact tool name and pass arguments as structured JSON through the MCP client.

reconcile_statement

Copy this shape into agent instructions, evals, or MCP client tests.

{
  "tool": "reconcile_statement",
  "arguments": {
    "account_id": "<account_id>",
    "counterpart_id": "<counterpart_id>",
    "transactions": []
  }
}

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