mapped_trial_balance

Map a native trial balance through the business’s evidenced reporting profile. Unmapped or conflicting balances remain explicit.

What it shows

Map one native common-chart trial balance through the business’s exact evidenced and immutable reporting-profile package. Every nonzero source is mapped once or returned as an explicit exception; privileged evidenced framework adjustments remain separate typed events.

Example MCP App view

The read-only example below uses illustrative demo data and the same report component as the MCP App. These are not your books or the result of the request example.

Open the full example view.

Inputs

Send the fixed kind and these parameters at the top level of the report request, not inside input.

Required means required within its containing object; an optional parent can be omitted.

Reading the result

Running this report does not change the books. Its description above distinguishes recorded-book summaries from previews based on supplied facts or assumptions. Interpret its totals, grouping, missing-data indicators and pagination using that description. Monetary amounts are integer strings in the reported unit; ratios and assumptions can be fractional numbers. An empty result is not evidence that the business had no activity.

The public OpenAPI contract does not enumerate this report’s result fields. Fetch GET /v1/reports for its live description and parameters, and inspect the returned JSON rather than assuming an output shape.

Example request

{
  "kind": "mapped_trial_balance",
  "package_id": "us-gaap-private-c-corp-software-services-2026.1",
  "as_of": "2026-09-30"
}

All reports · Operation and errors · Reusable schemas

Keep credentials out of prompts; rehearse writes only in a disposable sandbox.

Exact request schema

{
  "type": "object",
  "additionalProperties": false,
  "properties": {
    "kind": {
      "const": "mapped_trial_balance"
    },
    "package_id": {
      "description": "Exact immutable reporting-profile package ID; no jurisdiction fallback.",
      "type": "string",
      "minLength": 1
    },
    "as_of": {
      "description": "The date (YYYY-MM-DD) or UTC timestamp (RFC 3339) the report is taken at. A date is a UTC day and includes everything on it; a timestamp includes everything before that moment.",
      "type": "string",
      "minLength": 1
    },
    "currency": {
      "description": "Ledger currency (default: the functional currency active for the report period).",
      "type": "string",
      "minLength": 1
    },
    "presentation": {
      "description": "Reference to one exact evidenced source-to-national-currency rate event when the selected statutory package requires a presentation currency different from the native ledger.",
      "type": "object",
      "additionalProperties": false,
      "required": [
        "rate_event_id"
      ],
      "properties": {
        "rate_event_id": {
          "type": "integer",
          "minimum": 1
        }
      }
    }
  },
  "required": [
    "kind",
    "package_id",
    "as_of"
  ]
}