Schedule Iii

Reliability

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How to connect

Add it to any MCP client that supports remote servers.

{
  "mcpServers": {
    "schedule-iii": {
      "type": "http",
      "url": "https://app.datavrn.com/api/mcp"
    }
  }
}

68 tools

• list_clients

  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.

• create_client

  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 first.

• upload_trial_balance

  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 automation) that already have the raw file on disk. If a HUMAN has the file — e.g. they attached it to…

• get_upload

  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.

• set_header_row

  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.

• confirm_column_mapping

  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 auto-applied — pass exactly the mapping your user approved. Review any warnings with your user…

• ingest_upload

  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 it covers, the first call writes NOTHING and refuses with every warning, the exact record counts…

• list_periods

  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 generate_schedule_iii.

• get_schedule3_workspace

  THE state tool: grouping progress, every required capture answer, generated/finalised versions, finalisation blockers, and bounded per-version control summaries. Report generation never marks capture complete. Exception output is rule/severity/count only — no account names or…

• list_grouping_suggestions

  List ungrouped accounts with DETERMINISTIC grouping suggestions (curated rules + name/group-path matching — no AI is involved; Datavrn never applies a suggestion itself). Paginated. Each row carries a reason and a confidence tier: present them to your user GROUPED BY CONFIDENCE…

• confirm_groupings

  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 grouping_version from list_grouping_suggestions. An actual clear first returns an approval…

• save_adjustments

  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 approval request; nothing changes then. Review the existing entry in the Schedule III workspace, then…

• save_py_values

  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 read through the current groupings, so use this only when the audited financial statements differ…

• save_asset_movements

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

• save_provision_movements

  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 the entire saved set, pass clear_all (never both). An actual removal first returns an approval…

• save_reserves_movements

  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_leaf_codes; to remove the entire saved set, pass clear_all (never both). An actual removal first…

• save_share_capital

  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

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

• save_disclosures

  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 what your user has given you, exactly as they gave it. SECTIONS YOU DO NOT SEND ARE LEFT ALONE…

• declare_capture_na

  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 three different statements and are not interchangeable: "nothing this period" means the section applies…

• confirm_capture_review

  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 confirmation is your user’s professional assertion, recorded as authorised by them. Before calling…

• revoke_capture_declaration

  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 review confirmation makes Statement readiness show the section as UNANSWERED again; withdrawing a…

• copy_capture_declarations

  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 review is about this period’s content and cannot be inherited. Last period’s answer is not evidence…

• save_partner_capital

  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 COMPLETE schedule for the section you name: anyone you leave out is removed, and a renamed partner reads…

• get_partner_capital

  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 before save_partner_capital so you can show your user what is on file and what your change would do…

• save_accounting_policies

  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 leave out of this call is removed — including one someone answered in the Datavrn app. Call…

• save_regulatory_affirmations

  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 Information note, so any title you leave out of this call is removed — including one someone answered in…

• list_statement_policy_choices

  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 unresolved, and what was answered LAST YEAR. This is what makes two rules actionable rather than…

• get_finalise_readiness

  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 workbook, so do not poll it. SHOW YOUR USER EVERY ROW THIS RETURNS — the gates that must be green, each…

• finalise_statement

  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 NOT A SIGNATURE. It does not discharge section 134(1) for a company or section 34(3) for an LLP…

• get_comparative_source_state

  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 previous-year figures come from a trial balance drawn AFTER the year-end closing entries: that…

• assert_previous_year_no_activity

  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 artefact. This clears Datavrn’s refusal to finalise it. THIS IS A PROFESSIONAL ASSERTION ABOUT A…

• generate_schedule_iii

  Queue the Schedule III workbook build (returns a job_id to poll with get_job — the build runs as a background job). Supply a fresh request_id UUID for a new request; retain that UUID and unchanged arguments when retrying after an uncertain response. Changing an acknowledgment or…

• get_job

  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 queued work on a schedule, so a job sitting at "queued" (0 attempts) for the first few minutes is…

• list_snapshots

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

• get_workbook_download

  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. The bytes are immutable and integrity-hashed.

• create_upload_link

  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 file (a trial balance export, etc.) — and also whenever YOU hold the file and it is larger than about…

• get_upload_link_status

  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_link). Poll after the user says they uploaded the file.

• get_statement_figures

  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 means UNKNOWN, never a pass: either no comparative was captured, or the version predates…

• get_statement_notes

  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' note_index) to fetch specific notes, or omit for all. Use this to answer "what's in Other Expenses?"…

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