com.datavrn/schedule-iii

up checked 2026-11-11T01:37:34.436Z

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Publisher-provided description

Deterministic Schedule III statements for Indian companies: trial balance in, Excel workbook out.

Summary by lookupd

Converts a trial balance into a Schedule III financial statement workbook, with tools for mappings, adjustments, notes, and finalisation.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http schedule-iii https://app.datavrn.com/api/mcp

Codex, remote (streamable-http)

codex mcp add schedule-iii --url https://app.datavrn.com/api/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

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

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (showing 30 of 68)

Publisher-provided text

• 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 nam
• 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, C
• 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 u
• 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 sug
• 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-balan
• 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, sav
• get_schedule3_workspace THE state tool: grouping progress, every required capture answer, generated/finalised versions, finalisation blockers, and bounded per-version control summaries
• list_grouping_suggestions List ungrouped accounts with DETERMINISTIC grouping suggestions (curated rules + name/group-path matching — no AI is involved; Datavrn never applies a suggestio
• 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 group
• 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 f
• 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 y
• 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_lea
• 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 li
• 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
• 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 pa
• 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 o
• 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 disclosu
• 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 ap
• 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 c
• 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 ca
• 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 a
• 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
• 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 Othe
• 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 choi
• 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-rea
• 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 ST

Details

• Version: 1.0.0
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 1740 ms
• First indexed: 2026-11-01T08:53:37.946Z
• Last seen in registry: 2026-11-01T08:53:37.946Z
• Website: https://app.datavrn.com/agents

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