Opening balances

Inspect the opening-balance work already saved for your selected client and period.

Tool	Tool name	Example prompt
Find workpapers	list_opening_balance_workpapers	List the opening-balance workpapers for [client] in [period].
Read a workpaper	get_opening_balance_workpaper	Show [opening-balance workpaper] and its saved completion state.
Read the saved summary	get_opening_balance_saved_summary	Show the saved calculation and completion summary for [opening-balance workpaper].
Review sources	list_opening_balance_source_slots	Show the sources recorded for [opening-balance workpaper] and any that need attention.
Review calculation checks	list_opening_balance_controls	Show the saved calculation checks for [opening-balance workpaper].
Review account reconciliations	list_opening_balance_account_reconciliations	Show the saved account reconciliations for [opening-balance workpaper].
Review statement reconciliations	list_opening_balance_statement_reconciliations	Show the saved statement reconciliations for [opening-balance workpaper].
Read reviewer judgements	list_opening_balance_judgements	Show the saved reviewer judgements for [opening-balance workpaper] with their evidence references.
Read the conclusion	get_opening_balance_conclusion	Show the saved conclusion and sign-off state for [opening-balance workpaper].
Review activity	list_opening_balance_activity	Show the recorded activity for [opening-balance workpaper].