Invoke Skill Propose Qbo Tax Group Mapping
post
/api/v1/skills/propose.qbo.tax.group.mapping/invokePropose CCH-Axcess-style tax-line mappings for the rows of a prepared QBO trial balance. Conversational — uses consult_accounting_expert + search_knowledge_base + the firm's tax-group catalog to assign each TB row a tax_code / engagement_tax_code / line_description with confidence + reasoning. Inputs: tb_rows (alpha-canonical from enrich_tb_rows) + tax_group_catalog + entity_type (1065/1120/1120S/1040). Output: 1:1 mapping list + counts + unmapped account_numbers. Does NOT render a CCH file — the deliverable is the source Caseware TB Excel with TaxCodeCode populated, rendered by the existing TB Excel generator downstream.
Request bodyapplication/json
| Field | Type | Description |
|---|---|---|
tb_rows | object[] | Prepared trial balance rows (alpha-canonical dict shape from enrich_tb_rows). Each row carries code, name, debit, credit, classification.item shapeEmpty object. |
tax_group_catalog | object[] | Firm's tax-line catalog — one dict per tax group / line with tax_code, engagement_tax_code, line_description, category, worksheet, section. Source: CCH Axcess import template or Caseware TB extract.item shapeEmpty object. |
entity_type | "1065" | "1120" | "1120S" | "1040" | —106511201120S1040 |
confidence_threshold | number | — |
Responses
200Skill executed successfully
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correlation_idrequired | string | — |
401Authentication required
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403Insufficient permissions
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404Skill not found
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429Rate limit exceeded
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5XXInternal server error
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curl https://api.dev.arch.ie/api/v1/skills/propose.qbo.tax.group.mapping/invoke \
-X POST \
-H "Authorization: Bearer sk_..." \
-H "Content-Type: application/json" \
-d '{
"tb_rows": [
{}
],
"tax_group_catalog": [
{}
],
"entity_type": "1065",
"confidence_threshold": 0
}'