Workflow Guides

Use these guides when an MCP client or assistant needs workflow context before calling API tools. They explain sequencing, guardrails, and verification steps that are easier to follow than raw endpoint schemas.

Accounting And Migration Guides

• Opening Trial Balance — seed opening balances for operating-expense (OPEX) accounts from a mapped trial balance (see the accounting model).
• Historical Journal Entries — import pre-go-live general ledger detail onto the historical ledger.
• Historic Statements — import owner statement history from any source.
• VRI Migration — migrate a legacy team without a general ledger to a VRT team with the general-ledger accounting model enabled.
• PMS Migration — cut a team over from one PMS connection to another.

Operational Guides

• Transactions: Attachments — upload files and attach them to expense transactions.

Pair With API Discovery

After reading a guide, inspect exact endpoint schemas through MCP resources:

vrplatform://api/openapi-context
vrplatform://api/path/%2Fgeneral-ledger%2Fopening-trial-balance
vrplatform://api/path/%2Fgeneral-ledger%2Fhistorical

Use vrt_api_read for GET calls and vrt_api_mutation for writes. Mutations require a team scope and confirm: true.