get_setup_status

com.datavrn/schedule-iii · Verify this server

Answer "how do I get started?", "what do I do next?", or help a user who seems lost setting up. Returns where they are in the journey from an empty organization to a finished Schedule III statement, and the ONE next step to take. Call it WITHOUT client_id first (the organization view): it lists the entities this credential can see, or — if there are none — the step to create the first one. Then call it again WITH one entity’s client_id for that entity’s full step-by-step path (upload trial balance → confirm groupings → capture figures → generate → download). Each step has a status (done / next / todo / blocked / web_only) and either the exact tool to call or a web-app link. NARRATE ONE STEP AT A TIME — walk the user through the single `next` step; do not dump the whole list unprompted. Steps marked web_only are done in the Datavrn web app and need a login — never claim you can do them yourself. This tool reports STATUS only (counts, names, what is done) — it never returns a figure or balance; read those with get_statement_figures once a statement is generated.