List chart-of-accounts templates

List the chart-of-accounts templates Books can seed (UK limited company, UK sole trader, US LLC, US C corporation, generic).

Outcome

List the chart-of-accounts templates Books can seed (UK limited company, UK sole trader, US LLC, US C corporation, generic).

Before you start

Verify the intended environment, authenticated identity and specifically approved organization context.
The published application permission is accounts:read. Discover the exact granted canonical Books workspace and bind it separately from action input.

Discover the target

topolo whoami --json
topolo actions get app_topolo_books.coa.templates.list --detail --json
topolo resources topolo-books --json
topolo workspaces list topolo-books --json

Set BOOKS_WORKSPACE_ID to the exact granted workspace returned by discovery.

Request

GET /api/coa/templates

Inspect and test this action. Save the reviewed input as payload.json; supply credential/resource context separately.

Input fields

Use an empty input object. Credential and resource context are separate.

Inspect nested fields and the complete input schema.

Effects

Reads the selected Books coa result in the credential-scoped organization and applicable canonical workspace. List the chart-of-accounts templates Books can seed (UK limited company, UK sole trader, US LLC, US C corporation, generic).

Interpret the response

Read $.templates[].id for the returned coa identifier. Empty collections and nullable fields do not discover a target.

Inspect the actual response fields and retained identifiers for the selected organization/workspace. List the chart-of-accounts templates Books can seed (UK limited company, UK sole trader, US LLC, US C corporation, generic). Use the related published read actions when a returned record or ledger outcome needs further inspection; an HTTP 200 does not establish provider delivery or financial agreement.

Inspect the success schema. CLI/MCP add their own transport envelope; CLI --detail requests the full result.

Worked examples

Actual Books route handlers and the exported Worker were exercised against five local SQLite D1 concern databases with all committed migrations, the real posting Durable Object and local R2. Route captures use synthetic verified Auth; Worker captures use synthetic Auth transports. Nexus, Brand, Notify, Pay, Mercury and Xero responses are explicitly simulated at the provider transport boundary. Captures prove local request/response behavior and canonical SDK projection, not live bank access, payment movement, email delivery, provider eligibility, tax compliance, encrypted custody, scheduled execution, deployment or production completion. Fixture identities, credentials, addresses and records authorize no live operation.

Run a reviewed request

Save the input from the selected worked example as payload.json. Validate and inspect the plan before calling the action; refused examples demonstrate errors and are not instructions to execute.

CLI:

topolo actions validate app_topolo_books.coa.templates.list --data @payload.json --json
topolo actions plan app_topolo_books.coa.templates.list --resource-type workspace --resource-id "$BOOKS_WORKSPACE_ID" --data @payload.json --json
topolo actions call app_topolo_books.coa.templates.list --resource-type workspace --resource-id "$BOOKS_WORKSPACE_ID" --data @payload.json --detail --json

MCP tool and arguments for the first successful example:

{
  "tool": "topolo_read_action",
  "arguments": {
    "actionId": "app_topolo_books.coa.templates.list",
    "input": {},
    "resourceType": "workspace",
    "resourceId": "<exact granted workspace id>",
    "detail": true
  }
}

Refused response · auth_error

Input · payload.json:

{}

Captured response · HTTP 401

{
  "error": "API key validation failed"
}

HTTP 401. SDK error code auth_error. Authenticate in the intended organization again. Verify whoami and the exact Books application/workspace binding before retrying; do not switch identity to work around a refusal.

Successful response · HTTP 200

Input · payload.json:

{}

Captured response · HTTP 200

{
  "templates": [
    {
      "id": "uk_ltd",
      "name": "UK limited company",
      "jurisdiction": "GB",
      "baseCurrency": "GBP",
      "fiscalYearStartMonth": 4,
      "description": "FRS 102 / FRS 105 style chart for a UK limited company with VAT control, PAYE and corporation tax accounts.",
      "accountCount": 42,
      "taxRateCount": 15
    },
    {
      "id": "uk_sole_trader",
      "name": "UK sole trader",
      "jurisdiction": "GB",
      "baseCurrency": "GBP",
      "fiscalYearStartMonth": 4,
      "description": "Self-assessment friendly chart for a UK sole trader or landlord, aligned to the MTD for Income Tax categories.",
      "accountCount": 37,
      "taxRateCount": 15
    },
    {
      "id": "us_llc",
      "name": "US LLC / small business",
      "jurisdiction": "US",
      "baseCurrency": "USD",
      "fiscalYearStartMonth": 1,
      "description": "US GAAP style chart with sales tax payable, payroll tax liabilities and member equity.",
      "accountCount": 42,
      "taxRateCount": 0
    },
    {
      "id": "us_c_corp",
      "name": "US C corporation",
      "jurisdiction": "US",
      "baseCurrency": "USD",
      "fiscalYearStartMonth": 1,
      "description": "US GAAP chart for a C corporation (the Topolo Technology shape): stockholders' equity with common stock, APIC and treasury stock, dividends, federal and state income tax with deferred tax, payroll liabilities and R&D.",
      "accountCount": 59,
      "taxRateCount": 0
    },
    {
      "id": "generic",
      "name": "Generic (IFRS style)",
      "jurisdiction": "GENERIC",
      "baseCurrency": "USD",
      "fiscalYearStartMonth": 1,
      "description": "A neutral chart for any jurisdiction; add tax and payroll accounts as needed.",
      "accountCount": 36,
      "taxRateCount": 0
    }
  ]
}

HTTP 200. Inspect the actual response fields and retained identifiers for the selected organization/workspace. List the chart-of-accounts templates Books can seed (UK limited company, UK sole trader, US LLC, US C corporation, generic). Use the related published read actions when a returned record or ledger outcome needs further inspection; an HTTP 200 does not establish provider delivery or financial agreement.

Verify the result

Inspect the actual response fields and retained identifiers for the selected organization/workspace. List the chart-of-accounts templates Books can seed (UK limited company, UK sole trader, US LLC, US C corporation, generic).
Use the related published read actions when a returned record or ledger outcome needs further inspection; an HTTP 200 does not establish provider delivery or financial agreement.

Errors and recovery

auth_error (HTTP 401): Authenticate in the intended organization again. Verify whoami and the exact Books application/workspace binding before retrying; do not switch identity to work around a refusal.

These are observed local refusals. Shared authentication, schema validation and resource authorization can also refuse before the route. Preserve the actual error, details and request id.

Recovery boundary

Repeat a read in the same authorized context; no state is changed.