GrantLink

Use this when an organization administrator has reviewed a preview_grant_qbo_dimension_link result and explicitly wants to apply that exact plan. The tool accepts only the immutable plan ID, is exactly-once, changes GrantLink expense matching only, preserves revenue purposes, and never modifies QuickBooks.

apply_grant_qbo_dimension_link_plan

Use this when you need deterministic grant budget exceptions and over-budget diagnostics.

diagnose_grant_budget

Use this when you have a funder ID and need its profile, defaults, and aggregate active grant amounts without contacts.

get_funder

Use this when you have a grant ID and need that grant's details, funder, budget lines, and fund receipts.

get_grant

Use this when you need a compact grant budget, actual-spend, receipt, variance, and freshness summary.

get_grant_financial_summary

Use this when preparing a grant report and you need cycles, prior report summaries, funder identity, and accounting freshness.

get_grant_reporting_context

Use this when a user is new to GrantLink, asks how to get started, or receives empty GrantLink results and needs the next account or data setup step.

get_grantlink_account_status

Use this when a user is getting started, asks what setup is required, or a financial tool cannot run because GrantLink, plan, grant, or QuickBooks setup may be incomplete.

get_grantlink_setup_status

Use this when you need the name, fiscal year, or timezone of the GrantLink organization connected by the user. If no organization is returned, call get_grantlink_account_status for the next setup step.

get_organization_context

Use this when you need user-facing QuickBooks connection health, sync timing, or recent sync-job status for the connected organization. If no connection is returned, call get_grantlink_account_status to identify the next setup step.

get_quickbooks_sync_status