Dimensions¶

Custom accounting dimensions and their values.

Write tools¶

Mutates customer data

Calls under this heading change the SaldeoSMART account. Confirm intent before invoking from an autonomous agent.

Tool	Summary
`merge_dimensions`	Create or update analytical dimensions (custom document attributes).

API reference¶

merge_dimensions ¶

merge_dimensions(company_program_id: str, dimensions: list[DimensionInput]) -> MergeResult | ErrorResponse

Create or update analytical dimensions (custom document attributes).

A "dimension" is a custom column you can attach to any document (e.g. "Cost center", "Project"). Match on code to update an existing dimension. Saldeo op: dimension.merge (SS12). To set values on documents themselves, use merge_document_dimensions.

Parameters:

Name	Type	Description	Default
`company_program_id`	`str`	External program ID of the company.	required
`dimensions`	`list[DimensionInput]`	One DimensionInput per dimension. `code`, `name`, and `type` are required. - `type=ENUM`: populate `values` with the allowed options. - `type=NUM` / `LONG_NUM` / `DATE`: free-form, leave `values` empty.	required

Returns:

Type	Description
`MergeResult \| ErrorResponse`	MergeResult on success, ErrorResponse on failure.