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Get your books out as spreadsheets, for an accountant or yourself

Your accountant wants your books, or you just want to poke around in a spreadsheet yourself, and you need your data out of BalanceMCP in a format that opens anywhere.

BalanceMCP is where the bookkeeping happens, but it was never meant to be the only place your data lives — export_book is the way out. One call returns three CSV documents: every bank transaction, the full journal of posted entries, and the current chart of accounts. Together, those three cover everything an accountant, a spreadsheet, or another piece of software would need to reconstruct or review the book.

This is the honest, no-lock-in answer to "what if I want to leave, or just double-check things myself." CSV opens in Excel, Google Sheets, or any accounting software worth switching to — there's no proprietary format standing between you and your own data. If you're handing books to a tax preparer at year-end, this is almost always the right first call.

One quiet but deliberate detail: text fields that could be misread as spreadsheet formulas by Excel or Google Sheets — a description or memo starting with =, +, -, or @, for instance — are escaped so they open as plain text instead of accidentally executing as a formula. Numbers, dates, and ids are left exactly as-is; only free-text fields that came from a bank statement or a user get that treatment, since that's the only place an unexpected formula-like value could originate.

What you would actually say"Export the whole business book — I need to send it to my accountant."

What this does not do

  • Exports everything in the book as of right now — there's no way to export just a date range or just one account through this tool.
  • Produces raw CSV, not a formatted report or a filled-out tax form — it's the data underneath, meant for a spreadsheet or another program to open next.

Arguments

NameTypeRequiredWhat it is
bookIduuidRequired

Generated from the tool definition, so it cannot describe arguments the tool does not accept. Unrecognised arguments are rejected rather than ignored.

Common questions

What exactly do I get from this?
Three separate CSV files: every bank transaction, the complete posted journal, and the current chart of accounts. Together they're a full copy of the book's data.
Can I export just one date range or one account?
Not through this tool — it exports the entire book as it stands right now. For a narrower slice, list_transactions or general_ledger with your own filters is a better fit.
Is this safe to open in a spreadsheet without checking anything first?
Yes — text fields that could be misread as spreadsheet formulas are automatically escaped before export, specifically so opening the file in Excel or Sheets doesn't accidentally execute anything.