Skill: Query GL Budget Items

The Query GL Budget Items skill retrieves aggregated budget data from Sage Intacct. This skill is essential for budget-vs-actual analysis, variance reporting, and financial planning questions.

Parameters

Parameter	Type	Required	Description
group_by	string	Yes	How to group results. Options: glaccount, department, location, project, class, customer, vendor, item, employee. Multiple values can be comma-separated.
budget_id	string	No	The Sage Intacct budget ID to query. If omitted, queries across all budgets.
period_filter	string	No	Filter by reporting period. Supports period names (e.g., Month Ended March 2026), period ranges, or fiscal year identifiers.
gl_accounts	string	No	Filter by one or more GL account numbers. Comma-separated for multiple accounts (e.g., 4000,4100,4200).
department_id	string	No	Filter by department ID.
location_id	string	No	Filter by location ID.
project_id	string	No	Filter by project ID.
class_id	string	No	Filter by class ID.
offset	integer	No	Number of records to skip for pagination. Defaults to 0.
limit	integer	No	Maximum number of grouped records to return. Defaults to 100.

Tip

Budget-vs-actual analysis typically requires two skill calls: one to this skill for budget amounts, and one to Query GL Detail for actual amounts. The agent then computes the variance and presents it to the user.

Aggregates

The skill automatically computes these aggregates for each group:

Aggregate	Description
SUM(AMOUNT)	Total budgeted amount in base currency.
COUNT(RECORDNO)	Number of budget line items in the group.

Example usage

“What’s the budget for marketing this fiscal year?”

The agent would invoke:

• group_by: glaccount
• department_id: MKTG
• period_filter: Fiscal Year 2026

“Compare our revenue budget to actuals for Q1.”

The agent would:

1. Query this skill: group_by: glaccount, gl_accounts: 4000,4100, period_filter covering Q1.
2. Query GL Detail: same GL accounts, same date range.
3. Compute the variance and present a comparison table.

Response structure

The skill returns an array of grouped records, each containing:

• Group key(s) — the dimension value(s) used for grouping.
• BUDGET_ID — the budget identifier.
• PERIOD — the reporting period.
• SUM_AMOUNT — total budgeted amount.
• COUNT_RECORDNO — number of budget line items.

API endpoint

POST /api/sage-intacct/v1.0/query-glbudgetitem

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Related skills: Query GL Detail | Query AP Bill Items | Interactive Custom Report