Skill: Query GL Budget Items
Query general ledger budget items in Sage Intacct by budget ID, period, GL account, and dimensional groupings.
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. |
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:glaccountdepartment_id:MKTGperiod_filter:Fiscal Year 2026
“Compare our revenue budget to actuals for Q1.”
The agent would:
- Query this skill:
group_by:glaccount,gl_accounts:4000,4100,period_filtercovering Q1. - Query GL Detail: same GL accounts, same date range.
- 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.
Related skills: Query GL Detail | Query AP Bill Items | Interactive Custom Report