Match Tax Lots SPECIFIC

tax_lot.match_specific

ProductionBounded custom (Class B)Deterministicstrictfastv1.0.0

No network

Overview

Apply SPECIFIC lot matching to one bounded opening inventory and ordered disposal batch while preserving lot and disposal identities, deterministic method order, and exact quantity conservation.

Identity, order, and quantity conservation are guaranteed for tax_lot.match_specific within one business step.

Reliability

For tax_lot.match_specific, TAX_LOT_INPUT_INVALID means an identifier, date, decimal, or closed shape is invalid; correct the batch. INSUFFICIENT_QUANTITY means eligible lots cannot fill a disposal; add quantity or reduce it. ITEM_LIMIT_EXCEEDED means lots, disposals, or matches exceed the published bound; split the business batch. Every failure is atomic.

Context footprint

One bounded call replaces per-disposal and per-lot agent loops. A successful call costs 1 execution credit.

When to use it

When you already name the exact lot identifiers and quantities each disposal must consume.

When allocations are unknown and the engine must choose lots by FIFO, LIFO, or highest cost.

Scope

Note

Match one complete bounded ordered disposal batch against one explicit opening lot inventory using SPECIFIC with atomic failure and exact quantity conservation.

Non-goals

Does not persist lot state or execute trades.
Does not infer tax jurisdiction or policy.

Properties

IdempotentRetry safeStreaming supportedFile input supportedRequires external service

Capabilities

analysis

Cost & billing

Flat rate per invocation

MetercallsBillable onsuccessCost per call1 credit

File handling

Accepts file_refProduces file_refMax input1 MB

How we handle your data

Sensitive input, safe output

What this means

This skill may receive sensitive content, but it does not target sensitive data and returns only a structured non-sensitive result.

Squillify guarantees

Runs inside Squillify
This skill runs inside Squillify.
Payloads are not sent to an external service by this skill.
Squillify does not permanently store submitted payloads.
Telemetry records metadata only, not submitted content.
Submitted payloads are not used for training.
Submitted payloads are not reviewed by humans.
This skill does not target sensitive data.
The response does not contain submitted content.

Your responsibility

Squillify does not determine whether submitted content is sensitive. Your application is responsible for deciding what data it is allowed to submit. Your application is responsible for securing the response.

Read the Microskill Data Handling Policy

Input schema

Field	Type	Required	Description
openingLots	array	Yes	From 1 through 10,000 unique opening lots in stable input order.
disposals	array	Yes	From 1 through 1,000 unique disposals processed atomically in caller order.

Output schema

Field	Type	Required	Description
disposals	array	Yes	From 1 through 1,000 disposal receipts preserving input order.
remainingLots	array	Yes	From 0 through 10,000 positive residual lots in original opening-lot order.
matchCount	integer	Yes	Total number of emitted match rows.

API contract

POST /v1/execute

curl

curl -sS -X POST "$BASE/v1/execute" -H "Authorization: Bearer $KEY" -H 'Content-Type: application/json' -d '{"skillKey":"tax_lot.match_specific","input":{"openingLots":[{"lotId":"L1","acquisitionDate":"2026-01-01","quantity":"10","unitCost":"5"},{"lotId":"L2","acquisitionDate":"2026-02-01","quantity":"10","unitCost":"7"}],"disposals":[{"disposalId":"D1","tradeDate":"2026-03-01","quantity":"12","allocations":[{"lotId":"L2","quantity":"10"},{"lotId":"L1","quantity":"2"}]}]}}'

Integrations

TypeScript SDK

import { Squillify } from "@squillify/sdk";

const sq = new Squillify({ apiKey: process.env.SQUILLIFY_API_KEY });

const { output } = await sq.execute("tax_lot.match_specific", {"openingLots":[{"lotId":"L1","acquisitionDate":"2026-01-01","quantity":"10","unitCost":"5"},{"lotId":"L2","acquisitionDate":"2026-02-01","quantity":"10","unitCost":"7"}],"disposals":[{"disposalId":"D1","tradeDate":"2026-03-01","quantity":"12","allocations":[{"lotId":"L2","quantity":"10"},{"lotId":"L1","quantity":"2"}]}]});

Errors

Code	HTTP	Retryable	Description
VALIDATION_ERROR	400	No	The request payload failed schema validation.
UNAUTHORIZED	401	No	Missing or invalid API key.
SKILL_NOT_ACCESSIBLE	403	No	The API key is not granted access to this skill.
SKILL_NOT_AVAILABLE_FOR_PLAN	403	No	This skill is not included in your current plan.
PLAN_ELIGIBILITY_UNAVAILABLE	503	Yes	Plan eligibility could not be decided. Retry after backoff.
SKILL_NOT_FOUND	404	No	The requested skill or version does not exist.
TENANT_RATE_LIMITED	429	Yes	Request rate limit exceeded. Retry after backoff.
QUOTA_EXCEEDED	429	Yes	Plan quota exhausted. Retryable once the quota period resets.
EXECUTION_TIMEOUT	504	Yes	Execution exceeded the allowed time budget.
TAX_LOT_INPUT_INVALID	400	No	The request payload failed this skill's input validation.
INSUFFICIENT_QUANTITY	400	No	The request payload failed this skill's input validation.
ITEM_LIMIT_EXCEEDED	429	No	A size, quota, rate, or time limit was exceeded.

Other limits

Limit	Value
Recommended inline bytes	32 KiB

Limitations

Does not persist lot state or execute trades.
Does not infer tax jurisdiction or policy.
Unbounded inventories or inferred disposal policy.

How to call

POST /v1/execute (requires authentication)

Request bodyjson

{
  "skillKey": "tax_lot.match_specific",
  "input": {
    "openingLots": [
      {
        "lotId": "L1",
        "acquisitionDate": "2026-01-01",
        "quantity": "10",
        "unitCost": "5"
      },
      {
        "lotId": "L2",
        "acquisitionDate": "2026-02-01",
        "quantity": "10",
        "unitCost": "7"
      }
    ],
    "disposals": [
      {
        "disposalId": "D1",
        "tradeDate": "2026-03-01",
        "quantity": "12",
        "allocations": [
          {
            "lotId": "L2",
            "quantity": "10"
          },
          {
            "lotId": "L1",
            "quantity": "2"
          }
        ]
      }
    ]
  }
}

Examples

Verified batch

Inputjson

{
  "openingLots": [
    {
      "lotId": "L1",
      "acquisitionDate": "2026-01-01",
      "quantity": "10",
      "unitCost": "5"
    },
    {
      "lotId": "L2",
      "acquisitionDate": "2026-02-01",
      "quantity": "10",
      "unitCost": "7"
    }
  ],
  "disposals": [
    {
      "disposalId": "D1",
      "tradeDate": "2026-03-01",
      "quantity": "12",
      "allocations": [
        {
          "lotId": "L2",
          "quantity": "10"
        },
        {
          "lotId": "L1",
          "quantity": "2"
        }
      ]
    }
  ]
}

Expected outputjson

{
  "disposals": [
    {
      "disposalId": "D1",
      "requestedQuantity": "12",
      "matches": [
        {
          "lotId": "L2",
          "quantity": "10",
          "unitCost": "7",
          "acquisitionDate": "2026-02-01"
        },
        {
          "lotId": "L1",
          "quantity": "2",
          "unitCost": "5",
          "acquisitionDate": "2026-01-01"
        }
      ]
    }
  ],
  "matchCount": 2,
  "remainingLots": [
    {
      "lotId": "L1",
      "acquisitionDate": "2026-01-01",
      "quantity": "8",
      "unitCost": "5"
    }
  ]
}

Tip

Independent W20 quantity vector.

Repeated batch