`accountant.welcome.update`

Accountants only: save where you stopped in the welcome steps (see, first, ask, done), and whether you skipped or finished it.

POST/api/v1/accounting/accountant.welcome.update

Permissions

accounting:readaccounting:write

Who can call it

Retries

No idempotency key

MCP

Not offered over MCP: Asking for more access and the welcome tour happen in the accountant's dashboard.

Fields

stepenumRequired
seefirstaskdone
outcomeenum
skippedfinished

curl https://app.getoatmilk.com/api/v1/accounting/accountant.welcome.update \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "step": "see"
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/accountant.welcome.update", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
    "step": "see"
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/accountant.welcome.update",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
    },
    json={
        "step": "see",
    },
    timeout=30,
)
payload = response.json()
if not response.ok:
    raise RuntimeError(f"{payload['error']['code']}: {payload['error']['message']}")
print(payload["data"])

Response

{
  "data": { … }
}

Try it

Checks your input with this action’s real schema and answers like the API, with synthetic data. No key needed, and nothing changes.

Input

POST/api/v1/accounting/accountant.welcome.update

curl https://app.getoatmilk.com/api/v1/accounting/accountant.welcome.update \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "step": "see"
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/accountant.welcome.update", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
    "step": "see"
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/accountant.welcome.update",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
    },
    json={
        "step": "see",
    },
    timeout=30,
)
payload = response.json()
if not response.ok:
    raise RuntimeError(f"{payload['error']['code']}: {payload['error']['message']}")
print(payload["data"])

Fields

Example

Try it