`accountant.work.preview`

Resolve an exact transaction or a financial report line, total, account, general ledger, uncategorized scope or reconciliation component to its current original record IDs/revisions. Returns an immutable preview, exact saved records, currency-separated totals and unavailable or omitted source blockers. No work is assigned and no notification is sent. A report amount alone never establishes record membership.

GETPOST/api/v1/accounting/accountant.work.preview

Permissions

accounting:read

Who can call it

Retries

Safe to retry: it only reads

MCP

accounting_accountant_work_preview

Fields

kindenumRequired
Which kind of record or job this is.
classifyreconcile
sourceobjectRequired
Where the record came from.

curl https://app.getoatmilk.com/api/v1/accounting/accountant.work.preview \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "kind": "classify",
  "source": {
    "type": "entry",
    "entryId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
    "expectedRevision": 3
  }
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/accountant.work.preview", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
    "kind": "classify",
    "source": {
      "type": "entry",
      "entryId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
      "expectedRevision": 3
    }
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/accountant.work.preview",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
    },
    json={
        "kind": "classify",
        "source": {
            "type": "entry",
            "entryId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
            "expectedRevision": 3,
        },
    },
    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.work.preview

curl https://app.getoatmilk.com/api/v1/accounting/accountant.work.preview \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "kind": "classify",
  "source": {
    "type": "entry",
    "entryId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
    "expectedRevision": 3
  }
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/accountant.work.preview", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
    "kind": "classify",
    "source": {
      "type": "entry",
      "entryId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
      "expectedRevision": 3
    }
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/accountant.work.preview",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
    },
    json={
        "kind": "classify",
        "source": {
            "type": "entry",
            "entryId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
            "expectedRevision": 3,
        },
    },
    timeout=30,
)
payload = response.json()
if not response.ok:
    raise RuntimeError(f"{payload['error']['code']}: {payload['error']['message']}")
print(payload["data"])

Fields

Fields inside source

Example

Try it