accountant.work.request
Accountants with comment access: ask a verified company administrator to classify or reconcile explicitly selected recordKeys from your saved previewId/fingerprint. Preserves the static cohort and exact source/report context; creates one assigned company task and schedules email. The original approval covers the request and automatic completion notices back to the accountant after actual canonical work. Queued is not delivered; opening, replying or marking Done cannot clear failing record checks. Requires assigneeUserId, reason and idempotencyKey.
/api/v1/accounting/accountant.work.requestPermissions
Who can call it
Retries
MCP
accounting_accountant_work_requestReaches outside Oatmilk
Fields
previewIdstring (ID)RequiredThe ID of the related record.
fingerprintstringRequiredSHA-256 hash as 64 lowercase hex characters
recordKeysarray of stringsRequired1–100 items · each Matches ^(entry|bank_transaction):[a-f0-9-]{36}$
assigneeUserIdstringRequired1–200 characters
reasonstringRequiredA short note saying why, kept in the record's history.
10–2000 characters
idempotencyKeystringRequiredAny unique text you generate once per intended change, so a retried request only happens once. Send it as the Idempotency-Key header instead if you prefer; if you send both they must match.
8–200 characters
Example
curl https://app.getoatmilk.com/api/v1/accounting/accountant.work.request \
-H "Authorization: Bearer $OATMILK_API_KEY" \
-H "Content-Type: application/json" \
-H "Idempotency-Key: $(uuidgen)" \
-d '{
"previewId": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
"fingerprint": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c",
"recordKeys": [
"entry:111111111111111111111111111111111111"
],
"assigneeUserId": "example",
"reason": "Synthetic example from the docs"
}'{
"data": { … }
}Try it
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.
curl https://app.getoatmilk.com/api/v1/accounting/accountant.work.request \
-H "Authorization: Bearer $OATMILK_API_KEY" \
-H "Content-Type: application/json" \
-H "Idempotency-Key: $(uuidgen)" \
-d '{
"previewId": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
"fingerprint": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c",
"recordKeys": [
"entry:111111111111111111111111111111111111"
],
"assigneeUserId": "example",
"reason": "Synthetic example from the docs"
}'More in Transactions.