Transactions

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.

POST/api/v1/accounting/accountant.work.request

Permissions

accounting:readaccounting:write

Who can call it

Retries

Idempotency key required

MCP

accounting_accountant_work_request

Reaches outside Oatmilk

It emails people or calls another service.

Fields

  • previewIdstring (ID)Required

    The ID of the related record.

  • fingerprintstringRequired

    SHA-256 hash as 64 lowercase hex characters

  • recordKeysarray of stringsRequired

    1–100 items · each Matches ^(entry|bank_transaction):[a-f0-9-]{36}$

  • assigneeUserIdstringRequired

    1–200 characters

  • reasonstringRequired

    A short note saying why, kept in the record's history.

    10–2000 characters

  • idempotencyKeystringRequired

    Any 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"
}'
Response
{
  "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.

POST/api/v1/accounting/accountant.work.request
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"
}'

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