accountants.grants.create
Grant tax_numbers access proactively to one active external accountant, with userId, scope tax_numbers, expiresInDays (30, 90 or null until the engagement ends), expectedRevision from accountants.list, reason and idempotencyKey. This never grants access to a person's account-owned SIN without that person's separate consent for this exact accountant, purpose and fiscal period. Administrator access is required. MCP calls also require accounting:admin; the web agent asks for approval before changing outside access. Direct API requests cannot perform these access-granting actions.
/api/v1/accounting/accountants.grants.createPermissions
Who can call it
Retries
MCP
accounting_accountants_grants_createFields
userIdstringRequiredThe ID of a person in your company.
1–200 characters
scope"tax_numbers"RequiredexpiresInDays30 or 90 or nullRequiredexpectedRevisionintegerRequiredThe record's current revision, from the last time you read it. If someone changed the record since, the request is refused with a conflict so you can reload and check before trying again.
at most 9007199254740991 · greater than 0
reasonstringRequiredA short note saying why, kept in the record's history.
3–1000 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/accountants.grants.create \
-H "Authorization: Bearer $OATMILK_API_KEY" \
-H "Content-Type: application/json" \
-H "Idempotency-Key: $(uuidgen)" \
-d '{
"userId": "example",
"scope": "tax_numbers",
"expiresInDays": 30,
"expectedRevision": 3,
"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/accountants.grants.create \
-H "Authorization: Bearer $OATMILK_API_KEY" \
-H "Content-Type: application/json" \
-H "Idempotency-Key: $(uuidgen)" \
-d '{
"userId": "example",
"scope": "tax_numbers",
"expiresInDays": 30,
"expectedRevision": 3,
"reason": "Synthetic example from the docs"
}'More in Administration.