Administration

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.

POST/api/v1/accounting/accountants.grants.create

Permissions

accounting:readaccounting:writeaccounting:admin

Who can call it

admin

Retries

Idempotency key required, with expectedRevision

MCP

accounting_accountants_grants_create

Fields

  • userIdstringRequired

    The ID of a person in your company.

    1–200 characters

  • scope"tax_numbers"Required
  • expiresInDays30 or 90 or nullRequired
  • expectedRevisionintegerRequired

    The 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

  • reasonstringRequired

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

    3–1000 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/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"
}'
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/accountants.grants.create
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"
}'

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