Budgets and reserves

budgets.evaluate

Refresh deterministic budget and filing funding checks, adding or resolving funding warnings in the existing Checklist. Existing reminder settings control scheduled emails. Does not file returns, pay tax or move funds. Requires an idempotencyKey.

POST/api/v1/accounting/budgets.evaluate

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

Idempotency key required

MCP

accounting_budgets_evaluate

Fields

  • 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/budgets.evaluate \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{}'
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/budgets.evaluate
curl https://app.getoatmilk.com/api/v1/accounting/budgets.evaluate \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{}'

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