`cards.setAccountType`

Mark an account as a bank account or a credit card with accountId, accountType, expectedRevision and idempotencyKey. Payments between a bank account and a credit card are then treated as transfers.

POST/api/v1/accounting/cards.setAccountType

Permissions

accounting:readaccounting:writeaccounting:admin

Who can call it

admin

Retries

Idempotency key required, with expectedRevision

MCP

accounting_cards_set_account_type

Fields

accountIdstring (ID)Required
The ID of a bank, card or payment account, from accounts.list.
accountTypeenumRequired
bankcredit_card
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
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

curl https://app.getoatmilk.com/api/v1/accounting/cards.setAccountType \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "accountId": "4d5e6f7a-8b9c-4d0e-8f1a-2b3c4d5e6f7a",
  "accountType": "bank",
  "expectedRevision": 3
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/cards.setAccountType", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "accountId": "4d5e6f7a-8b9c-4d0e-8f1a-2b3c4d5e6f7a",
    "accountType": "bank",
    "expectedRevision": 3
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/cards.setAccountType",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "accountId": "4d5e6f7a-8b9c-4d0e-8f1a-2b3c4d5e6f7a",
        "accountType": "bank",
        "expectedRevision": 3,
    },
    timeout=30,
)
payload = response.json()
if not response.ok:
    raise RuntimeError(f"{payload['error']['code']}: {payload['error']['message']}")
print(payload["data"])

Response

{
  "data": { … }
}

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.

Input

POST/api/v1/accounting/cards.setAccountType

curl https://app.getoatmilk.com/api/v1/accounting/cards.setAccountType \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "accountId": "4d5e6f7a-8b9c-4d0e-8f1a-2b3c4d5e6f7a",
  "accountType": "bank",
  "expectedRevision": 3
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/cards.setAccountType", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "accountId": "4d5e6f7a-8b9c-4d0e-8f1a-2b3c4d5e6f7a",
    "accountType": "bank",
    "expectedRevision": 3
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/cards.setAccountType",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "accountId": "4d5e6f7a-8b9c-4d0e-8f1a-2b3c4d5e6f7a",
        "accountType": "bank",
        "expectedRevision": 3,
    },
    timeout=30,
)
payload = response.json()
if not response.ok:
    raise RuntimeError(f"{payload['error']['code']}: {payload['error']['message']}")
print(payload["data"])

Fields

Example

Try it