# compliance.items.create

Add a custom compliance checklist item with title, what to do, why, dueDate, category, optional https citations, an optional in-app link (actionHref, a workspace page path starting with /, /finance, /legal or /people) and an optional owner. Custom items get the same reminders as built-in rules. Requires an idempotencyKey.

`POST /api/v1/accounting/compliance.items.create`

Permissions: `accounting:read`, `accounting:write` · Roles: admin, finance · Idempotency key required

MCP tool: `accounting_compliance_items_create`

## Fields

| Field | Type | Required | Notes |
| --- | --- | --- | --- |
| `title` | string | Yes | A short title. 1–200 characters. |
| `what` | string | Yes | 1–4000 characters. |
| `why` | string |  | at most 4000 characters. Default `""`. |
| `dueDate` | string | Yes | The date payment is due, as YYYY-MM-DD. |
| `category` | enum |  | One of: `corporate_filings`, `income_tax`, `sales_tax`, `payroll`, `information_returns`, `bookkeeping`, `other`. Default `"other"`. |
| `citations` | array of objects |  | at most 10 items. Default `[]`. |
| `citations[].title` | string | Yes | A short title. 1–200 characters. |
| `citations[].url` | string (uri) | Yes | A full web address, starting with https://. at most 2000 characters. |
| `actionHref` | string |  | at most 500 characters; Matches ^\/(?:(?:accounting\|ops\|inbox\|checklist\|calendar\|ai\|compliance\|chief-of-staff\|logs\|history\|developers\|settings\|finance\|legal\|people\|insights)(\/[A-Za-z0-9_/-]*)?)?(\?[A-Za-z0-9_.=&%:-]*)?$. |
| `notes` | string |  | Notes kept with the record. at most 4000 characters. Default `""`. |
| `assigneeUserId` | string |  | 1–200 characters. |
| `idempotencyKey` | string | Yes | 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 request

```bash
curl https://app.getoatmilk.com/api/v1/accounting/compliance.items.create \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "title": "Synthetic services agreement",
  "what": "example",
  "dueDate": "2026-09-30"
}'
```

Reference page: https://app.getoatmilk.com/docs/api/compliance.items.create