Inbox and uploads

documentRequests.send

Email a document request with an expiring private upload link and an authenticated reply path. Requires a recipient and idempotency key.

POST/api/v1/accounting/documentRequests.send

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

Idempotency key required

MCP

accounting_document_requests_send

Reaches outside Oatmilk

It emails people or calls another service.

Fields

  • entryIdstring (ID)

    The ID of an accounting entry, from entries.list or attention.mine.

  • contractorIdstring (ID)

    The ID of a contractor, from contractors.list.

  • emailstring (email)Required

    An email address.

    at most 254 characters

  • titlestringRequired

    A short title.

    3–160 characters

  • messagestring

    at most 2000 characters · Default ""

  • 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.

    8–160 characters

Example

curl https://app.getoatmilk.com/api/v1/accounting/documentRequests.send \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "email": "finance@example.com",
  "title": "Synthetic services agreement"
}'
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/documentRequests.send
curl https://app.getoatmilk.com/api/v1/accounting/documentRequests.send \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "email": "finance@example.com",
  "title": "Synthetic services agreement"
}'

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