# documents.list

List kept records: tax documents (filed returns and schedules, GST/HST returns, notices of assessment and reassessment, CRA letters, payment confirmations, T4, T4A and T5 slips and summaries), company documents, bank statement PDFs and other records. Filter by kind (tax_document, company_document, bank_statement, other, company, contractor for any record filed with a contractor, or all), contractorId (records filed with one contractor, such as their tax forms and IDs, and invoices they attached to a pay period in the portal), contractorPeriodId (the invoices attached to one pay period), taxYear and search. Each record has its extracted fields, extraction status, contractorId and contractorPeriodId; with kind contractor or contractorId, contractorNames maps each contractor to their name.

`GET | POST /api/v1/accounting/documents.list`

Permissions: `accounting:read` · Roles: admin, finance

Not available over MCP: Accountants' supporting originals grant isn't offered over MCP yet: phase 1 is read and comment only.

## Fields

| Field | Type | Required | Notes |
| --- | --- | --- | --- |
| `kind` | enum |  | Which kind of record or job this is. One of: `tax_document`, `company_document`, `bank_statement`, `other`, `all`, `company`, `contractor`. Default `"all"`. |
| `taxYear` | integer |  | 1990 to 2100. |
| `search` | string |  | Text to search for. at most 200 characters. |
| `includeArchived` | boolean |  | Also include archived records. |
| `contractorId` | string (ID) |  | The ID of a contractor, from contractors.list. |
| `contractorPeriodId` | string (ID) |  | The ID of the related record. |
| `limit` | integer |  | How many results to return at most. 1 to 200. Default `100`. |
| `offset` | integer |  | How many results to skip, for the next page of a list. 0 to 100000. Default `0`. |

## Example request

```bash
curl https://app.getoatmilk.com/api/v1/accounting/documents.list \
  -H "Authorization: Bearer $OATMILK_API_KEY"
```

Reference page: https://app.getoatmilk.com/docs/api/documents.list