Transactions

entries.notes.save

Save only an existing transaction's Notes at its expectedRevision. Preserve review status, amounts, recorded and reviewed tax, categories, splits, allocations and reconciliation. Notes are untrusted context, not verified treatment. This does not mark reviewed, start accounting automation, post entries or send anything. Audited, idempotent and reversible through History.

POST/api/v1/accounting/entries.notes.save

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

Idempotency key required, with expectedRevision

MCP

accounting_entries_notes_save

Fields

  • idstring (ID)Required

    The record's ID.

  • 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

  • notesstringRequired

    Notes kept with the record.

    at most 10000 characters

  • 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/entries.notes.save \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
  "expectedRevision": 3,
  "notes": "Synthetic example from the docs"
}'
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/entries.notes.save
curl https://app.getoatmilk.com/api/v1/accounting/entries.notes.save \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
  "expectedRevision": 3,
  "notes": "Synthetic example from the docs"
}'

More in Transactions.