Transactions

imports.commit

Import an RBC CSV with accountId, csv, filename, mapping and idempotencyKey. Preserves the original and deduplicates transactions. Autopilot classifies the new lines afterwards unless skipAi is true.

POST/api/v1/accounting/imports.commit

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

Idempotency key required

MCP

accounting_commit_bank_import

Fields

  • accountIdstring (ID)Required

    The ID of a bank, card or payment account, from accounts.list.

  • csvstringRequired

    at most 5000000 characters

  • filenamestring

    The file's name, including its extension.

    1–255 characters · Default "statement.csv"

  • currencystringRequired

    Three-letter currency code, such as CAD or USD.

  • mappingobjectRequired

    No other fields

  • 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

  • skipAiboolean

Example

curl https://app.getoatmilk.com/api/v1/accounting/imports.commit \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "accountId": "4d5e6f7a-8b9c-4d0e-8f1a-2b3c4d5e6f7a",
  "csv": "example",
  "currency": "CAD",
  "mapping": {
    "date": "2026-09-30",
    "description": "Synthetic example from the docs",
    "dateFormat": "YYYY-MM-DD"
  }
}'
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/imports.commit
curl https://app.getoatmilk.com/api/v1/accounting/imports.commit \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "accountId": "4d5e6f7a-8b9c-4d0e-8f1a-2b3c4d5e6f7a",
  "csv": "example",
  "currency": "CAD",
  "mapping": {
    "date": "2026-09-30",
    "description": "Synthetic example from the docs",
    "dateFormat": "YYYY-MM-DD"
  }
}'

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