`reconciliation.match`

Allocate a bank transaction to an entry with entryId, transactionId, amountMinor in the receipt currency, expectedRevision and idempotencyKey. Cross-currency matches also require bankAmountMinor, exchangeRate (bank major units per receipt major unit), exchangeRateDate and exchangeRateSource. Finance must review foreign-exchange matches explicitly.

POST/api/v1/accounting/reconciliation.match

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

Idempotency key required, with expectedRevision

MCP

accounting_match_transaction

Fields

entryIdstring (ID)Required
The ID of an accounting entry, from entries.list or attention.mine.
transactionIdstring (ID)Required
The ID of a bank or card transaction, from transactions.list.
amountMinorstringRequired
An amount in cents (the currency's smallest unit), written as a whole-number string such as "1250" for $12.50.
Whole number written as a string
bankAmountMinorstring
An amount in cents (the currency's smallest unit), written as a whole-number string such as "1250" for $12.50.
Whole number written as a string
exchangeRatestring
Matches ^(?:0|[1-9]\d{0,8})(?:\.\d{1,18})?$
exchangeRateDatestring
exchangeRateSourcestring
3–1000 characters
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
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

curl https://app.getoatmilk.com/api/v1/accounting/reconciliation.match \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "entryId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
  "transactionId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
  "amountMinor": "1250",
  "expectedRevision": 3
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/reconciliation.match", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "entryId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
    "transactionId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
    "amountMinor": "1250",
    "expectedRevision": 3
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/reconciliation.match",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "entryId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
        "transactionId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
        "amountMinor": "1250",
        "expectedRevision": 3,
    },
    timeout=30,
)
payload = response.json()
if not response.ok:
    raise RuntimeError(f"{payload['error']['code']}: {payload['error']['message']}")
print(payload["data"])

Response

{
  "data": { … }
}

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.

Input

POST/api/v1/accounting/reconciliation.match

curl https://app.getoatmilk.com/api/v1/accounting/reconciliation.match \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "entryId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
  "transactionId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
  "amountMinor": "1250",
  "expectedRevision": 3
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/reconciliation.match", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "entryId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
    "transactionId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
    "amountMinor": "1250",
    "expectedRevision": 3
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/reconciliation.match",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "entryId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
        "transactionId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
        "amountMinor": "1250",
        "expectedRevision": 3,
    },
    timeout=30,
)
payload = response.json()
if not response.ok:
    raise RuntimeError(f"{payload['error']['code']}: {payload['error']['message']}")
print(payload["data"])

Fields

Example

Try it