`signing.templates.create`

Create a custom agreement template from Markdown (body with {{field.key}} merge fields and an optional {{signatures}} block), fields, signerRoles, and letterhead. Set duplicateOf to copy an existing or starter template. It is published and ready to send unless publish is false, which keeps it a draft until signing.templates.publish. Requires an idempotency key.

POST/api/v1/accounting/signing.templates.create

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

Idempotency key required

MCP

accounting_signing_templates_create

Fields

titlestringRequired
A short title.
1–200 characters
descriptionstring
A short description.
at most 1000 characters · Default ""
kindenum
Which kind of record or job this is.
ndacontractor_agreementsignature_requestletterheadcustom
Default "custom"
bodystring
1–200000 characters
editorJsonmap or null
fieldsarray of objects
at most 100 items
signerRolesarray of objects
at most 10 items
letterheadboolean
footerstring or null
logoAssetIdstring (ID) or null
duplicateOfstring (ID)
publishboolean
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/signing.templates.create \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "title": "Synthetic services agreement",
  "body": "Synthetic example from the docs"
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/signing.templates.create", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "title": "Synthetic services agreement",
    "body": "Synthetic example from the docs"
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/signing.templates.create",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "title": "Synthetic services agreement",
        "body": "Synthetic example from the docs",
    },
    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/signing.templates.create

curl https://app.getoatmilk.com/api/v1/accounting/signing.templates.create \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "title": "Synthetic services agreement",
  "body": "Synthetic example from the docs"
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/signing.templates.create", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "title": "Synthetic services agreement",
    "body": "Synthetic example from the docs"
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/signing.templates.create",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "title": "Synthetic services agreement",
        "body": "Synthetic example from the docs",
    },
    timeout=30,
)
payload = response.json()
if not response.ok:
    raise RuntimeError(f"{payload['error']['code']}: {payload['error']['message']}")
print(payload["data"])

Fields

Fields inside fields

Fields inside signerRoles

Example

Try it