Reports and tax

tax.financialCounterparts.preview

Preview an explicit incoming or outgoing intercompany advance or repayment against its imported cash movement. Validates current source/review/obligation revisions, counterparties, original evidence, accounting dates, partial repayment allocations and remaining balances. No writes.

GETPOST/api/v1/accounting/tax.financialCounterparts.preview

Permissions

accounting:read

Who can call it

admin, finance

Retries

Safe to retry: it only reads, with expectedRevision

MCP

accounting_tax_financial_counterparts_preview

Fields

  • entryIdstring (ID)Required

    The ID of an accounting entry, from entries.list or attention.mine.

  • expectedEntryRevisionintegerRequired

    The related record's current revision, from the last time you read it.

    at most 9007199254740991 · greater than 0

  • 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.

    0 to 9007199254740991

  • sourceFingerprintstringRequired

    SHA-256 hash as 64 lowercase hex characters

  • purposeenumRequired
    incoming_advanceoutgoing_advanceincoming_repaymentoutgoing_repaymentdue_to_otherdue_from_otherdue_to_shareholderdue_from_shareholdercommon_shares
  • labelstringRequired

    1–100 characters

  • reasonstringRequired

    A short note saying why, kept in the record's history.

    10–500 characters

  • evidencearray of objectsRequired

    1–20 items

  • expectedSupportingSourceFingerprintstring

    SHA-256 hash as 64 lowercase hex characters

  • counterpartyIdstring (ID)

    The ID of the related record.

  • allocationsarray of objects

    at most 20 items

  • attestationsarray of objects

    at most 20 items

  • instructionstring

    10–2000 characters

Example

curl https://app.getoatmilk.com/api/v1/accounting/tax.financialCounterparts.preview \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "entryId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
  "expectedEntryRevision": 3,
  "expectedRevision": 3,
  "sourceFingerprint": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c",
  "purpose": "incoming_advance",
  "label": "example",
  "reason": "Synthetic example from the docs",
  "evidence": [
    {
      "kind": "bank_original",
      "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
      "sha256": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c"
    }
  ]
}'
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/tax.financialCounterparts.preview
curl https://app.getoatmilk.com/api/v1/accounting/tax.financialCounterparts.preview \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "entryId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
  "expectedEntryRevision": 3,
  "expectedRevision": 3,
  "sourceFingerprint": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c",
  "purpose": "incoming_advance",
  "label": "example",
  "reason": "Synthetic example from the docs",
  "evidence": [
    {
      "kind": "bank_original",
      "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
      "sha256": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c"
    }
  ]
}'

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