# DualEntry MCP connector

The DualEntry connector brings invoices, bills, sales orders and journal entries into Claude, ChatGPT, Cursor or any MCP client, so your team can look up, create and update accounting records in plain language inside their own DualEntry access.

Source: https://elaichi.ai/connectors/dualentry/

## Facts

| | |
| --- | --- |
| Application | DualEntry |
| Category | Accounting |
| AI tools | 236 |
| Authentication | Connects with an API key |
| Needs your own OAuth app | No |
| MCP endpoint | https://api.elaichi.ai/mcp |
| Works with | Claude, ChatGPT, Cursor, any MCP client, and the Elaichi Agent |
| Tools advertised by name | No. 236 tools is past the 30-tool threshold, so clients use `search_tools` and `execute_tool` |

## What you can ask once DualEntry is connected

- Show me open invoices past due this month.
- Draft a sales order for our largest customer.
- List unpaid bills by vendor for this quarter.

## Connect DualEntry in Elaichi

This happens once for the organization, before any client is involved.

1. Open Connections, choose Add connection, and pick DualEntry.
2. Optionally set Share with, then press Connect.
3. Paste a DualEntry API key. One person generates a token in DualEntry and pastes it once. Everyone else works through Share with, and never sees it.

Credentials are vaulted and nobody, including the AI, reads them back. The connection becomes a toolbox immediately, so you can curate which DualEntry tools are exposed, rename them, or freeze arguments before anyone points a client at it.

## Connect DualEntry to Claude

Endpoint: https://api.elaichi.ai/mcp

1. Open Customize, then Connectors.
2. Press Add.
3. Name it, paste the MCP server URL, then Continue.
4. Sign in and approve.

On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.

## Connect DualEntry to ChatGPT

Endpoint: https://api.elaichi.ai/mcp

1. Open Plugins, then press the + button.
2. Name it and paste the endpoint into Server URL.
3. Leave Authentication on OAuth, then tick the risk acknowledgement.
4. Press Create, then sign in and approve.

Works on the web today. The plugin directory lives at chatgpt.com/plugins.

## Connect DualEntry to Cursor

Endpoint: https://api.elaichi.ai/mcp

1. Open `~/.cursor/mcp.json`.
2. Add the endpoint under `mcpServers`.
3. Reload Cursor, then sign in and approve.

Set up per machine, so repeat it on each computer you work from.

## Connect DualEntry to any MCP client

Endpoint: https://api.elaichi.ai/mcp

1. Add the endpoint as a remote MCP server.
2. Sign in and approve.

The Elaichi Agent already has these tools, with nothing to set up.

## What the consent screen decides

Only Read is granted by default, which is not enough to call a DualEntry tool. Over MCP there is no trusted place to confirm a write in the moment, so the consent screen is the standing approval rather than a formality. Grant Read and Run tools. Think hard before granting Delete, which reaches into connected apps and cannot be undone.

## What teams do with DualEntry through Elaichi

### Draft the invoice as the deal closes

Accounts receivable. Ask for a new DualEntry invoice for a customer with the agreed lines and due date, then attach the signed quote before it goes out. The invoice appears in DualEntry the same way it would if someone had typed it in.

### Log a supplier bill from your inbox

Accounts payable. Paste the details of a vendor bill and have it entered in DualEntry with the PDF attached. Fix a wrong amount or date later with a short correction instead of reopening the whole record.

### Post month-end journal entries faster

Finance. Describe the accrual or reclass you need and have the journal entry created in DualEntry, with the supporting spreadsheet attached. Review the entry by ID before anyone closes the period.

### Turn a confirmed order into a sales order

Sales. Once a customer says yes, create the DualEntry sales order from the chat where you already have the details. Update quantities or shipping notes when the customer changes their mind.

### Answer what is outstanding right now

Controller. Ask which DualEntry invoices are still open past due, or which bills are due this week, and get the list from live records rather than last Friday's export.

### Keep documents attached to the right record

Operations. Ask the agent to attach the delivery note to a sales order or replace an outdated attachment on an invoice, so the paperwork lives on the DualEntry record where auditors expect it.

## Frequently asked questions

### How do I connect DualEntry to Claude?

Connecting DualEntry to Claude takes two steps. In Elaichi, add the DualEntry connector and paste in your DualEntry API key, which is the only sign-in step; there is no OAuth application to register and no client ID or secret to generate. Then in Claude open Customize, then Connectors, then Add, and paste the Elaichi endpoint https://api.elaichi.ai/mcp. Sign in as yourself and DualEntry invoices, bills, sales orders and journal entries are available in the conversation.

### Does DualEntry work with ChatGPT and Cursor as well as Claude?

Yes. Once DualEntry is connected in Elaichi, the same endpoint, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, any other MCP client and the Elaichi Agent. You connect DualEntry once and every client your team uses picks it up.

### What can an AI agent actually do with my DualEntry data?

With DualEntry connected, an agent can list and look up invoices, bills, sales orders and journal entries, create new ones, update or correct existing ones, and attach documents such as a signed quote or a supplier PDF to a record. Because DualEntry exposes a large number of actions, the agent searches for the right one as you ask, so short concrete requests like "create a bill for Acme for 1,200 due May 30" work better than long paragraphs.

### Does connecting DualEntry give the AI access to everything in my books?

No. Every request to DualEntry runs inside the access of the person who signed in to Elaichi, so an agent sees and changes only what that person could already see and change in DualEntry. Elaichi can narrow that further, for example to reading only, and it never widens it beyond what DualEntry itself allows.

### Can my team share one DualEntry connection?

Yes. One person connects DualEntry with the API key and shares the connection with a team in Elaichi, and nobody else on that team ever sees or handles the key. Each teammate still signs in to Elaichi as themselves, so every invoice, bill or journal entry touched through the shared DualEntry connection is logged under the name of the person who did it.

### Can I stop an agent from deleting or changing things in DualEntry?

Yes. In Elaichi you set restrictions on the DualEntry connector per action, so you can allow reading invoices and bills while blocking creating or updating journal entries, for example. A blocked action is never advertised to Claude, ChatGPT, Cursor or any other client, so no prompt, however worded, can reach it.

### What happens to a DualEntry connection when someone leaves?

When you offboard someone in Elaichi, their access to DualEntry through Elaichi ends at once, across every client they used. A DualEntry connection that was shared with a team keeps working for everyone else on that team. If you want to remove DualEntry entirely, disconnecting it once in Elaichi removes it from Claude, ChatGPT, Cursor and every other connected client.

## All 236 DualEntry tools

Every tool below is callable through https://api.elaichi.ai/mcp once DualEntry is connected, subject to the toolbox it is in and the restrictions on the caller.

- **List all DualEntry public healths** (List). Check the health of the DualEntry Public API to verify connectivity and that your API key is working. Returns: status, timestamp.
- **List all DualEntry public invoices** (List). List Invoice records in DualEntry with filtering by company, customer, date range, amount, due date, currency, record status, and approval status. Returns: items, count, id, updated_at. Max 100 per page.
- **Create a DualEntry public invoice** (Create). Create a new Invoice record in DualEntry. Defaults to posted status which requires company_id, customer_id, currency_iso_4217_code, exchange_rate, due_date, and at least one item line; set record_status to draft to defer required-field validation. Returns: bill_to_address, ship_to_address, billing_address, shipping_address, custom_fields, customer_name, attachments, payment, term_id, term_name,…. Required: date.
- **Update a DualEntry public invoice by ID** (Update). Update an existing Invoice record in DualEntry by id (the record number). Validates all required fields and business rules. Returns: bill_to_address, ship_to_address, billing_address, shipping_address, custom_fields, customer_name, attachments, payment, term_id, term_name, transaction_ids, bank_match_status, reconciliation_status, created_by, updated_by, approval_status, next_approvers,…. Required: id, date.
- **DualEntry public invoices attach attachment** (Action). Upload file attachments to an existing DualEntry invoice record. Returns the updated invoice including id, number, amount, attachments, and record_status. Required: record_number.
- **Get single DualEntry public invoice by ID** (Get). Get a single DualEntry invoice by id with all related data. Returns: bill_to_address, ship_to_address, billing_address, shipping_address, custom_fields, customer_name, attachments, payment, term_id, term_name, transaction_ids, bank_match_status, reconciliation_status, created_by, updated_by, approval_status, next_approvers, rejected_by, internal_id, number, code, items, company_id, company_name,…. Required: id.
- **DualEntry public invoices partial update** (Update). Partially update an existing DualEntry invoice by id, sending only the fields you want to change — anything omitted stays as-is. Returns the updated invoice object including id, number, amount, company_id, customer_id, items, and attachments. Required: id.
- **DualEntry public invoices replace attachments** (Action). Replace all attachments on a DualEntry invoice record; existing attachments are marked as deleted and the uploaded files become the new set. Returns the updated invoice object including id, number, amount, and attachments. Required: record_number.
- **List all DualEntry public sales orders** (List). List SalesOrder records in DualEntry with filtering by company, customer, date range, record status, invoiced status, and update timestamp. Returns: items, count, id, updated_at. Max 100 per page.
- **Create a DualEntry public sales order** (Create). Create a new SalesOrder record in DualEntry. A create request defaults to record_status: posted; set record_status: draft to skip required-field and line validation. Returns: bill_to_address, ship_to_address, billing_address, shipping_address, custom_fields, invoiced_status, attachments, term_id, term_name, created_by, updated_by, approval_status, next_approvers, rejected_by, internal_id, number,…. Required: memo, date, company_id, customer_id, currency_iso_4217_code, exchange_rate, items.
- **Update a DualEntry public sales order by ID** (Update). Update an existing SalesOrder record in DualEntry by id. Validates all required fields and business rules. Returns: bill_to_address, ship_to_address, billing_address, shipping_address, custom_fields, invoiced_status, attachments, term_id, term_name, created_by, updated_by, approval_status, next_approvers, rejected_by, internal_id, number, items, company_id, company_name, company_currency,…. Required: id, memo, date, company_id, customer_id, currency_iso_4217_code, exchange_rate, items.
- **DualEntry public sales orders attach attachment** (Action). Upload file attachments to a SalesOrder record in DualEntry by record number. Returns the updated sales order including id, number, company_id, customer_id, record_status, items, and attachments. Required: record_number.
- **Get single DualEntry public sales order by ID** (Get). Get a specific SalesOrder record in DualEntry by id with all related data. Returns: bill_to_address, ship_to_address, billing_address, shipping_address, custom_fields, invoiced_status, attachments, term_id, term_name, created_by, updated_by, approval_status, next_approvers, rejected_by, internal_id, number, items, company_id, company_name, company_currency, customer_id, customer_name,…. Required: id.
- **List all DualEntry public bills** (List). List Bill records in DualEntry with filtering by company, vendor, code, number, dates, record status, and approval status. Returns: items, count, id, created_at, updated_at. Max 100 per page.
- **Create a DualEntry public bill** (Create). Create a new Bill record in DualEntry. Posted records require company_id, vendor_id, currency_iso_4217_code, exchange_rate, memo, and at least one items or expenses line; a draft defaults to empty memo, exchange_rate 1.0, and USD. Returns: custom_fields, supply_date, place_of_supply, tax_registration_numbers, tax, attachments, transaction_ids, term_id, term_name, bank_match_status,…. Required: date.
- **Update a DualEntry public bill by ID** (Update). Update an existing Bill record in DualEntry by id (record number). Validates all required fields and business rules for posted records. Returns: custom_fields, supply_date, place_of_supply, tax_registration_numbers, tax, attachments, transaction_ids, term_id, term_name, bank_match_status, reconciliation_status, created_by, updated_by, approval_status, next_approvers, rejected_by, internal_id,…. Required: id, date.
- **DualEntry public bills attach attachment** (Action). Upload file attachments to a DualEntry bill record by record number. Returns the updated bill including id, number, company_id, vendor_id, currency_iso_4217_code, due_date, record_status, and attachments. Required: record_number.
- **Get single DualEntry public bill by ID** (Get). Get a single DualEntry bill by id (record number). Returns: custom_fields, supply_date, place_of_supply, tax_registration_numbers, tax, attachments, transaction_ids, term_id, term_name, bank_match_status, reconciliation_status, created_by, updated_by, approval_status, next_approvers, rejected_by, internal_id, number, code, date, transaction_date, due_date, company_id, company_name,…. Required: id.
- **DualEntry public bills partial update** (Update). Partially update an existing DualEntry Bill record by sending only the fields you want to change. Returns the updated bill including id, number, record_status, company_id, vendor_id, due_date, items, and expenses. Subject to period locks, payment-applied restrictions, and approval-workflow rules. Required: id.
- **List all DualEntry public journal entries** (List). List DualEntry journal entries with filtering by company, account, date range, record status, and amount. Returns each record with id, number, code, company_id, date, record_status, items, attachments, created_at, updated_at. Max 100 per page.
- **Create a DualEntry public journal entry** (Create). Create a journal entry in DualEntry. Defaults to posted status, requiring company_id, currency_iso_4217_code, exchange_rate, memo, and at least one line item. Set record_status to draft to skip validation. Returns: custom_fields, attachments, reversal_items, items, bank_match_status, reconciliation_status, created_by, updated_by, approval_status, next_approvers, rejected_by, internal_id, number,…. Required: date.
- **Update a DualEntry public journal entry by ID** (Update). Update an existing DualEntry journal entry by id. Full replacement of all fields and line items; validates required fields and business rules. Returns: custom_fields, attachments, reversal_items, items, bank_match_status, reconciliation_status, created_by, updated_by, approval_status, next_approvers, rejected_by, internal_id, number, code, transaction_id, company_id, company_name,…. Required: id, date.
- **DualEntry public journal entries attach attachment** (Action). Upload file attachments to a DualEntry journal entry by record number. Returns the updated journal entry with id, number, date, record_status, items, and attachments. Required: record_number.
- **Get single DualEntry public journal entry by ID** (Get). Get a single DualEntry journal entry by id, including line items and attachments. Returns: custom_fields, attachments, reversal_items, items, bank_match_status, reconciliation_status, created_by, updated_by, approval_status, next_approvers, rejected_by, internal_id, number, code, transaction_id, company_id, company_name, company_currency, memo, date, transaction_date, currency_iso_4217_code,…. Required: id.
- **List all DualEntry public purchase orders** (List). List DualEntry purchase orders with filtering by company, vendor, date range, record status, approval status, billing status, and lifecycle status. Returns: items, count, id, created_at, updated_at. Max 100 per page.
- **Create a DualEntry public purchase order** (Create). Create a new DualEntry purchase order. Defaults to record_status posted, which requires company_id, vendor_id, currency_iso_4217_code, exchange_rate, and at least one line item; use record_status draft to defer required fields. Returns: attachments, term_id, term_name, created_by, updated_by, approval_status, next_approvers, rejected_by, internal_id, number, date, company_id, company_name,…. Required: date, company_id, vendor_id, currency_iso_4217_code, exchange_rate, memo, items.
- **Update a DualEntry public purchase order by ID** (Update). Update an existing DualEntry purchase order by id (record number) with full replacement of record data. Validates all required fields and business rules. Returns: attachments, term_id, term_name, created_by, updated_by, approval_status, next_approvers, rejected_by, internal_id, number, date, company_id, company_name, company_currency, vendor_id, vendor_name, currency_iso_4217_code, exchange_rate,…. Required: id, date, company_id, vendor_id, currency_iso_4217_code, exchange_rate, memo, items.
- **DualEntry public purchase orders attach attachment** (Action). Upload file attachments to an existing DualEntry purchase order by record number. Returns the updated purchase order including id, number, company_id, vendor_id, attachments. Required: record_number.
- **Get single DualEntry public purchase order by ID** (Get). Get a single DualEntry purchase order by id (record number) with all related data. Returns: attachments, term_id, term_name, created_by, updated_by, approval_status, next_approvers, rejected_by, internal_id, number, date, company_id, company_name, company_currency, vendor_id, vendor_name, currency_iso_4217_code, exchange_rate, billed_total, due_total, amount, memo, items, record_status,…. Required: id.
- **List all DualEntry public customer prepayments** (List). List CustomerPrepayment records in DualEntry with filtering by company, customer, date range, status, and currency. Returns: items, count. Max 100 per page.
- **Create a DualEntry public customer prepayment** (Create). Create a new CustomerPrepayment record in DualEntry. A create request defaults to record_status 'posted'; use 'draft' to defer required-field validation. Returns the created prepayment with id, number, record_status, company_id, customer_id, date, amount, exchange_rate, memo, lines, attachments, created_at, updated_at. Required: date, company_id, customer_id, currency_iso_4217_code, exchange_rate, amount, bank_or_undeposited_funds_amount.
- **Update a DualEntry public customer prepayment by ID** (Update). Update an existing CustomerPrepayment record in DualEntry by id. Validates all required fields and business rules. Returns the updated prepayment with id, number, record_status, company_id, customer_id, date, currency_iso_4217_code, exchange_rate, memo, amount, lines, attachments, created_at, updated_at. Required: id, date, company_id, customer_id, currency_iso_4217_code, exchange_rate, amount, bank_or_undeposited_funds_amount.
- **DualEntry public customer prepayments attach attachment** (Action). Upload file attachments to a CustomerPrepayment record in DualEntry by record number. Returns the updated prepayment with id, number, record_status, company_id, customer_id, date, amount, attachments, created_at, updated_at. Required: record_number.
- **Get single DualEntry public customer prepayment by ID** (Get). Get a single CustomerPrepayment record in DualEntry by id. Returns the prepayment with id, number, record_status, company_id, customer_id, date, currency_iso_4217_code, exchange_rate, memo, amount, lines, attachments, created_at, updated_at. Required: id.
- **DualEntry public customer prepayments partial update** (Update). Partially update a DualEntry customer prepayment by sending only the fields to change. Returns: transaction_ids, attachments, created_by, updated_by, custom_fields, internal_id, number, company_id, company_name, company_currency, customer_id, customer_name, account_number, memo, check_number, currency_iso_4217_code, date, transaction_date, exchange_rate, undeposited_funds_currency,…. Required: id.
- **List all DualEntry public customer prepayment applications** (List). List CustomerPrepaymentApplication records in DualEntry with filtering by company, customer, date, currency, and status. Returns each record with id, number, record_status, company_id, customer_id, date, items, attachments, and updated_at. Max 100 per page.
- **Create a DualEntry public customer prepayment application** (Create). Create a new CustomerPrepaymentApplication record in DualEntry. Defaults to posted status; use record_status draft to defer validation. Returns: attachments, classifications, transaction_ids, created_by, updated_by, internal_id, number, items, company_id, company_name, company_currency, customer_id, customer_name, customer_prepayment_number, customer_credit_number, currency_iso_4217_code,…. Required: date, company_id, currency_iso_4217_code, exchange_rate.
- **Update a DualEntry public customer prepayment application by ID** (Update). Update an existing CustomerPrepaymentApplication record in DualEntry by id. Only draft records can be updated; attempting to update a posted record returns 422. Returns: attachments, classifications, transaction_ids, created_by, updated_by, internal_id, number, items, company_id, company_name, company_currency, customer_id, customer_name, customer_prepayment_number, customer_credit_number,…. Required: id, date, company_id, currency_iso_4217_code, exchange_rate.
- **Public customer prepayment applications attach attachment** (Action). Upload file attachments to a CustomerPrepaymentApplication record in DualEntry. Returns the updated record with id, number, record_status, company_id, customer_id, date, items, and attachments. Required: record_number.
- **Get public customer prepayment application by ID** (Get). Get a single CustomerPrepaymentApplication record in DualEntry by id. Returns: attachments, classifications, transaction_ids, created_by, updated_by, internal_id, number, items, company_id, company_name, company_currency, customer_id, customer_name, customer_prepayment_number, customer_credit_number, currency_iso_4217_code, exchange_rate, memo, date, transaction_date, amount, record_status,…. Required: id.
- **DualEntry public customer prepayment applications partial update** (Update). Partially update a CustomerPrepaymentApplication record in DualEntry, sending only the fields you want to change — omitted fields remain unchanged. Returns the updated record including id, number, customer_id, date, lines, record_status, created_at, and updated_at. Updates are subject to period locks, payment-applied restrictions, and approval-workflow rules. Required: id.
- **List all DualEntry public customer deposits** (List). List CustomerDeposit records in DualEntry with filtering by company, customer, date range, status, and currency. Returns: items, count. Max 100 per page.
- **Create a DualEntry public customer deposit** (Create). Create a new CustomerDeposit record in DualEntry. A create request defaults to record_status 'posted'; use 'draft' to defer validation. Returns: custom_fields, attachments, created_by, updated_by, internal_id, number, transaction_id, date, transaction_date, company_id, company_name, company_currency, account_id, currency_iso_4217_code, exchange_rate, amount, memo, items, record_status,…. Required: date, company_id, account_number, currency_iso_4217_code, exchange_rate, items.
- **Update a DualEntry public customer deposit by ID** (Update). Update an existing CustomerDeposit record in DualEntry by id. Returns: custom_fields, attachments, created_by, updated_by, internal_id, number, transaction_id, date, transaction_date, company_id, company_name, company_currency, account_id, currency_iso_4217_code, exchange_rate, amount, memo, items, record_status, created_at, updated_at, id, customer_id, lines. Required: id, date, company_id, account_number, currency_iso_4217_code, exchange_rate, items.
- **DualEntry public customer deposits attach attachment** (Action). Upload file attachments to a CustomerDeposit record in DualEntry. Returns the updated deposit object including id, number, company_id, customer_id, date, record_status, and updated_at. Required: record_number.
- **Get single DualEntry public customer deposit by ID** (Get). Get a single CustomerDeposit record from DualEntry by id. Returns: custom_fields, attachments, created_by, updated_by, internal_id, number, transaction_id, date, transaction_date, company_id, company_name, company_currency, account_id, currency_iso_4217_code, exchange_rate, amount, memo, items, record_status, created_at, updated_at, id, customer_id, lines, success, errors. Required: id.
- **List all DualEntry public customer refunds** (List). List CustomerRefund records in DualEntry with filtering by company, customer, date range, currency, and record status. Returns: items, count. Max 100 per page.
- **Create a DualEntry public customer refund** (Create). Create a new CustomerRefund record in DualEntry. Returns: custom_fields, attachments, classifications, transaction_ids, created_by, updated_by, internal_id, number, account_number, items, company_id, company_name, company_currency, customer_id, customer_name, memo, check_number, date, transaction_date, currency_iso_4217_code, exchange_rate, bank_or_credit_card_amount, amount, record_status,…. Required: date, company_id, customer_id, account_number, currency_iso_4217_code, exchange_rate.
- **Update a DualEntry public customer refund by ID** (Update). Update an existing CustomerRefund record in DualEntry by id (record number). Returns: custom_fields, attachments, classifications, transaction_ids, created_by, updated_by, internal_id, number, account_number, items, company_id, company_name, company_currency, customer_id, customer_name, memo, check_number, date, transaction_date, currency_iso_4217_code, exchange_rate, bank_or_credit_card_amount,…. Required: id, date, company_id, customer_id, account_number, currency_iso_4217_code, exchange_rate.
- **DualEntry public customer refunds attach attachment** (Action). Upload file attachments to a DualEntry CustomerRefund record. Returns the updated refund object including id, number, customer_id, date, lines, and attachments. Required: record_number.
- **Get single DualEntry public customer refund by ID** (Get). Get a specific DualEntry CustomerRefund record by its record number. Returns the full refund object including id, number, customer_id, date, record_status, lines, and attachments. Required: id.
- **List all DualEntry public customer credits** (List). List CustomerCredit records in DualEntry with filtering, ordering, and pagination. Returns records with id, number, customer_id, date, record_status, and lines. Max 100 records per page.
- **Create a DualEntry public customer credit** (Create). Create a new CustomerCredit record in DualEntry. Returns the created record including id, number, customer_id, date, record_status, and lines. Defaults to posted status; set record_status to draft to skip required-field validation. Required: date, company_id, currency_iso_4217_code, exchange_rate.
- **Update a DualEntry public customer credit by ID** (Update). Update an existing CustomerCredit record in DualEntry with the provided data, validating all required fields and business rules. Returns the updated record including id, number, customer_id, date, record_status, and lines. Required: id, date, company_id, currency_iso_4217_code, exchange_rate.
- **Get single DualEntry public customer credit by ID** (Get). Get a specific CustomerCredit record in DualEntry by its record number. Returns the full record including id, number, customer_id, date, record_status, and lines. Required: id.
- **DualEntry public customer credits partial update** (Update). Partially update an existing CustomerCredit record in DualEntry by id. Send only the fields you want to change — omitted fields stay unchanged. Returns the updated record including id, number, customer_id, date, and record_status. Required: id.
- **List all DualEntry public cash sales** (List). List CashSale records in DualEntry with filtering and ordering options. Returns each record with id, number, company_id, customer_id, currency_iso_4217_code, exchange_rate, record_status, items, attachments, created_at, and updated_at. Max 100 per page.
- **Create a DualEntry public cash sale** (Create). Create a new CashSale record in DualEntry. Returns: bill_to_address, ship_to_address, billing_address, shipping_address, custom_fields, attachments, classifications, transaction_ids, bank_match_status, reconciliation_status, created_by, updated_by, internal_id, number, items, company_id, company_name, company_currency, customer_id, customer_name, account_number, amount, memo, check_number, date,…. Required: date, company_id, customer_id, currency_iso_4217_code, exchange_rate, bank_or_undeposited_account_amount.
- **Update a DualEntry public cash sale by ID** (Update). Update an existing CashSale record in DualEntry by id. Returns: bill_to_address, ship_to_address, billing_address, shipping_address, custom_fields, attachments, classifications, transaction_ids, bank_match_status, reconciliation_status, created_by, updated_by, internal_id, number, items, company_id, company_name, company_currency, customer_id, customer_name, account_number, amount, memo,…. Required: id, date, company_id, customer_id, currency_iso_4217_code, exchange_rate, bank_or_undeposited_account_amount.
- **DualEntry public cash sales attach attachment** (Action). Upload file attachments to a CashSale record in DualEntry. Returns the updated CashSale including id, number, company_id, customer_id, currency_iso_4217_code, items, attachments, and record_status. Required: record_number.
- **Get single DualEntry public cash sale by ID** (Get). Get a single CashSale record from DualEntry by id. Returns: bill_to_address, ship_to_address, billing_address, shipping_address, custom_fields, attachments, classifications, transaction_ids, bank_match_status, reconciliation_status, created_by, updated_by, internal_id, number, items, company_id, company_name, company_currency, customer_id, customer_name, account_number, amount, memo,…. Required: id.
- **List all DualEntry public customer payments** (List). List CustomerPayment records in DualEntry with filtering and ordering options. Returns: items, count. Max 100 per page.
- **Create a DualEntry public customer payment** (Create). Create a new CustomerPayment record in DualEntry. Returns the created payment including id, number, customer_id, date, transaction_currency, record_status, and lines. Defaults to record_status 'posted' when omitted. Required: date, company_id, check_number, currency_iso_4217_code, exchange_rate, memo.
- **Update a DualEntry public customer payment by ID** (Update). Update an existing CustomerPayment record in DualEntry by id (record number). Returns the updated payment including id, number, customer_id, date, transaction_currency, record_status, and lines. Required: id, date, company_id, check_number, currency_iso_4217_code, exchange_rate, memo.
- **Get single DualEntry public customer payment by ID** (Get). Get a single CustomerPayment record in DualEntry by id (record number). Returns: custom_fields, attachments, classifications, transaction_ids, bank_match_status, reconciliation_status, created_by, updated_by, internal_id, number, account_number, items, company_id, company_name, company_currency, customer_id, customer_name, memo, check_number, date, transaction_date, currency_iso_4217_code,…. Required: id.
- **DualEntry public customer payments partial update** (Update). Partially update an existing CustomerPayment record in DualEntry by id (record number). Send only the fields you want to change. Returns the updated payment including id, number, customer_id, date, transaction_currency, record_status, and lines. Required: id.
- **List all DualEntry public vendor payments** (List). List VendorPayment records in DualEntry with filtering by company, vendor, date range, currency, status, and linked bill or vendor credit. Returns: items, count. Max 100 per page.
- **Create a DualEntry public vendor payment** (Create). Create a new VendorPayment record in DualEntry. Returns the created vendor payment including id, number, company_id, vendor_id, record_status, and updated_at. Required: date, company_id, check_number, account_number, currency_iso_4217_code, exchange_rate, memo.
- **Update a DualEntry public vendor payment by ID** (Update). Update an existing VendorPayment record in DualEntry by id. Returns the updated vendor payment including id, number, company_id, vendor_id, record_status, and updated_at. Required: id, date, company_id, check_number, account_number, currency_iso_4217_code, exchange_rate, memo.
- **Get single DualEntry public vendor payment by ID** (Get). Get a single VendorPayment record in DualEntry by id. Returns the vendor payment including id, number, company_id, vendor_id, record_status, and updated_at. Required: id.
- **List all DualEntry public vendor prepayments** (List). List VendorPrepayment records in DualEntry with filtering by company, vendor, date range, currency, record status, and updated-at window, plus ordering options. Returns: items, count. Max 100 records per page.
- **Create a DualEntry public vendor prepayment** (Create). Create a new VendorPrepayment record in DualEntry. Returns: custom_fields, attachments, bank_match_status, reconciliation_status, internal_id, transaction_ids, number, company_id, company_name, company_currency, vendor_id, vendor_name, account_number, date, transaction_date, check_number, amount, used_amount, remaining_amount, currency_iso_4217_code, exchange_rate,…. Required: date, company_id, vendor_id, check_number, amount, currency_iso_4217_code, exchange_rate, bank_or_undeposited_funds_amount, memo.
- **Update a DualEntry public vendor prepayment by ID** (Update). Update an existing vendor prepayment record in DualEntry with the provided data, validating all required fields and business rules. Returns: custom_fields, attachments, bank_match_status, reconciliation_status, internal_id, transaction_ids, number, company_id, company_name, company_currency, vendor_id, vendor_name, account_number, date, transaction_date, check_number, amount, used_amount,…. Required: id, date, company_id, vendor_id, check_number, amount, currency_iso_4217_code, exchange_rate, bank_or_undeposited_funds_amount, memo.
- **Get single DualEntry public vendor prepayment by ID** (Get). Get a specific vendor prepayment record in DualEntry by its record number, retrieving all related data. Returns: custom_fields, attachments, bank_match_status, reconciliation_status, internal_id, transaction_ids, number, company_id, company_name, company_currency, vendor_id, vendor_name, account_number, date, transaction_date, check_number, amount, used_amount, remaining_amount,…. Required: id.
- **List all DualEntry public vendor prepayment applications** (List). List vendor prepayment application records in DualEntry with filtering by company, vendor, bill, currency, status, and date range. Returns: items, count. Max 100 per page.
- **Create a DualEntry public vendor prepayment application** (Create). Create a new vendor prepayment application record in DualEntry. Returns: attachments, internal_id, transaction_ids, number, company_id, company_name, company_currency, vendor_id, vendor_name, vendor_prepayment_number, vendor_credit_number, exchange_rate, memo, date, transaction_date, currency_iso_4217_code, amount, items, record_status, created_at, updated_at, id, bill_id, transaction_currency.…. Required: date, company_id, currency_iso_4217_code, exchange_rate, memo, items.
- **Update a DualEntry public vendor prepayment application by ID** (Update). Update an existing vendor prepayment application record in DualEntry by id. Returns: attachments, internal_id, transaction_ids, number, company_id, company_name, company_currency, vendor_id, vendor_name, vendor_prepayment_number, vendor_credit_number, exchange_rate, memo, date, transaction_date, currency_iso_4217_code, amount, items, record_status, created_at, updated_at, id, bill_id,…. Required: id, date, company_id, currency_iso_4217_code, exchange_rate, memo, items.
- **Get single DualEntry public vendor prepayment application by ID** (Get). Get a single vendor prepayment application record in DualEntry by id, including all related data. Returns: attachments, internal_id, transaction_ids, number, company_id, company_name, company_currency, vendor_id, vendor_name, vendor_prepayment_number, vendor_credit_number, exchange_rate, memo, date, transaction_date, currency_iso_4217_code, amount, items, record_status, created_at, updated_at,…. Required: id.
- **List all DualEntry public vendor credits** (List). List VendorCredit records in DualEntry with filtering by company, vendor, date range, currency, status, and linked bill. Returns: items, count, id, created_at, updated_at. Max 100 per page.
- **Create a DualEntry public vendor credit** (Create). Create a new VendorCredit in DualEntry. Defaults to posted status; use draft to skip required-field checks. Posted records require company_id, vendor_id, currency, exchange_rate, and at least one line. Returns: custom_fields, attachments, supply_date, place_of_supply, tax_registration_numbers, tax, classifications, transaction_ids, created_by, updated_by, internal_id, number, bill_number,…. Required: date, vendor_id, company_id, currency_iso_4217_code, exchange_rate.
- **Update a DualEntry public vendor credit by ID** (Update). Update an existing VendorCredit in DualEntry by record number with full replacement validation. Returns: custom_fields, attachments, supply_date, place_of_supply, tax_registration_numbers, tax, classifications, transaction_ids, created_by, updated_by, internal_id, number, bill_number, direct_expense_number, date, transaction_date, company_id, company_name, company_currency, vendor_id,…. Required: id, date, vendor_id, company_id, currency_iso_4217_code, exchange_rate.
- **Get single DualEntry public vendor credit by ID** (Get). Get a specific VendorCredit in DualEntry by its record number with all related line items and attachments. Returns: custom_fields, attachments, supply_date, place_of_supply, tax_registration_numbers, tax, classifications, transaction_ids, created_by, updated_by, internal_id, number, bill_number, direct_expense_number, date, transaction_date, company_id, company_name, company_currency, vendor_id,…. Required: id.
- **List all DualEntry public vendor refunds** (List). List DualEntry vendor refund records with filtering, search, and ordering options. Returns: items, count. Max 100 per page.
- **Create a DualEntry public vendor refund** (Create). Create a new DualEntry vendor refund record. Returns: custom_fields, attachments, classifications, transaction_ids, created_by, updated_by, internal_id, number, account_number, items, company_id, company_name, company_currency, vendor_id, vendor_name, memo, check_number, date, transaction_date, currency_iso_4217_code, exchange_rate, bank_or_credit_card_amount, amount, record_status,…. Required: date, company_id, vendor_id, account_number, currency_iso_4217_code, exchange_rate.
- **Update a DualEntry public vendor refund by ID** (Update). Update an existing DualEntry vendor refund record by id. Returns: custom_fields, attachments, classifications, transaction_ids, created_by, updated_by, internal_id, number, account_number, items, company_id, company_name, company_currency, vendor_id, vendor_name, memo, check_number, date, transaction_date, currency_iso_4217_code, exchange_rate, bank_or_credit_card_amount, amount, record_status,…. Required: id, date, company_id, vendor_id, account_number, currency_iso_4217_code, exchange_rate.
- **DualEntry public vendor refunds attach attachment** (Action). Upload file attachments to a DualEntry vendor refund record. Returns the updated vendor refund record including id, number, company_id, vendor_id, record_status, transaction_currency, and updated_at. Required: record_number.
- **Get single DualEntry public vendor refund by ID** (Get). Get a single DualEntry vendor refund record by id. Returns: custom_fields, attachments, classifications, transaction_ids, created_by, updated_by, internal_id, number, account_number, items, company_id, company_name, company_currency, vendor_id, vendor_name, memo, check_number, date, transaction_date, currency_iso_4217_code, exchange_rate, bank_or_credit_card_amount, amount, record_status,…. Required: id.
- **List all DualEntry public direct expenses** (List). List DirectExpense records in DualEntry with filtering and ordering options. Returns each record with id, number, company_id, vendor_id, record_status, transaction_currency, attachments, items, created_at, updated_at. Max 100 per page.
- **Create a DualEntry public direct expense** (Create). Create a new DirectExpense record in DualEntry. A create request defaults to record_status 'posted'; set record_status to 'draft' to defer required-field validation. Returns: custom_fields, attachments, supply_date, place_of_supply, tax_registration_numbers, tax, classifications, transaction_ids, bank_match_status, reconciliation_status, created_by, updated_by, internal_id, number, items,…. Required: date, company_id, vendor_id, account_number, currency_iso_4217_code, bank_or_credit_card_amount.
- **Update a DualEntry public direct expense by ID** (Update). Update an existing DirectExpense record in DualEntry by id with full replacement of the provided data. Validates all required fields and business rules. Returns: custom_fields, attachments, supply_date, place_of_supply, tax_registration_numbers, tax, classifications, transaction_ids, bank_match_status, reconciliation_status, created_by, updated_by, internal_id, number, items, company_id,…. Required: id, date, company_id, vendor_id, account_number, currency_iso_4217_code, bank_or_credit_card_amount.
- **DualEntry public direct expenses attach attachment** (Action). Upload file attachments to a DualEntry direct expense by record_number. Returns the updated direct expense record including id, number, company_id, vendor_id, record_status, and attachments. Required: record_number.
- **Get single DualEntry public direct expense by ID** (Get). Get a specific DualEntry direct expense by id. Returns: custom_fields, attachments, supply_date, place_of_supply, tax_registration_numbers, tax, classifications, transaction_ids, bank_match_status, reconciliation_status, created_by, updated_by, internal_id, number, items, company_id, company_name, company_currency, vendor_id, vendor_name, account_number, amount, memo, check_number, date,…. Required: id.
- **List all DualEntry public bank transfers** (List). List BankTransfer records. Returns: items, count.
- **Create a DualEntry public bank transfer** (Create). Create BankTransfer record. Returns: bank_match_status, reconciliation_status, created_by, updated_by, internal_id, number, transaction_id, debit_entry_id. Required: date, company_id, debit_bank_account_number, credit_bank_account_number, amount.
- **Update a DualEntry public bank transfer by ID** (Update). Update BankTransfer record. Returns: bank_match_status, reconciliation_status, created_by, updated_by, internal_id, number, transaction_id, debit_entry_id. Required: id, date, company_id, debit_bank_account_number, credit_bank_account_number, amount.
- **Get single DualEntry public bank transfer by ID** (Get). Get BankTransfer record. Returns: bank_match_status, reconciliation_status, created_by, updated_by, internal_id, number, transaction_id, debit_entry_id. Required: id.
- **List all DualEntry public statistical journals** (List). List DualEntry statistical journal records with filtering by company, account, period, date, and status. Returns: items, count, id, created_at, updated_at. Max 100 per page.
- **Create a DualEntry public statistical journal** (Create). Create a new DualEntry statistical journal record. Returns the created record including id, number, record_status, items, and attachments. Required: account_id.
- **Update a DualEntry public statistical journal by ID** (Update). Update an existing DualEntry statistical journal record by id. Returns the updated record including id, number, record_status, items, and attachments. Required: id, account_id.
- **DualEntry public statistical journals attach attachment** (Action). Upload file attachments to a DualEntry statistical journal record. Returns the updated record including id, number, record_status, items, and attachments. Required: record_number.
- **Get single DualEntry public statistical journal by ID** (Get). Get a single DualEntry statistical journal record by id. Returns the full record including id, number, record_status, items, and attachments. Required: id.
- **List all DualEntry recurring invoices** (List). List recurring invoices in DualEntry with filtering and ordering options. Returns: items, count. Max 100 per page.
- **Create a DualEntry recurring invoice** (Create). Create a new recurring invoice in DualEntry. Returns the created recurring invoice including id, number, company_id, recurring_type, and updated_at. Required: rrule, memo, name, date, company_id, status, recurring_type, record_payload.
- **Update a DualEntry recurring invoice by ID** (Update). Update an existing recurring invoice in DualEntry by id. Returns the updated recurring invoice including id, number, company_id, recurring_type, and updated_at. Required: id, rrule, memo, name, date, company_id, status, recurring_type, record_payload.
- **Delete a DualEntry recurring invoice by ID** (Delete). Delete a recurring invoice in DualEntry by id. Returns: success, errors. Required: id.
- **Get single DualEntry recurring invoice by ID** (Get). Get a single recurring invoice in DualEntry by id. Returns: created_by, updated_by, internal_id, number, name, memo, date, company_id, company_name, company_currency, status, record_payload, rrule, next_occurrence, last_generated, recurring_type, records, created_at, updated_at, id, event_id, api_version, topic, object_type, object, webhook_uuid. Required: id.
- **List all DualEntry recurring bills** (List). List RecurringBill records in DualEntry with filtering by company, recurring type, and update timestamps. Returns: items, count, id, created_at, updated_at. Max 100 per page.
- **Create a DualEntry recurring bill** (Create). Create a new RecurringBill in DualEntry. Defaults to record_status 'posted'; use 'draft' to defer required fields. Returns: created_by, updated_by, internal_id, number, name, memo, date, company_id, company_name, company_currency, status, record_payload, rrule, next_occurrence, last_generated, recurring_type, records, created_at, updated_at, id, vendor_id, currency_iso_4217_code, exchange_rate,…. Required: rrule, memo, name, date, company_id, status, recurring_type, record_payload.
- **Update a DualEntry recurring bill by ID** (Update). Update an existing RecurringBill in DualEntry by id. Send line item id to update existing lines; omit to create new ones. Returns: created_by, updated_by, internal_id, number, name, memo, date, company_id, company_name, company_currency, status, record_payload, rrule, next_occurrence, last_generated, recurring_type, records, created_at, updated_at, id, vendor_id, currency_iso_4217_code,…. Required: id, rrule, memo, name, date, company_id, status, recurring_type, record_payload.
- **Delete a DualEntry recurring bill by ID** (Delete). Delete a RecurringBill in DualEntry by id. Returns: success, errors. Required: id.
- **Get single DualEntry recurring bill by ID** (Get). Get a single RecurringBill in DualEntry by id. Returns: created_by, updated_by, internal_id, number, name, memo, date, company_id, company_name, company_currency, status, record_payload, rrule, next_occurrence, last_generated, recurring_type, records, created_at, updated_at, id, vendor_id, currency_iso_4217_code, exchange_rate, due_date, term_id, record_status, items, expenses, attachments,…. Required: id.
- **List all DualEntry recurring journal entries** (List). List RecurringJournalEntry records in DualEntry with filtering by company, number, recurring type, and update timestamps. Returns: items, count, id, created_at, updated_at. Max 100 per page.
- **Create a DualEntry recurring journal entry** (Create). Create a new RecurringJournalEntry record in DualEntry. Returns the created record including id, number, company_id, memo, record_status, items, and updated_at. Required: rrule, memo, name, date, company_id, status, recurring_type, record_payload.
- **Update a DualEntry recurring journal entry by ID** (Update). Update an existing RecurringJournalEntry record in DualEntry by its record number. Returns the updated record including id, number, company_id, memo, record_status, items, and updated_at. Required: id, rrule, memo, name, date, company_id, status, recurring_type, record_payload.
- **Delete a DualEntry recurring journal entry by ID** (Delete). Delete a RecurringJournalEntry record in DualEntry by its record number. Returns: success, errors. Required: id.
- **Get single DualEntry recurring journal entry by ID** (Get). Get a single RecurringJournalEntry record in DualEntry by its record number with all related data. Returns: created_by, updated_by, internal_id, number, name, memo, date, company_id, company_name, company_currency, status, record_payload, rrule, next_occurrence, last_generated, recurring_type, records, created_at, updated_at, id, currency_iso_4217_code, exchange_rate, items, record_status,…. Required: id.
- **List all DualEntry public companies** (List). List companies in DualEntry with filtering, search, and ordering capabilities. Returns: items, count. Results are capped at 100 records per page.
- **Get single DualEntry public company by ID** (Get). Get a single DualEntry company by id with all related data including company access. Returns: created_at, updated_at, vat_registration_numbers, created_by, updated_by, id, name, parent_company_id, currency_iso_4217_code, address, tin, tin_type, is_active, is_elimination, fiscal_year_end_month, event_id, api_version, topic, object_type, object, webhook_uuid. Required: id.
- **List all DualEntry public accounts** (List). List chart of accounts in DualEntry with filtering by type, status, company, currency, and date range. Returns: items, count. Max 100 per page.
- **Create a DualEntry public account** (Create). Create a new account in the DualEntry chart of accounts with support for parent-child relationships and company access restrictions. Returns: created_at, updated_at, created_by, updated_by, id, name, number, description, is_active, is_system, company_id, parent_account_id, account_type, currency_iso_4217_code, category_1099, system_ref, is_monetary, financial_account_id. Required: name, number, account_type, currency_iso_4217_code, is_active, parent_account_id.
- **Get single DualEntry public account by ID** (Get). Get a specific DualEntry account by id. Returns the full account object including id, name, number, account_type, is_active, is_system, description, created_at, updated_at. Required: id.
- **List all DualEntry public budgets** (List). List budgets in DualEntry with filtering by budget type, calendar year, company, and record status. Returns: items, count. Max 100 per page.
- **Get single DualEntry public budget by ID** (Get). Get a single DualEntry budget by id. Returns: id, name, company_id, company_name, budget_type, calendar_year, start_date, end_date, record_status, actuals_offset_in_months, classifications, updated_at, event_id, api_version, topic, object_type, object, webhook_uuid, created_at. Required: id.
- **List all DualEntry public contracts** (List). List revenue recognition contracts in DualEntry with filtering by company, customer, status, dates, recognition mode, and more. Returns: items, count. Max 100 per page.
- **Create a DualEntry public contract** (Create). Create a revenue recognition contract in DualEntry with its performance obligations and recognition schedule. Returns: custom_fields, completed_approvals_count, total_approvals_count, integration_remote_records, id, number, company_id, company_name, company_currency, customer_id, customer_name, name, currency_iso_4217_code, memo, date, term_id, default_ar_account_id, contract_template_id,…. Required: status.
- **Update a DualEntry public contract by ID** (Update). Update an existing revenue recognition contract in DualEntry. Direct edits are rejected when usage or an active contract has milestones; obligation rows superseded by a posted change order or targeted by a draft change order cannot be edited. Returns: custom_fields, completed_approvals_count, total_approvals_count, integration_remote_records, id, number, company_id, company_name,…. Required: id, status.
- **Get single DualEntry public contract by ID** (Get). Get a single revenue recognition contract in DualEntry by id, including its performance obligations. Returns: custom_fields, completed_approvals_count, total_approvals_count, integration_remote_records, id, number, company_id, company_name, company_currency, customer_id, customer_name, name, currency_iso_4217_code, memo, date, term_id, default_ar_account_id, contract_template_id, start_date,…. Required: id.
- **DualEntry public contracts partial update** (Update). Partially update specific fields on a revenue recognition contract in DualEntry by sending only the fields you want to change — anything you don't send stays as it is. Direct edits are rejected when usage or an active contract has milestones. Returns: custom_fields, completed_approvals_count, total_approvals_count, integration_remote_records, id, number, company_id, company_name,…. Required: id.
- **List all DualEntry contract usages** (List). List all obligation usage records for a DualEntry contract. Returns: id, contract_id, obligation_id, usage_date, quantity, rate, amount, effective_rate, revenue_recognition_id, status, invoice_status, memo, created_at, updated_at, classifications. Required: contract_id.
- **Create a DualEntry usage bulk upsert** (Create). Upsert usage records in batch for contract obligations in DualEntry. Items with an 'id' field are updated; items without are created, and the operation generates revenue recognitions and invoices. Returns an array of usage record objects including id. Required: contract_id, items.
- **List all DualEntry contract change orders** (List). List change orders for a DualEntry contract with optional filtering by status, date range, and search. Returns: items, count.
- **Create a DualEntry contract change order** (Create). Create a change order on a DualEntry contract. Incomplete payloads are saved as drafts; complete payloads are validated and applied. Returns: id, number, company_id, company_name, contract_id, contract_name, effective_date, memo, apply_cumulative_catchup, catchup_amount, transaction_id, record_status, is_incomplete, obligation_modifications, obligation_additions, change_summary, created_at,…. Required: contract_id.
- **Update a DualEntry contract change order by ID** (Update). Update an existing change order on a DualEntry contract. Incomplete drafts stay drafts; completing required fields applies the change order. Returns: id, number, company_id, company_name, contract_id, contract_name, effective_date, memo, apply_cumulative_catchup, catchup_amount, transaction_id, record_status, is_incomplete, obligation_modifications, obligation_additions, change_summary,…. Required: id, contract_id.
- **Delete a DualEntry contract change order by ID** (Delete). Archive an existing change order on a DualEntry contract (soft delete). Returns: success, errors. Required: id, contract_id.
- **Get single DualEntry contract change order by ID** (Get). Get a single change order by ID for a DualEntry contract, including the obligation change summary. Returns: id, number, company_id, company_name, contract_id, contract_name, effective_date, memo, apply_cumulative_catchup, catchup_amount, transaction_id, record_status, is_incomplete, obligation_modifications, obligation_additions, change_summary, created_at, updated_at, event_id, api_version,…. Required: id, contract_id.
- **List all DualEntry public customers** (List). List DualEntry customers with filtering, search, and ordering capabilities. Returns: items, count. Max 100 per page.
- **Create a DualEntry public customer** (Create). Create a new customer in DualEntry with address and tax information. Set is_taxable to false for a tax-exempt customer (defaults to false). Returns the created customer including id, name, email, address, is_taxable, record_status, and updated_at. Required: name, email, address, country, phone, website.
- **Update a DualEntry public customer by ID** (Update). Update a DualEntry customer by id, sending only the fields you want to change. Returns the updated customer including id, name, email, address, is_taxable, record_status, and updated_at. Required: id.
- **Delete a DualEntry public customer by ID** (Delete). Delete a DualEntry customer by id. Fails if the customer is referenced by other records. Returns: success, errors. Required: id.
- **Get single DualEntry public customer by ID** (Get). Get a single DualEntry customer by id. Returns the customer object including id, name, email, address, is_taxable, record_status, and updated_at. Required: id.
- **DualEntry public customers partial update** (Update). Partially update a DualEntry customer by id — send only the fields you want to change; send null to clear a nullable field. Returns: created_at, updated_at, custom_fields, created_by, updated_by, approval_status, next_approvers, rejected_by, id, address, country, name, unique_id, website, email, customer_type, is_active, phone, record_status, is_taxable, default_tax_code, tax_registration_number,…. Required: id.
- **List all DualEntry public items** (List). List items (products and services) in DualEntry with filtering by name, item type, account assignments, active status, and update timestamps. Returns: items, count. Max 100 per page.
- **Create a DualEntry public item** (Create). Create a new item (product or service) in DualEntry with description and associated revenue or expense accounts. Returns: created_at, updated_at, created_by, updated_by, id, name, sku, description, item_type, is_active, record_status, product_tax_code_id, expense_account_id, income_account_id, deferral_account_id, asset_account_id, discount_account_id, default_classification_line_ids,…. Required: name, is_active, sku, item_type.
- **Update a DualEntry public item by ID** (Update). Update an existing item's description and associated accounts in DualEntry. Returns: created_at, updated_at, created_by, updated_by, id, name, sku, description, item_type, is_active, record_status, product_tax_code_id, expense_account_id, income_account_id, deferral_account_id, asset_account_id, discount_account_id, default_classification_line_ids, default_rev_rec_method,…. Required: id, name, is_active, sku, item_type.
- **Delete a DualEntry public item by ID** (Delete). Delete an item in DualEntry so it can no longer be added to invoices or bills. Returns: success, errors. Required: id.
- **Get single DualEntry public item by ID** (Get). Get a single item by id in DualEntry, including its description and associated accounts. Returns: created_at, updated_at, created_by, updated_by, id, name, sku, description, item_type, is_active, record_status, product_tax_code_id, expense_account_id, income_account_id, deferral_account_id, asset_account_id, discount_account_id, default_classification_line_ids, default_rev_rec_method,…. Required: id.
- **DualEntry public items partial update** (Update). Partially update a DualEntry item by id. Send only the fields you want to change; send null to clear a nullable field. Returns: created_at, updated_at, created_by, updated_by, id, name, sku, description, item_type, is_active, record_status, product_tax_code_id, expense_account_id, income_account_id, deferral_account_id, asset_account_id, discount_account_id, default_classification_line_ids,…. Required: id.
- **List all DualEntry public vendors** (List). List vendors in DualEntry with filtering, search, and ordering capabilities. Returns: items, count. Max 100 per page.
- **Create a DualEntry public vendor** (Create). Create a new vendor in DualEntry with address and payment information. Returns: created_at, updated_at, custom_fields, attachments, term_id, term_name, preferred_payment_method_id, preferred_payment_method_name, created_by, updated_by, approval_status, next_approvers, rejected_by, id, address, vendor_type, company_id, company_name, customer_account_number, name_on_check, bank_account_number,…. Required: is_active, vendor_type, name, email, phone, website.
- **Update a DualEntry public vendor by ID** (Update). Update a vendor in DualEntry by id, sending only the fields you want to change. Custom fields can be set by field name or id. Returns: created_at, updated_at, custom_fields, attachments, term_id, term_name, preferred_payment_method_id, preferred_payment_method_name, created_by, updated_by, approval_status, next_approvers, rejected_by, id, address, vendor_type, company_id, company_name,…. Required: id.
- **Delete a DualEntry public vendor by ID** (Delete). Delete a vendor in DualEntry by id. Returns: success, errors. Fails if the vendor is referenced by other records. Required: id.
- **Get single DualEntry public vendor by ID** (Get). Get a single vendor in DualEntry by id with address, attachments, and payment information. Returns: created_at, updated_at, custom_fields, attachments, term_id, term_name, preferred_payment_method_id, preferred_payment_method_name, created_by, updated_by, approval_status, next_approvers, rejected_by, id, address, vendor_type, company_id, company_name, customer_account_number, name_on_check,…. Required: id.
- **DualEntry public vendors partial update** (Update). Partially update a DualEntry vendor by sending only the fields you want to change; send null to clear a nullable field. Returns the updated vendor including id, name, tin, is_active, and custom_fields. Required: id.
- **List all DualEntry public classifications** (List). List classification dimensions in DualEntry, such as departments, locations, or projects. Returns each classification with id, name, is_active, is_required, selections, and updated_at. Max 100 per page.
- **Create a DualEntry public classification** (Create). Create a classification dimension in DualEntry used to tag and analyze transactions across multiple dimensions. Returns the created classification including id, name, is_active, is_required, selections, and updated_at. Required: name, is_active, selections, required_for_records, parent_id.
- **Update a DualEntry public classification by ID** (Update). Update an existing classification dimension's name and settings in DualEntry. Returns the updated classification including id, name, is_active, is_required, selections, and updated_at. Required: id, name, is_active, selections, required_for_records, parent_id.
- **Delete a DualEntry public classification by ID** (Delete). Delete a classification dimension in DualEntry by id so it can no longer be assigned to transactions. Returns a success response. Required: id.
- **Get single DualEntry public classification by ID** (Get). Get a single classification dimension in DualEntry by id. Returns: created_at, updated_at, created_by, updated_by, id, selections, required_for_records, parent_id, parent_name, name, is_active, is_required, event_id, api_version, topic, object_type, object, webhook_uuid. Required: id.
- **DualEntry public classifications partial update** (Update). Partially update a DualEntry classification by id, sending only the fields to change. Returns the updated classification including id, name, is_active, selections, required_for_records, parent_id, and updated_at. Omitting selections or required_for_records preserves existing values; sending [] clears them. Lines in use elsewhere return 422. Required: id.
- **List all DualEntry public classifications lines** (List). List classification lines (selections) in DualEntry that can be assigned to transaction line items. Returns: items, count. Max 100 per page.
- **List all DualEntry public custom fields** (List). List custom field definitions in DualEntry with filtering by field type, record type, active status, company scope, and update timestamps. Returns: items, count. Max 100 per page.
- **Create a DualEntry public custom field** (Create). Create a new custom field definition in DualEntry. Supply applies_to to bind the field to record types and company_ids (or company_id) to scope it to specific companies. Returns: created_at, updated_at, id, company_id, company_ids, name, description, helper_text, field_type, applies_to, default_value, options, is_active. Required: name, field_type, applies_to.
- **Update a DualEntry public custom field by ID** (Update). Update an existing custom field definition in DualEntry by id. applies_to and company_ids are replaced wholesale — send the full desired list. field_type cannot be changed after creation. Returns: created_at, updated_at, id, company_id, company_ids, name, description, helper_text, field_type, applies_to, default_value, options, is_active. Required: id, name, field_type, applies_to.
- **Delete a DualEntry public custom field by ID** (Delete). Delete a custom field definition in DualEntry by id. Fails with 422 if any record already has a value stored against this field — clear those values first, or archive via is_active=false instead. Returns: success, errors. Required: id.
- **Get single DualEntry public custom field by ID** (Get). Get a single custom field definition in DualEntry by id. Returns: created_at, updated_at, id, company_id, company_ids, name, description, helper_text, field_type, applies_to, default_value, options, is_active, success, errors. Required: id.
- **List all DualEntry public paper checks** (List). List paper checks in DualEntry with filtering by status, transaction type, vendor, customer, bank account, and date range. Returns: items, count. Max 100 per page.
- **Delete a DualEntry public paper check by ID** (Delete). Archive a paper check by id in DualEntry, setting its status to archived and removing it from active workflows. Returns the archived paper check object including id, record_status, transaction_type, created_at. Required: id.
- **Get single DualEntry public paper check by ID** (Get). Get a single paper check by id in DualEntry. Returns the full paper check object including id, record_status, transaction_type, company_id, created_at. Required: id.
- **Create a DualEntry paper checks print now** (Create). Create and immediately print a paper check for a transaction in DualEntry, generating the PDF and marking the check as printed in a single operation. Returns the created paper check details along with base64-encoded PDF content. Supports direct expenses, vendor payments, vendor prepayments, and customer refunds. Required: transaction_id.
- **Create a DualEntry paper checks print later** (Create). Queue paper checks for later batch printing in DualEntry. Returns a list of created paper checks with id, record_status, and created_at, all with record_status set to 'not_printed'. The request body must contain transaction identifiers for the transactions to queue as paper checks. Print queued checks together via the print-batch endpoint. Required: transaction_ids.
- **DualEntry paper checks print batches bulk update** (Update). Batch print multiple queued paper checks in DualEntry, assigning sequential check numbers and returning a merged PDF. Returns: pdf_content, printed_checks, total_printed. All specified checks must have status 'not_printed' and must be queued via POST /print-later/ first. Required: paper_check_ids.
- **List all DualEntry public workflows** (List). List approval workflows in DualEntry with filtering by company, record type, and active status. Returns: items, count. Default ordering is by priority descending then id descending. Max 100 per page.
- **Get single DualEntry public workflow by ID** (Get). Get a DualEntry approval workflow by id, including all steps, conditions, and approvers. Returns: id, record_type, name, is_active, description, version, priority, company_ids, applies_to_all_companies, allow_self_approval, steps, pending_approval_count, roles, company_id, conditions, approvers, event_id, api_version, topic, object_type, object, webhook_uuid, created_at. Required: id.
- **List all DualEntry workflows execution states** (List). List workflow execution states (approval statuses for records) in DualEntry with optional filtering by workflow, status, record type, and initiator. Returns: items, count. Max 100 per page.
- **Get single DualEntry workflows execution state by ID** (Get). Get a single workflow execution state by id in DualEntry. Returns: id, workflow_id, workflow_name, record_id, record_type, current_step, current_substep, status, requested_approver_ids, approved_by_ids, rejected_by_id, rejection_reason, initiator_id, created_at, updated_at, event_id, api_version, topic, object_type, object, webhook_uuid. Required: id.
- **List all DualEntry execution state actions** (List). List all approval actions (history) for a specific workflow execution state in DualEntry. Returns an array of action records including id, action_type, approver_id, workflow_execution_state_id, record_type, and created_at. Required: state_id.
- **List all DualEntry workflows actions** (List). List approval actions (history) in DualEntry with filtering by workflow execution state, record type, record ID, action type, approver, and date range. Returns: items, count. Max 100 per page.
- **List all DualEntry workflows roles** (List). List all active roles available for use in DualEntry approval workflow conditions. Returns: id, name, descriptive_name, success, errors. No parameters required.
- **List all DualEntry workflow versions** (List). List version history for a DualEntry workflow including changes, timestamps, and optionally full snapshots. Returns: id, version_number, changed_by, changed_at, changes_summary, snapshot, attributes. Required: workflow_id.
- **List all DualEntry public inboxes** (List). Get a summary of pending approvals in the DualEntry inbox for the entire organization. Returns the summary object with counts of pending approvals.
- **List all DualEntry inbox transactions** (List). List all DualEntry transactions (invoices, bills, purchase orders, sales orders, journal entries) with workflow approval status for the organization. Returns: items, count. Max 100 per page.
- **Get single DualEntry inbox transaction by ID** (Get). Get approval details for a specific DualEntry transaction by id. Returns empty dict if the transaction is not in the inbox. Returns: event_id, api_version, topic, object_type, object, webhook_uuid, created_at. Required: id, transaction_type.
- **List all DualEntry inbox records** (List). List non-monetary records (customers, vendors) with workflow approval status for the organization in DualEntry. Returns: items, count. Max 100 per page.
- **Get single DualEntry inbox record by ID** (Get). Get approval details for a specific non-monetary record in DualEntry by id. Returns: event_id, api_version, topic, object_type, object, webhook_uuid, created_at. Returns an empty object if the record is not in the inbox. Required: id, record_type.
- **List all DualEntry public fixed assets** (List). List fixed assets in DualEntry with multi-book depreciation schedules. Returns each fixed asset with id, number, company_id, status, record_status, purchase_date, vendor_id, customer_id, depreciation_schedules, and attachments. Max 100 per page.
- **Create a DualEntry public fixed asset** (Create). Create a new fixed asset in DualEntry with multi-book depreciation schedules. Returns the created fixed asset including id, number, company_id, status, record_status, purchase_date, depreciation_schedules, and attachments. Required: company_id, name, currency_iso_4217_code, exchange_rate, purchase_date, cost, asset_account_number, expense_account_number, accumulation_account_number, depreciation_schedules.
- **Update a DualEntry public fixed asset by ID** (Update). Fully update a DualEntry fixed asset by id, including multi-book depreciation schedules. Returns the updated fixed asset including id, number, company_id, status, record_status, purchase_date, depreciation_schedules, and attachments. Required: id, company_id, name, currency_iso_4217_code, exchange_rate, purchase_date, cost, asset_account_number, expense_account_number, accumulation_account_number, depreciation_schedules.
- **Delete a DualEntry public fixed asset by ID** (Delete). Archive a DualEntry fixed asset by id (soft delete). This also archives any posted depreciation transactions. Returns: success, errors. Required: id.
- **Get single DualEntry public fixed asset by ID** (Get). Get a specific DualEntry fixed asset by id, including its multi-book depreciation schedules. Returns: created_by, updated_by, internal_id, number, company_id, company_name, name, serial_number, currency_iso_4217_code, exchange_rate, purchase_date, memo, cost, status, record_status, asset_account_number, expense_account_number, accumulation_account_number, vendor_id, vendor_name, customer_id,…. Required: id.
- **DualEntry public fixed assets partial update** (Update). Partially update a DualEntry fixed asset by id, sending only the fields you want to change. If depreciation_schedules is sent, it replaces all existing schedules. Returns the updated fixed asset including its id, number, status, and depreciation schedules. Required: id.
- **List all DualEntry schedules** (List). List chronological depreciation, disposal, and revaluation events for a specific fixed asset and depreciation book in DualEntry, optionally narrowed by a date range. Returns an array of depreciation schedule items (PublicDepreciationScheduleItemOut). Required: fixed_asset_number, depreciation_book_id.
- **List all DualEntry public webhooks** (List). List registered webhooks in DualEntry. Returns: items, count. The signing secret is never included in list responses. Max 100 per page.
- **Create a DualEntry public webhook** (Create). Register a new webhook endpoint in DualEntry for event notifications. Returns: uuid, url, topics, is_active, disabled_at, disabled_reason, created_at, last_modified_at, secret. The signing secret is returned only on creation. Required: url.
- **Update a DualEntry public webhook by ID** (Update). Update a DualEntry webhook by id to change its URL, replace subscribed topics, or toggle active state. Re-enabling clears the auto-disable state. Returns: uuid, url, topics, is_active, disabled_at, disabled_reason, created_at, last_modified_at. Required: id.
- **Delete a DualEntry public webhook by ID** (Delete). Delete a DualEntry webhook by UUID. Deletion cascades to its delivery rows. Returns: success, errors. Required: id.
- **Get single DualEntry public webhook by ID** (Get). Get a specific DualEntry webhook by UUID. Returns: uuid, url, topics, is_active, disabled_at, disabled_reason, created_at, last_modified_at, event_id, api_version, topic, object_type, object, webhook_uuid. Required: id.
- **DualEntry public webhooks partial update** (Update). Partially update a DualEntry webhook — change the URL, replace subscribed topics, or toggle active state. Returns: uuid, url, topics, is_active, disabled_at, disabled_reason, created_at, last_modified_at, updated_at, event_id, api_version, topic, object_type, object, webhook_uuid. Re-enabling a disabled webhook clears its auto-disable state; events missed while disabled are not…. Required: id.
- **List all DualEntry webhooks topics** (List). List all subscribable webhook topics in DualEntry. Returns an array of topic objects, each containing a name following the pattern <app>.<Model>/<action> (e.g., core.invoice/created). No parameters required.
- **List all DualEntry webhook deliveries** (List). List webhook delivery attempts (event log) for a specific webhook in DualEntry. Returns: items, count. Required: webhook_uuid.
- **List all DualEntry public export jobs** (List). List DualEntry export jobs for the organization, most recent first. Returns: items, count. Filter by status and customize ordering. Max 100 per page.
- **Create a DualEntry public export job** (Create). Request a data export in DualEntry, triggering an off-cycle data refresh that starts when capacity allows. Returns: job, deduplicated, id. Always returns 202 Accepted; calling while an export is running returns the in-flight job with deduplicated true. Poll the get endpoint for completion.
- **Get single DualEntry public export job by ID** (Get). Get a single DualEntry export job by id to check its status. Returns: id, integration_id, status, error, created_at, started_at, completed_at, event_id, api_version, topic, object_type, object, webhook_uuid. Poll this after requesting an export. Required: id.
- **List all DualEntry public exchange rates** (List). List DualEntry exchange rates for a base currency and one or more quote currencies, optionally filtered by a single effective date or an inclusive date range. Returns: items, count. start_date and end_date must be supplied together; effective_date is used on its own for a single-date lookup. Required: base_currency, transaction_currency.
- **List all DualEntry public depreciation books** (List). List DualEntry depreciation books, optionally filtered by update timestamp. Each organization has at least one book (BOOK, the posting book to GL), with optional tax books like FEDERAL, AMT, or STATE_*. Returns: items, count. Max 100 records per page.
- **Get single DualEntry public depreciation book by ID** (Get). Get a single DualEntry depreciation book by its book code. Returns: created_at, updated_at, id, code, name, description, is_active, is_posting, event_id, api_version, topic, object_type, object, webhook_uuid.g., BOOK, FEDERAL, AMT). Required: id.
- **List all DualEntry public intercompany journal entries** (List). List intercompany journal entries in DualEntry with filtering by company, date range, record status, approval status, and amount bounds. Returns: items, count, id, updated_at. Max 100 per page.
- **Create a DualEntry public intercompany journal entry** (Create). Create an intercompany journal entry in DualEntry. Lines must span at least two distinct companies and total debits must equal total credits. Returns: created_at, updated_at, attachments, approval_status, next_approvers, rejected_by, record_number, date, transaction_date, memo, currency_iso_4217_code, exchange_rate, record_status, items, companies, company_ids, id, number, company_id, amount.…. Required: date, currency_iso_4217_code, exchange_rate, items.
- **Update a DualEntry public intercompany journal entry by ID** (Update). Update a DualEntry intercompany journal entry by id. Full replacement — only draft records can be updated; posted records return 422. Lines must span at least two distinct companies and total debits must equal total credits. Returns: created_at, updated_at, attachments, approval_status, next_approvers, rejected_by, record_number, date, transaction_date, memo, currency_iso_4217_code,…. Required: id, date, currency_iso_4217_code, exchange_rate, items.
- **Get single DualEntry public intercompany journal entry by ID** (Get). Get a single DualEntry intercompany journal entry by id (record number). Returns: created_at, updated_at, attachments, approval_status, next_approvers, rejected_by, record_number, date, transaction_date, memo, currency_iso_4217_code, exchange_rate, record_status, items, companies, company_ids, id, number, company_id, amount, event_id, api_version, topic, object_type, object, webhook_uuid.…. Required: id.
- **List all DualEntry public vat rates** (List). List VAT rates in DualEntry, filterable by country_code, rate_type, tax_type, or is_active. Returns: items, count. Use the id as vat_rate_id when creating or updating transaction line items. Max 100 per page.
- **Get single DualEntry public vat rate by ID** (Get). Get a single DualEntry VAT rate by id. Returns the full VAT rate details including id, country_code, rate, rate_type, tax_type, valid_from, valid_to, and is_active. Required: id.
- **List all DualEntry public gst tax rates** (List). List GST tax rates in DualEntry with optional filters by country_code, tax_treatment, is_active, or updated range. Returns each rate with id, country_code, tax_treatment, rate, is_active, updated_at, and component breakdown. Max 100 per page.
- **Get single DualEntry public gst tax rate by ID** (Get). Get a single GST tax rate by id in DualEntry. Returns the full tax rate details including id, country_code, tax_treatment, rate, is_active, updated_at, and component breakdown (e.g., CGST + SGST, GST + PST). Required: id.
- **List all DualEntry public product tax codes** (List). List DualEntry product tax codes available to the organization, including global tax codes. Returns: items, count. Max 100 per page.
- **Create a DualEntry public product tax code** (Create). Create an organization-scoped product tax code in DualEntry. Global product tax codes are system managed and cannot be created via the API. Returns: created_at, updated_at, id, code, description, source, is_active, is_global. Required: code, description.
- **Update a DualEntry public product tax code by ID** (Update). Update an organization-scoped product tax code in DualEntry by id. Global product tax codes are system managed and cannot be updated via the API. Returns: created_at, updated_at, id, code, description, source, is_active, is_global. Required: id.
- **Delete a DualEntry public product tax code by ID** (Delete). Delete an organization-scoped DualEntry product tax code by id. Returns: success, errors. Global product tax codes are system managed and cannot be deleted. Required: id.
- **Get single DualEntry public product tax code by ID** (Get). Get a single DualEntry product tax code by id. Returns: created_at, updated_at, id, code, description, source, is_active, is_global, event_id, api_version, topic, object_type, object, webhook_uuid. Global product tax codes are list-only and cannot be retrieved individually. Required: id.
- **Create a DualEntry bank match populate** (Create). Trigger the DualEntry bank-match suggestion pipeline to run immediately. Suggestions auto-refresh every 5 minutes, so this endpoint is optional but remains for backward compatibility. Returns 202 Accepted immediately with an opaque success body. Poll the status-counts endpoint to watch progress, then use the suggestions endpoint to read results.
- **List all DualEntry bank match suggestions** (List). List DualEntry bank-match suggestions, newest first. Each suggestion pairs a bank-feed row with an accounting transaction — either an existing one (`match`) or one DualEntry would draft if accepted (`create`). Returns: items, count. Max 100 per page.
- **Get single DualEntry bank match suggestion by ID** (Get). Get a single DualEntry bank-match suggestion by id. Each suggestion pairs a bank-feed row with an accounting transaction — either an existing one (`match`) or one DualEntry would draft if accepted (`create`). Returns: id, financial_transaction_id, transaction_id, suggestion_type, confidence_score, is_highest_ranked, success, errors. Required: id.
- **List all DualEntry bank match status counts** (List). Get DualEntry bank-match pipeline progress as per-stage row counts, useful for polling after calling /populate/. Returns: unprocessed, awaiting_setup, deterministic_suggested, awaiting_ai, ai_in_progress, ai_suggested, ai_no_match, no_match, excluded, matched. The pipeline is still running while unprocessed, awaiting_ai, or ai_in_progress is non-zero. Expired bank-feed rows are excluded from the…
- **List all DualEntry bank match bank transactions** (List). List bank-feed transactions in DualEntry's Bank Match workspace, ordered newest first. Returns rows with id, financial_account_id, date, amount, description, matching_status, is_posted, counterparty, source_id, source_type, and updated_at. Max 100 per page.
- **Get single DualEntry bank match bank transaction by ID** (Get). Get a single bank-feed transaction in DualEntry by id. Returns the bank-feed row including id, financial_account_id, date, amount, description, matching_status, is_posted, counterparty, source_id, source_type, and updated_at. Required: id.
- **Create a DualEntry bank match match** (Create). Confirm a bank-match in DualEntry by recording that bank-feed row(s) correspond to DualEntry transaction(s) or entry(s). On success each row's matching_status flips to matched and the response returns match_group_id. Pass financial_transaction_ids plus transaction_ids or entry_ids for an M:N match. Amounts must reconcile in a single currency, all rows must share the same sign, and no item may…
- **Create a DualEntry bank match unmatch** (Create). Undo a bank-match in DualEntry by dissolving the entire match group that a bank-feed row or match_group_id belongs to. Returns: success, errors. Provide exactly one of financial_transaction_id or match_group_id in the request body; safe to call when nothing is currently matched.
- **List all DualEntry public bank connections** (List). List customer API bank connections registered for the calling organization in DualEntry. Returns: items, count. Filter by updated_after and updated_before date ranges.
- **Create a DualEntry public bank connection** (Create). Register or upsert a customer-built bank connection with optional accounts in DualEntry under source_type=customer_api. Returns: created_at, updated_at, id, connection_source_id, institution_name, status, successfully_aggregated_at, last_sync_at, accounts. Required: connection_source_id, institution_name.
- **Delete a DualEntry public bank connection by ID** (Delete). Unregister a customer_api bank connection in DualEntry by id. Soft-disables the registration so further pushes and account registration are rejected; history is kept. Returns: success, errors. Required: id.
- **Get single DualEntry public bank connection by ID** (Get). Retrieve a single customer_api bank connection in DualEntry by id. Returns: created_at, updated_at, id, connection_source_id, institution_name, status, successfully_aggregated_at, last_sync_at, accounts, event_id, api_version, topic, object_type, object, webhook_uuid. Required: id.
- **Create a DualEntry account transaction** (Create). Batch upsert bank-feed transactions for a registered DualEntry customer_api account identified by financial account id. Returns: success, results. Max batch size is 250 items; one bad item does not roll back the rest of the batch. Required: financial_account_id, transactions.
- **List all DualEntry bank connection accounts** (List). List accounts registered under a DualEntry customer API bank connection. Returns each account with id, account_id, and account_name. Required: connection_id.
- **Create a DualEntry bank connection account** (Create). Upsert accounts under an existing customer API bank connection in DualEntry. Returns the bank connection object including id and accounts (each with id, account_id, and account_name). Required: connection_id, accounts.
- **Create a DualEntry oauth authorize** (Create). Start the CLI OAuth flow in DualEntry to obtain the authorization URL where the user grants access. Returns the authorization response object containing the URL the user visits to complete the grant step. The request body is required. Required: redirect_uri, code_challenge, code_challenge_method, state.
- **List all DualEntry oauth callbacks** (List). Handle the OAuth callback from WorkOS to complete the CLI authorization flow in DualEntry. Returns an empty 204 response on success.
- **Create a DualEntry oauth token** (Create). Exchange an OAuth authorization code for a DualEntry API key in the CLI OAuth flow. Returns a TokenResponse object whose field-level properties are not documented in the discovered source. Required: grant_type, code, code_verifier, redirect_uri.