`categories.create`

Create an accounting category using name and idempotencyKey, with an optional top-level parentId (subcategories are one level deep), description (up to 500 characters, read by the AI) and rules: merchant words that always use this category. Requires finance access.

POST/api/v1/accounting/categories.create

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

Idempotency key required

MCP

accounting_create_category

Fields

namestringRequired
A display name.
1–100 characters
parentIdstring (ID)
The ID of the related record.
descriptionstring
A short description.
at most 500 characters
rulesarray of strings
at most 20 items · each 2–200 characters
idempotencyKeystringRequired
Any unique text you generate once per intended change, so a retried request only happens once. Send it as the Idempotency-Key header instead if you prefer; if you send both they must match.
8–200 characters

curl https://app.getoatmilk.com/api/v1/accounting/categories.create \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "name": "Synthetic Ventures Inc."
}'

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

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/categories.create",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "name": "Synthetic Ventures Inc.",
    },
    timeout=30,
)
payload = response.json()
if not response.ok:
    raise RuntimeError(f"{payload['error']['code']}: {payload['error']['message']}")
print(payload["data"])

Response

{
  "data": { … }
}

Try it

Checks your input with this action’s real schema and answers like the API, with synthetic data. No key needed, and nothing changes.

Input

POST/api/v1/accounting/categories.create

curl https://app.getoatmilk.com/api/v1/accounting/categories.create \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "name": "Synthetic Ventures Inc."
}'

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

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/categories.create",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "name": "Synthetic Ventures Inc.",
    },
    timeout=30,
)
payload = response.json()
if not response.ok:
    raise RuntimeError(f"{payload['error']['code']}: {payload['error']['message']}")
print(payload["data"])

Fields

Example

Try it