`compliance.items.create`

Add a custom compliance checklist item with title, what to do, why, dueDate, category, optional https citations, an optional in-app link (actionHref, a workspace page path starting with /, /finance, /legal or /people) and an optional owner. Custom items get the same reminders as built-in rules. Requires an idempotencyKey.

POST/api/v1/accounting/compliance.items.create

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

Idempotency key required

MCP

accounting_compliance_items_create

Fields

titlestringRequired
A short title.
1–200 characters
whatstringRequired
1–4000 characters
whystring
at most 4000 characters · Default ""
dueDatestringRequired
The date payment is due, as YYYY-MM-DD.
categoryenum
corporate_filingsincome_taxsales_taxpayrollinformation_returnsbookkeepingother
Default "other"
citationsarray of objects
at most 10 items · Default []
actionHrefstring
at most 500 characters · Matches ^\/(?:(?:accounting|ops|inbox|checklist|calendar|ai|compliance|chief-of-staff|logs|history|developers|settings|finance|legal|people|insights)(\/[A-Za-z0-9_/-]*)?)?(\?[A-Za-z0-9_.=&%:-]*)?$
notesstring
Notes kept with the record.
at most 4000 characters · Default ""
assigneeUserIdstring
1–200 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/compliance.items.create \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "title": "Synthetic services agreement",
  "what": "example",
  "dueDate": "2026-09-30"
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/compliance.items.create", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "title": "Synthetic services agreement",
    "what": "example",
    "dueDate": "2026-09-30"
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/compliance.items.create",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "title": "Synthetic services agreement",
        "what": "example",
        "dueDate": "2026-09-30",
    },
    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/compliance.items.create

curl https://app.getoatmilk.com/api/v1/accounting/compliance.items.create \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "title": "Synthetic services agreement",
  "what": "example",
  "dueDate": "2026-09-30"
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/compliance.items.create", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "title": "Synthetic services agreement",
    "what": "example",
    "dueDate": "2026-09-30"
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/compliance.items.create",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "title": "Synthetic services agreement",
        "what": "example",
        "dueDate": "2026-09-30",
    },
    timeout=30,
)
payload = response.json()
if not response.ok:
    raise RuntimeError(f"{payload['error']['code']}: {payload['error']['message']}")
print(payload["data"])

Fields

Fields inside citations

Example

Try it