`documents.snippets.update`

Change a saved block's or footer's title or text, or archive it, with id, expectedRevision and idempotencyKey. Templates that already used it keep their own copy.

POST/api/v1/accounting/documents.snippets.update

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

Idempotency key required, with expectedRevision

MCP

accounting_documents_snippets_update

Fields

idstring (ID)Required
The record's ID.
expectedRevisionintegerRequired
The record's current revision, from the last time you read it. If someone changed the record since, the request is refused with a conflict so you can reload and check before trying again.
at most 9007199254740991 · greater than 0
titlestring
A short title.
1–120 characters
bodystring
1–20000 characters
archivedboolean
Whether the record is archived.
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/documents.snippets.update \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
  "expectedRevision": 3,
  "title": "Synthetic services agreement"
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/documents.snippets.update", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
    "expectedRevision": 3,
    "title": "Synthetic services agreement"
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/documents.snippets.update",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
        "expectedRevision": 3,
        "title": "Synthetic services agreement",
    },
    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/documents.snippets.update

curl https://app.getoatmilk.com/api/v1/accounting/documents.snippets.update \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
  "expectedRevision": 3,
  "title": "Synthetic services agreement"
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/documents.snippets.update", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
    "expectedRevision": 3,
    "title": "Synthetic services agreement"
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/documents.snippets.update",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
        "expectedRevision": 3,
        "title": "Synthetic services agreement",
    },
    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