Transactions

entries.list

Search accounting entries by query, status, account, category or date. Contributor results contain only their own entries.

GETPOST/api/v1/accounting/entries.list

Permissions

accounting:read

Who can call it

admin, finance, contributor

Retries

Safe to retry: it only reads

MCP

accounting_search_records

Fields

  • includeReversedboolean

    Also include reversed.

  • currencystring

    Three-letter currency code, such as CAD or USD.

  • statusenum

    Only include records with this status.

    needs_reviewreviewed
  • categoryIdstring (ID)

    The ID of a category, from categories.list.

  • accountIdstring (ID)

    The ID of a bank, card or payment account, from accounts.list.

  • fromstring

    The first date to include, as YYYY-MM-DD.

  • tostring

    The last date to include, as YYYY-MM-DD.

  • limitinteger

    How many results to return at most.

    1 to 500 · Default 100

  • offsetinteger

    How many results to skip, for the next page of a list.

    0 to 100000 · Default 0

  • deletedboolean
  • autopilotStateenum
    workingneeds_youdone
  • askenum
    forward_receiptreview_documentcontractor_invoicechoose_contractorchoose_categoryconfirm_businessconfirm_incomeconfirm_taxmatch_payoutapproveimport_statementreimbursement_receipts
  • sourceenum

    Where the record came from.

    stripereceiptbank
  • typeenum
    expenseincomeincome_refundrefundtransferfee
  • minAmountstring

    The smallest amount to include, in cents, written as a string.

    Whole number written as a string

  • maxAmountstring

    The largest amount to include, in cents, written as a string.

    Whole number written as a string

  • sortByenum

    Which field to sort by.

    merchantdatetypestatusamount
  • sortDirectionenum

    asc for oldest or smallest first, desc for newest or largest first.

    ascdesc
  • tagIdstring (ID)

    The ID of a project tag, from tags.list.

  • untaggedboolean

Example

curl https://app.getoatmilk.com/api/v1/accounting/entries.list \
  -H "Authorization: Bearer $OATMILK_API_KEY"
Response
{
  "data": [
    {
      "id": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
      "organization_id": "org_synthetic",
      "submission_id": "4d5e6f7a-8b9c-4d0e-8f1a-2b3c4d5e6f7a",
      "submitted_by": "user_synthetic",
      "merchant": "Synthetic Office Supply",
      "date": "2026-09-18",
      "currency": "CAD",
      "amount_minor": "4520",
      "tax_minor": "520",
      "category_id": "1a2b3c4d-5e6f-4a7b-8c9d-0e1f2a3b4c5d",
      "payment_account_id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
      "type": "expense",
      "status": "reviewed",
      "notes": "",
      "revision": 3,
      "human_corrected": false,
      "autopilot_state": "done",
      "tags": []
    }
  ]
}

Try it

Try it

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

GET/api/v1/accounting/entries.list
curl https://app.getoatmilk.com/api/v1/accounting/entries.list \
  -H "Authorization: Bearer $OATMILK_API_KEY"

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