investigator.financialIssue
Investigate one current financial-report component using its exact period, componentKey, expectedSourceFingerprint and idempotencyKey. Reads scoped originals and completed source facts before one proposal-only AI call. Existing settings, tenant AI access and limits apply; connected-inbox searches additionally require existing caller consent and mailboxes:search access. Returns evidence, attempted reads, a purpose explanation if supported, and the precise fact a person must confirm. Never changes financial fields, accepts proposals, sends email, imports receipts or approves accounting treatment. Same-key replay rechecks current report and source generations.
/api/v1/accounting/investigator.financialIssuePermissions
Who can call it
Retries
MCP
accounting_investigator_financial_issueFields
periodobjectRequiredThe period to cover.
No other fields
componentKeystringRequired1–200 characters
expectedSourceFingerprintstringRequiredSHA-256 hash as 64 lowercase hex characters
idempotencyKeystringRequiredAny 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
Example
curl https://app.getoatmilk.com/api/v1/accounting/investigator.financialIssue \
-H "Authorization: Bearer $OATMILK_API_KEY" \
-H "Content-Type: application/json" \
-H "Idempotency-Key: $(uuidgen)" \
-d '{
"period": {
"from": "2026-09-01",
"to": "2026-09-30",
"kind": "corporate"
},
"componentKey": "example",
"expectedSourceFingerprint": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c"
}'{
"data": { … }
}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.
curl https://app.getoatmilk.com/api/v1/accounting/investigator.financialIssue \
-H "Authorization: Bearer $OATMILK_API_KEY" \
-H "Content-Type: application/json" \
-H "Idempotency-Key: $(uuidgen)" \
-d '{
"period": {
"from": "2026-09-01",
"to": "2026-09-30",
"kind": "corporate"
},
"componentKey": "example",
"expectedSourceFingerprint": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c"
}'More in Autopilot.