Autopilot

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.

POST/api/v1/accounting/investigator.financialIssue

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

Idempotency key required

MCP

accounting_investigator_financial_issue

Fields

  • periodobjectRequired

    The period to cover.

    No other fields

  • componentKeystringRequired

    1–200 characters

  • expectedSourceFingerprintstringRequired

    SHA-256 hash as 64 lowercase hex 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

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"
}'
Response
{
  "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.

POST/api/v1/accounting/investigator.financialIssue
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"
}'

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