`tags.ai.run`

Ask the project classifier which transactions belong to a project, with tagId, idempotencyKey, optional limit (1 to 100, default 40) and recheck (look again at transactions it already answered). It reads transactions in the project's dates (and the 30 days before), or for a project without dates those that mention its name, other names or keywords, and uses the project's description, keywords and Notion page text. Likely matches become suggestions; unsure ones become questions (accounting_tags_ai_list verdict ask). A sure match tags a transaction by itself only while Autopilot is on and may finish work, for a project with a start and end date around an open transaction with no tag, dated on or after the project was set up; earlier transactions only get suggestions. An answer without probabilities counts as unsure. Returns counts.

POST/api/v1/accounting/tags.ai.run

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

Idempotency key required

MCP

accounting_tags_ai_run

Fields

tagIdstring (ID)Required
The ID of a project tag, from tags.list.
limitinteger
How many results to return at most.
1 to 100 · Default 40
recheckboolean
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/tags.ai.run \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "tagId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10"
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/tags.ai.run", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "tagId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10"
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/tags.ai.run",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "tagId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
    },
    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/tags.ai.run

curl https://app.getoatmilk.com/api/v1/accounting/tags.ai.run \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "tagId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10"
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/tags.ai.run", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "tagId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10"
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/tags.ai.run",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "tagId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
    },
    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