Accounts: add a basic account
accounts_createRegister a new bank, cash, or credit-card account before importing transactions. Use this tool to create basic accounts for bookkeeping.
Instructions
🟡 WRITE · creates data: Creates new records (receipts, transactions, postings, invoices, master data). Not idempotent: calling twice may create duplicates.
add a basic account
Use to register a new bank, cash or credit-card account before importing transactions for it.
Not for chart-of-accounts entries. To add a posting account number, use postingaccounts_create.
Not idempotent: calling twice with the same name creates two accounts. Check accounts_list first. v1 offers no way to update or delete an account afterwards.
Endpoint: POST /accounts/add
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | The name of the basic account. | |
| type | Yes | The type of the basic account. Accepted values: "cash", "bank/institution", "other". | |
| is_revision_safe | No | If you create a basic account of type cash, you can make this revision_safe. That means, you cannot remove already saved transactions without creating a cancellation transaction. NOTE: This will only work for cash accounts! If specified, the field will be validated. | |
| postingaccount_number | Yes | The postingaccount_number of the basic account. | |
| receipt_creates_transaction | No | If a receipt assigned to this basic account should automatically create a transaction, this parameter should be true. If specified, the field will be validated. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| message | No | blank | |
| success | Yes | Success boolean | |
| postingaccount_number | No | blank |