Create a bank rule. At least one condition and one action are required; a new rule goes last in priority. (scope: banking:write)
bearerAuthAuthorizationBearer <token>API key as Bearer token
application/json- body
A bank reconciliation rule. At least one condition (matchCounterpartyName, matchCounterpartyIban, matchDescription/Regex, amountMin/Max, direction != any) and one action (assignContactId, assignAccountId, assignCostCenterId, assignVatRate, descriptionTemplate, markIgnored, memo) are required.
name?stringlength <= 200isActive?booleantruestagingMode?string"recognized""recognized""categorized"matchCounterpartyName?stringlength <= 255matchCounterpartyIban?stringlength <= 40matchDescriptionRegex?stringlength <= 500matchDescription?stringlength <= 500matchDescriptionOp?string"contains""contains""starts_with""equals""regex"amountMin?stringDecimal, up to 2 dp
amountMax?stringDecimal, up to 2 dp
direction?string"any""any""inflow""outflow"assignContactId?stringuuidassignAccountId?stringuuidassignCostCenterId?stringuuidassignVatRate?integer0 <= value <= 100descriptionTemplate?stringlength <= 500markIgnored?booleanfalsememo?stringlength <= 2000curl -X POST "https://example.com/banking/rules" \ -H "Content-Type: application/json" \ -d '{}'Reject a pending proposal. There is no approve endpoint: approval happens only in the app Approval Feed. (scope: assistant:write) POST
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Import a bank statement file (csv, mt940, mt942, camt052/053/054, ofx). Parses, de-duplicates against previously imported lines, auto-matches open invoices and applies bank rules. Re-importing the same file is a safe no-op. Honours Idempotency-Key. (scope: banking:write) POST
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