# DayZero API — Endpoint catalog

> 1283 endpoints across 112 tags. One line per endpoint, ending in its `{tag}/{operation}` slug.

## How to use this file

- Endpoint docs (parameters, fields, example request, code samples): `https://www.ondayzero.com/docs/reference/{slug}.md`. OpenAPI for one endpoint: `https://www.ondayzero.com/docs/reference/{slug}/openapi.json`. HTML: `https://www.ondayzero.com/docs/reference/{slug}`.
- Whole-tag bundles: `https://www.ondayzero.com/docs/reference/{tag}.md` and `https://www.ondayzero.com/docs/reference/{tag}/openapi.json`.
- Every request needs `Authorization: Bearer <token>` and, for business-scoped endpoints, `x-business-id: <business uuid>`.
- Amounts are integers in cents; IDs are UUID v7 strings; list endpoints paginate with `cursor` / `next_cursor`.
- Full public spec: `https://www.ondayzero.com/api/v1/openapi.json`. Short index of all documentation: `https://www.ondayzero.com/llms.txt`.
- Search instead of scanning: `https://www.ondayzero.com/docs/search?q=void+invoice` returns ranked endpoints and guides as JSON.

## Tags

- [Accounting Dimensions](#accounting-dimensions) — 6 endpoints — `accounting-dimensions`
- [Accounting Periods](#accounting-periods) — 18 endpoints — `accounting-periods`
- [Activation](#activation) — 3 endpoints — `activation`
- [Advisory Firm Entity Groups](#advisory-firm-entity-groups) — 8 endpoints — `advisory-firm-entity-groups`
- [Advisory Firm Reports](#advisory-firm-reports) — 4 endpoints — `advisory-firm-reports`
- [Advisory Firm Teams](#advisory-firm-teams) — 15 endpoints — `advisory-firm-teams`
- [Advisory Firm Templates](#advisory-firm-templates) — 7 endpoints — `advisory-firm-templates`
- [Advisory Firms](#advisory-firms) — 38 endpoints — `advisory-firms`
- [AI Chat Public](#ai-chat-public) — 2 endpoints — `ai-chat-public`
- [AI Reporting](#ai-reporting) — 15 endpoints — `ai-reporting`
- [Anomalies](#anomalies) — 9 endpoints — `anomalies`
- [AP Approval](#ap-approval) — 11 endpoints — `ap-approval`
- [API Clients](#api-clients) — 9 endpoints — `api-clients`
- [API Tokens](#api-tokens) — 7 endpoints — `api-tokens`
- [Attention](#attention) — 6 endpoints — `attention`
- [Bank Deposits](#bank-deposits) — 5 endpoints — `bank-deposits`
- [Billing](#billing) — 18 endpoints — `billing`
- [Bills](#bills) — 42 endpoints — `bills`
- [Budgets](#budgets) — 15 endpoints — `budgets`
- [Businesses](#businesses) — 56 endpoints — `businesses`
- [Catalog Items](#catalog-items) — 7 endpoints — `catalog-items`
- [Categorization Profile](#categorization-profile) — 2 endpoints — `categorization-profile`
- [CFO Portal](#cfo-portal) — 65 endpoints — `cfo-portal`
- [CFO Projection](#cfo-projection) — 10 endpoints — `cfo-projection`
- [Change Orders](#change-orders) — 9 endpoints — `change-orders`
- [Client Messages](#client-messages) — 10 endpoints — `client-messages`
- [Consolidated Reports](#consolidated-reports) — 2 endpoints — `consolidated-reports`
- [Contractors](#contractors) — 3 endpoints — `contractors`
- [Contracts](#contracts) — 35 endpoints — `contracts`
- [Counterparty Aliases](#counterparty-aliases) — 4 endpoints — `counterparty-aliases`
- [Counterparty Defaults](#counterparty-defaults) — 4 endpoints — `counterparty-defaults`
- [Counterparty Naming](#counterparty-naming) — 12 endpoints — `counterparty-naming`
- [Credit](#credit) — 156 endpoints — `credit`
- [Credit Memos](#credit-memos) — 11 endpoints — `credit-memos`
- [Customer Statements](#customer-statements) — 2 endpoints — `customer-statements`
- [Customers](#customers) — 16 endpoints — `customers`
- [Daily Brief](#daily-brief) — 2 endpoints — `daily-brief`
- [Dashboards](#dashboards) — 30 endpoints — `dashboards`
- [Dashboards Public](#dashboards-public) — 1 endpoints — `dashboards-public`
- [Deals](#deals) — 10 endpoints — `deals`
- [Deferred Revenue](#deferred-revenue) — 10 endpoints — `deferred-revenue`
- [Delayed Charges](#delayed-charges) — 6 endpoints — `delayed-charges`
- [Document Requests](#document-requests) — 9 endpoints — `document-requests`
- [Documents Public](#documents-public) — 1 endpoints — `documents-public`
- [Estimates](#estimates) — 9 endpoints — `estimates`
- [Expense Reports](#expense-reports) — 8 endpoints — `expense-reports`
- [Fixed Assets](#fixed-assets) — 23 endpoints — `fixed-assets`
- [Fx Rates](#fx-rates) — 4 endpoints — `fx-rates`
- [Gmail](#gmail) — 4 endpoints — `gmail`
- [Intents](#intents) — 1 endpoints — `intents`
- [Intercompany Cleanup](#intercompany-cleanup) — 19 endpoints — `intercompany-cleanup`
- [Inventory:accounts Payable](#inventory-accounts-payable) — 2 endpoints — `inventory-accounts-payable`
- [Inventory:activity](#inventory-activity) — 1 endpoints — `inventory-activity`
- [Inventory:adjustments](#inventory-adjustments) — 1 endpoints — `inventory-adjustments`
- [Inventory:cost History](#inventory-cost-history) — 1 endpoints — `inventory-cost-history`
- [Inventory:counts](#inventory-counts) — 7 endpoints — `inventory-counts`
- [Inventory:forecast](#inventory-forecast) — 3 endpoints — `inventory-forecast`
- [Inventory:import](#inventory-import) — 4 endpoints — `inventory-import`
- [Inventory:landed Cost Allocations](#inventory-landed-cost-allocations) — 4 endpoints — `inventory-landed-cost-allocations`
- [Inventory:locations](#inventory-locations) — 11 endpoints — `inventory-locations`
- [Inventory:lots](#inventory-lots) — 1 endpoints — `inventory-lots`
- [Inventory:payments](#inventory-payments) — 1 endpoints — `inventory-payments`
- [Inventory:po Import](#inventory-po-import) — 4 endpoints — `inventory-po-import`
- [Inventory:production](#inventory-production) — 12 endpoints — `inventory-production`
- [Inventory:products](#inventory-products) — 17 endpoints — `inventory-products`
- [Inventory:reorder](#inventory-reorder) — 3 endpoints — `inventory-reorder`
- [Inventory:reports](#inventory-reports) — 4 endpoints — `inventory-reports`
- [Inventory:shipments](#inventory-shipments) — 5 endpoints — `inventory-shipments`
- [Inventory:supply Chain](#inventory-supply-chain) — 1 endpoints — `inventory-supply-chain`
- [Inventory:transfer Suggestions](#inventory-transfer-suggestions) — 1 endpoints — `inventory-transfer-suggestions`
- [Inventory:transfers](#inventory-transfers) — 13 endpoints — `inventory-transfers`
- [Invitations](#invitations) — 2 endpoints — `invitations`
- [Invoices](#invoices) — 42 endpoints — `invoices`
- [Journal Entries](#journal-entries) — 10 endpoints — `journal-entries`
- [Ledgers](#ledgers) — 13 endpoints — `ledgers`
- [Loans](#loans) — 7 endpoints — `loans`
- [Managerial Key Mappings](#managerial-key-mappings) — 7 endpoints — `managerial-key-mappings`
- [Month End Packages](#month-end-packages) — 4 endpoints — `month-end-packages`
- [Notes](#notes) — 15 endpoints — `notes`
- [Notification Preferences](#notification-preferences) — 2 endpoints — `notification-preferences`
- [Notifications](#notifications) — 14 endpoints — `notifications`
- [O2C Webhooks](#o2c-webhooks) — 10 endpoints — `o2c-webhooks`
- [Oauth](#oauth) — 4 endpoints — `oauth`
- [Oauth Grants](#oauth-grants) — 3 endpoints — `oauth-grants`
- [Onboarding](#onboarding) — 6 endpoints — `onboarding`
- [Orders](#orders) — 13 endpoints — `orders`
- [Orders Esign](#orders-esign) — 3 endpoints — `orders-esign`
- [Payment Advisory](#payment-advisory) — 2 endpoints — `payment-advisory`
- [Payment Terms](#payment-terms) — 7 endpoints — `payment-terms`
- [Projects](#projects) — 9 endpoints — `projects`
- [Purchase Orders](#purchase-orders) — 16 endpoints — `purchase-orders`
- [Purchase Requisitions](#purchase-requisitions) — 9 endpoints — `purchase-requisitions`
- [Quickbooks](#quickbooks) — 9 endpoints — `quickbooks`
- [Reconciliations](#reconciliations) — 13 endpoints — `reconciliations`
- [Recurring](#recurring) — 14 endpoints — `recurring`
- [Reports](#reports) — 14 endpoints — `reports`
- [Revenue Schedules](#revenue-schedules) — 5 endpoints — `revenue-schedules`
- [Sales Receipts](#sales-receipts) — 4 endpoints — `sales-receipts`
- [Search](#search) — 2 endpoints — `search`
- [Subscriptions](#subscriptions) — 9 endpoints — `subscriptions`
- [Tags](#tags) — 19 endpoints — `tags`
- [Tax](#tax) — 14 endpoints — `tax`
- [Time Entries](#time-entries) — 9 endpoints — `time-entries`
- [Todos](#todos) — 7 endpoints — `todos`
- [Transaction Clarifications](#transaction-clarifications) — 8 endpoints — `transaction-clarifications`
- [Transactions](#transactions) — 39 endpoints — `transactions`
- [User](#user) — 8 endpoints — `user`
- [Vendor Bill Requests](#vendor-bill-requests) — 3 endpoints — `vendor-bill-requests`
- [Vendor Bill Requests Public](#vendor-bill-requests-public) — 2 endpoints — `vendor-bill-requests-public`
- [Vendor Contracts](#vendor-contracts) — 6 endpoints — `vendor-contracts`
- [Vendor Credits](#vendor-credits) — 12 endpoints — `vendor-credits`
- [Vendors](#vendors) — 13 endpoints — `vendors`

## Accounting Dimensions

Bundle: https://www.ondayzero.com/docs/reference/accounting-dimensions.md · https://www.ondayzero.com/docs/reference/accounting-dimensions/openapi.json

- `GET /api/v1/accounting-dimensions` — List classes/locations → `accounting-dimensions/list-dimensions`
- `POST /api/v1/accounting-dimensions` — Create class/location → `accounting-dimensions/create-dimension`
- `GET /api/v1/accounting-dimensions/pnl` — Dimensional P&L → `accounting-dimensions/dimensional-pnl`
- `DELETE /api/v1/accounting-dimensions/{dimension_id}` — Deactivate class/location → `accounting-dimensions/deactivate-dimension`
- `GET /api/v1/accounting-dimensions/{dimension_id}` — Get class/location → `accounting-dimensions/get-dimension`
- `PUT /api/v1/accounting-dimensions/{dimension_id}` — Update class/location → `accounting-dimensions/update-dimension`

## Accounting Periods

Manage fiscal periods (month/quarter/year) and period locks.

Bundle: https://www.ondayzero.com/docs/reference/accounting-periods.md · https://www.ondayzero.com/docs/reference/accounting-periods/openapi.json

- `GET /api/v1/accounting-periods` — List accounting periods → `accounting-periods/list-periods`
- `POST /api/v1/accounting-periods` — Create accounting period → `accounting-periods/create-period`
- `POST /api/v1/accounting-periods/bulk-lock` — Bulk close-and-lock accounting periods → `accounting-periods/bulk-lock-periods`
- `POST /api/v1/accounting-periods/close` — Close accounting period → `accounting-periods/close-period`
- `GET /api/v1/accounting-periods/{period_id}` — Get accounting period → `accounting-periods/get-period`
- `GET /api/v1/accounting-periods/{period_id}/blockers` — List what's blocking close → `accounting-periods/list-close-blockers`
- `GET /api/v1/accounting-periods/{period_id}/checklist-acks` — List checklist acknowledgements → `accounting-periods/list-period-checklist-acks`
- `DELETE /api/v1/accounting-periods/{period_id}/checklist-acks/{step_id}` — Remove a checklist acknowledgement → `accounting-periods/unacknowledge-checklist-step`
- `PUT /api/v1/accounting-periods/{period_id}/checklist-acks/{step_id}` — Acknowledge a checklist step → `accounting-periods/acknowledge-checklist-step`
- `POST /api/v1/accounting-periods/{period_id}/close-readiness` — AI close readiness check → `accounting-periods/check-close-readiness`
- `GET /api/v1/accounting-periods/{period_id}/close-score` — Get unified close readiness score → `accounting-periods/get-close-score`
- `POST /api/v1/accounting-periods/{period_id}/close-score/recompute` — Force-recompute close score → `accounting-periods/recompute-close-score`
- `POST /api/v1/accounting-periods/{period_id}/lock` — Lock accounting period → `accounting-periods/lock-period`
- `POST /api/v1/accounting-periods/{period_id}/reopen` — Reopen accounting period → `accounting-periods/reopen-period`
- `GET /api/v1/accounting-periods/{period_id}/score-history` — Daily close-score trend → `accounting-periods/get-score-history`
- `DELETE /api/v1/accounting-periods/{period_id}/sign-offs` — Revoke a reviewer sign-off → `accounting-periods/delete-period-sign-off`
- `GET /api/v1/accounting-periods/{period_id}/sign-offs` — List multi-reviewer sign-offs → `accounting-periods/list-period-sign-offs`
- `POST /api/v1/accounting-periods/{period_id}/sign-offs` — Record a reviewer sign-off → `accounting-periods/create-period-sign-off`

## Activation

Bundle: https://www.ondayzero.com/docs/reference/activation.md · https://www.ondayzero.com/docs/reference/activation/openapi.json

- `GET /api/v1/activation` — Get activation status → `activation/get-activation-status`
- `POST /api/v1/activation/sample-preview` — Seed an isolated sample-data preview → `activation/seed-sample-preview`
- `POST /api/v1/activation/{milestone}` — Record a client-reported activation milestone → `activation/record-activation-event`

## Advisory Firm Entity Groups

Bundle: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups.md · https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups/openapi.json

- `GET /api/v1/advisory-firms/{firm_id}/entity-groups` — List entity groups → `advisory-firm-entity-groups/list-entity-groups`
- `POST /api/v1/advisory-firms/{firm_id}/entity-groups` — Create entity group → `advisory-firm-entity-groups/create-entity-group`
- `DELETE /api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}` — Delete entity group → `advisory-firm-entity-groups/delete-entity-group`
- `GET /api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}` — Get entity group → `advisory-firm-entity-groups/get-entity-group`
- `PATCH /api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}` — Update entity group → `advisory-firm-entity-groups/update-entity-group`
- `POST /api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}/businesses` — Add business to entity group → `advisory-firm-entity-groups/add-entity-group-business`
- `PUT /api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}/businesses` — Set entity group businesses → `advisory-firm-entity-groups/set-entity-group-businesses`
- `DELETE /api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}/businesses/{business_id}` — Remove business from entity group → `advisory-firm-entity-groups/remove-entity-group-business`

## Advisory Firm Reports

Cross-client reporting for advisory firms.

Bundle: https://www.ondayzero.com/docs/reference/advisory-firm-reports.md · https://www.ondayzero.com/docs/reference/advisory-firm-reports/openapi.json

- `GET /api/v1/advisory-firms/{firm_id}/reports` — List available firm reports → `advisory-firm-reports/list-firm-report-types`
- `GET /api/v1/advisory-firms/{firm_id}/reports/portfolio-overview` — Get portfolio overview → `advisory-firm-reports/get-portfolio-overview`
- `GET /api/v1/advisory-firms/{firm_id}/reports/work-queue` — Get work queue → `advisory-firm-reports/get-work-queue`
- `GET /api/v1/advisory-firms/{firm_id}/reports/{report_name}` — Generate firm report → `advisory-firm-reports/generate-firm-report`

## Advisory Firm Teams

Team management within advisory firms — assign staff to teams and manage client access.

Bundle: https://www.ondayzero.com/docs/reference/advisory-firm-teams.md · https://www.ondayzero.com/docs/reference/advisory-firm-teams/openapi.json

- `GET /api/v1/advisory-firms/{firm_id}/teams` — List firm teams → `advisory-firm-teams/list-teams`
- `POST /api/v1/advisory-firms/{firm_id}/teams` — Create team → `advisory-firm-teams/create-team`
- `DELETE /api/v1/advisory-firms/{firm_id}/teams/{team_id}` — Delete team → `advisory-firm-teams/delete-team`
- `GET /api/v1/advisory-firms/{firm_id}/teams/{team_id}` — Get team details → `advisory-firm-teams/get-team`
- `PATCH /api/v1/advisory-firms/{firm_id}/teams/{team_id}` — Update team → `advisory-firm-teams/update-team`
- `POST /api/v1/advisory-firms/{firm_id}/teams/{team_id}/businesses` — Add business to team → `advisory-firm-teams/add-team-business`
- `DELETE /api/v1/advisory-firms/{firm_id}/teams/{team_id}/businesses/{business_id}` — Remove business from team → `advisory-firm-teams/remove-team-business`
- `POST /api/v1/advisory-firms/{firm_id}/teams/{team_id}/members` — Add team member → `advisory-firm-teams/add-team-member`
- `DELETE /api/v1/advisory-firms/{firm_id}/teams/{team_id}/members/{user_id}` — Remove team member → `advisory-firm-teams/remove-team-member`
- `GET /api/v1/advisory-firms/{firm_id}/users/{user_id}/accessible-businesses` — List accessible businesses → `advisory-firm-teams/list-accessible-businesses`
- `GET /api/v1/advisory-firms/{firm_id}/users/{user_id}/assignments` — List staff assignments → `advisory-firm-teams/list-assignments`
- `POST /api/v1/advisory-firms/{firm_id}/users/{user_id}/assignments` — Create staff assignment → `advisory-firm-teams/create-assignment`
- `PUT /api/v1/advisory-firms/{firm_id}/users/{user_id}/assignments` — Bulk set assignments → `advisory-firm-teams/bulk-set-assignments`
- `DELETE /api/v1/advisory-firms/{firm_id}/users/{user_id}/assignments/{assignment_id}` — Delete assignment → `advisory-firm-teams/delete-assignment`
- `PATCH /api/v1/advisory-firms/{firm_id}/users/{user_id}/assignments/{assignment_id}` — Update assignment → `advisory-firm-teams/update-assignment`

## Advisory Firm Templates

Bundle: https://www.ondayzero.com/docs/reference/advisory-firm-templates.md · https://www.ondayzero.com/docs/reference/advisory-firm-templates/openapi.json

- `GET /api/v1/advisory-firms/{firm_id}/templates` — List firm templates → `advisory-firm-templates/list-firm-templates`
- `POST /api/v1/advisory-firms/{firm_id}/templates` — Create a firm template → `advisory-firm-templates/create-firm-template`
- `DELETE /api/v1/advisory-firms/{firm_id}/templates/{template_id}` — Delete a firm template → `advisory-firm-templates/delete-firm-template`
- `GET /api/v1/advisory-firms/{firm_id}/templates/{template_id}` — Get a firm template → `advisory-firm-templates/get-firm-template`
- `PATCH /api/v1/advisory-firms/{firm_id}/templates/{template_id}` — Update a firm template → `advisory-firm-templates/update-firm-template`
- `POST /api/v1/advisory-firms/{firm_id}/templates/{template_id}/deploy` — Deploy a firm template to selected client businesses → `advisory-firm-templates/deploy-firm-template`
- `GET /api/v1/advisory-firms/{firm_id}/templates/{template_id}/deployments` — List deployment history for a template → `advisory-firm-templates/list-firm-template-deployments`

## Advisory Firms

Advisory firm management for multi-tenant accounting.

Bundle: https://www.ondayzero.com/docs/reference/advisory-firms.md · https://www.ondayzero.com/docs/reference/advisory-firms/openapi.json

- `GET /api/v1/advisory-firms` — List advisory firms → `advisory-firms/list-advisory-firms`
- `POST /api/v1/advisory-firms` — Create advisory firm → `advisory-firms/create-advisory-firm`
- `DELETE /api/v1/advisory-firms/{firm_id}` — Delete advisory firm → `advisory-firms/delete-firm`
- `GET /api/v1/advisory-firms/{firm_id}` — Get advisory firm → `advisory-firms/get-firm`
- `PUT /api/v1/advisory-firms/{firm_id}` — Update advisory firm → `advisory-firms/update-firm`
- `POST /api/v1/advisory-firms/{firm_id}/ai-insights` — AI cross-client insights → `advisory-firms/get-firm-ai-insights`
- `GET /api/v1/advisory-firms/{firm_id}/businesses` — List firm businesses → `advisory-firms/list-firm-businesses`
- `POST /api/v1/advisory-firms/{firm_id}/businesses` — Assign business to firm → `advisory-firms/assign-business-to-firm`
- `PATCH /api/v1/advisory-firms/{firm_id}/businesses/accounting-basis` — Bulk-set client accounting basis → `advisory-firms/set-firm-businesses-accounting-basis`
- `DELETE /api/v1/advisory-firms/{firm_id}/businesses/{business_id}` — Unassign business from firm → `advisory-firms/unassign-business-from-firm`
- `POST /api/v1/advisory-firms/{firm_id}/businesses/{business_id}/invite-client` — Invite a client user to a business → `advisory-firms/invite-client-to-business`
- `GET /api/v1/advisory-firms/{firm_id}/businesses/{business_id}/preferences/notifications/topics` — Get a business notification topic policy → `advisory-firms/get-business-notification-topic-policy`
- `PUT /api/v1/advisory-firms/{firm_id}/businesses/{business_id}/preferences/notifications/topics` — Update a business notification topic policy → `advisory-firms/update-business-notification-topic-policy`
- `GET /api/v1/advisory-firms/{firm_id}/clients` — List firm clients → `advisory-firms/list-firm-clients`
- `GET /api/v1/advisory-firms/{firm_id}/clients/{user_id}/businesses` — List client business access → `advisory-firms/list-client-business-access`
- `POST /api/v1/advisory-firms/{firm_id}/clients/{user_id}/businesses` — Grant client business access → `advisory-firms/grant-client-business-access`
- `DELETE /api/v1/advisory-firms/{firm_id}/clients/{user_id}/businesses/{business_id}` — Revoke client business access → `advisory-firms/revoke-client-business-access`
- `GET /api/v1/advisory-firms/{firm_id}/invitations` — List pending invitations → `advisory-firms/list-firm-invitations`
- `DELETE /api/v1/advisory-firms/{firm_id}/invitations/{invitation_id}` — Cancel an invitation → `advisory-firms/cancel-invitation`
- `POST /api/v1/advisory-firms/{firm_id}/invitations/{invitation_id}/resend` — Resend an invitation → `advisory-firms/resend-invitation`
- `GET /api/v1/advisory-firms/{firm_id}/logo` — Get firm logo download URL → `advisory-firms/get-firm-logo`
- `GET /api/v1/advisory-firms/{firm_id}/preferences/notifications/topics` — Get firm notification topic policy → `advisory-firms/get-firm-notification-topic-policy`
- `PUT /api/v1/advisory-firms/{firm_id}/preferences/notifications/topics` — Update firm notification topic policy → `advisory-firms/update-firm-notification-topic-policy`
- `PUT /api/v1/advisory-firms/{firm_id}/slack` — Save firm Slack webhook → `advisory-firms/save-firm-slack-webhook`
- `GET /api/v1/advisory-firms/{firm_id}/slack/status` — Get firm Slack status → `advisory-firms/get-firm-slack-status`
- `POST /api/v1/advisory-firms/{firm_id}/slack/test` — Test Slack webhook → `advisory-firms/test-firm-slack-webhook-legacy`
- `DELETE /api/v1/advisory-firms/{firm_id}/slack/{webhook_id}` — Disconnect Slack → `advisory-firms/disconnect-firm-slack`
- `PUT /api/v1/advisory-firms/{firm_id}/slack/{webhook_id}/preferences` — Update firm Slack notification preferences → `advisory-firms/update-firm-slack-preferences`
- `POST /api/v1/advisory-firms/{firm_id}/slack/{webhook_id}/test` — Test Slack webhook → `advisory-firms/test-firm-slack-webhook`
- `PUT /api/v1/advisory-firms/{firm_id}/stripe-customer` — Link Stripe customer → `advisory-firms/update-stripe-customer`
- `GET /api/v1/advisory-firms/{firm_id}/users` — List firm users → `advisory-firms/list-firm-users`
- `POST /api/v1/advisory-firms/{firm_id}/users` — Add user to firm → `advisory-firms/add-user-to-firm`
- `POST /api/v1/advisory-firms/{firm_id}/users/invite` — Invite a staff member to the firm → `advisory-firms/invite-staff-to-firm`
- `DELETE /api/v1/advisory-firms/{firm_id}/users/{user_id}` — Remove user from firm → `advisory-firms/remove-user-from-firm`
- `PATCH /api/v1/advisory-firms/{firm_id}/users/{user_id}/api-access` — Set firm user API access → `advisory-firms/set-firm-user-api-access`
- `GET /api/v1/advisory-firms/{firm_id}/users/{user_id}/menu` — Get a firm staff member's sidebar menu → `advisory-firms/get-firm-staff-menu`
- `PUT /api/v1/advisory-firms/{firm_id}/users/{user_id}/menu` — Set a firm staff member's sidebar menu → `advisory-firms/set-firm-staff-menu`
- `PUT /api/v1/advisory-firms/{firm_id}/users/{user_id}/role` — Update user role in firm → `advisory-firms/update-user-role-in-firm`

## AI Chat Public

Bundle: https://www.ondayzero.com/docs/reference/ai-chat-public.md · https://www.ondayzero.com/docs/reference/ai-chat-public/openapi.json

- `GET /api/v1/share/{token}` — Public conversation viewer (unauthenticated) → `ai-chat-public/fetch-public-conversation`
- `GET /api/v1/share/{token}/member` — Shared conversation viewer (authenticated) → `ai-chat-public/fetch-shared-conversation-as-member`

## AI Reporting

Bundle: https://www.ondayzero.com/docs/reference/ai-reporting.md · https://www.ondayzero.com/docs/reference/ai-reporting/openapi.json

- `GET /api/v1/ai-reporting/decks` — List generated decks → `ai-reporting/list-decks`
- `POST /api/v1/ai-reporting/decks` — Generate a new AI deck → `ai-reporting/generate-deck`
- `DELETE /api/v1/ai-reporting/decks/{deck_id}` — Delete a deck → `ai-reporting/delete-deck`
- `GET /api/v1/ai-reporting/decks/{deck_id}` — Get a deck → `ai-reporting/get-deck`
- `POST /api/v1/ai-reporting/decks/{deck_id}/export` — Export a deck → `ai-reporting/export-deck`
- `POST /api/v1/ai-reporting/decks/{deck_id}/refresh` — Refresh a deck with live data → `ai-reporting/refresh-deck`
- `POST /api/v1/ai-reporting/decks/{deck_id}/share` — Create a public share link for a deck → `ai-reporting/create-share`
- `GET /api/v1/ai-reporting/decks/{deck_id}/shares` — List share links for a deck → `ai-reporting/list-shares`
- `POST /api/v1/ai-reporting/decks/{deck_id}/slides` — Add a slide to a deck → `ai-reporting/add-slide`
- `POST /api/v1/ai-reporting/decks/{deck_id}/slides/reorder` — Reorder slides → `ai-reporting/reorder-slides`
- `PATCH /api/v1/ai-reporting/decks/{deck_id}/slides/{slide_id}` — Edit a slide → `ai-reporting/update-slide`
- `POST /api/v1/ai-reporting/decks/{deck_id}/slides/{slide_id}/duplicate` — Duplicate a slide → `ai-reporting/duplicate-slide`
- `POST /api/v1/ai-reporting/decks/{deck_id}/slides/{slide_id}/refresh` — Refresh a single slide with live data → `ai-reporting/refresh-slide`
- `POST /api/v1/ai-reporting/decks/{deck_id}/slides/{slide_id}/toggle-hidden` — Toggle slide visibility → `ai-reporting/toggle-slide-hidden`
- `DELETE /api/v1/ai-reporting/shares/{share_id}` — Revoke a share link → `ai-reporting/revoke-share`

## Anomalies

AI-powered anomaly detection for unusual transactions and patterns.

Bundle: https://www.ondayzero.com/docs/reference/anomalies.md · https://www.ondayzero.com/docs/reference/anomalies/openapi.json

- `GET /api/v1/anomalies` — List transaction anomalies → `anomalies/list-anomalies`
- `POST /api/v1/anomalies/dismiss` — Dismiss an anomaly → `anomalies/dismiss-anomaly`
- `POST /api/v1/anomalies/dismiss-all` — Bulk dismiss all active anomalies → `anomalies/bulk-dismiss-all`
- `POST /api/v1/anomalies/dismiss-by-period` — Bulk dismiss anomalies in a date range → `anomalies/bulk-dismiss-by-period`
- `POST /api/v1/anomalies/dismiss-type` — Bulk dismiss all anomalies of a given type → `anomalies/bulk-dismiss-type`
- `POST /api/v1/anomalies/rescan` — Trigger an on-demand anomaly rescan → `anomalies/rescan-anomalies`
- `POST /api/v1/anomalies/restore` — Restore a dismissed anomaly → `anomalies/restore-anomaly`
- `GET /api/v1/anomalies/{fingerprint}` — Get anomaly finding detail → `anomalies/get-anomaly-detail`
- `POST /api/v1/anomalies/{fingerprint}/resolve` — Execute a recommended action and dismiss the anomaly → `anomalies/resolve-anomaly`

## AP Approval

Accounts payable approval workflows for bill review and authorization.

Bundle: https://www.ondayzero.com/docs/reference/ap-approval.md · https://www.ondayzero.com/docs/reference/ap-approval/openapi.json

- `GET /api/v1/ap-approval` — Get AP approval workflow → `ap-approval/get-ap-approval-workflow`
- `GET /api/v1/ap-approval/analytics` — Approval queue analytics → `ap-approval/get-analytics`
- `GET /api/v1/ap-approval/approvers` — Get approvers by tier → `ap-approval/get-approvers`
- `PUT /api/v1/ap-approval/approvers/{tier}` — Update approvers for a tier → `ap-approval/update-approvers`
- `POST /api/v1/ap-approval/batch-approve` — Batch approve pending items → `ap-approval/batch-approve`
- `GET /api/v1/ap-approval/completed` — List completed AP approvals → `ap-approval/list-completed-approvals`
- `GET /api/v1/ap-approval/pending` — List pending AP approvals → `ap-approval/list-pending-approvals`
- `POST /api/v1/ap-approval/provision` — Provision AP approval workflow for firm → `ap-approval/provision-ap-approval-workflow`
- `POST /api/v1/ap-approval/risk-score` — AI approval risk scores → `ap-approval/score-approval-risk`
- `PATCH /api/v1/ap-approval/thresholds` — Update approval thresholds → `ap-approval/update-thresholds`
- `GET /api/v1/ap-approval/vendor/{vendor_id}/history` — Vendor payment history → `ap-approval/get-vendor-history`

## API Clients

Bundle: https://www.ondayzero.com/docs/reference/api-clients.md · https://www.ondayzero.com/docs/reference/api-clients/openapi.json

- `GET /api/v1/api-clients` — List API clients → `api-clients/list-api-clients`
- `POST /api/v1/api-clients` — Create API client → `api-clients/create-api-client`
- `GET /api/v1/api-clients/{client_pk}` — Get API client → `api-clients/get-api-client`
- `PATCH /api/v1/api-clients/{client_pk}` — Update API client → `api-clients/update-api-client`
- `POST /api/v1/api-clients/{client_pk}/disable` — Disable API client → `api-clients/disable-api-client`
- `POST /api/v1/api-clients/{client_pk}/enable` — Enable API client → `api-clients/enable-api-client`
- `PUT /api/v1/api-clients/{client_pk}/jwks` — Replace API client JWK set → `api-clients/replace-api-client-jwks`
- `POST /api/v1/api-clients/{client_pk}/signing-keys` — Add API client signing key → `api-clients/add-api-client-signing-key`
- `POST /api/v1/api-clients/{client_pk}/signing-keys/{kid}/retire` — Retire API client signing key → `api-clients/retire-api-client-signing-key`

## API Tokens

Create, list, and revoke Bearer API tokens.

Bundle: https://www.ondayzero.com/docs/reference/api-tokens.md · https://www.ondayzero.com/docs/reference/api-tokens/openapi.json

- `GET /api/v1/tokens` — List tokens → `api-tokens/list-tokens`
- `POST /api/v1/tokens` — Create token → `api-tokens/create-token`
- `GET /api/v1/tokens/access` — Get API access status → `api-tokens/get-api-access`
- `POST /api/v1/tokens/access-request` — Request API access → `api-tokens/request-api-access`
- `DELETE /api/v1/tokens/{token_id}` — Delete token → `api-tokens/delete-token`
- `POST /api/v1/tokens/{token_id}/revoke` — Revoke token → `api-tokens/revoke-token`
- `POST /api/v1/tokens/{token_id}/rotate` — Rotate token → `api-tokens/rotate-token`

## Attention

Bundle: https://www.ondayzero.com/docs/reference/attention.md · https://www.ondayzero.com/docs/reference/attention/openapi.json

- `GET /api/v1/attention` — List attention items → `attention/list-attention`
- `POST /api/v1/attention/clear-dismissals` — Restore dismissed live alerts → `attention/clear-dismissals`
- `POST /api/v1/attention/mark-all-read` — Mark all read + clear dismissals → `attention/mark-all-read`
- `GET /api/v1/attention/summary` — Attention summary counts → `attention/get-attention-summary`
- `GET /api/v1/attention/{item_id}` — Get single attention item → `attention/get-attention-item`
- `POST /api/v1/attention/{item_id}/read` — Mark item read or dismiss → `attention/mark-item-read`

## Bank Deposits

Bundle: https://www.ondayzero.com/docs/reference/bank-deposits.md · https://www.ondayzero.com/docs/reference/bank-deposits/openapi.json

- `GET /api/v1/bank-deposits` — List bank deposits → `bank-deposits/list-bank-deposits`
- `POST /api/v1/bank-deposits` — Create bank deposit → `bank-deposits/create-bank-deposit`
- `GET /api/v1/bank-deposits/undeposited` — List undeposited funds → `bank-deposits/list-undeposited`
- `GET /api/v1/bank-deposits/{deposit_id}` — Get bank deposit → `bank-deposits/get-bank-deposit`
- `POST /api/v1/bank-deposits/{deposit_id}/void` — Void bank deposit → `bank-deposits/void-bank-deposit`

## Billing

Subscription billing, plan management, and usage tracking.

Bundle: https://www.ondayzero.com/docs/reference/billing.md · https://www.ondayzero.com/docs/reference/billing/openapi.json

- `POST /api/v1/billing/addon` — Toggle Addon → `billing/toggle-addon`
- `POST /api/v1/billing/addon/preview` — Preview Addon Change → `billing/preview-addon-change`
- `GET /api/v1/billing/ai-usage` — Get Ai Usage → `billing/get-ai-usage`
- `GET /api/v1/billing/ai-usage/details` — Get Ai Usage Details → `billing/get-ai-usage-details`
- `POST /api/v1/billing/ai/pause` — Pause Ai Features → `billing/pause-ai-features`
- `POST /api/v1/billing/ai/resume` — Resume Ai Features → `billing/resume-ai-features`
- `GET /api/v1/billing/catalog` — Get Billing Catalog → `billing/get-billing-catalog`
- `POST /api/v1/billing/change-plan` — Change Plan → `billing/change-plan`
- `POST /api/v1/billing/checkout` — Create Checkout Session → `billing/create-checkout-session`
- `POST /api/v1/billing/firm/change-tier` — Change Firm Tier → `billing/change-firm-tier`
- `GET /api/v1/billing/firm/client-usage` — Get Firm Client Usage → `billing/get-firm-client-usage`
- `POST /api/v1/billing/grandfather` — Grandfather the current business (superuser only) → `billing/grandfather-business`
- `GET /api/v1/billing/grandfathered-summary` — Get Grandfathered Summary → `billing/get-grandfathered-summary`
- `GET /api/v1/billing/invoices` — Get Invoice History → `billing/get-invoice-history`
- `POST /api/v1/billing/migrate-from-grandfathered` — Migrate grandfathered account to a paid plan → `billing/migrate-from-grandfathered`
- `POST /api/v1/billing/portal` — Create Portal Session → `billing/create-portal-session`
- `GET /api/v1/billing/pricing-config` — Get Pricing Config → `billing/get-pricing-config`
- `GET /api/v1/billing/status` — Get Billing Status → `billing/get-billing-status`

## Bills

Accounts payable — create and manage vendor bills.

Bundle: https://www.ondayzero.com/docs/reference/bills.md · https://www.ondayzero.com/docs/reference/bills/openapi.json

- `GET /api/v1/bills` — List bills → `bills/list-bills`
- `POST /api/v1/bills` — Create bill → `bills/create-bill`
- `GET /api/v1/bills/aging` — AP aging summary → `bills/get-bill-aging`
- `POST /api/v1/bills/ai-create` — AI-extract draft bills from documents → `bills/ai-create-bill-payload`
- `POST /api/v1/bills/bulk` — Bulk create bills → `bills/create-bulk-bills`
- `GET /api/v1/bills/duplicate-check` — Check for possible duplicate bills → `bills/check-duplicate-bills`
- `GET /api/v1/bills/expense-candidates` — List expense candidates → `bills/list-expense-candidates`
- `GET /api/v1/bills/metrics` — Get bill metrics → `bills/get-bill-metrics`
- `GET /api/v1/bills/payment-suggestions` — List bill payment suggestions → `bills/list-bill-payment-suggestions`
- `POST /api/v1/bills/payment-suggestions/bulk-approve` — Bulk approve bill payment suggestions → `bills/bulk-approve-bill-suggestions`
- `POST /api/v1/bills/payment-suggestions/trigger` — Trigger bill payment matching → `bills/trigger-bill-payment-matching`
- `POST /api/v1/bills/payment-suggestions/{suggestion_id}/accept` — Accept a bill payment suggestion → `bills/accept-bill-payment-suggestion`
- `POST /api/v1/bills/payment-suggestions/{suggestion_id}/reject` — Reject a bill payment suggestion → `bills/reject-bill-payment-suggestion`
- `POST /api/v1/bills/payments/batch` — Split one transaction across multiple bills → `bills/create-bill-payments-batch`
- `POST /api/v1/bills/received` — Create bill in received status → `bills/create-bill-received`
- `POST /api/v1/bills/suggest-payment-priority` — AI payment priority suggestions → `bills/suggest-payment-priority`
- `GET /api/v1/bills/upcoming` — List upcoming (expected) bills → `bills/list-upcoming-bills`
- `POST /api/v1/bills/upcoming` — Create an upcoming bill (optionally recurring) → `bills/create-upcoming-bill`
- `DELETE /api/v1/bills/upcoming/{upcoming_bill_id}` — Delete an upcoming bill → `bills/delete-upcoming-bill`
- `GET /api/v1/bills/upcoming/{upcoming_bill_id}` — Get one upcoming bill → `bills/get-upcoming-bill`
- `PATCH /api/v1/bills/upcoming/{upcoming_bill_id}` — Edit an upcoming bill → `bills/update-upcoming-bill`
- `POST /api/v1/bills/upcoming/{upcoming_bill_id}/convert` — Push an upcoming bill into a real bill → `bills/convert-upcoming-bill`
- `POST /api/v1/bills/upcoming/{upcoming_bill_id}/link` — Match an upcoming bill to a bill that arrived → `bills/link-upcoming-bill`
- `POST /api/v1/bills/upload` — Upload bill document → `bills/upload-bill-file`
- `DELETE /api/v1/bills/{bill_id}` — Delete bill → `bills/delete-bill`
- `GET /api/v1/bills/{bill_id}` — Get bill → `bills/get-bill`
- `PUT /api/v1/bills/{bill_id}` — Update bill → `bills/update-bill`
- `PATCH /api/v1/bills/{bill_id}/approval` — Approve bill → `bills/approve-bill`
- `PATCH /api/v1/bills/{bill_id}/attachment` — Attach file to existing bill → `bills/attach-file-to-bill`
- `PATCH /api/v1/bills/{bill_id}/cancellation` — Cancel bill → `bills/cancel-bill`
- `POST /api/v1/bills/{bill_id}/contract-comparison` — Compare bill against vendor contract → `bills/compare-bill-against-contract`
- `POST /api/v1/bills/{bill_id}/journal-entry` — Generate bill journal entry → `bills/generate-bill-journal-entry`
- `POST /api/v1/bills/{bill_id}/journal-entry/link` — Attach journal entry to bill → `bills/attach-journal-entry-to-bill`
- `PATCH /api/v1/bills/{bill_id}/payment-initiation` — Mark or clear bill payment-initiated → `bills/set-bill-payment-initiation`
- `GET /api/v1/bills/{bill_id}/payments` — List bill payments → `bills/list-bill-payments`
- `POST /api/v1/bills/{bill_id}/payments` — Add payment to bill → `bills/create-bill-payment`
- `DELETE /api/v1/bills/{bill_id}/payments/{payment_id}` — Remove payment from bill → `bills/delete-bill-payment`
- `PATCH /api/v1/bills/{bill_id}/receipt` — Mark bill as received → `bills/mark-bill-received`
- `POST /api/v1/bills/{bill_id}/resolve-approval` — Force-resolve a stuck pending-approval bill → `bills/resolve-pending-approval`
- `POST /api/v1/bills/{bill_id}/revert-to-draft` — Revert bill to draft → `bills/revert-bill-to-draft`
- `POST /api/v1/bills/{bill_id}/submit-for-ap-approval` — Submit bill for AP approval → `bills/submit-bill-for-ap-approval`
- `POST /api/v1/bills/{bill_id}/submit-for-approval` — Send bill for approval → `bills/submit-bill-for-approval`

## Budgets

Financial budgets and forecasts with variance tracking.

Bundle: https://www.ondayzero.com/docs/reference/budgets.md · https://www.ondayzero.com/docs/reference/budgets/openapi.json

- `GET /api/v1/budgets` — List budgets → `budgets/list-budgets`
- `POST /api/v1/budgets` — Create budget → `budgets/create-budget`
- `POST /api/v1/budgets/forecast` — Generate forecast → `budgets/generate-forecast`
- `GET /api/v1/budgets/forecast/configs` — List forecast configs → `budgets/list-forecast-configs`
- `POST /api/v1/budgets/forecast/configs` — Create forecast config → `budgets/create-forecast-config`
- `DELETE /api/v1/budgets/{budget_id}` — Delete budget → `budgets/delete-budget`
- `GET /api/v1/budgets/{budget_id}` — Get budget → `budgets/get-budget`
- `PATCH /api/v1/budgets/{budget_id}` — Update budget → `budgets/update-budget`
- `POST /api/v1/budgets/{budget_id}/activate` — Activate budget → `budgets/activate-budget`
- `POST /api/v1/budgets/{budget_id}/copy` — Copy budget → `budgets/copy-budget`
- `GET /api/v1/budgets/{budget_id}/lines` — List budget lines → `budgets/list-budget-lines`
- `POST /api/v1/budgets/{budget_id}/lines` — Add budget line → `budgets/add-budget-line`
- `DELETE /api/v1/budgets/{budget_id}/lines/{line_id}` — Delete budget line → `budgets/delete-budget-line`
- `PATCH /api/v1/budgets/{budget_id}/lines/{line_id}` — Update budget line → `budgets/update-budget-line`
- `GET /api/v1/budgets/{budget_id}/vs-actual` — Budget vs Actual → `budgets/get-budget-vs-actual`

## Businesses

Business entities — the core tenant in DayZero.

Bundle: https://www.ondayzero.com/docs/reference/businesses.md · https://www.ondayzero.com/docs/reference/businesses/openapi.json

- `GET /api/v1/businesses` — List businesses → `businesses/list-businesses`
- `POST /api/v1/businesses` — Create business → `businesses/create-business`
- `GET /api/v1/businesses/auto-numbering` — Get auto-numbering settings → `businesses/get-auto-numbering-settings`
- `PUT /api/v1/businesses/auto-numbering` — Update auto-numbering settings → `businesses/update-auto-numbering-settings`
- `GET /api/v1/businesses/auto-numbering/preview` — Preview next auto-generated numbers → `businesses/preview-auto-numbering`
- `PUT /api/v1/businesses/entries-start` — Update entries start date → `businesses/update-entries-start`
- `POST /api/v1/businesses/generate-coa` — Generate a COA template using AI → `businesses/generate-coa-template`
- `GET /api/v1/businesses/invoice-settings` — Get invoice branding settings → `businesses/get-invoice-settings`
- `PATCH /api/v1/businesses/invoice-settings` — Update invoice branding settings → `businesses/update-invoice-settings`
- `POST /api/v1/businesses/invoice-settings/sync-logo` — Sync logo to Stripe branding → `businesses/sync-logo-to-stripe`
- `GET /api/v1/businesses/mailbox` — Check mailbox uniqueness → `businesses/check-mailbox-uniqueness`
- `GET /api/v1/businesses/nav-preferences` — Get sidebar navigation preferences → `businesses/get-nav-preferences`
- `PUT /api/v1/businesses/nav-preferences` — Update sidebar navigation preferences → `businesses/update-nav-preferences`
- `POST /api/v1/businesses/nav-preferences/suggest` — AI-suggest which nav items to hide → `businesses/suggest-nav-preferences`
- `GET /api/v1/businesses/plaid-transaction-settings` — Get Plaid pending-transaction settings → `businesses/get-plaid-transaction-settings`
- `PATCH /api/v1/businesses/plaid-transaction-settings` — Update Plaid pending-transaction settings → `businesses/update-plaid-transaction-settings`
- `PUT /api/v1/businesses/slack` — Save Slack webhook URL → `businesses/save-business-slack-webhook`
- `GET /api/v1/businesses/slack/status` — Get Slack integration status → `businesses/get-slack-status`
- `POST /api/v1/businesses/slack/test` — Test Slack webhook → `businesses/test-business-slack-webhook-legacy`
- `DELETE /api/v1/businesses/slack/{webhook_id}` — Disconnect Slack → `businesses/disconnect-business-slack`
- `PUT /api/v1/businesses/slack/{webhook_id}/preferences` — Update Slack notification preferences → `businesses/update-slack-notification-preferences`
- `POST /api/v1/businesses/slack/{webhook_id}/test` — Test Slack webhook → `businesses/test-business-slack-webhook`
- `GET /api/v1/businesses/teal-instances` — Get Teal instances → `businesses/get-teal-instances`
- `GET /api/v1/businesses/teal-source-accounts` — Get Teal source accounts → `businesses/get-teal-source-accounts`
- `GET /api/v1/businesses/user-preferences/table-views` — List saved table views → `businesses/list-table-views`
- `PATCH /api/v1/businesses/user-preferences/table-views` — Merge saved table views → `businesses/patch-table-views`
- `GET /api/v1/businesses/user-preferences/table-views/{table_key}` — Get saved views for one table → `businesses/get-table-views`
- `GET /api/v1/businesses/users` — List business users → `businesses/list-business-users`
- `POST /api/v1/businesses/users` — Add user to business → `businesses/add-user-to-business`
- `DELETE /api/v1/businesses/users/{user_id}` — Remove user from business → `businesses/remove-user-from-business`
- `PUT /api/v1/businesses/users/{user_id}` — Update user role → `businesses/update-user-role-in-business`
- `GET /api/v1/businesses/users/{user_id}/role` — Get user role → `businesses/get-user-role-in-business`
- `POST /api/v1/businesses/validate-coa` — Validate a custom COA template → `businesses/validate-coa-template`
- `DELETE /api/v1/businesses/{business_id}` — Delete business → `businesses/delete-business`
- `GET /api/v1/businesses/{business_id}` — Get business → `businesses/get-business`
- `PUT /api/v1/businesses/{business_id}` — Update business → `businesses/update-business`
- `GET /api/v1/businesses/{business_id}/balance-sheet` — Get balance sheet (sectioned) → `businesses/get-balance-sheet`
- `POST /api/v1/businesses/{business_id}/balance-sheet/analyze` — AI analysis of balance sheet → `businesses/analyze-balance-sheet`
- `GET /api/v1/businesses/{business_id}/cash-flow-statement` — Get cash flow statement → `businesses/get-cash-flow-statement`
- `GET /api/v1/businesses/{business_id}/cash-flow-statement/outflow-breakdown` — Top categories and vendors by cash outflow → `businesses/get-cash-flow-outflow-breakdown`
- `GET /api/v1/businesses/{business_id}/cash-flow-statement/periodic` — Get cash flow statements for multiple periods → `businesses/get-cash-flow-statements-periodic`
- `POST /api/v1/businesses/{business_id}/cash-flow/analyze` — AI analysis of cash flow statement → `businesses/analyze-cash-flow`
- `GET /api/v1/businesses/{business_id}/income-statement` — Get income statement (sectioned) → `businesses/get-income-statement`
- `GET /api/v1/businesses/{business_id}/income-statement-flat` — Get income statement (flat) → `businesses/get-income-statement-flat`
- `POST /api/v1/businesses/{business_id}/income-statement/analyze` — AI analysis of income statement → `businesses/analyze-income-statement`
- `GET /api/v1/businesses/{business_id}/ledger/{ledger_id}/statement` — Get ledger statement for a date range → `businesses/get-ledger-statement`
- `GET /api/v1/businesses/{business_id}/ledger/{ledger_id}/vendor-breakdown` — Get vendor/counterparty breakdown for a ledger account → `businesses/get-ledger-vendor-breakdown`
- `GET /api/v1/businesses/{business_id}/ledger/{ledger_id}/vendor-period-matrix` — Get vendor breakdown across all periods for a ledger → `businesses/get-ledger-vendor-period-matrix`
- `GET /api/v1/businesses/{business_id}/ledger/{ledger_id}/vendor-transactions` — Get individual transactions for a vendor within a ledger → `businesses/get-ledger-vendor-transactions`
- `PATCH /api/v1/businesses/{business_id}/line-entries/recategorize` — Recategorize line entries → `businesses/recategorize-line-entries`
- `POST /api/v1/businesses/{business_id}/mailbox` — Provision inbound mailbox → `businesses/provision-business-mailbox`
- `GET /api/v1/businesses/{business_id}/reports/cash-basis/bridge` — Accrual to cash-basis net income bridge → `businesses/get-cash-basis-bridge`
- `GET /api/v1/businesses/{business_id}/reports/cash-basis/unapplied` — List cash-basis unapplied settlements → `businesses/get-cash-basis-unapplied`
- `PUT /api/v1/businesses/{business_id}/stripe-subscription` — Update Stripe subscription → `businesses/update-stripe-subscription`
- `GET /api/v1/businesses/{business_id}/sync` — Get sync status → `businesses/get-business-sync-status`
- `GET /api/v1/businesses/{business_id}/trial-balance` — Get trial balance → `businesses/get-trial-balance`

## Catalog Items

Bundle: https://www.ondayzero.com/docs/reference/catalog-items.md · https://www.ondayzero.com/docs/reference/catalog-items/openapi.json

- `GET /api/v1/catalog-items` — List catalog items → `catalog-items/list-catalog-items`
- `POST /api/v1/catalog-items` — Create catalog item → `catalog-items/create-catalog-item`
- `GET /api/v1/catalog-items/{bundle_id}/components` — List a bundle's components → `catalog-items/get-bundle-components`
- `PUT /api/v1/catalog-items/{bundle_id}/components` — Set a bundle's components → `catalog-items/set-bundle-components`
- `DELETE /api/v1/catalog-items/{item_id}` — Deactivate catalog item → `catalog-items/deactivate-catalog-item`
- `GET /api/v1/catalog-items/{item_id}` — Get catalog item → `catalog-items/get-catalog-item`
- `PUT /api/v1/catalog-items/{item_id}` — Update catalog item → `catalog-items/update-catalog-item`

## Categorization Profile

Bundle: https://www.ondayzero.com/docs/reference/categorization-profile.md · https://www.ondayzero.com/docs/reference/categorization-profile/openapi.json

- `GET /api/v1/categorization-profile` — Get the current business's categorization profile → `categorization-profile/get-profile`
- `PUT /api/v1/categorization-profile` — Upsert the current business's categorization profile → `categorization-profile/upsert-profile`

## CFO Portal

Bundle: https://www.ondayzero.com/docs/reference/cfo-portal.md · https://www.ondayzero.com/docs/reference/cfo-portal/openapi.json

- `GET /api/v1/businesses/{business_id}/cfo-portal/alerts` — Get CFO financial alerts → `cfo-portal/cfo-portal-get-alerts`
- `GET /api/v1/businesses/{business_id}/cfo-portal/ap-aging` — Get CFO AP aging → `cfo-portal/cfo-portal-get-ap-aging`
- `GET /api/v1/businesses/{business_id}/cfo-portal/ar-aging` — Get CFO AR aging → `cfo-portal/cfo-portal-get-ar-aging`
- `POST /api/v1/businesses/{business_id}/cfo-portal/ask` — Ask the CFO portal AI assistant a question → `cfo-portal/cfo-portal-ask`
- `GET /api/v1/businesses/{business_id}/cfo-portal/benchmarks` — Get CFO benchmarks → `cfo-portal/cfo-portal-get-benchmarks`
- `GET /api/v1/businesses/{business_id}/cfo-portal/board-deck` — Get CFO board deck summary → `cfo-portal/cfo-portal-get-board-deck`
- `POST /api/v1/businesses/{business_id}/cfo-portal/board-deck/memo` — Generate an AI board memo/report from CFO board-deck data → `cfo-portal/cfo-portal-generate-board-memo`
- `POST /api/v1/businesses/{business_id}/cfo-portal/board-deck/memo/export` — Export AI board memo as PDF or HTML → `cfo-portal/cfo-portal-export-board-memo`
- `GET /api/v1/businesses/{business_id}/cfo-portal/board-deck/pdf` — Download board deck summary as PDF → `cfo-portal/cfo-portal-download-board-deck-pdf`
- `GET /api/v1/businesses/{business_id}/cfo-portal/buckets` — List all managerial buckets (default + custom) → `cfo-portal/cfo-portal-list-buckets`
- `POST /api/v1/businesses/{business_id}/cfo-portal/buckets` — Create a custom managerial bucket → `cfo-portal/cfo-portal-create-bucket`
- `DELETE /api/v1/businesses/{business_id}/cfo-portal/buckets/{bucket_key}` — Delete or disable a managerial bucket → `cfo-portal/cfo-portal-delete-bucket`
- `PUT /api/v1/businesses/{business_id}/cfo-portal/buckets/{bucket_key}` — Update a managerial bucket → `cfo-portal/cfo-portal-update-bucket`
- `GET /api/v1/businesses/{business_id}/cfo-portal/budget-vs-actual` — Get CFO budget vs actual → `cfo-portal/cfo-portal-get-budget-vs-actual`
- `GET /api/v1/businesses/{business_id}/cfo-portal/cash-forecast` — Get CFO 13-week cash forecast → `cfo-portal/cfo-portal-get-cash-forecast`
- `POST /api/v1/businesses/{business_id}/cfo-portal/cash-forecast/demand-plan` — Evaluate a what-if cash forecast scenario → `cfo-portal/cfo-portal-evaluate-demand-plan`
- `GET /api/v1/businesses/{business_id}/cfo-portal/cash-forecast/one-time-items` — List one-time payment items applied to the cash forecast → `cfo-portal/cfo-portal-list-one-time-items`
- `POST /api/v1/businesses/{business_id}/cfo-portal/cash-forecast/one-time-items` — Create a one-time payment item → `cfo-portal/cfo-portal-create-one-time-item`
- `DELETE /api/v1/businesses/{business_id}/cfo-portal/cash-forecast/one-time-items/{item_id}` — Delete a one-time payment item → `cfo-portal/cfo-portal-delete-one-time-item`
- `PATCH /api/v1/businesses/{business_id}/cfo-portal/cash-forecast/one-time-items/{item_id}` — Update a one-time payment item → `cfo-portal/cfo-portal-update-one-time-item`
- `DELETE /api/v1/businesses/{business_id}/cfo-portal/cash-forecast/overrides` — Clear all cash forecast overrides in a scope → `cfo-portal/cfo-portal-clear-overrides`
- `GET /api/v1/businesses/{business_id}/cfo-portal/cash-forecast/overrides` — List cell-level overrides for the cash forecast → `cfo-portal/cfo-portal-list-overrides`
- `PUT /api/v1/businesses/{business_id}/cfo-portal/cash-forecast/overrides` — Replace all cash forecast overrides in a scope → `cfo-portal/cfo-portal-upsert-overrides`
- `DELETE /api/v1/businesses/{business_id}/cfo-portal/cash-forecast/overrides/{override_id}` — Delete a single cash forecast override row → `cfo-portal/cfo-portal-delete-override`
- `PUT /api/v1/businesses/{business_id}/cfo-portal/cash-forecast/settings` — Update Cash Forecast configuration → `cfo-portal/cfo-portal-update-cash-forecast-settings`
- `GET /api/v1/businesses/{business_id}/cfo-portal/cash-forecast/versions` — List saved cash forecast versions → `cfo-portal/cfo-portal-list-versions`
- `POST /api/v1/businesses/{business_id}/cfo-portal/cash-forecast/versions` — Save the current cash forecast configuration as a named version → `cfo-portal/cfo-portal-create-version`
- `DELETE /api/v1/businesses/{business_id}/cfo-portal/cash-forecast/versions/{version_id}` — Delete a saved cash forecast version → `cfo-portal/cfo-portal-delete-version`
- `GET /api/v1/businesses/{business_id}/cfo-portal/cash-forecast/versions/{version_id}` — Get a saved cash forecast version → `cfo-portal/cfo-portal-get-version`
- `PATCH /api/v1/businesses/{business_id}/cfo-portal/cash-forecast/versions/{version_id}` — Rename or describe a saved version → `cfo-portal/cfo-portal-update-version`
- `POST /api/v1/businesses/{business_id}/cfo-portal/cash-forecast/versions/{version_id}/apply` — Re-apply a saved version's config to the live forecast → `cfo-portal/cfo-portal-apply-version`
- `GET /api/v1/businesses/{business_id}/cfo-portal/configuration` — Get CFO configuration → `cfo-portal/cfo-portal-get-configuration`
- `GET /api/v1/businesses/{business_id}/cfo-portal/debt-schedule` — Get CFO debt schedule → `cfo-portal/cfo-portal-get-debt-schedule`
- `POST /api/v1/businesses/{business_id}/cfo-portal/debt-schedule/approve-contract` — Approve parsed debt contract and create debt instrument → `cfo-portal/cfo-portal-approve-debt-contract`
- `DELETE /api/v1/businesses/{business_id}/cfo-portal/debt-schedule/covenants/{covenant_id}` — Delete a debt covenant → `cfo-portal/cfo-portal-delete-debt-covenant`
- `DELETE /api/v1/businesses/{business_id}/cfo-portal/debt-schedule/instruments/{instrument_id}` — Soft-delete a debt instrument → `cfo-portal/cfo-portal-delete-debt-instrument`
- `PATCH /api/v1/businesses/{business_id}/cfo-portal/debt-schedule/instruments/{instrument_id}` — Update a debt instrument → `cfo-portal/cfo-portal-update-debt-instrument`
- `GET /api/v1/businesses/{business_id}/cfo-portal/debt-schedule/instruments/{instrument_id}/covenants` — List covenants for a debt instrument → `cfo-portal/cfo-portal-list-debt-covenants`
- `POST /api/v1/businesses/{business_id}/cfo-portal/debt-schedule/instruments/{instrument_id}/covenants` — Add a covenant to a debt instrument → `cfo-portal/cfo-portal-create-debt-covenant`
- `GET /api/v1/businesses/{business_id}/cfo-portal/debt-schedule/instruments/{instrument_id}/payment-schedule` — Get a loan's customizable paydown table → `cfo-portal/cfo-portal-get-debt-schedule-table`
- `POST /api/v1/businesses/{business_id}/cfo-portal/debt-schedule/instruments/{instrument_id}/payment-schedule/generate` — Generate or rebuild a loan's paydown table → `cfo-portal/cfo-portal-generate-debt-schedule`
- `POST /api/v1/businesses/{business_id}/cfo-portal/debt-schedule/instruments/{instrument_id}/payment-schedule/rows` — Add a row to a loan's paydown table → `cfo-portal/cfo-portal-add-debt-schedule-row`
- `POST /api/v1/businesses/{business_id}/cfo-portal/debt-schedule/instruments/{instrument_id}/payments` — Record a payment against a debt instrument → `cfo-portal/cfo-portal-record-debt-payment`
- `POST /api/v1/businesses/{business_id}/cfo-portal/debt-schedule/parse-contract` — Parse debt contract into a draft payment schedule → `cfo-portal/cfo-portal-parse-debt-contract`
- `DELETE /api/v1/businesses/{business_id}/cfo-portal/debt-schedule/payment-schedule/rows/{row_id}` — Delete a loan paydown-table row → `cfo-portal/cfo-portal-delete-debt-schedule-row`
- `PATCH /api/v1/businesses/{business_id}/cfo-portal/debt-schedule/payment-schedule/rows/{row_id}` — Edit a loan paydown-table row → `cfo-portal/cfo-portal-update-debt-schedule-row`
- `GET /api/v1/businesses/{business_id}/cfo-portal/flux` — Get CFO flux analysis → `cfo-portal/cfo-portal-get-flux`
- `GET /api/v1/businesses/{business_id}/cfo-portal/landed-cogs` — Get CFO landed COGS → `cfo-portal/cfo-portal-get-landed-cogs`
- `GET /api/v1/businesses/{business_id}/cfo-portal/managerial-pl` — Get CFO managerial P&L → `cfo-portal/cfo-portal-get-managerial-pl`
- `GET /api/v1/businesses/{business_id}/cfo-portal/monthly-close` — Get CFO monthly close status → `cfo-portal/cfo-portal-get-monthly-close`
- `GET /api/v1/businesses/{business_id}/cfo-portal/po-forecast-settings` — List open POs and which forecast column they flow through → `cfo-portal/cfo-portal-po-forecast-settings`
- `GET /api/v1/businesses/{business_id}/cfo-portal/purchase-orders` — Get CFO purchase order pipeline → `cfo-portal/get-purchase-orders-handler`
- `GET /api/v1/businesses/{business_id}/cfo-portal/recipe-book` — Get CFO recipe book → `cfo-portal/cfo-portal-get-recipe-book`
- `POST /api/v1/businesses/{business_id}/cfo-portal/recipe-book/auto-assign` — AI auto-assign ledgers to managerial buckets → `cfo-portal/cfo-portal-auto-assign-ledgers`
- `PUT /api/v1/businesses/{business_id}/cfo-portal/recipe-book/managerial-builders` — Upsert managerial builder line account selections → `cfo-portal/cfo-portal-upsert-managerial-builders`
- `PUT /api/v1/businesses/{business_id}/cfo-portal/recipe-book/managerial-mappings` — Upsert managerial bucket assignments for GL accounts → `cfo-portal/cfo-portal-upsert-managerial-mappings`
- `GET /api/v1/businesses/{business_id}/cfo-portal/reports-documents` — Get CFO reports and documents → `cfo-portal/cfo-portal-get-reports-documents`
- `GET /api/v1/businesses/{business_id}/cfo-portal/shipping-analysis` — Get CFO shipping analysis → `cfo-portal/cfo-portal-get-shipping-analysis`
- `GET /api/v1/businesses/{business_id}/cfo-portal/shopify` — Get CFO Shopify metrics → `cfo-portal/cfo-portal-get-shopify`
- `GET /api/v1/businesses/{business_id}/cfo-portal/statements` — Get CFO statement bundle → `cfo-portal/cfo-portal-get-statements`
- `GET /api/v1/businesses/{business_id}/cfo-portal/summary` — Get CFO portal summary → `cfo-portal/cfo-portal-get-summary`
- `GET /api/v1/businesses/{business_id}/cfo-portal/unit-economics` — Get CFO unit economics → `cfo-portal/cfo-portal-get-unit-economics`
- `PUT /api/v1/businesses/{business_id}/cfo-portal/unit-economics/settings` — Update Unit Economics configuration → `cfo-portal/cfo-portal-update-unit-economics-settings`
- `GET /api/v1/businesses/{business_id}/cfo-portal/valuation` — Get CFO valuation inputs → `cfo-portal/cfo-portal-get-valuation`
- `GET /api/v1/businesses/{business_id}/cfo-portal/vendor-spend` — Get CFO vendor spend → `cfo-portal/cfo-portal-get-vendor-spend`

## CFO Projection

Bundle: https://www.ondayzero.com/docs/reference/cfo-projection.md · https://www.ondayzero.com/docs/reference/cfo-projection/openapi.json

- `GET /api/v1/cfo-projection/actuals` — Get trailing actuals → `cfo-projection/get-actuals`
- `GET /api/v1/cfo-projection/scenarios` — List scenarios → `cfo-projection/list-scenarios`
- `POST /api/v1/cfo-projection/scenarios` — Create scenario → `cfo-projection/create-scenario`
- `GET /api/v1/cfo-projection/scenarios/active` — Get active scenario → `cfo-projection/get-active-scenario`
- `POST /api/v1/cfo-projection/scenarios/from-budget/{budget_id}` — Create scenario from budget → `cfo-projection/create-scenario-from-budget`
- `DELETE /api/v1/cfo-projection/scenarios/{scenario_id}` — Delete scenario → `cfo-projection/delete-scenario`
- `GET /api/v1/cfo-projection/scenarios/{scenario_id}` — Get scenario → `cfo-projection/get-scenario`
- `PATCH /api/v1/cfo-projection/scenarios/{scenario_id}` — Update scenario → `cfo-projection/update-scenario`
- `GET /api/v1/cfo-projection/scenarios/{scenario_id}/projection` — Compute projection → `cfo-projection/compute-projection`
- `POST /api/v1/cfo-projection/scenarios/{scenario_id}/suggest-tax-rate` — Suggest tax rates → `cfo-projection/suggest-tax-rate`

## Change Orders

Bundle: https://www.ondayzero.com/docs/reference/change-orders.md · https://www.ondayzero.com/docs/reference/change-orders/openapi.json

- `GET /api/v1/change-orders` — List change orders → `change-orders/list-change-orders`
- `POST /api/v1/change-orders` — Create change order → `change-orders/create-change-order`
- `DELETE /api/v1/change-orders/{change_order_id}` — Delete change order → `change-orders/delete-change-order`
- `GET /api/v1/change-orders/{change_order_id}` — Get change order → `change-orders/get-change-order`
- `PUT /api/v1/change-orders/{change_order_id}` — Update change order → `change-orders/update-change-order`
- `POST /api/v1/change-orders/{change_order_id}/countersign` — Countersign change order → `change-orders/countersign-change-order`
- `POST /api/v1/change-orders/{change_order_id}/revert-to-draft` — Revert change order to draft → `change-orders/revert-change-order-to-draft`
- `POST /api/v1/change-orders/{change_order_id}/send` — Send change order → `change-orders/send-change-order`
- `POST /api/v1/change-orders/{change_order_id}/sign` — Mark change order signed → `change-orders/sign-change-order`

## Client Messages

Messaging between advisory firms and their clients.

Bundle: https://www.ondayzero.com/docs/reference/client-messages.md · https://www.ondayzero.com/docs/reference/client-messages/openapi.json

- `GET /api/v1/client-messages/conversations` — List client conversations → `client-messages/list-client-conversations`
- `POST /api/v1/client-messages/conversations` — Create a conversation → `client-messages/create-conversation`
- `GET /api/v1/client-messages/conversations/{conversation_id}` — Get conversation detail → `client-messages/get-client-conversation`
- `POST /api/v1/client-messages/conversations/{conversation_id}/messages` — Reply to a conversation (client) → `client-messages/client-reply`
- `GET /api/v1/client-messages/firm/conversations` — List client conversations (firm) → `client-messages/list-firm-conversations`
- `GET /api/v1/client-messages/firm/conversations/{conversation_id}` — Get conversation detail (firm) → `client-messages/get-firm-conversation`
- `POST /api/v1/client-messages/firm/conversations/{conversation_id}/messages` — Reply to a conversation (advisor) → `client-messages/advisor-reply`
- `PUT /api/v1/client-messages/firm/conversations/{conversation_id}/status` — Update conversation status → `client-messages/update-status`
- `GET /api/v1/client-messages/firm/unread-count` — Unread conversation count (firm) → `client-messages/firm-unread-count`
- `GET /api/v1/client-messages/unread-count` — Unread conversation count → `client-messages/unread-count`

## Consolidated Reports

Bundle: https://www.ondayzero.com/docs/reference/consolidated-reports.md · https://www.ondayzero.com/docs/reference/consolidated-reports/openapi.json

- `GET /api/v1/advisory-firms/{firm_id}/consolidated-reports/balance-sheet` — Get consolidated balance sheet → `consolidated-reports/get-consolidated-balance-sheet`
- `GET /api/v1/advisory-firms/{firm_id}/consolidated-reports/pnl` — Get consolidated P&L → `consolidated-reports/get-consolidated-pnl`

## Contractors

Bundle: https://www.ondayzero.com/docs/reference/contractors.md · https://www.ondayzero.com/docs/reference/contractors/openapi.json

- `GET /api/v1/contractors` — List contractors → `contractors/list-contractors`
- `GET /api/v1/contractors/1099-report` — 1099 year-end report → `contractors/report-1099`
- `PUT /api/v1/contractors/{vendor_id}` — Update contractor 1099 fields → `contractors/update-contractor`

## Contracts

Bundle: https://www.ondayzero.com/docs/reference/contracts.md · https://www.ondayzero.com/docs/reference/contracts/openapi.json

- `GET /api/v1/contracts` — List contracts → `contracts/list-contracts`
- `POST /api/v1/contracts` — Create a contract → `contracts/create-contract`
- `GET /api/v1/contracts/cash-flow-forecast` — Weekly cash-inflow forecast → `contracts/contract-cash-flow-forecast`
- `GET /api/v1/contracts/drawdowns` — List drawdowns (cross-contract queue) → `contracts/list-all-drawdowns`
- `POST /api/v1/contracts/drawdowns/{drawdown_id}/approve` — Approve a drawdown (hours gate) → `contracts/approve-drawdown`
- `POST /api/v1/contracts/drawdowns/{drawdown_id}/return` — Return a drawdown to the submitter → `contracts/return-drawdown`
- `POST /api/v1/contracts/inbound/hours` — Ingest an inbound hours submission (Slack/email reply) → `contracts/ingest-hours-submission`
- `GET /api/v1/contracts/invoices` — Invoice review queue → `contracts/list-contract-invoices`
- `POST /api/v1/contracts/invoices/reminders` — Send payment reminders in bulk → `contracts/send-invoice-reminders-batch`
- `PATCH /api/v1/contracts/invoices/{invoice_id}` — Edit a draft contract invoice → `contracts/update-contract-invoice`
- `POST /api/v1/contracts/invoices/{invoice_id}/payments` — Apply a payment to a contract invoice → `contracts/apply-contract-invoice-payment`
- `POST /api/v1/contracts/invoices/{invoice_id}/reminder` — Send a payment reminder for a contract invoice → `contracts/send-invoice-reminder`
- `POST /api/v1/contracts/invoices/{invoice_id}/send` — Approve & send a contract invoice (invoice gate) → `contracts/send-contract-invoice`
- `POST /api/v1/contracts/orders/intake-pdf` — Intake an order-form PDF into a draft order → `contracts/intake-order-pdf`
- `GET /api/v1/contracts/reports/{report_type}` — Download an Order-to-Cash report (CSV/XLSX) → `contracts/download-o2c-report`
- `GET /api/v1/contracts/settings` — Get Order-to-Cash settings → `contracts/get-o2c-settings`
- `PUT /api/v1/contracts/settings` — Update Order-to-Cash settings → `contracts/update-o2c-settings`
- `GET /api/v1/contracts/summary` — Portfolio summary (dashboard KPIs) → `contracts/contract-portfolio-summary`
- `GET /api/v1/contracts/summary/by-type` — Contracted value grouped by billing rule → `contracts/contract-value-by-type`
- `DELETE /api/v1/contracts/{contract_id}` — Delete contract → `contracts/delete-contract`
- `GET /api/v1/contracts/{contract_id}` — Get contract → `contracts/get-contract`
- `PATCH /api/v1/contracts/{contract_id}` — Edit contract → `contracts/update-contract`
- `GET /api/v1/contracts/{contract_id}/burndown` — Per-line hours burndown → `contracts/get-contract-burndown`
- `POST /api/v1/contracts/{contract_id}/check-completion` — Evaluate auto-completion → `contracts/check-contract-completion`
- `POST /api/v1/contracts/{contract_id}/credit-memo` — Issue a contract-level credit memo → `contracts/issue-contract-credit-memo`
- `POST /api/v1/contracts/{contract_id}/draft-invoices` — Auto-draft invoices (invoice gate) → `contracts/draft-contract-invoices`
- `GET /api/v1/contracts/{contract_id}/drawdowns` — List a contract's drawdowns → `contracts/list-contract-drawdowns`
- `POST /api/v1/contracts/{contract_id}/drawdowns` — Record a drawdown (hours consumed) → `contracts/record-drawdown`
- `POST /api/v1/contracts/{contract_id}/generate-period-invoices` — Draft the next period's invoices → `contracts/generate-period-invoices`
- `PATCH /api/v1/contracts/{contract_id}/hours` — Set the contract's total purchased hours → `contracts/update-contract-hours`
- `POST /api/v1/contracts/{contract_id}/invoices` — Manually draft an additional invoice → `contracts/draft-manual-contract-invoice`
- `POST /api/v1/contracts/{contract_id}/pause` — Pause contract → `contracts/pause-contract`
- `POST /api/v1/contracts/{contract_id}/reorder` — Reorder from a contract (follow-on block) → `contracts/reorder-from-contract`
- `POST /api/v1/contracts/{contract_id}/resume` — Resume contract → `contracts/resume-contract`
- `GET /api/v1/contracts/{contract_id}/suggested-invoices` — Suggested invoices to link → `contracts/suggested-contract-invoices`

## Counterparty Aliases

Bundle: https://www.ondayzero.com/docs/reference/counterparty-aliases.md · https://www.ondayzero.com/docs/reference/counterparty-aliases/openapi.json

- `GET /api/v1/counterparty-aliases` — List counterparty aliases → `counterparty-aliases/list-counterparty-aliases`
- `POST /api/v1/counterparty-aliases` — Create or update a counterparty alias → `counterparty-aliases/create-counterparty-alias`
- `DELETE /api/v1/counterparty-aliases/{alias_id}` — Delete a counterparty alias → `counterparty-aliases/delete-counterparty-alias`
- `PATCH /api/v1/counterparty-aliases/{alias_id}` — Update a counterparty alias → `counterparty-aliases/update-counterparty-alias`

## Counterparty Defaults

Bundle: https://www.ondayzero.com/docs/reference/counterparty-defaults.md · https://www.ondayzero.com/docs/reference/counterparty-defaults/openapi.json

- `GET /api/v1/counterparty-defaults` — List counterparty defaults → `counterparty-defaults/list-counterparty-defaults`
- `POST /api/v1/counterparty-defaults` — Create a counterparty default → `counterparty-defaults/create-counterparty-default`
- `DELETE /api/v1/counterparty-defaults/{default_id}` — Delete a counterparty default → `counterparty-defaults/delete-counterparty-default`
- `PATCH /api/v1/counterparty-defaults/{default_id}` — Update a counterparty default → `counterparty-defaults/update-counterparty-default`

## Counterparty Naming

Bundle: https://www.ondayzero.com/docs/reference/counterparty-naming.md · https://www.ondayzero.com/docs/reference/counterparty-naming/openapi.json

- `GET /api/v1/counterparty-naming/inconsistencies` — Find inconsistently named counterparties → `counterparty-naming/list-name-inconsistencies`
- `POST /api/v1/counterparty-naming/merge` — Merge counterparty groups into one name → `counterparty-naming/merge-counterparties`
- `GET /api/v1/counterparty-naming/names` — List this business's counterparty names → `counterparty-naming/list-counterparty-names`
- `GET /api/v1/counterparty-naming/payee-lines` — Preview giving processor lines back to their payees → `counterparty-naming/preview-payee-lines`
- `POST /api/v1/counterparty-naming/payee-lines/apply` — Give processor lines back to their payees → `counterparty-naming/apply-payee-lines`
- `POST /api/v1/counterparty-naming/reset` — Reset a counterparty group to its detected names → `counterparty-naming/reset-counterparty`
- `GET /api/v1/counterparty-naming/rules` — List counterparty naming rules → `counterparty-naming/list-naming-rules`
- `POST /api/v1/counterparty-naming/rules` — Create a counterparty naming rule → `counterparty-naming/create-naming-rule`
- `POST /api/v1/counterparty-naming/rules/preview` — Preview which existing transactions a rule would match → `counterparty-naming/preview-naming-rule`
- `DELETE /api/v1/counterparty-naming/rules/{rule_id}` — Delete a counterparty naming rule → `counterparty-naming/delete-naming-rule`
- `PATCH /api/v1/counterparty-naming/rules/{rule_id}` — Update a counterparty naming rule → `counterparty-naming/update-naming-rule`
- `POST /api/v1/counterparty-naming/rules/{rule_id}/apply` — Apply a naming rule to existing transactions → `counterparty-naming/apply-naming-rule`

## Credit

Partner credit lines — programs, lines, card settlements, loans, daily accrual, statements, payoff quotes, payments, underwriting and versioned scorecards, card issuing, and the credit event feed. DayZero keeps the ledger and measures; the partner moves the money and makes the lending decision.

Bundle: https://www.ondayzero.com/docs/reference/credit.md · https://www.ondayzero.com/docs/reference/credit/openapi.json

- `POST /api/v1/credit/accruals/run` — Run the daily accrual processor → `credit/run-accruals`
- `GET /api/v1/credit/adverse-actions` — List adverse actions → `credit/credit-list-adverse-actions`
- `GET /api/v1/credit/adverse-actions/{adverse_action_id}.pdf` — Download an adverse-action notice → `credit/credit-get-adverse-action-pdf`
- `POST /api/v1/credit/adverse-actions/{adverse_action_id}/send` — Send an adverse-action notice → `credit/credit-send-adverse-action`
- `POST /api/v1/credit/adverse-actions/{adverse_action_id}/waive` — Waive an adverse-action notice → `credit/credit-waive-adverse-action`
- `GET /api/v1/credit/billing-lapse-risk` — Will this business's API access lapse? → `credit/credit-billing-lapse-risk`
- `POST /api/v1/credit/card-settlements` — Ingest cleared card settlements → `credit/ingest-card-settlements`
- `POST /api/v1/credit/cards` — Issue a card against a credit line → `credit/issue-card`
- `POST /api/v1/credit/cards/reconcile-settlements` — Reconcile issuer transactions against settlements → `credit/reconcile-settlements`
- `POST /api/v1/credit/cards/register` — Register a partner-provisioned card → `credit/register-card`
- `POST /api/v1/credit/cards/sync` — Reconcile cards against the issuer → `credit/sync-cards`
- `DELETE /api/v1/credit/cards/{card_id}` — Terminate a card → `credit/terminate-card`
- `POST /api/v1/credit/cards/{card_id}/embed-token` — Mint a token to display card credentials → `credit/get-card-embed-token`
- `PATCH /api/v1/credit/cards/{card_id}/limits` — Update card spend controls → `credit/update-card-limits`
- `DELETE /api/v1/credit/cards/{card_id}/suspension` — Lift a card suspension → `credit/unsuspend-card`
- `POST /api/v1/credit/cards/{card_id}/suspension` — Suspend a card → `credit/suspend-card`
- `GET /api/v1/credit/compliance/held-increases` — List held limit increases → `credit/credit-list-held-increases`
- `GET /api/v1/credit/compliance/jurisdiction-gaps` — Lines missing the merchant's jurisdiction → `credit/credit-list-jurisdiction-gaps`
- `GET /api/v1/credit/compliance/templates` — List compliance templates → `credit/credit-list-compliance-templates`
- `POST /api/v1/credit/compliance/templates/{template_id}/approve` — Approve a compliance template → `credit/credit-approve-compliance-template`
- `GET /api/v1/credit/compliance/templates/{template_id}/preview` — Preview a compliance template → `credit/credit-preview-compliance-template`
- `POST /api/v1/credit/compliance/templates/{template_id}/retire` — Retire a compliance template → `credit/credit-retire-compliance-template`
- `POST /api/v1/credit/cycles/assess-late` — Late sweep → `credit/assess-late-cycles`
- `POST /api/v1/credit/cycles/close` — Month-end close → `credit/close-cycles`
- `GET /api/v1/credit/disclosures/{disclosure_id}.pdf` — Download a disclosure → `credit/credit-get-disclosure-pdf`
- `POST /api/v1/credit/disclosures/{disclosure_id}/withdraw` — Withdraw a held limit increase → `credit/credit-withdraw-held-increase`
- `POST /api/v1/credit/disputes/{dispute_id}/resolution` — Resolve a dispute → `credit/resolve-credit-dispute`
- `GET /api/v1/credit/environment` — Which book am I on? → `credit/get-environment`
- `GET /api/v1/credit/event-deliveries` — Webhook delivery status for a page of credit events → `credit/list-credit-event-deliveries`
- `GET /api/v1/credit/events` — Poll the credit event feed → `credit/list-credit-events`
- `GET /api/v1/credit/events/{event_id}/deliveries` — Webhook deliveries of one credit event → `credit/get-credit-event-deliveries`
- `GET /api/v1/credit/finance/borrowing-base` — Borrowing base → `credit/get-borrowing-base`
- `GET /api/v1/credit/finance/journal` — Credit journal for a month → `credit/get-journal`
- `POST /api/v1/credit/finance/journal/push` — Push the credit journal to QuickBooks → `credit/push-journal`
- `GET /api/v1/credit/finance/ledger-proof` — Ledger integrity proof → `credit/get-ledger-proof`
- `GET /api/v1/credit/finance/tie-out` — Tie out outstanding three ways → `credit/get-tie-out`
- `GET /api/v1/credit/import-batches/{staging_id}` — A staged loan file's status, totals and run → `credit/credit-import-get-batch`
- `PUT /api/v1/credit/import-batches/{staging_id}/mapping` — Correct a staged loan file's mapping → `credit/credit-import-update-mapping`
- `GET /api/v1/credit/import-batches/{staging_id}/report` — The import report of a loan file's last run → `credit/credit-import-get-report`
- `GET /api/v1/credit/interchange` — Interchange recognised → `credit/get-interchange-summary`
- `POST /api/v1/credit/interchange/report` — Ingest the issuer's interchange report → `credit/ingest-interchange-report`
- `DELETE /api/v1/credit/limit-change-requests/{request_id}` — Cancel a limit-change request → `credit/cancel-limit-change-request`
- `GET /api/v1/credit/limit-change-requests/{request_id}` — Get a limit-change request → `credit/get-limit-change-request`
- `POST /api/v1/credit/limit-change-requests/{request_id}/decision` — Approve or reject a limit-change request → `credit/decide-limit-change-request`
- `POST /api/v1/credit/limit-reviews/{review_id}/decision` — Apply or dismiss a proposed limit review → `credit/decide-limit-review`
- `GET /api/v1/credit/lines` — List credit lines → `credit/list-credit-lines`
- `POST /api/v1/credit/lines` — Open a credit line → `credit/create-credit-line`
- `GET /api/v1/credit/lines/{credit_line_id}` — Credit line dashboard → `credit/get-credit-line`
- `PATCH /api/v1/credit/lines/{credit_line_id}` — Update a credit line → `credit/update-credit-line`
- `GET /api/v1/credit/lines/{credit_line_id}/cards` — List cards on a credit line → `credit/list-cards`
- `GET /api/v1/credit/lines/{credit_line_id}/cards/monitor` — Monitor card spend and controls → `credit/monitor-cards`
- `POST /api/v1/credit/lines/{credit_line_id}/cards/spend-limit-sync` — Push available credit to the issuer as the card limit → `credit/push-spend-limits`
- `GET /api/v1/credit/lines/{credit_line_id}/credit-balance` — Where a line's credit balance came from → `credit/get-credit-line-credit-balance`
- `GET /api/v1/credit/lines/{credit_line_id}/disclosure` — Disclosure figures for a loan → `credit/get-line-disclosure`
- `GET /api/v1/credit/lines/{credit_line_id}/disclosures` — List a line's disclosures → `credit/credit-list-line-disclosures`
- `POST /api/v1/credit/lines/{credit_line_id}/disclosures` — Generate a disclosure now → `credit/credit-create-line-disclosure`
- `GET /api/v1/credit/lines/{credit_line_id}/disputes` — List a line's disputes → `credit/list-credit-disputes`
- `GET /api/v1/credit/lines/{credit_line_id}/ledger` — Credit line ledger register → `credit/get-ledger`
- `GET /api/v1/credit/lines/{credit_line_id}/ledger/verify` — Verify ledger integrity → `credit/verify-ledger`
- `GET /api/v1/credit/lines/{credit_line_id}/limit-change-requests` — List a line's limit-change requests → `credit/list-limit-change-requests`
- `POST /api/v1/credit/lines/{credit_line_id}/limit-change-requests` — Request a credit-limit change → `credit/create-limit-change-request`
- `GET /api/v1/credit/lines/{credit_line_id}/limit-reviews` — List a line's limit reviews → `credit/list-limit-reviews`
- `POST /api/v1/credit/lines/{credit_line_id}/limit-reviews/run` — Review a line's limit now → `credit/run-limit-review`
- `GET /api/v1/credit/lines/{credit_line_id}/loans` — List loans on a line → `credit/list-loans`
- `POST /api/v1/credit/lines/{credit_line_id}/loans/import` — Import existing loans onto a line → `credit/import-loans`
- `GET /api/v1/credit/lines/{credit_line_id}/notices` — List notices sent on a line → `credit/list-line-notices`
- `GET /api/v1/credit/lines/{credit_line_id}/payment-aliases` — List a line's payment aliases → `credit/list-payment-aliases`
- `POST /api/v1/credit/lines/{credit_line_id}/payment-aliases` — Record a payment alias → `credit/create-payment-alias`
- `GET /api/v1/credit/lines/{credit_line_id}/payment-matches` — List the bank-settlement decisions on a line → `credit/list-payment-matches`
- `GET /api/v1/credit/lines/{credit_line_id}/payments` — List payments on a line → `credit/list-payments`
- `GET /api/v1/credit/lines/{credit_line_id}/payoff-quote` — Quote the payoff amount → `credit/get-payoff-quote`
- `GET /api/v1/credit/lines/{credit_line_id}/portal-sessions` — List borrower-portal links → `credit/list-borrower-portal-sessions`
- `POST /api/v1/credit/lines/{credit_line_id}/portal-sessions` — Mint a borrower-portal link → `credit/create-borrower-portal-session`
- `GET /api/v1/credit/lines/{credit_line_id}/schedule` — Repayment schedule → `credit/get-line-schedule`
- `GET /api/v1/credit/lines/{credit_line_id}/statements` — List statements → `credit/list-statements`
- `GET /api/v1/credit/lines/{credit_line_id}/statements/{cycle_id}` — Get a rendered statement → `credit/get-statement`
- `GET /api/v1/credit/lines/{credit_line_id}/subledger` — Transactions tab: summary band, loan rows, period history → `credit/get-subledger`
- `GET /api/v1/credit/lines/{credit_line_id}/subledger/export` — Export the Transactions tab as CSV → `credit/export-subledger`
- `GET /api/v1/credit/loans/{loan_id}` — Get one loan → `credit/get-loan`
- `GET /api/v1/credit/loans/{loan_id}/adjustments` — List a loan's adjustments → `credit/list-loan-adjustments`
- `POST /api/v1/credit/loans/{loan_id}/adjustments` — Adjust a loan → `credit/create-loan-adjustment`
- `POST /api/v1/credit/loans/{loan_id}/dispute` — Open a dispute on a loan → `credit/open-credit-dispute`
- `POST /api/v1/credit/loans/{loan_id}/write-off` — Write off a loan → `credit/write-off-credit-loan`
- `DELETE /api/v1/credit/payment-aliases/{alias_id}` — Delete a payment alias → `credit/delete-payment-alias`
- `POST /api/v1/credit/payment-matches/{match_id}/override` — Confirm or reject a bank-settlement match → `credit/override-payment-match`
- `POST /api/v1/credit/payments` — Record a payment → `credit/record-payment`
- `POST /api/v1/credit/payments/preview` — Preview a payment → `credit/preview-payment`
- `GET /api/v1/credit/payments/resolve` — Resolve an inbound payment to a credit line → `credit/resolve-payment`
- `POST /api/v1/credit/payments/{payment_id}/reversal` — Reverse a failed payment → `credit/reverse-payment`
- `POST /api/v1/credit/payments/{payment_id}/settlement` — Confirm a pending payment settled → `credit/settle-payment`
- `DELETE /api/v1/credit/portal-sessions/{session_id}` — Revoke a borrower-portal link → `credit/revoke-borrower-portal-session`
- `GET /api/v1/credit/portfolio` — Portfolio, aging, and allowance → `credit/get-portfolio`
- `GET /api/v1/credit/portfolio/loan-tape` — Loan tape (CSV) → `credit/get-loan-tape`
- `GET /api/v1/credit/programs` — List lending programs → `credit/list-programs`
- `POST /api/v1/credit/programs` — Create a lending program → `credit/create-program`
- `GET /api/v1/credit/programs/{program_id}` — Get a lending program → `credit/get-program`
- `PATCH /api/v1/credit/programs/{program_id}` — Update a lending program → `credit/update-program`
- `POST /api/v1/credit/programs/{program_id}/card-management` — Switch who manages a program's cards → `credit/credit-switch-card-management`
- `GET /api/v1/credit/programs/{program_id}/import-batches` — A program's loan files, newest first → `credit/credit-import-list-batches`
- `POST /api/v1/credit/programs/{program_id}/loans/import` — Dry-run or apply a staged loan file across the program → `credit/credit-import-run-loans`
- `POST /api/v1/credit/programs/{program_id}/loans/import/parse` — Upload a loan file and infer its mapping → `credit/credit-import-parse-loans`
- `POST /api/v1/credit/programs/{program_id}/mcc-allowlist/apply` — Apply an MCC allow list → `credit/credit-mcc-allowlist-apply`
- `POST /api/v1/credit/programs/{program_id}/mcc-allowlist/preview` — Preview an MCC allow list → `credit/credit-mcc-allowlist-preview`
- `GET /api/v1/credit/programs/{program_id}/readiness` — Launch readiness of a program → `credit/credit-readiness-get`
- `POST /api/v1/credit/programs/{program_id}/readiness/evaluate` — Evaluate and store a program's launch readiness → `credit/credit-readiness-evaluate`
- `GET /api/v1/credit/programs/{program_id}/scorecards` — List a program's scorecards → `credit/list-scorecards`
- `POST /api/v1/credit/programs/{program_id}/scorecards` — Create a scorecard → `credit/create-scorecard`
- `POST /api/v1/credit/programs/{program_id}/scorecards/from-seed` — Start the scorecard from a seed → `credit/credit-scorecard-from-seed`
- `GET /api/v1/credit/readiness` — Launch readiness of every program → `credit/credit-readiness-list`
- `POST /api/v1/credit/sandbox/advance` — Move the sandbox clock → `credit/advance-sandbox`
- `POST /api/v1/credit/sandbox/card-transactions` — Clear, void or dispute a card transaction → `credit/record-sandbox-card-transaction`
- `GET /api/v1/credit/sandbox/jobs/{job_id}` — A sandbox job → `credit/credit-get-sandbox-job`
- `POST /api/v1/credit/sandbox/partner-export` — Seed the sandbox from a partner export → `credit/credit-seed-partner-export`
- `GET /api/v1/credit/sandbox/partner-pulls` — List registered pulls → `credit/credit-list-partner-pulls`
- `POST /api/v1/credit/sandbox/partner-pulls` — Register a pull of a partner's data → `credit/credit-register-partner-pull`
- `DELETE /api/v1/credit/sandbox/partner-pulls/{pull_id}` — Delete a registered pull → `credit/credit-delete-partner-pull`
- `POST /api/v1/credit/sandbox/provision` — Create the paired sandbox → `credit/credit-provision-sandbox`
- `POST /api/v1/credit/sandbox/reset` — Start the sandbox over → `credit/reset-sandbox`
- `POST /api/v1/credit/sandbox/scenarios/appendix-b` — Stage the Appendix B book → `credit/seed-appendix-b`
- `POST /api/v1/credit/sandbox/scenarios/portfolio-50` — Generate a whole sandbox book from a seed → `credit/credit-stage-portfolio-scenario`
- `POST /api/v1/credit/sandbox/sync-config` — Copy program configuration to the sandbox again → `credit/credit-sync-sandbox-config`
- `POST /api/v1/credit/sandbox/walks` — Record a walk of Appendix B → `credit/record-sandbox-walk`
- `GET /api/v1/credit/scorecard-backtests/{backtest_id}` — Get a backtest → `credit/get-scorecard-backtest`
- `GET /api/v1/credit/scorecard-backtests/{backtest_id}/export` — Download a backtest as CSV → `credit/export-scorecard-backtest`
- `GET /api/v1/credit/scorecard-versions/{from_version_id}/diff/{to_version_id}` — Compare two scorecard versions → `credit/diff-scorecard-versions`
- `DELETE /api/v1/credit/scorecard-versions/{version_id}` — Discard a draft version → `credit/discard-scorecard-version`
- `GET /api/v1/credit/scorecard-versions/{version_id}` — Get a scorecard version → `credit/get-scorecard-version`
- `PATCH /api/v1/credit/scorecard-versions/{version_id}` — Edit a draft version → `credit/update-scorecard-version`
- `POST /api/v1/credit/scorecard-versions/{version_id}/activate` — Activate an approved version → `credit/activate-scorecard-version`
- `POST /api/v1/credit/scorecard-versions/{version_id}/approve` — Record approval of a validated version → `credit/approve-scorecard-version`
- `POST /api/v1/credit/scorecard-versions/{version_id}/backtest` — Backtest a version over a cohort → `credit/backtest-scorecard-version`
- `GET /api/v1/credit/scorecard-versions/{version_id}/backtests` — List a version's backtests → `credit/list-scorecard-backtests`
- `POST /api/v1/credit/scorecard-versions/{version_id}/preview` — Test a version against a business → `credit/preview-scorecard-version`
- `POST /api/v1/credit/scorecard-versions/{version_id}/validate` — Validate a scorecard version → `credit/validate-scorecard-version`
- `POST /api/v1/credit/scorecards/validate` — Validate a scorecard before putting it on a program → `credit/validate-scorecard`
- `GET /api/v1/credit/scorecards/{scorecard_id}` — Get a scorecard → `credit/get-scorecard`
- `PATCH /api/v1/credit/scorecards/{scorecard_id}` — Update a scorecard's settings → `credit/update-scorecard`
- `GET /api/v1/credit/scorecards/{scorecard_id}/audit` — A scorecard's audit trail → `credit/get-scorecard-audit`
- `GET /api/v1/credit/scorecards/{scorecard_id}/versions` — List a scorecard's versions → `credit/list-scorecard-versions`
- `POST /api/v1/credit/scorecards/{scorecard_id}/versions` — Start a new draft version → `credit/create-scorecard-draft`
- `POST /api/v1/credit/sweeps/daily` — Run the daily credit sweep → `credit/run-daily-sweep`
- `GET /api/v1/credit/sweeps/runs` — List daily-sweep runs → `credit/list-sweep-runs`
- `GET /api/v1/credit/sweeps/runs/{run_id}` — Get one daily-sweep run → `credit/get-sweep-run`
- `POST /api/v1/credit/sweeps/runs/{run_id}/rerun-step` — Re-run one step of a daily-sweep run → `credit/rerun-sweep-step`
- `GET /api/v1/credit/underwriting/assessments` — List underwriting assessments → `credit/list-underwriting-assessments`
- `POST /api/v1/credit/underwriting/assessments` — Request an underwriting assessment → `credit/request-underwriting-assessment`
- `GET /api/v1/credit/underwriting/assessments/{assessment_id}` — Get an underwriting assessment → `credit/get-underwriting-assessment`
- `GET /api/v1/credit/underwriting/assessments/{assessment_id}/adverse-action` — Adverse-action reasons for an assessment → `credit/get-adverse-action`
- `GET /api/v1/credit/underwriting/assessments/{assessment_id}/audit` — An assessment's review trail → `credit/get-assessment-audit`
- `POST /api/v1/credit/underwriting/assessments/{assessment_id}/completion` — Complete an underwriting assessment → `credit/complete-underwriting-assessment`
- `POST /api/v1/credit/underwriting/assessments/{assessment_id}/manual-checks/{check_id}` — Attest a manual check → `credit/attest-manual-check`
- `PUT /api/v1/credit/underwriting/assessments/{assessment_id}/notes` — Save reviewer notes on an assessment → `credit/set-assessment-notes`
- `POST /api/v1/credit/underwriting/assessments/{assessment_id}/run` — Measure and complete an assessment from DayZero data → `credit/run-underwriting-assessment`
- `GET /api/v1/credit/underwriting/measurers` — Criterion keys DayZero can measure → `credit/list-measurers`
- `GET /api/v1/credit/underwriting/scorecard-vocabulary` — What a scorecard may be written with → `credit/get-scorecard-vocabulary`
- `GET /api/v1/credit/underwriting/subject-businesses` — Businesses a scorecard can be tested against → `credit/list-subject-businesses`

## Credit Memos

Customer credits that can be applied to invoices.

Bundle: https://www.ondayzero.com/docs/reference/credit-memos.md · https://www.ondayzero.com/docs/reference/credit-memos/openapi.json

- `GET /api/v1/credit-memos` — List credit memos → `credit-memos/list-credit-memos`
- `POST /api/v1/credit-memos` — Create credit memo → `credit-memos/create-credit-memo`
- `GET /api/v1/credit-memos/customers/{customer_id}/credits` — Get customer available credits → `credit-memos/get-customer-credits`
- `POST /api/v1/credit-memos/suggest` — AI credit memo suggestions → `credit-memos/suggest-credit-memos`
- `DELETE /api/v1/credit-memos/{credit_memo_id}` — Delete credit memo → `credit-memos/delete-credit-memo`
- `GET /api/v1/credit-memos/{credit_memo_id}` — Get credit memo → `credit-memos/get-credit-memo`
- `PUT /api/v1/credit-memos/{credit_memo_id}` — Update credit memo → `credit-memos/update-credit-memo`
- `POST /api/v1/credit-memos/{credit_memo_id}/apply` — Apply credit memo to invoice → `credit-memos/apply-credit-memo`
- `POST /api/v1/credit-memos/{credit_memo_id}/issue` — Issue credit memo → `credit-memos/issue-credit-memo`
- `POST /api/v1/credit-memos/{credit_memo_id}/unapply` — Un-apply credit memo from invoice → `credit-memos/unapply-credit-memo`
- `POST /api/v1/credit-memos/{credit_memo_id}/void` — Void credit memo → `credit-memos/void-credit-memo`

## Customer Statements

Bundle: https://www.ondayzero.com/docs/reference/customer-statements.md · https://www.ondayzero.com/docs/reference/customer-statements/openapi.json

- `GET /api/v1/customer-statements/{customer_id}` — Get customer statement → `customer-statements/get-customer-statement`
- `POST /api/v1/customer-statements/{customer_id}/send` — Email customer statement → `customer-statements/send-customer-statement`

## Customers

Customer records for invoicing and AR.

Bundle: https://www.ondayzero.com/docs/reference/customers.md · https://www.ondayzero.com/docs/reference/customers/openapi.json

- `GET /api/v1/customers` — List customers → `customers/get-customers`
- `POST /api/v1/customers` — Create customer → `customers/create-customer`
- `POST /api/v1/customers/analyze-payment-behavior` — AI payment behavior analysis → `customers/analyze-payment-behavior`
- `POST /api/v1/customers/auto-categorize` — Bulk AI auto-categorize uncategorized customers → `customers/auto-categorize-customers`
- `POST /api/v1/customers/bulk-upload` — Bulk upload customers from CSV → `customers/bulk-upload-customers`
- `GET /api/v1/customers/bulk-upload/template` — Download bulk customer upload CSV template → `customers/download-customer-bulk-upload-template`
- `POST /api/v1/customers/categorize` — AI categorize customer → `customers/categorize-customer`
- `POST /api/v1/customers/check-duplicates` — Check for duplicate customers → `customers/check-duplicates`
- `DELETE /api/v1/customers/{customer_id}` — Delete customer → `customers/delete-customer`
- `GET /api/v1/customers/{customer_id}` — Get customer → `customers/get-customer`
- `PUT /api/v1/customers/{customer_id}` — Update customer → `customers/update-customer`
- `GET /api/v1/customers/{customer_id}/contacts` — List customer contacts → `customers/list-contacts`
- `POST /api/v1/customers/{customer_id}/contacts` — Create customer contact → `customers/create-contact`
- `DELETE /api/v1/customers/{customer_id}/contacts/{contact_id}` — Delete customer contact → `customers/delete-contact`
- `GET /api/v1/customers/{customer_id}/contacts/{contact_id}` — Get customer contact → `customers/get-contact`
- `PUT /api/v1/customers/{customer_id}/contacts/{contact_id}` — Update customer contact → `customers/update-contact`

## Daily Brief

Bundle: https://www.ondayzero.com/docs/reference/daily-brief.md · https://www.ondayzero.com/docs/reference/daily-brief/openapi.json

- `GET /api/v1/books/daily-brief` — Books AI Daily Brief → `daily-brief/get-daily-brief`
- `GET /api/v1/books/standup` — Books AI proactive morning standup → `daily-brief/get-books-standup`

## Dashboards

Bundle: https://www.ondayzero.com/docs/reference/dashboards.md · https://www.ondayzero.com/docs/reference/dashboards/openapi.json

- `GET /api/v1/dashboards` — List dashboards → `dashboards/list-dashboards`
- `POST /api/v1/dashboards` — Create a dashboard → `dashboards/create-dashboard`
- `GET /api/v1/dashboards/assignable-users` — List assignable users → `dashboards/list-assignable-users`
- `POST /api/v1/dashboards/models/build` — Build an approved model plan → `dashboards/build-model-from-draft`
- `GET /api/v1/dashboards/models/drafts/{draft_id}` — Read a proposed model in full → `dashboards/get-model-draft`
- `PATCH /api/v1/dashboards/models/drafts/{draft_id}` — Edit a proposed model before building it → `dashboards/revise-model-draft`
- `POST /api/v1/dashboards/models/import` — Import a reference workbook as a model plan → `dashboards/import-model-workbook`
- `DELETE /api/v1/dashboards/{dashboard_id}` — Delete a dashboard → `dashboards/delete-dashboard`
- `GET /api/v1/dashboards/{dashboard_id}` — Get a dashboard → `dashboards/get-dashboard`
- `PATCH /api/v1/dashboards/{dashboard_id}` — Update a dashboard → `dashboards/update-dashboard`
- `PUT /api/v1/dashboards/{dashboard_id}/assignments` — Set dashboard assignments → `dashboards/set-assignments`
- `POST /api/v1/dashboards/{dashboard_id}/export` — Export a dashboard to Excel, CSV, or PDF → `dashboards/export-dashboard`
- `POST /api/v1/dashboards/{dashboard_id}/model/refresh` — Re-derive a model from current ledger data → `dashboards/refresh-model`
- `GET /api/v1/dashboards/{dashboard_id}/model/workbook` — Download a model as a live-formula Excel workbook → `dashboards/download-model-workbook`
- `DELETE /api/v1/dashboards/{dashboard_id}/schedule` — Delete the refresh schedule → `dashboards/delete-dashboard-schedule`
- `GET /api/v1/dashboards/{dashboard_id}/schedule` — Get the refresh schedule → `dashboards/get-dashboard-schedule`
- `PATCH /api/v1/dashboards/{dashboard_id}/schedule` — Update the refresh schedule → `dashboards/update-dashboard-schedule`
- `POST /api/v1/dashboards/{dashboard_id}/schedule` — Create a refresh schedule → `dashboards/create-dashboard-schedule`
- `POST /api/v1/dashboards/{dashboard_id}/share` — Create a public share link → `dashboards/create-dashboard-share`
- `GET /api/v1/dashboards/{dashboard_id}/shares` — List share links → `dashboards/list-dashboard-shares`
- `DELETE /api/v1/dashboards/{dashboard_id}/shares/{share_id}` — Revoke a share link → `dashboards/revoke-dashboard-share`
- `GET /api/v1/dashboards/{dashboard_id}/versions` — List dashboard versions → `dashboards/list-dashboard-versions`
- `POST /api/v1/dashboards/{dashboard_id}/versions` — Save a dashboard version → `dashboards/save-dashboard-version`
- `GET /api/v1/dashboards/{dashboard_id}/versions/{version_id}` — Get a dashboard version → `dashboards/get-dashboard-version`
- `POST /api/v1/dashboards/{dashboard_id}/versions/{version_id}/restore` — Restore a dashboard version → `dashboards/restore-dashboard-version`
- `POST /api/v1/dashboards/{dashboard_id}/widgets` — Add a widget → `dashboards/add-widget`
- `POST /api/v1/dashboards/{dashboard_id}/widgets/reorder` — Reorder widgets → `dashboards/reorder-widgets`
- `DELETE /api/v1/dashboards/{dashboard_id}/widgets/{widget_id}` — Remove a widget → `dashboards/remove-widget`
- `PATCH /api/v1/dashboards/{dashboard_id}/widgets/{widget_id}` — Update a widget → `dashboards/update-widget`
- `POST /api/v1/dashboards/{dashboard_id}/widgets/{widget_id}/alert` — Create an alert on a metric widget → `dashboards/create-widget-alert`

## Dashboards Public

Bundle: https://www.ondayzero.com/docs/reference/dashboards-public.md · https://www.ondayzero.com/docs/reference/dashboards-public/openapi.json

- `GET /api/v1/public/dashboards/{token}` — Public dashboard viewer (unauthenticated) → `dashboards-public/fetch-public-dashboard`

## Deals

Bundle: https://www.ondayzero.com/docs/reference/deals.md · https://www.ondayzero.com/docs/reference/deals/openapi.json

- `GET /api/v1/o2c/deals` — List deals → `deals/list-deals`
- `POST /api/v1/o2c/deals` — Create a deal → `deals/create-deal`
- `POST /api/v1/o2c/deals/bulk` — Bulk-create deals → `deals/bulk-create-deals`
- `GET /api/v1/o2c/deals/owners` — List sales reps with deals → `deals/list-deal-owners`
- `GET /api/v1/o2c/deals/pipeline` — Pipeline view: forecast metrics + deals → `deals/get-pipeline`
- `GET /api/v1/o2c/deals/{deal_id}` — Get deal → `deals/get-deal`
- `PATCH /api/v1/o2c/deals/{deal_id}` — Edit deal → `deals/update-deal`
- `POST /api/v1/o2c/deals/{deal_id}/create-order` — Convert a deal into a customer/project/draft order → `deals/create-order-from-deal`
- `POST /api/v1/o2c/deals/{deal_id}/mark-lost` — Mark a deal lost → `deals/mark-deal-lost`
- `POST /api/v1/o2c/deals/{deal_id}/reopen` — Reopen a lost deal → `deals/reopen-deal`

## Deferred Revenue

Bundle: https://www.ondayzero.com/docs/reference/deferred-revenue.md · https://www.ondayzero.com/docs/reference/deferred-revenue/openapi.json

- `GET /api/v1/deferred-revenue` — List deferred invoices → `deferred-revenue/list-deferrals`
- `GET /api/v1/deferred-revenue/invoices/{invoice_id}` — Get an invoice's deferral → `deferred-revenue/get-invoice-deferral-status`
- `POST /api/v1/deferred-revenue/invoices/{invoice_id}` — Defer an invoice → `deferred-revenue/defer-invoice`
- `GET /api/v1/deferred-revenue/matrix` — Deferred revenue matrix → `deferred-revenue/deferred-revenue-matrix`
- `POST /api/v1/deferred-revenue/recognize` — Run recognition → `deferred-revenue/run-recognition`
- `GET /api/v1/deferred-revenue/recognized` — Recognized revenue → `deferred-revenue/get-recognized-revenue`
- `GET /api/v1/deferred-revenue/{deferral_id}` — Get a deferral → `deferred-revenue/get-deferral`
- `PUT /api/v1/deferred-revenue/{deferral_id}` — Update deferral terms → `deferred-revenue/update-deferral-terms`
- `POST /api/v1/deferred-revenue/{deferral_id}/cancel` — Undo a deferral → `deferred-revenue/cancel-deferral`
- `POST /api/v1/deferred-revenue/{deferral_id}/periods/{period_id}` — Fill in a period's numerator → `deferred-revenue/set-period-units`

## Delayed Charges

Bundle: https://www.ondayzero.com/docs/reference/delayed-charges.md · https://www.ondayzero.com/docs/reference/delayed-charges/openapi.json

- `GET /api/v1/delayed-charges` — List delayed charges → `delayed-charges/list-delayed-charges`
- `POST /api/v1/delayed-charges` — Create delayed charge → `delayed-charges/create-delayed-charge`
- `GET /api/v1/delayed-charges/customers/{customer_id}/pending` — Get customer pending charges → `delayed-charges/get-customer-pending-charges`
- `DELETE /api/v1/delayed-charges/{charge_id}` — Delete delayed charge → `delayed-charges/delete-delayed-charge`
- `GET /api/v1/delayed-charges/{charge_id}` — Get delayed charge → `delayed-charges/get-delayed-charge`
- `PUT /api/v1/delayed-charges/{charge_id}` — Update delayed charge → `delayed-charges/update-delayed-charge`

## Document Requests

Bundle: https://www.ondayzero.com/docs/reference/document-requests.md · https://www.ondayzero.com/docs/reference/document-requests/openapi.json

- `GET /api/v1/document-requests` — List document requests (client) → `document-requests/list-client-document-requests`
- `GET /api/v1/document-requests/count` — Open document request count (client) → `document-requests/client-document-request-count`
- `GET /api/v1/document-requests/firm` — List document requests (firm) → `document-requests/list-firm-document-requests`
- `POST /api/v1/document-requests/firm/businesses/{business_id}` — Request a document from a client (firm) → `document-requests/create-document-request`
- `GET /api/v1/document-requests/firm/count` — Open document request count (firm) → `document-requests/firm-document-request-count`
- `POST /api/v1/document-requests/firm/{request_id}/cancel` — Cancel a document request (firm) → `document-requests/cancel-document-request`
- `GET /api/v1/document-requests/firm/{request_id}/download` — Download an uploaded document (firm) → `document-requests/download-firm-document`
- `GET /api/v1/document-requests/{request_id}/download` — Download an uploaded document (client) → `document-requests/download-client-document`
- `POST /api/v1/document-requests/{request_id}/fulfill` — Upload a requested document (client) → `document-requests/fulfill-document-request`

## Documents Public

Bundle: https://www.ondayzero.com/docs/reference/documents-public.md · https://www.ondayzero.com/docs/reference/documents-public/openapi.json

- `GET /api/v1/public/documents/{token}` — Public shared-document viewer (unauthenticated) → `documents-public/fetch-public-document`

## Estimates

Bundle: https://www.ondayzero.com/docs/reference/estimates.md · https://www.ondayzero.com/docs/reference/estimates/openapi.json

- `GET /api/v1/estimates` — List estimates → `estimates/list-estimates`
- `POST /api/v1/estimates` — Create estimate → `estimates/create-estimate`
- `DELETE /api/v1/estimates/{estimate_id}` — Delete estimate → `estimates/delete-estimate`
- `GET /api/v1/estimates/{estimate_id}` — Get estimate → `estimates/get-estimate`
- `PUT /api/v1/estimates/{estimate_id}` — Update estimate → `estimates/update-estimate`
- `POST /api/v1/estimates/{estimate_id}/accept` — Accept estimate → `estimates/accept-estimate`
- `POST /api/v1/estimates/{estimate_id}/convert` — Convert estimate to invoice → `estimates/convert-estimate`
- `POST /api/v1/estimates/{estimate_id}/decline` — Decline estimate → `estimates/decline-estimate`
- `POST /api/v1/estimates/{estimate_id}/send` — Send estimate → `estimates/send-estimate`

## Expense Reports

Bundle: https://www.ondayzero.com/docs/reference/expense-reports.md · https://www.ondayzero.com/docs/reference/expense-reports/openapi.json

- `GET /api/v1/expense-reports` — List expense reports → `expense-reports/list-expense-reports`
- `POST /api/v1/expense-reports` — Create expense report → `expense-reports/create-expense-report`
- `DELETE /api/v1/expense-reports/{report_id}` — Delete expense report → `expense-reports/delete-expense-report`
- `GET /api/v1/expense-reports/{report_id}` — Get expense report → `expense-reports/get-expense-report`
- `PUT /api/v1/expense-reports/{report_id}` — Update expense report → `expense-reports/update-expense-report`
- `POST /api/v1/expense-reports/{report_id}/approve` — Approve expense report → `expense-reports/approve-expense-report`
- `POST /api/v1/expense-reports/{report_id}/reimburse` — Reimburse expense report → `expense-reports/reimburse-expense-report`
- `POST /api/v1/expense-reports/{report_id}/submit` — Submit expense report → `expense-reports/submit-expense-report`

## Fixed Assets

Asset tracking, depreciation schedules, and disposal.

Bundle: https://www.ondayzero.com/docs/reference/fixed-assets.md · https://www.ondayzero.com/docs/reference/fixed-assets/openapi.json

- `GET /api/v1/fixed-assets` — List fixed assets → `fixed-assets/list-fixed-assets`
- `POST /api/v1/fixed-assets` — Create fixed asset → `fixed-assets/create-fixed-asset`
- `GET /api/v1/fixed-assets/categories` — List asset categories → `fixed-assets/list-asset-categories`
- `POST /api/v1/fixed-assets/categories` — Create asset category → `fixed-assets/create-asset-category`
- `POST /api/v1/fixed-assets/categories/seed-defaults` — Seed default categories → `fixed-assets/seed-default-categories`
- `DELETE /api/v1/fixed-assets/categories/{category_id}` — Delete asset category → `fixed-assets/delete-asset-category`
- `GET /api/v1/fixed-assets/categories/{category_id}` — Get asset category → `fixed-assets/get-asset-category`
- `PATCH /api/v1/fixed-assets/categories/{category_id}` — Update asset category → `fixed-assets/update-asset-category`
- `GET /api/v1/fixed-assets/depreciation-matrix` — Depreciation schedule matrix → `fixed-assets/get-depreciation-matrix`
- `GET /api/v1/fixed-assets/depreciation-preview` — Preview depreciation → `fixed-assets/preview-depreciation`
- `POST /api/v1/fixed-assets/from-transactions` — Create asset from transactions → `fixed-assets/create-asset-from-transactions`
- `POST /api/v1/fixed-assets/generate-schedules` — Queue depreciation schedules → `fixed-assets/generate-depreciation-schedules`
- `POST /api/v1/fixed-assets/post-scheduled-depreciation` — Post due scheduled depreciation → `fixed-assets/post-scheduled-depreciation`
- `POST /api/v1/fixed-assets/run-depreciation` — Run depreciation → `fixed-assets/run-depreciation`
- `GET /api/v1/fixed-assets/scheduled-journal-entries` — List scheduled journal entries → `fixed-assets/list-scheduled-journal-entries`
- `POST /api/v1/fixed-assets/suggest-capitalization` — AI capitalization suggestions → `fixed-assets/suggest-capitalization`
- `DELETE /api/v1/fixed-assets/{asset_id}` — Delete fixed asset → `fixed-assets/delete-fixed-asset`
- `GET /api/v1/fixed-assets/{asset_id}` — Get fixed asset → `fixed-assets/get-fixed-asset`
- `PATCH /api/v1/fixed-assets/{asset_id}` — Update fixed asset → `fixed-assets/update-fixed-asset`
- `GET /api/v1/fixed-assets/{asset_id}/depreciation-entries` — Get depreciation entries → `fixed-assets/get-depreciation-entries`
- `GET /api/v1/fixed-assets/{asset_id}/depreciation-schedule` — Get depreciation schedule → `fixed-assets/get-depreciation-schedule`
- `POST /api/v1/fixed-assets/{asset_id}/dispose` — Dispose asset → `fixed-assets/dispose-asset`
- `POST /api/v1/fixed-assets/{asset_id}/place-in-service` — Place asset in service → `fixed-assets/place-asset-in-service`

## Fx Rates

Bundle: https://www.ondayzero.com/docs/reference/fx-rates.md · https://www.ondayzero.com/docs/reference/fx-rates/openapi.json

- `GET /api/v1/fx/exposure` — FX exposure preview → `fx-rates/fx-exposure`
- `GET /api/v1/fx/rates` — List FX rates → `fx-rates/list-fx-rates`
- `POST /api/v1/fx/rates` — Upsert FX rate → `fx-rates/upsert-fx-rate`
- `POST /api/v1/fx/revalue` — Post FX revaluation → `fx-rates/fx-revalue`

## Gmail

Bundle: https://www.ondayzero.com/docs/reference/gmail.md · https://www.ondayzero.com/docs/reference/gmail/openapi.json

- `GET /api/v1/gmail/connect-url` — Get Gmail OAuth connect URL → `gmail/get-connect-url`
- `DELETE /api/v1/gmail/disconnect` — Disconnect Gmail → `gmail/disconnect`
- `GET /api/v1/gmail/oauth/callback` — Gmail OAuth callback → `gmail/gmail-oauth-callback`
- `GET /api/v1/gmail/status` — Gmail connection status → `gmail/get-connection-status`

## Intents

Bundle: https://www.ondayzero.com/docs/reference/intents.md · https://www.ondayzero.com/docs/reference/intents/openapi.json

- `POST /api/v1/intents/route` — Route user intent → `intents/route-intent`

## Intercompany Cleanup

Bundle: https://www.ondayzero.com/docs/reference/intercompany-cleanup.md · https://www.ondayzero.com/docs/reference/intercompany-cleanup/openapi.json

- `GET /api/v1/advisory-firms/{firm_id}/access-requests` — List aggregated parent-side access requests → `intercompany-cleanup/list-access-requests`
- `GET /api/v1/advisory-firms/{firm_id}/account-map` — Get the firm Account Master Map → `intercompany-cleanup/get-account-map`
- `POST /api/v1/advisory-firms/{firm_id}/account-map` — Add an external account stub to the map → `intercompany-cleanup/create-account-map-entry`
- `DELETE /api/v1/advisory-firms/{firm_id}/account-map/{entry_id}` — Delete an external account map entry → `intercompany-cleanup/delete-account-map-entry`
- `PATCH /api/v1/advisory-firms/{firm_id}/account-map/{entry_id}` — Update an account map entry → `intercompany-cleanup/update-account-map-entry`
- `POST /api/v1/advisory-firms/{firm_id}/candidates/bulk-resolve` — Confirm or reject match candidates → `intercompany-cleanup/bulk-resolve-candidates`
- `GET /api/v1/advisory-firms/{firm_id}/candidates/{candidate_id}/context` — Drill-in context for one match candidate → `intercompany-cleanup/get-candidate-context`
- `GET /api/v1/advisory-firms/{firm_id}/cleanup-badge` — Open intercompany review-queue count → `intercompany-cleanup/get-cleanup-badge`
- `GET /api/v1/advisory-firms/{firm_id}/cleanup-sessions` — List cleanup sessions for a firm → `intercompany-cleanup/list-cleanup-sessions`
- `POST /api/v1/advisory-firms/{firm_id}/cleanup-sessions` — Start a historical cleanup session → `intercompany-cleanup/create-cleanup-session`
- `GET /api/v1/advisory-firms/{firm_id}/cleanup-sessions/{session_id}` — Get a cleanup session with progress counters → `intercompany-cleanup/get-cleanup-session`
- `GET /api/v1/advisory-firms/{firm_id}/cleanup-sessions/{session_id}/candidates` — List match candidates for a session → `intercompany-cleanup/list-session-candidates`
- `POST /api/v1/advisory-firms/{firm_id}/cleanup-sessions/{session_id}/run` — Re-run matching for a session (iterative clearing) → `intercompany-cleanup/rerun-cleanup-session`
- `GET /api/v1/advisory-firms/{firm_id}/cleanup-sessions/{session_id}/workpaper` — Download the cleanup session workpaper (PDF) → `intercompany-cleanup/download-cleanup-workpaper`
- `GET /api/v1/advisory-firms/{firm_id}/intercompany-balances` — Standing due-to / due-from balances per entity → `intercompany-cleanup/get-intercompany-balances`
- `GET /api/v1/advisory-firms/{firm_id}/resolutions` — List resolution batches (history) → `intercompany-cleanup/list-resolution-history`
- `POST /api/v1/advisory-firms/{firm_id}/resolutions/{batch_id}/undo` — Undo a resolution batch → `intercompany-cleanup/undo-resolution-batch`
- `GET /api/v1/advisory-firms/{firm_id}/settlement-proposals` — Pairwise net intercompany positions ready to settle → `intercompany-cleanup/get-settlement-proposals`
- `POST /api/v1/advisory-firms/{firm_id}/settlements` — Record an intercompany settlement (netting entry) → `intercompany-cleanup/record-settlement`

## Inventory:accounts Payable

Bundle: https://www.ondayzero.com/docs/reference/inventory-accounts-payable.md · https://www.ondayzero.com/docs/reference/inventory-accounts-payable/openapi.json

- `GET /api/v1/inventory/accounts-payable` — List Inventory AP bills → `inventory-accounts-payable/list-inventory-ap-bills`
- `POST /api/v1/inventory/accounts-payable/{bill_id}/three-way-match` — Recompute the three-way match for a bill → `inventory-accounts-payable/recompute-three-way-match`

## Inventory:activity

Bundle: https://www.ondayzero.com/docs/reference/inventory-activity.md · https://www.ondayzero.com/docs/reference/inventory-activity/openapi.json

- `GET /api/v1/inventory/activity` — List inventory activity → `inventory-activity/list-inventory-activity`

## Inventory:adjustments

Inventory quantity and value adjustments.

Bundle: https://www.ondayzero.com/docs/reference/inventory-adjustments.md · https://www.ondayzero.com/docs/reference/inventory-adjustments/openapi.json

- `POST /api/v1/inventory/adjustments` — Create manual inventory adjustment → `inventory-adjustments/create-inventory-adjustment`

## Inventory:cost History

Bundle: https://www.ondayzero.com/docs/reference/inventory-cost-history.md · https://www.ondayzero.com/docs/reference/inventory-cost-history/openapi.json

- `GET /api/v1/inventory/cost-history` — Landed COGS history → `inventory-cost-history/get-cost-history`

## Inventory:counts

Bundle: https://www.ondayzero.com/docs/reference/inventory-counts.md · https://www.ondayzero.com/docs/reference/inventory-counts/openapi.json

- `GET /api/v1/inventory/counts` — List cycle counts → `inventory-counts/list-counts`
- `POST /api/v1/inventory/counts` — Start a cycle count → `inventory-counts/start-count`
- `GET /api/v1/inventory/counts/{count_id}` — Get a cycle count → `inventory-counts/get-count`
- `POST /api/v1/inventory/counts/{count_id}/cancel` — Cancel a cycle count → `inventory-counts/cancel-count`
- `POST /api/v1/inventory/counts/{count_id}/lines` — Add or scan a line → `inventory-counts/add-count-line`
- `PUT /api/v1/inventory/counts/{count_id}/lines/{line_id}` — Record a counted quantity → `inventory-counts/submit-count-line`
- `POST /api/v1/inventory/counts/{count_id}/post` — Post a cycle count → `inventory-counts/post-count`

## Inventory:forecast

Bundle: https://www.ondayzero.com/docs/reference/inventory-forecast.md · https://www.ondayzero.com/docs/reference/inventory-forecast/openapi.json

- `POST /api/v1/inventory/forecast/recompute` — Recompute SKU demand forecasts → `inventory-forecast/recompute-sku-forecasts`
- `GET /api/v1/inventory/forecast/skus` — List per-SKU demand forecasts → `inventory-forecast/list-sku-forecasts`
- `GET /api/v1/inventory/forecast/skus/{variant_id}` — Get one SKU's demand forecast detail → `inventory-forecast/get-sku-forecast-detail`

## Inventory:import

Bulk import inventory data from CSV or external systems.

Bundle: https://www.ondayzero.com/docs/reference/inventory-import.md · https://www.ondayzero.com/docs/reference/inventory-import/openapi.json

- `POST /api/v1/inventory/import/analyze` — Analyze spreadsheet (async) → `inventory-import/analyze-spreadsheet`
- `GET /api/v1/inventory/import/analyze/{task_id}` — Poll analysis status → `inventory-import/get-analyze-status`
- `POST /api/v1/inventory/import/apply` — Apply import → `inventory-import/apply-import`
- `POST /api/v1/inventory/import/preview` — Preview import → `inventory-import/preview-import`

## Inventory:landed Cost Allocations

Bundle: https://www.ondayzero.com/docs/reference/inventory-landed-cost-allocations.md · https://www.ondayzero.com/docs/reference/inventory-landed-cost-allocations/openapi.json

- `GET /api/v1/inventory/landed-cost-allocations/orders` — List allocatable purchase orders → `inventory-landed-cost-allocations/list-allocatable-orders`
- `GET /api/v1/inventory/landed-cost-allocations/{bill_id}` — List a bill's landed cost allocations → `inventory-landed-cost-allocations/list-allocations`
- `PUT /api/v1/inventory/landed-cost-allocations/{bill_id}` — Replace a bill's landed cost allocations → `inventory-landed-cost-allocations/replace-allocations`
- `DELETE /api/v1/inventory/landed-cost-allocations/{bill_id}/{allocation_id}` — Remove a landed cost allocation → `inventory-landed-cost-allocations/delete-allocation`

## Inventory:locations

Warehouse and storage location management.

Bundle: https://www.ondayzero.com/docs/reference/inventory-locations.md · https://www.ondayzero.com/docs/reference/inventory-locations/openapi.json

- `GET /api/v1/inventory/locations` — List inventory locations → `inventory-locations/list-locations`
- `POST /api/v1/inventory/locations` — Create location → `inventory-locations/create-location`
- `GET /api/v1/inventory/locations/default` — Get default location → `inventory-locations/get-default-location`
- `GET /api/v1/inventory/locations/summaries` — Get inventory summaries for all locations → `inventory-locations/get-location-summaries`
- `DELETE /api/v1/inventory/locations/{location_id}` — Delete location → `inventory-locations/delete-location`
- `GET /api/v1/inventory/locations/{location_id}` — Get location → `inventory-locations/get-location`
- `PUT /api/v1/inventory/locations/{location_id}` — Update location → `inventory-locations/update-location`
- `POST /api/v1/inventory/locations/{location_id}/archive` — Archive location → `inventory-locations/archive-location`
- `GET /api/v1/inventory/locations/{location_id}/inventory` — Get inventory at location → `inventory-locations/get-location-inventory`
- `POST /api/v1/inventory/locations/{location_id}/set-default` — Set as default location → `inventory-locations/set-default-location`
- `GET /api/v1/inventory/locations/{location_id}/summary` — Get location inventory summary → `inventory-locations/get-location-summary`

## Inventory:lots

Bundle: https://www.ondayzero.com/docs/reference/inventory-lots.md · https://www.ondayzero.com/docs/reference/inventory-lots/openapi.json

- `GET /api/v1/inventory/lots/expiring` — List expiring cost lots → `inventory-lots/list-expiring-lots`

## Inventory:payments

Payments linked to inventory orders.

Bundle: https://www.ondayzero.com/docs/reference/inventory-payments.md · https://www.ondayzero.com/docs/reference/inventory-payments/openapi.json

- `GET /api/v1/inventory/payments` — List inventory payments → `inventory-payments/get-payments`

## Inventory:po Import

Bundle: https://www.ondayzero.com/docs/reference/inventory-po-import.md · https://www.ondayzero.com/docs/reference/inventory-po-import/openapi.json

- `POST /api/v1/inventory/po-import/analyze` — Analyze manufacturer PO spreadsheet (async) → `inventory-po-import/analyze-po-spreadsheet`
- `GET /api/v1/inventory/po-import/analyze/{task_id}` — Poll PO analysis status → `inventory-po-import/get-po-analyze-status`
- `POST /api/v1/inventory/po-import/apply` — Create purchase order from import → `inventory-po-import/apply-po-import`
- `POST /api/v1/inventory/po-import/preview` — Preview PO import with SKU matching → `inventory-po-import/preview-po-import`

## Inventory:production

Production orders and bill-of-materials management.

Bundle: https://www.ondayzero.com/docs/reference/inventory-production.md · https://www.ondayzero.com/docs/reference/inventory-production/openapi.json

- `GET /api/v1/inventory/production/recipes` — List recipes → `inventory-production/list-recipes`
- `POST /api/v1/inventory/production/recipes` — Create recipe → `inventory-production/create-recipe`
- `DELETE /api/v1/inventory/production/recipes/{recipe_id}` — Delete recipe → `inventory-production/delete-recipe`
- `GET /api/v1/inventory/production/recipes/{recipe_id}` — Get recipe → `inventory-production/get-recipe`
- `PUT /api/v1/inventory/production/recipes/{recipe_id}` — Update recipe → `inventory-production/update-recipe`
- `POST /api/v1/inventory/production/recipes/{recipe_id}/duplicate` — Duplicate recipe → `inventory-production/duplicate-recipe`
- `GET /api/v1/inventory/production/runs` — List production runs → `inventory-production/list-runs`
- `POST /api/v1/inventory/production/runs` — Create production run → `inventory-production/create-run`
- `GET /api/v1/inventory/production/runs/{run_id}` — Get production run → `inventory-production/get-run`
- `PUT /api/v1/inventory/production/runs/{run_id}` — Update production run → `inventory-production/update-run`
- `POST /api/v1/inventory/production/runs/{run_id}/calculate` — What-if calculation → `inventory-production/calculate-run`
- `POST /api/v1/inventory/production/runs/{run_id}/complete` — Complete production run → `inventory-production/complete-run`

## Inventory:products

Product catalog with SKUs, costs, and variants.

Bundle: https://www.ondayzero.com/docs/reference/inventory-products.md · https://www.ondayzero.com/docs/reference/inventory-products/openapi.json

- `GET /api/v1/inventory/products` — List products → `inventory-products/list-products`
- `POST /api/v1/inventory/products` — Create product → `inventory-products/create-product`
- `GET /api/v1/inventory/products/lookup` — Lookup variant by barcode or SKU → `inventory-products/lookup-variant`
- `POST /api/v1/inventory/products/unit-costs/apply` — Apply unit cost bulk update → `inventory-products/apply-unit-cost-bulk-update`
- `GET /api/v1/inventory/products/unit-costs/export` — Export unit costs CSV → `inventory-products/export-unit-costs-csv`
- `POST /api/v1/inventory/products/unit-costs/preview` — Preview unit cost bulk update → `inventory-products/preview-unit-cost-bulk-update`
- `GET /api/v1/inventory/products/variants` — List product variants → `inventory-products/list-variants`
- `POST /api/v1/inventory/products/variants` — Create product variant → `inventory-products/create-variant`
- `DELETE /api/v1/inventory/products/variants/{id}` — Delete product variant → `inventory-products/delete-variant`
- `GET /api/v1/inventory/products/variants/{id}` — Get product variant → `inventory-products/get-variant`
- `PUT /api/v1/inventory/products/variants/{id}` — Update product variant → `inventory-products/update-variant`
- `PUT /api/v1/inventory/products/variants/{id}/location-quantities` — Set variant location opening quantities → `inventory-products/set-variant-location-quantities`
- `PATCH /api/v1/inventory/products/variants/{variant_id}/locations/{location_id}/reorder-settings` — Update variant reorder settings at a location → `inventory-products/update-reorder-settings`
- `DELETE /api/v1/inventory/products/{id}` — Delete product → `inventory-products/delete-product`
- `GET /api/v1/inventory/products/{id}` — Get product → `inventory-products/get-product`
- `PUT /api/v1/inventory/products/{id}` — Update product → `inventory-products/update-product`
- `POST /api/v1/inventory/products/{id}/convert-to-variant` — Convert product to variant → `inventory-products/convert-product-to-variant`

## Inventory:reorder

Bundle: https://www.ondayzero.com/docs/reference/inventory-reorder.md · https://www.ondayzero.com/docs/reference/inventory-reorder/openapi.json

- `POST /api/v1/inventory/reorder/cash-impact` — Preview the cash impact of a reorder → `inventory-reorder/reorder-cash-impact`
- `POST /api/v1/inventory/reorder/draft` — Draft purchase orders from reorder suggestions → `inventory-reorder/create-draft-reorders`
- `GET /api/v1/inventory/reorder/suggestions` — Suggest reorders from reorder points → `inventory-reorder/list-reorder-suggestions`

## Inventory:reports

Bundle: https://www.ondayzero.com/docs/reference/inventory-reports.md · https://www.ondayzero.com/docs/reference/inventory-reports/openapi.json

- `GET /api/v1/inventory/reports/adjustment-reasons` — Adjustments grouped by reason → `inventory-reports/get-adjustment-reasons`
- `GET /api/v1/inventory/reports/aging` — Inventory aging report → `inventory-reports/get-aging`
- `GET /api/v1/inventory/reports/margin-by-sku` — Margin-by-SKU report (landed cost + sales velocity) → `inventory-reports/get-margin-by-sku`
- `GET /api/v1/inventory/reports/valuation` — Current inventory valuation → `inventory-reports/get-valuation`

## Inventory:shipments

Inbound and outbound shipment tracking.

Bundle: https://www.ondayzero.com/docs/reference/inventory-shipments.md · https://www.ondayzero.com/docs/reference/inventory-shipments/openapi.json

- `GET /api/v1/inventory/shipments` — List shipments → `inventory-shipments/get-shipments`
- `POST /api/v1/inventory/shipments` — Create shipment → `inventory-shipments/create-shipment`
- `DELETE /api/v1/inventory/shipments/{id}` — Delete shipment → `inventory-shipments/delete-shipment`
- `GET /api/v1/inventory/shipments/{id}` — Get shipment → `inventory-shipments/get-shipment`
- `PUT /api/v1/inventory/shipments/{id}` — Update shipment → `inventory-shipments/update-shipment`

## Inventory:supply Chain

Bundle: https://www.ondayzero.com/docs/reference/inventory-supply-chain.md · https://www.ondayzero.com/docs/reference/inventory-supply-chain/openapi.json

- `GET /api/v1/inventory/supply-chain` — Get inventory supply chain map → `inventory-supply-chain/get-supply-chain-map`

## Inventory:transfer Suggestions

Bundle: https://www.ondayzero.com/docs/reference/inventory-transfer-suggestions.md · https://www.ondayzero.com/docs/reference/inventory-transfer-suggestions/openapi.json

- `GET /api/v1/inventory/transfer-suggestions/suggestions` — Suggest site-to-site transfers → `inventory-transfer-suggestions/list-transfer-suggestions`

## Inventory:transfers

Inter-location inventory transfers.

Bundle: https://www.ondayzero.com/docs/reference/inventory-transfers.md · https://www.ondayzero.com/docs/reference/inventory-transfers/openapi.json

- `GET /api/v1/inventory/transfers` — List inventory transfers → `inventory-transfers/list-transfers`
- `POST /api/v1/inventory/transfers` — Create transfer → `inventory-transfers/create-transfer`
- `GET /api/v1/inventory/transfers/in-transit` — List in-transit transfers → `inventory-transfers/list-in-transit-transfers`
- `GET /api/v1/inventory/transfers/pending` — List pending transfers → `inventory-transfers/list-pending-transfers`
- `GET /api/v1/inventory/transfers/summary` — Get transfer summary → `inventory-transfers/get-transfer-summary`
- `DELETE /api/v1/inventory/transfers/{transfer_id}` — Delete transfer → `inventory-transfers/delete-transfer`
- `GET /api/v1/inventory/transfers/{transfer_id}` — Get transfer → `inventory-transfers/get-transfer`
- `PUT /api/v1/inventory/transfers/{transfer_id}` — Update transfer → `inventory-transfers/update-transfer`
- `POST /api/v1/inventory/transfers/{transfer_id}/cancel` — Cancel transfer → `inventory-transfers/cancel-transfer`
- `POST /api/v1/inventory/transfers/{transfer_id}/items` — Add item to transfer → `inventory-transfers/add-transfer-item`
- `DELETE /api/v1/inventory/transfers/{transfer_id}/items/{item_id}` — Remove item from transfer → `inventory-transfers/remove-transfer-item`
- `POST /api/v1/inventory/transfers/{transfer_id}/receive` — Receive transfer → `inventory-transfers/receive-transfer`
- `POST /api/v1/inventory/transfers/{transfer_id}/ship` — Ship transfer → `inventory-transfers/ship-transfer`

## Invitations

Bundle: https://www.ondayzero.com/docs/reference/invitations.md · https://www.ondayzero.com/docs/reference/invitations/openapi.json

- `POST /api/v1/invitations/{token}/accept` — Accept a pending invitation → `invitations/accept-invitation`
- `GET /api/v1/invitations/{token}/preview` — Preview invitation details (public) → `invitations/preview-invitation`

## Invoices

Accounts receivable — create, finalize, and track invoice payments.

Bundle: https://www.ondayzero.com/docs/reference/invoices.md · https://www.ondayzero.com/docs/reference/invoices/openapi.json

- `GET /api/v1/invoices` — List invoices → `invoices/get-invoices`
- `POST /api/v1/invoices` — Create invoice → `invoices/create-invoice`
- `GET /api/v1/invoices/aging` — AR aging summary → `invoices/get-invoice-aging`
- `POST /api/v1/invoices/ai-create` — AI-extract draft invoices from documents → `invoices/ai-create-invoice-payload`
- `POST /api/v1/invoices/batch` — Batch create invoices → `invoices/create-batch-invoices`
- `GET /api/v1/invoices/bulk` — List all invoices (bulk) → `invoices/get-bulk-invoices`
- `POST /api/v1/invoices/bulk` — Bulk create invoices → `invoices/create-bulk-invoices`
- `POST /api/v1/invoices/bulk-payments` — Bulk mark invoices paid → `invoices/bulk-mark-invoices-paid`
- `GET /api/v1/invoices/cash-receipts` — Weekly cash receipts reconciliation → `invoices/get-cash-receipts`
- `POST /api/v1/invoices/cash-receipts/dismiss` — Dismiss a transaction from cash receipts → `invoices/dismiss-cash-receipt`
- `POST /api/v1/invoices/cash-receipts/restore` — Restore a dismissed cash receipt → `invoices/restore-cash-receipt`
- `GET /api/v1/invoices/cash-receipts/week-detail` — Cash receipts week detail → `invoices/get-cash-receipts-week-detail`
- `GET /api/v1/invoices/collections` — AR collections dashboard → `invoices/get-invoice-collections`
- `GET /api/v1/invoices/deposit-candidates` — List deposit candidates → `invoices/list-deposit-candidates`
- `POST /api/v1/invoices/match` — Trigger payment matching → `invoices/trigger-matching`
- `GET /api/v1/invoices/metrics` — Get invoice metrics → `invoices/get-invoice-metrics`
- `GET /api/v1/invoices/scheduled` — Upcoming scheduled invoices → `invoices/get-scheduled-invoices`
- `GET /api/v1/invoices/suggestions` — List payment suggestions → `invoices/list-suggestions`
- `POST /api/v1/invoices/suggestions/{suggestion_id}/accept` — Accept payment suggestion → `invoices/accept-suggestion`
- `POST /api/v1/invoices/suggestions/{suggestion_id}/reject` — Reject payment suggestion → `invoices/reject-suggestion`
- `DELETE /api/v1/invoices/{invoice_id}` — Delete invoice → `invoices/delete-invoice`
- `GET /api/v1/invoices/{invoice_id}` — Get invoice → `invoices/get-invoice`
- `PUT /api/v1/invoices/{invoice_id}` — Update invoice → `invoices/update-invoice`
- `PUT /api/v1/invoices/{invoice_id}/delivered` — Mark Invoice Delivered → `invoices/mark-invoice-delivered`
- `PUT /api/v1/invoices/{invoice_id}/finalize` — Finalize invoice → `invoices/finalize-invoice`
- `POST /api/v1/invoices/{invoice_id}/journal-entry` — Generate invoice journal entry → `invoices/generate-invoice-journal-entry`
- `POST /api/v1/invoices/{invoice_id}/journal-entry/link` — Attach journal entry to invoice → `invoices/attach-journal-entry-to-invoice`
- `PUT /api/v1/invoices/{invoice_id}/paid` — Mark Invoice Paid → `invoices/mark-invoice-paid`
- `GET /api/v1/invoices/{invoice_id}/payment-link` — Get invoice payment link → `invoices/get-invoice-payment-link`
- `GET /api/v1/invoices/{invoice_id}/payments` — List invoice payments → `invoices/list-invoice-payments`
- `POST /api/v1/invoices/{invoice_id}/payments` — Add payment to invoice → `invoices/create-invoice-payment`
- `DELETE /api/v1/invoices/{invoice_id}/payments/{payment_id}` — Remove payment from invoice → `invoices/delete-invoice-payment`
- `PATCH /api/v1/invoices/{invoice_id}/payments/{payment_id}` — Update payment on invoice → `invoices/update-invoice-payment`
- `POST /api/v1/invoices/{invoice_id}/payments/{payment_id}/move` — Move payment to another invoice → `invoices/move-invoice-payment`
- `GET /api/v1/invoices/{invoice_id}/pdf` — Get fresh invoice PDF URL → `invoices/get-invoice-pdf-url`
- `GET /api/v1/invoices/{invoice_id}/pdf/internal` — Download DayZero-generated invoice PDF → `invoices/download-internal-invoice-pdf`
- `POST /api/v1/invoices/{invoice_id}/send` — Send invoice via email → `invoices/send-invoice-email`
- `POST /api/v1/invoices/{invoice_id}/stripe/sync` — Check invoice payment in Stripe → `invoices/sync-invoice-from-stripe`
- `GET /api/v1/invoices/{invoice_id}/suggestions` — List suggestions for invoice → `invoices/list-invoice-suggestions`
- `PUT /api/v1/invoices/{invoice_id}/uncollectible` — Mark invoice uncollectible → `invoices/mark-invoice-uncollectible`
- `PUT /api/v1/invoices/{invoice_id}/unpaid` — Mark Invoice Unpaid → `invoices/mark-invoice-unpaid`
- `PUT /api/v1/invoices/{invoice_id}/void` — Void invoice → `invoices/void-invoice`

## Journal Entries

Double-entry bookkeeping with balanced debit/credit lines.

Bundle: https://www.ondayzero.com/docs/reference/journal-entries.md · https://www.ondayzero.com/docs/reference/journal-entries/openapi.json

- `GET /api/v1/journal-entries` — List journal entries → `journal-entries/get-journal-entries`
- `POST /api/v1/journal-entries` — Create journal entry → `journal-entries/create-journal-entry`
- `POST /api/v1/journal-entries/bulk-upload/post` — Post bulk journal entries → `journal-entries/post-bulk-je-upload`
- `POST /api/v1/journal-entries/bulk-upload/preview` — Preview bulk journal entry upload → `journal-entries/preview-bulk-je-upload`
- `GET /api/v1/journal-entries/bulk-upload/template` — Download bulk JE upload template → `journal-entries/download-bulk-je-upload-template`
- `DELETE /api/v1/journal-entries/{journal_entry_id}` — Delete journal entry → `journal-entries/delete-journal-entry`
- `GET /api/v1/journal-entries/{journal_entry_id}` — Get journal entry → `journal-entries/get-journal-entry`
- `PUT /api/v1/journal-entries/{journal_entry_id}` — Update journal entry → `journal-entries/update-journal-entry`
- `PATCH /api/v1/journal-entries/{journal_entry_id}/attachment` — Attach file to journal entry → `journal-entries/attach-file-to-journal-entry`
- `POST /api/v1/journal-entries/{journal_entry_id}/reverse` — Reverse journal entry → `journal-entries/reverse-journal-entry`

## Ledgers

Chart of accounts — asset, liability, equity, revenue, and expense accounts.

Bundle: https://www.ondayzero.com/docs/reference/ledgers.md · https://www.ondayzero.com/docs/reference/ledgers/openapi.json

- `GET /api/v1/ledgers` — List ledgers → `ledgers/get-ledgers`
- `POST /api/v1/ledgers` — Create ledger → `ledgers/create-ledger`
- `POST /api/v1/ledgers/apply-coa` — Apply AI-generated COA → `ledgers/apply-coa`
- `POST /api/v1/ledgers/bulk-update` — Bulk update ledgers → `ledgers/bulk-update-ledgers`
- `GET /api/v1/ledgers/deletion-status/{workflow_id}` — Get ledger deletion status → `ledgers/get-ledger-deletion-status`
- `POST /api/v1/ledgers/merge` — Merge ledgers → `ledgers/merge-ledgers`
- `POST /api/v1/ledgers/suggest-cash-flow` — Suggest cash flow classifications → `ledgers/suggest-cash-flow`
- `POST /api/v1/ledgers/suggest-cleanup` — AI account cleanup suggestions → `ledgers/suggest-cleanup`
- `DELETE /api/v1/ledgers/{ledger_id}` — Delete ledger → `ledgers/delete-ledger`
- `GET /api/v1/ledgers/{ledger_id}` — Get ledger → `ledgers/get-ledger`
- `PUT /api/v1/ledgers/{ledger_id}` — Update ledger → `ledgers/update-ledger`
- `DELETE /api/v1/ledgers/{ledger_id}/cascade` — Cascade delete ledger → `ledgers/cascade-delete-ledger`
- `GET /api/v1/ledgers/{ledger_id}/cascade-preview` — Preview ledger cascade delete → `ledgers/preview-ledger-cascade-delete`

## Loans

Bundle: https://www.ondayzero.com/docs/reference/loans.md · https://www.ondayzero.com/docs/reference/loans/openapi.json

- `POST /api/v1/loans/accrue-interest` — Run interest accrual across all active loans → `loans/run-loan-interest-accruals`
- `GET /api/v1/loans/subledger` — Loan subledger summary grouped by counterparty → `loans/get-loan-subledger-summary`
- `POST /api/v1/loans/{instrument_id}/accrue-interest` — Accrue interest on one loan → `loans/accrue-loan-interest`
- `PATCH /api/v1/loans/{instrument_id}/counterparty` — Re-tag a loan's counterparty type → `loans/update-loan-counterparty`
- `POST /api/v1/loans/{instrument_id}/disbursements` — Record an additional loan disbursement → `loans/record-loan-disbursement`
- `GET /api/v1/loans/{instrument_id}/subledger` — Get a loan's subledger register → `loans/get-loan-register`
- `POST /api/v1/loans/{instrument_id}/write-off` — Write off a loan → `loans/write-off-loan`

## Managerial Key Mappings

Bundle: https://www.ondayzero.com/docs/reference/managerial-key-mappings.md · https://www.ondayzero.com/docs/reference/managerial-key-mappings/openapi.json

- `GET /api/v1/businesses/{business_id}/managerial-key-mappings` — Get the managerial key mapping table → `managerial-key-mappings/get-managerial-key-mapping-table`
- `PUT /api/v1/businesses/{business_id}/managerial-key-mappings` — Bulk upsert managerial key mappings → `managerial-key-mappings/upsert-managerial-key-mappings`
- `GET /api/v1/businesses/{business_id}/managerial-key-mappings/export.csv` — Export the managerial key mapping table as CSV → `managerial-key-mappings/export-managerial-key-mappings-csv`
- `GET /api/v1/businesses/{business_id}/managerial-key-mappings/key-types` — List managerial key types → `managerial-key-mappings/list-managerial-key-types`
- `POST /api/v1/businesses/{business_id}/managerial-key-mappings/key-types` — Create a managerial key type → `managerial-key-mappings/create-managerial-key-type`
- `DELETE /api/v1/businesses/{business_id}/managerial-key-mappings/key-types/{key}` — Delete a managerial key type → `managerial-key-mappings/delete-managerial-key-type`
- `PUT /api/v1/businesses/{business_id}/managerial-key-mappings/key-types/{key}` — Update a managerial key type → `managerial-key-mappings/update-managerial-key-type`

## Month End Packages

Bundle: https://www.ondayzero.com/docs/reference/month-end-packages.md · https://www.ondayzero.com/docs/reference/month-end-packages/openapi.json

- `GET /api/v1/month-end-packages` — List month-end packages → `month-end-packages/list-packages`
- `POST /api/v1/month-end-packages` — Queue a month-end package build → `month-end-packages/create-package`
- `GET /api/v1/month-end-packages/{package_id}` — Get month-end package → `month-end-packages/get-package`
- `GET /api/v1/month-end-packages/{package_id}/download` — Get download URL → `month-end-packages/get-download-url`

## Notes

Internal notes attached to businesses and entities.

Bundle: https://www.ondayzero.com/docs/reference/notes.md · https://www.ondayzero.com/docs/reference/notes/openapi.json

- `GET /api/v1/notes` — List notes for a business → `notes/list-notes`
- `POST /api/v1/notes` — Create a note → `notes/create-note`
- `POST /api/v1/notes/bulk` — Bulk-create notes (localStorage migration) → `notes/create-notes-bulk`
- `DELETE /api/v1/notes/reminders/{reminder_id}` — Cancel a reminder → `notes/delete-reminder`
- `DELETE /api/v1/notes/{note_id}` — Delete a note → `notes/delete-note`
- `GET /api/v1/notes/{note_id}` — Get a single note → `notes/get-note`
- `PATCH /api/v1/notes/{note_id}` — Update a note → `notes/update-note`
- `POST /api/v1/notes/{note_id}/attachments` — Register note attachment → `notes/create-attachment`
- `POST /api/v1/notes/{note_id}/attachments/upload-url` — Get upload URL for note attachment → `notes/get-attachment-upload-url`
- `DELETE /api/v1/notes/{note_id}/attachments/{attachment_id}` — Delete note attachment → `notes/delete-attachment`
- `GET /api/v1/notes/{note_id}/attachments/{attachment_id}/download-url` — Get download URL for note attachment → `notes/get-attachment-download-url`
- `POST /api/v1/notes/{note_id}/notify` — Notify business users about a note → `notes/notify-business`
- `GET /api/v1/notes/{note_id}/reminders` — List reminders for a note → `notes/list-reminders`
- `POST /api/v1/notes/{note_id}/reminders` — Schedule a reminder for a note → `notes/create-reminder`
- `POST /api/v1/notes/{note_id}/rewrite` — AI rewrite of note body → `notes/rewrite-note`

## Notification Preferences

Manage email and in-app notification settings.

Bundle: https://www.ondayzero.com/docs/reference/notification-preferences.md · https://www.ondayzero.com/docs/reference/notification-preferences/openapi.json

- `GET /api/v1/preferences/notifications/topics` — Get Topic Overrides Endpoint → `notification-preferences/get-topic-overrides-endpoint`
- `PUT /api/v1/preferences/notifications/topics` — Update Topic Overrides Endpoint → `notification-preferences/update-topic-overrides-endpoint`

## Notifications

Bundle: https://www.ondayzero.com/docs/reference/notifications.md · https://www.ondayzero.com/docs/reference/notifications/openapi.json

- `GET /api/v1/notifications` — List notifications → `notifications/list-notifications`
- `POST /api/v1/notifications/bulk/dismiss` — Bulk dismiss → `notifications/bulk-dismiss`
- `POST /api/v1/notifications/bulk/seen` — Bulk mark seen → `notifications/bulk-mark-seen`
- `GET /api/v1/notifications/count` — Notification count → `notifications/open-count`
- `POST /api/v1/notifications/dismiss-all` — Dismiss all matching notifications → `notifications/dismiss-all`
- `POST /api/v1/notifications/mark-all-seen` — Mark all matching notifications seen → `notifications/mark-all-seen`
- `GET /api/v1/notifications/stream` — Stream notifications (SSE) → `notifications/stream-notifications`
- `GET /api/v1/notifications/topic-counts` — Per-topic notification counts → `notifications/topic-counts`
- `GET /api/v1/notifications/{notification_id}` — Get a single notification → `notifications/get-notification`
- `POST /api/v1/notifications/{notification_id}/dismiss` — Dismiss a notification → `notifications/dismiss`
- `PUT /api/v1/notifications/{notification_id}/pin` — Pin or unpin a notification → `notifications/set-pinned`
- `POST /api/v1/notifications/{notification_id}/resolve` — Resolve a notification → `notifications/resolve`
- `POST /api/v1/notifications/{notification_id}/seen` — Mark notification as seen → `notifications/mark-seen`
- `POST /api/v1/notifications/{notification_id}/snooze` — Snooze a notification → `notifications/snooze`

## O2C Webhooks

Bundle: https://www.ondayzero.com/docs/reference/o2c-webhooks.md · https://www.ondayzero.com/docs/reference/o2c-webhooks/openapi.json

- `GET /api/v1/webhooks/o2c` — List outbound webhook endpoints → `o2c-webhooks/list-webhook-endpoints`
- `POST /api/v1/webhooks/o2c` — Register an outbound webhook endpoint → `o2c-webhooks/create-webhook-endpoint`
- `DELETE /api/v1/webhooks/o2c/{endpoint_id}` — Delete a webhook endpoint → `o2c-webhooks/delete-webhook-endpoint`
- `GET /api/v1/webhooks/o2c/{endpoint_id}` — Get a webhook endpoint → `o2c-webhooks/get-webhook-endpoint`
- `PATCH /api/v1/webhooks/o2c/{endpoint_id}` — Change a webhook endpoint → `o2c-webhooks/update-webhook-endpoint`
- `GET /api/v1/webhooks/o2c/{endpoint_id}/deliveries` — List an endpoint's delivery history → `o2c-webhooks/list-webhook-deliveries`
- `POST /api/v1/webhooks/o2c/{endpoint_id}/deliveries/{delivery_id}/redeliver` — Redeliver a webhook delivery → `o2c-webhooks/redeliver-webhook-delivery`
- `POST /api/v1/webhooks/o2c/{endpoint_id}/rotate-secret` — Rotate an endpoint's signing secret → `o2c-webhooks/rotate-webhook-secret`
- `POST /api/v1/webhooks/o2c/{endpoint_id}/test-fire` — Fire a test event → `o2c-webhooks/test-fire-webhook`
- `POST /api/v1/webhooks/slack/o2c-hours` — Slack webhook: inbound O2C hours submission → `o2c-webhooks/slack-o2c-hours-webhook`

## Oauth

OAuth 2.0 authorization code flow for third-party integrations.

Bundle: https://www.ondayzero.com/docs/reference/oauth.md · https://www.ondayzero.com/docs/reference/oauth/openapi.json

- `POST /api/v1/oauth2/exchange` — Exchange Code → `oauth/exchange-code`
- `POST /api/v1/oauth2/partner/token` — Partner client-credentials token → `oauth/issue-partner-token`
- `POST /api/v1/oauth2/refresh` — Refresh Token → `oauth/refresh-token`
- `POST /api/v1/oauth2/token` — Get Token → `oauth/get-token`

## Oauth Grants

Bundle: https://www.ondayzero.com/docs/reference/oauth-grants.md · https://www.ondayzero.com/docs/reference/oauth-grants/openapi.json

- `GET /api/v1/oauth/grants` — List connected apps → `oauth-grants/list-oauth-grants`
- `DELETE /api/v1/oauth/grants/{grant_id}` — Revoke connected app → `oauth-grants/revoke-oauth-grant`
- `POST /api/v1/oauth/grants/{grant_id}/revoke` — Revoke connected app → `oauth-grants/revoke-oauth-grant-post`

## Onboarding

User and business onboarding workflows.

Bundle: https://www.ondayzero.com/docs/reference/onboarding.md · https://www.ondayzero.com/docs/reference/onboarding/openapi.json

- `POST /api/v1/onboarding/ai-discover` — Get next AI discovery question → `onboarding/ai-discover`
- `POST /api/v1/onboarding/ai-recommend` — Generate personalised add-on recommendations → `onboarding/ai-recommend`
- `POST /api/v1/onboarding/complete` — Complete onboarding after Stripe Checkout → `onboarding/complete-onboarding`
- `POST /api/v1/onboarding/prepare-checkout` — Create Stripe Checkout session for onboarding → `onboarding/prepare-checkout`
- `GET /api/v1/onboarding/profile` — Resume in-progress onboarding → `onboarding/get-onboarding-profile`
- `POST /api/v1/onboarding/upload-url` — Get pre-signed upload URL for onboarding assets → `onboarding/get-onboarding-upload-url`

## Orders

Bundle: https://www.ondayzero.com/docs/reference/orders.md · https://www.ondayzero.com/docs/reference/orders/openapi.json

- `GET /api/v1/orders` — List orders → `orders/list-orders`
- `POST /api/v1/orders` — Create order → `orders/create-order`
- `POST /api/v1/orders/from-estimate/{estimate_id}` — Create order from estimate → `orders/create-order-from-estimate`
- `DELETE /api/v1/orders/{order_id}` — Delete order → `orders/delete-order`
- `GET /api/v1/orders/{order_id}` — Get order → `orders/get-order`
- `PUT /api/v1/orders/{order_id}` — Update order → `orders/update-order`
- `POST /api/v1/orders/{order_id}/attach-contract-file` — Attach the executed contract file → `orders/attach-contract-file`
- `POST /api/v1/orders/{order_id}/countersign` — Countersign order → `orders/countersign-order`
- `POST /api/v1/orders/{order_id}/mark-sent` — Mark order sent (no email) → `orders/mark-order-sent`
- `POST /api/v1/orders/{order_id}/remind-signer` — Remind the customer to sign → `orders/remind-signer`
- `POST /api/v1/orders/{order_id}/revert-to-draft` — Revert order to draft → `orders/revert-order-to-draft`
- `POST /api/v1/orders/{order_id}/send` — Send order for signature → `orders/send-order`
- `POST /api/v1/orders/{order_id}/sign` — Mark order signed → `orders/sign-order`

## Orders Esign

Bundle: https://www.ondayzero.com/docs/reference/orders-esign.md · https://www.ondayzero.com/docs/reference/orders-esign/openapi.json

- `GET /api/v1/orders/{order_id}/esign` — Get an order's e-signature status → `orders-esign/get-order-esign-status`
- `POST /api/v1/orders/{order_id}/esign/send` — Send an order for e-signature → `orders-esign/send-order-for-esign`
- `POST /api/v1/webhooks/esign` — E-signature provider webhook → `orders-esign/esign-webhook`

## Payment Advisory

AI-powered payment recommendations and cash flow optimization.

Bundle: https://www.ondayzero.com/docs/reference/payment-advisory.md · https://www.ondayzero.com/docs/reference/payment-advisory/openapi.json

- `GET /api/v1/payment-advisory/firm-summary` — Get consolidated AP summary for firm → `payment-advisory/get-firm-ap-summary`
- `GET /api/v1/payment-advisory/recommendations` — Get payment recommendations → `payment-advisory/get-payment-recommendations`

## Payment Terms

Net payment terms (Net 30, Due on Receipt, etc.).

Bundle: https://www.ondayzero.com/docs/reference/payment-terms.md · https://www.ondayzero.com/docs/reference/payment-terms/openapi.json

- `GET /api/v1/payment-terms` — List payment terms → `payment-terms/list-payment-terms`
- `POST /api/v1/payment-terms` — Create payment term → `payment-terms/create-payment-term`
- `GET /api/v1/payment-terms/default` — Get default payment term → `payment-terms/get-default-payment-term`
- `POST /api/v1/payment-terms/seed-defaults` — Seed default payment terms → `payment-terms/seed-default-terms`
- `DELETE /api/v1/payment-terms/{term_id}` — Deactivate payment term → `payment-terms/deactivate-payment-term`
- `GET /api/v1/payment-terms/{term_id}` — Get payment term → `payment-terms/get-payment-term`
- `PUT /api/v1/payment-terms/{term_id}` — Update payment term → `payment-terms/update-payment-term`

## Projects

Bundle: https://www.ondayzero.com/docs/reference/projects.md · https://www.ondayzero.com/docs/reference/projects/openapi.json

- `GET /api/v1/projects` — List projects → `projects/list-projects`
- `POST /api/v1/projects` — Create project → `projects/create-project`
- `POST /api/v1/projects/bulk` — Bulk create projects → `projects/bulk-create-projects`
- `GET /api/v1/projects/profitability` — Project profitability → `projects/project-profitability`
- `DELETE /api/v1/projects/{project_id}` — Deactivate project → `projects/deactivate-project`
- `GET /api/v1/projects/{project_id}` — Get project → `projects/get-project`
- `PUT /api/v1/projects/{project_id}` — Update project → `projects/update-project`
- `DELETE /api/v1/projects/{project_id}/permanent` — Delete project permanently → `projects/delete-project-permanently`
- `GET /api/v1/projects/{project_id}/profitability` — Single project profitability → `projects/single-project-profitability`

## Purchase Orders

Bundle: https://www.ondayzero.com/docs/reference/purchase-orders.md · https://www.ondayzero.com/docs/reference/purchase-orders/openapi.json

- `GET /api/v1/purchase-orders` — List inventory orders → `purchase-orders/get-orders`
- `POST /api/v1/purchase-orders` — Create inventory order → `purchase-orders/create-order`
- `GET /api/v1/purchase-orders/pdf` — Get order PDFs → `purchase-orders/get-order-pdfs`
- `DELETE /api/v1/purchase-orders/{id}` — Delete inventory order → `purchase-orders/delete-order`
- `GET /api/v1/purchase-orders/{id}` — Get inventory order → `purchase-orders/get-order`
- `PUT /api/v1/purchase-orders/{id}` — Update inventory order → `purchase-orders/update-order`
- `POST /api/v1/purchase-orders/{id}/cancel` — Cancel purchase order → `purchase-orders/cancel-order`
- `POST /api/v1/purchase-orders/{id}/mark-in-production` — Mark purchase order in production → `purchase-orders/mark-in-production`
- `POST /api/v1/purchase-orders/{id}/mark-partially-received` — Mark purchase order partially received → `purchase-orders/mark-partially-received`
- `POST /api/v1/purchase-orders/{id}/mark-ready` — Mark purchase order ready → `purchase-orders/mark-ready`
- `POST /api/v1/purchase-orders/{id}/mark-shipped` — Mark purchase order shipped → `purchase-orders/mark-shipped`
- `POST /api/v1/purchase-orders/{id}/payments` — Record payment for purchase order → `purchase-orders/record-order-payment`
- `POST /api/v1/purchase-orders/{id}/recalculate-totals` — Recalculate order totals → `purchase-orders/recalculate-order-totals`
- `POST /api/v1/purchase-orders/{id}/receive` — Receive purchase order → `purchase-orders/receive-order`
- `POST /api/v1/purchase-orders/{id}/submit` — Submit purchase order → `purchase-orders/submit-order`
- `POST /api/v1/purchase-orders/{order_id}/pdf` — Generate order PDF → `purchase-orders/generate-order-pdf`

## Purchase Requisitions

Bundle: https://www.ondayzero.com/docs/reference/purchase-requisitions.md · https://www.ondayzero.com/docs/reference/purchase-requisitions/openapi.json

- `GET /api/v1/purchase-requisitions` — List purchase requisitions → `purchase-requisitions/list-purchase-requisitions`
- `POST /api/v1/purchase-requisitions` — Create purchase requisition → `purchase-requisitions/create-purchase-requisition`
- `DELETE /api/v1/purchase-requisitions/{requisition_id}` — Delete purchase requisition → `purchase-requisitions/delete-purchase-requisition`
- `GET /api/v1/purchase-requisitions/{requisition_id}` — Get purchase requisition → `purchase-requisitions/get-purchase-requisition`
- `PUT /api/v1/purchase-requisitions/{requisition_id}` — Update purchase requisition → `purchase-requisitions/update-purchase-requisition`
- `POST /api/v1/purchase-requisitions/{requisition_id}/approve` — Approve purchase requisition → `purchase-requisitions/approve-purchase-requisition`
- `POST /api/v1/purchase-requisitions/{requisition_id}/convert` — Convert purchase requisition → `purchase-requisitions/convert-purchase-requisition`
- `POST /api/v1/purchase-requisitions/{requisition_id}/reject` — Reject purchase requisition → `purchase-requisitions/reject-purchase-requisition`
- `POST /api/v1/purchase-requisitions/{requisition_id}/submit` — Submit purchase requisition → `purchase-requisitions/submit-purchase-requisition`

## Quickbooks

Bundle: https://www.ondayzero.com/docs/reference/quickbooks.md · https://www.ondayzero.com/docs/reference/quickbooks/openapi.json

- `GET /api/v1/quickbooks/connect-url` — Get QuickBooks OAuth connect URL → `quickbooks/get-connect-url`
- `GET /api/v1/quickbooks/coverage-report` — QuickBooks import coverage report → `quickbooks/get-coverage-report`
- `DELETE /api/v1/quickbooks/disconnect` — Disconnect QuickBooks → `quickbooks/disconnect`
- `GET /api/v1/quickbooks/disconnected` — QuickBooks disconnect landing (Intuit Disconnect URL) → `quickbooks/quickbooks-disconnected`
- `POST /api/v1/quickbooks/import` — Start QuickBooks migration import → `quickbooks/start-import`
- `POST /api/v1/quickbooks/import/cancel` — Cancel the running QuickBooks migration import → `quickbooks/cancel-import`
- `GET /api/v1/quickbooks/migration-report` — QuickBooks migration QA report → `quickbooks/get-migration-report`
- `GET /api/v1/quickbooks/oauth/callback` — QuickBooks OAuth callback → `quickbooks/quickbooks-oauth-callback`
- `GET /api/v1/quickbooks/status` — QuickBooks connection status → `quickbooks/get-connection-status`

## Reconciliations

Bank statement reconciliation with AI-assisted matching.

Bundle: https://www.ondayzero.com/docs/reference/reconciliations.md · https://www.ondayzero.com/docs/reference/reconciliations/openapi.json

- `GET /api/v1/reconciliations` — List reconciliations → `reconciliations/list-reconciliations`
- `POST /api/v1/reconciliations` — Create reconciliation → `reconciliations/create-reconciliation`
- `POST /api/v1/reconciliations/upload` — Create reconciliation with upload → `reconciliations/create-reconciliation-with-upload`
- `GET /api/v1/reconciliations/{reconciliation_id}` — Get reconciliation → `reconciliations/get-reconciliation`
- `GET /api/v1/reconciliations/{reconciliation_id}/balance` — Get balance validation → `reconciliations/get-balance-validation`
- `POST /api/v1/reconciliations/{reconciliation_id}/complete` — Complete reconciliation → `reconciliations/complete-reconciliation`
- `POST /api/v1/reconciliations/{reconciliation_id}/explain-matches` — AI match explanations → `reconciliations/explain-matches`
- `POST /api/v1/reconciliations/{reconciliation_id}/matches/approve` — Approve match → `reconciliations/approve-match`
- `POST /api/v1/reconciliations/{reconciliation_id}/matches/bulk-approve` — Bulk approve matches → `reconciliations/bulk-approve-matches`
- `POST /api/v1/reconciliations/{reconciliation_id}/matches/bulk-reject` — Bulk reject matches → `reconciliations/bulk-reject-matches`
- `POST /api/v1/reconciliations/{reconciliation_id}/matches/reject` — Reject match → `reconciliations/reject-match`
- `GET /api/v1/reconciliations/{reconciliation_id}/pdf` — Download reconciliation PDF → `reconciliations/download-reconciliation-pdf`
- `POST /api/v1/reconciliations/{reconciliation_id}/start` — Start reconciliation processing → `reconciliations/start-reconciliation-processing`

## Recurring

Recurring invoice and bill templates with auto-generation.

Bundle: https://www.ondayzero.com/docs/reference/recurring.md · https://www.ondayzero.com/docs/reference/recurring/openapi.json

- `GET /api/v1/recurring` — List recurring templates → `recurring/list-recurring-templates`
- `POST /api/v1/recurring` — Create recurring template → `recurring/create-recurring-template`
- `GET /api/v1/recurring/bills` — List recurring bill templates → `recurring/list-recurring-bill-templates`
- `GET /api/v1/recurring/invoices` — List recurring invoice templates → `recurring/list-recurring-invoice-templates`
- `POST /api/v1/recurring/suggest-templates` — AI recurring template suggestions → `recurring/suggest-templates`
- `DELETE /api/v1/recurring/{template_id}` — Delete recurring template → `recurring/delete-recurring-template`
- `GET /api/v1/recurring/{template_id}` — Get recurring template → `recurring/get-recurring-template`
- `PUT /api/v1/recurring/{template_id}` — Update recurring template → `recurring/update-recurring-template`
- `POST /api/v1/recurring/{template_id}/cancel` — Cancel recurring template → `recurring/cancel-recurring-template`
- `POST /api/v1/recurring/{template_id}/clone` — Clone recurring template → `recurring/clone-recurring-template`
- `GET /api/v1/recurring/{template_id}/history` — Get recurring template history → `recurring/get-recurring-template-history`
- `POST /api/v1/recurring/{template_id}/pause` — Pause recurring template → `recurring/pause-recurring-template`
- `POST /api/v1/recurring/{template_id}/resume` — Resume recurring template → `recurring/resume-recurring-template`
- `POST /api/v1/recurring/{template_id}/skip` — Skip next occurrence → `recurring/skip-recurring-template-occurrence`

## Reports

Financial report generation (P&L, Balance Sheet, Trial Balance, etc.).

Bundle: https://www.ondayzero.com/docs/reference/reports.md · https://www.ondayzero.com/docs/reference/reports/openapi.json

- `GET /api/v1/reports` — List reports → `reports/list-reports`
- `POST /api/v1/reports` — Generate report → `reports/generate-report`
- `GET /api/v1/reports/download` — Download report (proxy) → `reports/download-report`
- `GET /api/v1/reports/import-templates` — List import templates → `reports/list-import-templates`
- `GET /api/v1/reports/import-templates.zip` — Download all import templates as a ZIP → `reports/download-import-templates-zip`
- `GET /api/v1/reports/import-templates/{template_key}.csv` — Download one import template CSV → `reports/download-import-template-csv`
- `GET /api/v1/reports/import-templates/{template_key}.md` — Download one import template README → `reports/download-import-template-readme`
- `GET /api/v1/reports/preview-info` — Report preview availability → `reports/get-report-preview-info`
- `GET /api/v1/reports/preview-page` — Report preview page image → `reports/get-report-preview-page`
- `GET /api/v1/reports/subledger-gl-reconciliation` — Sub-ledger to GL reconciliation → `reports/get-subledger-gl-reconciliation`
- `POST /api/v1/reports/suggest` — AI report suggestions → `reports/suggest-reports`
- `GET /api/v1/reports/types` — Get supported report types → `reports/get-report-types`
- `DELETE /api/v1/reports/{report_id}` — Delete report → `reports/delete-report`
- `GET /api/v1/reports/{report_id}` — Get report → `reports/get-report`

## Revenue Schedules

Bundle: https://www.ondayzero.com/docs/reference/revenue-schedules.md · https://www.ondayzero.com/docs/reference/revenue-schedules/openapi.json

- `GET /api/v1/revenue-schedules` — List revenue schedules → `revenue-schedules/list-revenue-schedules`
- `POST /api/v1/revenue-schedules/preorders` — Book a pre-order → `revenue-schedules/book-preorder`
- `POST /api/v1/revenue-schedules/preorders/fulfill` — Recognize a pre-order on fulfillment → `revenue-schedules/fulfill-preorder`
- `POST /api/v1/revenue-schedules/recognize` — Run recognition → `revenue-schedules/run-recognition`
- `GET /api/v1/revenue-schedules/waterfall` — Deferred-revenue waterfall → `revenue-schedules/revenue-waterfall`

## Sales Receipts

Bundle: https://www.ondayzero.com/docs/reference/sales-receipts.md · https://www.ondayzero.com/docs/reference/sales-receipts/openapi.json

- `GET /api/v1/sales-receipts` — List sales receipts → `sales-receipts/list-sales-receipts`
- `POST /api/v1/sales-receipts` — Create sales receipt → `sales-receipts/create-sales-receipt`
- `GET /api/v1/sales-receipts/{receipt_id}` — Get sales receipt → `sales-receipts/get-sales-receipt`
- `POST /api/v1/sales-receipts/{receipt_id}/void` — Void sales receipt → `sales-receipts/void-sales-receipt`

## Search

Full-text search across transactions, contacts, and entities.

Bundle: https://www.ondayzero.com/docs/reference/search.md · https://www.ondayzero.com/docs/reference/search/openapi.json

- `GET /api/v1/search` — Global search → `search/search-entities`
- `POST /api/v1/search/natural` — AI natural language search → `search/natural-language-search`

## Subscriptions

Manage recurring subscription billing for customers.

Bundle: https://www.ondayzero.com/docs/reference/subscriptions.md · https://www.ondayzero.com/docs/reference/subscriptions/openapi.json

- `GET /api/v1/subscriptions/` — List detected recurring transactions → `subscriptions/list-subscriptions`
- `PUT /api/v1/subscriptions/` — Update a detected recurring transaction → `subscriptions/update-subscription`
- `POST /api/v1/subscriptions/analyze` — AI subscription analysis → `subscriptions/analyze-subscriptions`
- `POST /api/v1/subscriptions/dismiss` — Dismiss a detected recurring transaction → `subscriptions/dismiss-subscription`
- `GET /api/v1/subscriptions/history` — Monthly spend history for recurring transactions → `subscriptions/get-spend-history`
- `POST /api/v1/subscriptions/restore` — Restore a dismissed recurring transaction → `subscriptions/restore-subscription`
- `GET /api/v1/subscriptions/settings` — Get recurring transaction budget settings → `subscriptions/get-settings`
- `PUT /api/v1/subscriptions/settings` — Set monthly recurring transaction limit → `subscriptions/update-settings`
- `GET /api/v1/subscriptions/summary` — Recurring transactions summary for dashboard → `subscriptions/get-summary`

## Tags

Custom tag groups and tags for categorizing entities.

Bundle: https://www.ondayzero.com/docs/reference/tags.md · https://www.ondayzero.com/docs/reference/tags/openapi.json

- `POST /api/v1/entity-tags` — Attach tag to entity → `tags/attach-tag`
- `POST /api/v1/entity-tags/batch` — Batch fetch tags for multiple entities → `tags/get-entity-tags-batch`
- `POST /api/v1/entity-tags/bulk-attach` — Bulk attach tags to an entity → `tags/bulk-attach-tags`
- `POST /api/v1/entity-tags/bulk-attach-many` — Bulk attach tags to many entities → `tags/bulk-attach-tags-to-entities`
- `POST /api/v1/entity-tags/bulk-detach` — Bulk detach tags from an entity → `tags/bulk-detach-tags`
- `GET /api/v1/entity-tags/{model_type}/{model_id}` — Get tags for an entity → `tags/get-entity-tags`
- `DELETE /api/v1/entity-tags/{tag_id}/{model_type}/{model_id}` — Detach tag from entity → `tags/detach-tag`
- `GET /api/v1/tag-groups` — List tag groups → `tags/list-tag-groups`
- `POST /api/v1/tag-groups` — Create tag group → `tags/create-tag-group`
- `DELETE /api/v1/tag-groups/{tag_group_id}` — Delete tag group → `tags/delete-tag-group`
- `GET /api/v1/tag-groups/{tag_group_id}` — Get tag group → `tags/get-tag-group`
- `PUT /api/v1/tag-groups/{tag_group_id}` — Update tag group → `tags/update-tag-group`
- `GET /api/v1/tags` — List tags → `tags/list-tags`
- `POST /api/v1/tags` — Create tag → `tags/create-tag`
- `POST /api/v1/tags/suggest` — AI tag suggestions → `tags/suggest-tags`
- `DELETE /api/v1/tags/{tag_id}` — Delete tag → `tags/delete-tag`
- `GET /api/v1/tags/{tag_id}` — Get tag → `tags/get-tag`
- `PUT /api/v1/tags/{tag_id}` — Update tag → `tags/update-tag`
- `GET /api/v1/tags/{tag_id}/entities/{model_type}` — Get entities with a tag → `tags/get-tagged-entities`

## Tax

Tax rate configuration and tax calculations.

Bundle: https://www.ondayzero.com/docs/reference/tax.md · https://www.ondayzero.com/docs/reference/tax/openapi.json

- `GET /api/v1/tax/codes` — List tax codes → `tax/list-tax-codes`
- `POST /api/v1/tax/codes` — Create tax code → `tax/create-tax-code`
- `POST /api/v1/tax/codes/seed-defaults` — Seed default tax codes → `tax/seed-default-codes`
- `DELETE /api/v1/tax/codes/{code_id}` — Deactivate tax code → `tax/deactivate-tax-code`
- `GET /api/v1/tax/codes/{code_id}` — Get tax code → `tax/get-tax-code`
- `PUT /api/v1/tax/codes/{code_id}` — Update tax code → `tax/update-tax-code`
- `POST /api/v1/tax/dedupe-imported` — Dedupe imported tax data → `tax/dedupe-imported-tax`
- `GET /api/v1/tax/rates` — List tax rates → `tax/list-tax-rates`
- `POST /api/v1/tax/rates` — Create tax rate → `tax/create-tax-rate`
- `GET /api/v1/tax/rates/default` — Get default tax rate → `tax/get-default-tax-rate`
- `DELETE /api/v1/tax/rates/{rate_id}` — Deactivate tax rate → `tax/deactivate-tax-rate`
- `GET /api/v1/tax/rates/{rate_id}` — Get tax rate → `tax/get-tax-rate`
- `PUT /api/v1/tax/rates/{rate_id}` — Update tax rate → `tax/update-tax-rate`
- `POST /api/v1/tax/suggest-rates` — AI tax rate suggestions → `tax/suggest-rates`

## Time Entries

Bundle: https://www.ondayzero.com/docs/reference/time-entries.md · https://www.ondayzero.com/docs/reference/time-entries/openapi.json

- `GET /api/v1/time-entries` — List time entries → `time-entries/list-time-entries`
- `POST /api/v1/time-entries` — Create time entry → `time-entries/create-time-entry`
- `POST /api/v1/time-entries/add-expenses-to-invoice` — Add expenses to invoice → `time-entries/add-expenses-to-invoice`
- `POST /api/v1/time-entries/add-to-invoice` — Add time to invoice → `time-entries/add-to-invoice`
- `GET /api/v1/time-entries/billable` — List billable time → `time-entries/list-billable`
- `GET /api/v1/time-entries/billable-expenses` — List billable expenses → `time-entries/list-billable-expenses`
- `DELETE /api/v1/time-entries/{time_entry_id}` — Delete time entry → `time-entries/delete-time-entry`
- `GET /api/v1/time-entries/{time_entry_id}` — Get time entry → `time-entries/get-time-entry`
- `PUT /api/v1/time-entries/{time_entry_id}` — Update time entry → `time-entries/update-time-entry`

## Todos

Bundle: https://www.ondayzero.com/docs/reference/todos.md · https://www.ondayzero.com/docs/reference/todos/openapi.json

- `GET /api/v1/todos` — List user todos → `todos/list-todos`
- `POST /api/v1/todos` — Create a todo → `todos/create-todo`
- `DELETE /api/v1/todos/{todo_id}` — Delete a todo → `todos/delete-todo`
- `GET /api/v1/todos/{todo_id}` — Get a todo → `todos/get-todo`
- `PATCH /api/v1/todos/{todo_id}` — Update a todo → `todos/update-todo`
- `POST /api/v1/todos/{todo_id}/complete` — Complete a todo → `todos/complete-todo`
- `POST /api/v1/todos/{todo_id}/uncomplete` — Uncomplete a todo → `todos/uncomplete-todo`

## Transaction Clarifications

Bundle: https://www.ondayzero.com/docs/reference/transaction-clarifications.md · https://www.ondayzero.com/docs/reference/transaction-clarifications/openapi.json

- `GET /api/v1/transaction-clarifications` — List transaction clarifications (client) → `transaction-clarifications/list-client-clarifications`
- `GET /api/v1/transaction-clarifications/count` — Open clarification count (client) → `transaction-clarifications/client-clarification-count`
- `GET /api/v1/transaction-clarifications/firm` — List clarifications (firm) → `transaction-clarifications/list-firm-clarifications`
- `GET /api/v1/transaction-clarifications/firm/count` — Open clarification count (firm) → `transaction-clarifications/firm-clarification-count`
- `POST /api/v1/transaction-clarifications/firm/transactions/{transaction_id}` — Ask the client about a transaction (firm) → `transaction-clarifications/create-clarification`
- `POST /api/v1/transaction-clarifications/firm/{clarification_id}/resolve` — Resolve a clarification (firm) → `transaction-clarifications/resolve-clarification`
- `POST /api/v1/transaction-clarifications/{clarification_id}/answer` — Answer a clarification (client) → `transaction-clarifications/answer-clarification`
- `POST /api/v1/transaction-clarifications/{clarification_id}/receipt` — Attach a receipt to a clarification (client) → `transaction-clarifications/attach-clarification-receipt`

## Transactions

Bank transactions — sync, categorize, review, and reconcile.

Bundle: https://www.ondayzero.com/docs/reference/transactions.md · https://www.ondayzero.com/docs/reference/transactions/openapi.json

- `GET /api/v1/transactions` — List transactions → `transactions/list-transactions`
- `POST /api/v1/transactions` — Create transaction → `transactions/create-transaction`
- `PATCH /api/v1/transactions/batch/category` — Batch update category → `transactions/update-transactions-category`
- `PATCH /api/v1/transactions/batch/counterparty` — Batch update counterparty → `transactions/update-transactions-counterparty`
- `POST /api/v1/transactions/batch/delete` — Delete selected transactions → `transactions/bulk-delete-transactions`
- `POST /api/v1/transactions/batch/mark-reviewed-by-period` — Mark all unreviewed transactions in a period as reviewed → `transactions/mark-period-transactions-reviewed`
- `PATCH /api/v1/transactions/batch/receipt-exempt` — Mark transactions as not needing a receipt → `transactions/update-transactions-receipt-exempt`
- `POST /api/v1/transactions/batch/receipt-requests` — Request receipts from the client → `transactions/request-transaction-receipts`
- `PATCH /api/v1/transactions/batch/reconciliation-status` — Batch update reconciliation status → `transactions/update-transactions-reconciliation-status`
- `PATCH /api/v1/transactions/batch/review-status` — Batch update review status → `transactions/update-transactions-review-status`
- `POST /api/v1/transactions/bulk` — Bulk create transactions → `transactions/create-bulk-transactions`
- `POST /api/v1/transactions/bulk-upload` — Bulk upload transactions to new source account → `transactions/bulk-upload-transactions`
- `POST /api/v1/transactions/bulk-upload/headers` — Get CSV/Excel column headers for mapping → `transactions/get-bulk-upload-headers`
- `POST /api/v1/transactions/bulk-upload/paste` — Upload pasted transaction text → `transactions/paste-transaction-text`
- `POST /api/v1/transactions/bulk-upload/preview` — Preview bulk transaction upload → `transactions/preview-bulk-transaction-upload`
- `GET /api/v1/transactions/bulk-upload/template` — Download bulk transaction upload CSV template → `transactions/download-bulk-upload-template`
- `DELETE /api/v1/transactions/by-date-range` — Delete transactions by date range → `transactions/delete-transactions-by-date-range`
- `GET /api/v1/transactions/by-date-range/preview` — Preview a delete-by-date-range → `transactions/preview-delete-transactions-by-date-range`
- `GET /api/v1/transactions/card-holders` — Card-program cardholders → `transactions/list-transaction-card-holders`
- `POST /api/v1/transactions/categorize-all` — AI-categorize all uncategorized transactions → `transactions/categorize-all`
- `POST /api/v1/transactions/recategorize-by-counterparty` — Recategorize all transactions for a counterparty → `transactions/recategorize-by-counterparty`
- `GET /api/v1/transactions/receipt-coverage` — Receipt coverage → `transactions/get-receipt-coverage`
- `GET /api/v1/transactions/receipt-policy` — Get receipt tracking policy → `transactions/get-receipt-policy`
- `PATCH /api/v1/transactions/receipt-policy` — Update receipt tracking policy → `transactions/update-receipt-policy`
- `GET /api/v1/transactions/sources` — Transaction sources in use → `transactions/list-transaction-sources`
- `POST /api/v1/transactions/suggest-categories` — Category suggestions → `transactions/suggest-categories`
- `POST /api/v1/transactions/suggested-matches/batch` — Suggested matches for a batch of transactions → `transactions/get-bulk-suggested-matches`
- `POST /api/v1/transactions/suggested-matches/dismiss` — Dismiss a suggested match → `transactions/dismiss-suggested-match`
- `DELETE /api/v1/transactions/{transaction_id}` — Delete or hide transaction → `transactions/delete-transaction`
- `GET /api/v1/transactions/{transaction_id}` — Get transaction → `transactions/get-transaction`
- `PUT /api/v1/transactions/{transaction_id}` — Update transaction → `transactions/update-transaction`
- `GET /api/v1/transactions/{transaction_id}/allocations` — Get transaction allocations → `transactions/get-transaction-allocations`
- `PATCH /api/v1/transactions/{transaction_id}/attachment` — Attach file to transaction → `transactions/attach-file-to-transaction`
- `POST /api/v1/transactions/{transaction_id}/attachments/import-ramp` — Import receipts from Ramp → `transactions/import-ramp-receipts`
- `DELETE /api/v1/transactions/{transaction_id}/attachments/{attachment_id}` — Remove attachment from transaction → `transactions/remove-transaction-attachment`
- `POST /api/v1/transactions/{transaction_id}/attachments/{attachment_id}/extract` — Read receipt details from an attachment → `transactions/extract-transaction-attachment`
- `POST /api/v1/transactions/{transaction_id}/restore` — Restore a hidden transaction → `transactions/restore-transaction`
- `PATCH /api/v1/transactions/{transaction_id}/split` — Split a transaction across categories → `transactions/split-transaction`
- `GET /api/v1/transactions/{transaction_id}/suggested-matches` — Suggested matches for a transaction → `transactions/get-transaction-suggested-matches`

## User

User profile and preferences.

Bundle: https://www.ondayzero.com/docs/reference/user.md · https://www.ondayzero.com/docs/reference/user/openapi.json

- `GET /api/v1/users` — List users → `user/list-users`
- `POST /api/v1/users` — Create user → `user/create-user`
- `GET /api/v1/users/me/last-business` — Get last-selected business → `user/get-last-business`
- `PUT /api/v1/users/me/last-business` — Set last-selected business → `user/set-last-business`
- `GET /api/v1/users/me/mfa-status` — Get MFA enforcement status → `user/get-mfa-status`
- `DELETE /api/v1/users/{user_id}` — Delete user → `user/delete-user`
- `GET /api/v1/users/{user_id}` — Get user → `user/get-user`
- `PUT /api/v1/users/{user_id}` — Update user → `user/update-user`

## Vendor Bill Requests

Bundle: https://www.ondayzero.com/docs/reference/vendor-bill-requests.md · https://www.ondayzero.com/docs/reference/vendor-bill-requests/openapi.json

- `GET /api/v1/vendor-bill-requests` — List vendor bill-request links → `vendor-bill-requests/list-vendor-bill-request-links`
- `POST /api/v1/vendor-bill-requests` — Create a vendor bill-request link → `vendor-bill-requests/create-vendor-bill-request-link`
- `DELETE /api/v1/vendor-bill-requests/{link_id}` — Revoke a vendor bill-request link → `vendor-bill-requests/revoke-vendor-bill-request-link`

## Vendor Bill Requests Public

Bundle: https://www.ondayzero.com/docs/reference/vendor-bill-requests-public.md · https://www.ondayzero.com/docs/reference/vendor-bill-requests-public/openapi.json

- `GET /api/v1/public/bill-requests/{token}` — Vendor bill-request form metadata (unauthenticated) → `vendor-bill-requests-public/fetch-public-bill-request`
- `POST /api/v1/public/bill-requests/{token}` — Submit a bill through a bill-request link (unauthenticated) → `vendor-bill-requests-public/submit-public-bill-request`

## Vendor Contracts

Vendor contract tracking with renewal alerts and spend analysis.

Bundle: https://www.ondayzero.com/docs/reference/vendor-contracts.md · https://www.ondayzero.com/docs/reference/vendor-contracts/openapi.json

- `GET /api/v1/vendor-contracts` — List vendor contracts → `vendor-contracts/list-vendor-contracts`
- `POST /api/v1/vendor-contracts` — Create vendor contract → `vendor-contracts/create-vendor-contract`
- `POST /api/v1/vendor-contracts/analyze` — AI contract analysis → `vendor-contracts/analyze-contracts`
- `DELETE /api/v1/vendor-contracts/{contract_id}` — Delete vendor contract → `vendor-contracts/delete-vendor-contract`
- `GET /api/v1/vendor-contracts/{contract_id}` — Get vendor contract → `vendor-contracts/get-vendor-contract`
- `PUT /api/v1/vendor-contracts/{contract_id}` — Update vendor contract → `vendor-contracts/update-vendor-contract`

## Vendor Credits

Bundle: https://www.ondayzero.com/docs/reference/vendor-credits.md · https://www.ondayzero.com/docs/reference/vendor-credits/openapi.json

- `GET /api/v1/vendor-credits` — List vendor credits → `vendor-credits/list-vendor-credits`
- `POST /api/v1/vendor-credits` — Create vendor credit → `vendor-credits/create-vendor-credit`
- `GET /api/v1/vendor-credits/vendors/{vendor_id}/credits` — Get vendor available credits → `vendor-credits/get-vendor-credits-summary`
- `DELETE /api/v1/vendor-credits/{vendor_credit_id}` — Delete vendor credit → `vendor-credits/delete-vendor-credit`
- `GET /api/v1/vendor-credits/{vendor_credit_id}` — Get vendor credit → `vendor-credits/get-vendor-credit`
- `PUT /api/v1/vendor-credits/{vendor_credit_id}` — Update vendor credit → `vendor-credits/update-vendor-credit`
- `POST /api/v1/vendor-credits/{vendor_credit_id}/apply` — Apply vendor credit to bill → `vendor-credits/apply-vendor-credit`
- `POST /api/v1/vendor-credits/{vendor_credit_id}/issue` — Issue vendor credit → `vendor-credits/issue-vendor-credit`
- `POST /api/v1/vendor-credits/{vendor_credit_id}/journal-entry` — Generate vendor credit journal entry → `vendor-credits/generate-vendor-credit-journal-entry`
- `POST /api/v1/vendor-credits/{vendor_credit_id}/journal-entry/link` — Attach journal entry to vendor credit → `vendor-credits/attach-vendor-credit-journal-entry`
- `POST /api/v1/vendor-credits/{vendor_credit_id}/unapply` — Un-apply vendor credit from bill → `vendor-credits/unapply-vendor-credit`
- `POST /api/v1/vendor-credits/{vendor_credit_id}/void` — Void vendor credit → `vendor-credits/void-vendor-credit`

## Vendors

Vendor management — accounts payable counterparties.

Bundle: https://www.ondayzero.com/docs/reference/vendors.md · https://www.ondayzero.com/docs/reference/vendors/openapi.json

- `GET /api/v1/vendors` — List vendors → `vendors/list-vendors`
- `POST /api/v1/vendors` — Create vendor → `vendors/create-vendor`
- `POST /api/v1/vendors/bulk-upload` — Bulk upload vendors from CSV → `vendors/bulk-upload-vendors`
- `GET /api/v1/vendors/bulk-upload/template` — Download bulk vendor upload CSV template → `vendors/download-vendor-bulk-upload-template`
- `GET /api/v1/vendors/check-duplicates` — Check for duplicate vendors → `vendors/check-duplicates`
- `DELETE /api/v1/vendors/{id}` — Delete vendor → `vendors/delete-vendor`
- `GET /api/v1/vendors/{id}` — Get vendor → `vendors/get-vendor`
- `PUT /api/v1/vendors/{id}` — Update vendor → `vendors/update-vendor`
- `GET /api/v1/vendors/{vendor_id}/contacts` — List vendor contacts → `vendors/list-contacts`
- `POST /api/v1/vendors/{vendor_id}/contacts` — Create vendor contact → `vendors/create-contact`
- `DELETE /api/v1/vendors/{vendor_id}/contacts/{contact_id}` — Delete vendor contact → `vendors/delete-contact`
- `GET /api/v1/vendors/{vendor_id}/contacts/{contact_id}` — Get vendor contact → `vendors/get-contact`
- `PUT /api/v1/vendors/{vendor_id}/contacts/{contact_id}` — Update vendor contact → `vendors/update-contact`