Apply AI-generated COA

POST/api/v1/ledgers/apply-coa

Apply an AI-generated or custom chart of accounts template to the business, upserting over existing ledgers. Protected ledgers (system, required, bank-linked) are skipped. Existing custom ledgers not present in the template are deactivated.

Operation ID: apply_coa·View as markdown·OpenAPI slice

Authentication

Bearer token authentication. Pass your DayZero API token in the Authorization header and the target business UUID in x-business-id.

Request body

Schema: CustomCoaTemplate

ledgersarray · CustomCoaLedgerrequiredCustomCoaLedger

List of ledger definitions for the custom COA

9 fields

namestringrequired: Ledger name
typestringrequired: Ledger type: asset, liability, equity, revenue, expense
sub_typestringrequired: Ledger sub-type: current_assets, non-current_assets, transfers_between_accounts, uncategorized_assets, current_liabilities, non-current_liabilities, equity, operating_revenues, other_income, cost_of_goods_sold, operating_expenses, other_expenses
sort_codestringrequired: Numeric sort code for ordering (digits only, max 20 chars)
debit_creditstring: Debit/credit behavior: debit, credit. Optional - Teal auto-determines based on ledger type.
report_cash_flowboolean: Include in cash flow reports. Optional.
editableboolean: Whether line entries can be manually added or removed
descriptionstring: Ledger description
financial_account_typestring: Financial account type for Templated Mode. Options: bank_account, credit_card, payments, payroll, loan, prepaid_card, accounts_receivable, accounts_payable

Responses

201Successful Response

Schema: SuccessEnvelope_ApplyCoaResponse_

successboolean
messagestring
codestring
dataApplyCoaResponse

400Bad Request - Invalid input

Schema: ErrorResponse

errorstringrequired: Error category: validation_error, unauthorized, forbidden, not_found, conflict, rate_limited, server_error, or service_unavailable.
messagestringrequired: Human-readable explanation, safe to show to end users.
codestringrequired: Stable machine-readable code in CATEGORY_NNN form (e.g. NOT_FOUND_006, AUTH_010, GEN_002).
request_idstring: Correlation id for support requests. Echoes the x-request-id request header when one was supplied.
errorsobject: Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

401Unauthorized - Missing or expired token, an MCP OAuth token used against the REST API, or no access to this business

Schema: ErrorResponse

errorstringrequired: Error category: validation_error, unauthorized, forbidden, not_found, conflict, rate_limited, server_error, or service_unavailable.
messagestringrequired: Human-readable explanation, safe to show to end users.
codestringrequired: Stable machine-readable code in CATEGORY_NNN form (e.g. NOT_FOUND_006, AUTH_010, GEN_002).
request_idstring: Correlation id for support requests. Echoes the x-request-id request header when one was supplied.
errorsobject: Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

403Forbidden - Insufficient permissions

Schema: ErrorResponse

errorstringrequired: Error category: validation_error, unauthorized, forbidden, not_found, conflict, rate_limited, server_error, or service_unavailable.
messagestringrequired: Human-readable explanation, safe to show to end users.
codestringrequired: Stable machine-readable code in CATEGORY_NNN form (e.g. NOT_FOUND_006, AUTH_010, GEN_002).
request_idstring: Correlation id for support requests. Echoes the x-request-id request header when one was supplied.
errorsobject: Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

422Validation Error

Schema: ErrorResponse

errorstringrequired: Error category: validation_error, unauthorized, forbidden, not_found, conflict, rate_limited, server_error, or service_unavailable.
messagestringrequired: Human-readable explanation, safe to show to end users.
codestringrequired: Stable machine-readable code in CATEGORY_NNN form (e.g. NOT_FOUND_006, AUTH_010, GEN_002).
request_idstring: Correlation id for support requests. Echoes the x-request-id request header when one was supplied.
errorsobject: Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

Code samples

POST/api/v1/ledgers/apply-coa

bash

curl -X POST 'https://api.ondayzero.com/api/v1/ledgers/apply-coa' \
  -H 'Authorization: Bearer dz_your_token' \
  -H 'x-business-id: YOUR_BUSINESS_ID' \
  -H 'Content-Type: application/json' \
  -d '{
  "ledgers": []
}'