Create source

curl --request POST \
  --url https://api.entendre.finance/v1/sources \
  --header 'Content-Type: application/json' \
  --header 'Idempotency-Key: <idempotency-key>' \
  --header 'X-API-Key: <api-key>' \
  --data '
{
  "name": "Treasury wallet",
  "address": "0x0000000000000000000000000000000000000001",
  "chain": "eth",
  "type": "wallet"
}
'

{
  "data": {
    "id": "src_507f1f77bcf86cd799439011",
    "source_type": "manual_bank",
    "organization_id": "org_507f1f77bcf86cd799439011",
    "legal_entity_id": "le_507f1f77bcf86cd799439011",
    "name": "Operating account",
    "status": "active",
    "created_at": "2026-08-31T12:00:00Z",
    "updated_at": "2026-08-31T12:00:00Z",
    "detail": {
      "account_name": "Operating account",
      "has_credentials": false,
      "ledger_account_id": null
    }
  }
}

{
  "data": {
    "id": "src_507f1f77bcf86cd799439011",
    "source_type": "manual_bank",
    "organization_id": "org_507f1f77bcf86cd799439011",
    "legal_entity_id": "le_507f1f77bcf86cd799439011",
    "name": "Operating account",
    "status": "active",
    "created_at": "2026-08-31T12:00:00Z",
    "updated_at": "2026-08-31T12:00:00Z",
    "detail": {
      "account_name": "Operating account",
      "has_credentials": false,
      "ledger_account_id": null
    }
  }
}

{
  "data": {
    "job_id": "job_wallet-sync:realtime:507f1f77bcf86cd799439011",
    "message": "Import queued"
  }
}

{
  "error": {
    "code": "VALIDATION_ERROR",
    "message": "Invalid path, query or request body.",
    "request_id": "req_example"
  }
}

{
  "error": {
    "code": "UNAUTHORIZED",
    "message": "Invalid or expired API Key",
    "request_id": "req_example",
    "suggested_action": "Send an API key in X-API-Key, or an OAuth access token as Authorization: Bearer. Refresh an expired access token.",
    "documentation_url": "https://entendre.ai/docs/get-started/authentication"
  }
}

{
  "error": {
    "code": "FORBIDDEN",
    "message": "Insufficient access to organization",
    "request_id": "req_example"
  }
}

{
  "error": {
    "code": "RESOURCE_NOT_FOUND",
    "message": "Resource not found",
    "request_id": "req_example"
  }
}

{
  "error": {
    "code": "CONFLICT",
    "message": "The resource state does not allow this operation.",
    "request_id": "req_example"
  }
}

{
  "error": {
    "code": "RATE_LIMITED",
    "message": "Rate limit exceeded. Retry after 30s.",
    "request_id": "req_example"
  }
}

{
  "error": {
    "code": "INTERNAL_ERROR",
    "message": "Internal server error",
    "request_id": "req_example"
  }
}

{
  "error": {
    "code": "SERVICE_UNAVAILABLE",
    "message": "Service unavailable.",
    "request_id": "req_example"
  }
}

POST

sources

curl --request POST \
  --url https://api.entendre.finance/v1/sources \
  --header 'Content-Type: application/json' \
  --header 'Idempotency-Key: <idempotency-key>' \
  --header 'X-API-Key: <api-key>' \
  --data '
{
  "name": "Treasury wallet",
  "address": "0x0000000000000000000000000000000000000001",
  "chain": "eth",
  "type": "wallet"
}
'

{
  "data": {
    "id": "src_507f1f77bcf86cd799439011",
    "source_type": "manual_bank",
    "organization_id": "org_507f1f77bcf86cd799439011",
    "legal_entity_id": "le_507f1f77bcf86cd799439011",
    "name": "Operating account",
    "status": "active",
    "created_at": "2026-08-31T12:00:00Z",
    "updated_at": "2026-08-31T12:00:00Z",
    "detail": {
      "account_name": "Operating account",
      "has_credentials": false,
      "ledger_account_id": null
    }
  }
}

{
  "data": {
    "id": "src_507f1f77bcf86cd799439011",
    "source_type": "manual_bank",
    "organization_id": "org_507f1f77bcf86cd799439011",
    "legal_entity_id": "le_507f1f77bcf86cd799439011",
    "name": "Operating account",
    "status": "active",
    "created_at": "2026-08-31T12:00:00Z",
    "updated_at": "2026-08-31T12:00:00Z",
    "detail": {
      "account_name": "Operating account",
      "has_credentials": false,
      "ledger_account_id": null
    }
  }
}

{
  "data": {
    "job_id": "job_wallet-sync:realtime:507f1f77bcf86cd799439011",
    "message": "Import queued"
  }
}

{
  "error": {
    "code": "VALIDATION_ERROR",
    "message": "Invalid path, query or request body.",
    "request_id": "req_example"
  }
}

{
  "error": {
    "code": "UNAUTHORIZED",
    "message": "Invalid or expired API Key",
    "request_id": "req_example",
    "suggested_action": "Send an API key in X-API-Key, or an OAuth access token as Authorization: Bearer. Refresh an expired access token.",
    "documentation_url": "https://entendre.ai/docs/get-started/authentication"
  }
}

{
  "error": {
    "code": "FORBIDDEN",
    "message": "Insufficient access to organization",
    "request_id": "req_example"
  }
}

{
  "error": {
    "code": "RESOURCE_NOT_FOUND",
    "message": "Resource not found",
    "request_id": "req_example"
  }
}

{
  "error": {
    "code": "CONFLICT",
    "message": "The resource state does not allow this operation.",
    "request_id": "req_example"
  }
}

{
  "error": {
    "code": "RATE_LIMITED",
    "message": "Rate limit exceeded. Retry after 30s.",
    "request_id": "req_example"
  }
}

{
  "error": {
    "code": "INTERNAL_ERROR",
    "message": "Internal server error",
    "request_id": "req_example"
  }
}

{
  "error": {
    "code": "SERVICE_UNAVAILABLE",
    "message": "Service unavailable.",
    "request_id": "req_example"
  }
}

Source	Send	Result
Wallet	`type: wallet` and the wallet fields	Creates the wallet source.
Connected exchange, bank account or card	`type` and `connection_id`. If the connection has more than one account, add `external_account_id`.	Returns the existing source with HTTP 200 and `reused: true`. It does not create a duplicate or change the legal entity.
Manual bank account or card	`type`, `name`, `legal_entity_id`, `bank_name` and `account_number_last_four`	Finds the matching account, or creates it.
Statement	`document_id` and the matching `type`. Optional: `legal_entity_id` and `statement_line_ids`.	Starts a statement import. Usually returns HTTP 202 with a job ID.

Before you add a connected source, complete the authorization with Connect provider. A name alone does not identify a manual account. For a statement, upload and process the document first. Get the line IDs from List documents with expand=statement.lines. Without statement_line_ids, the import takes all eligible pending lines. A statement import reuses a linked or matched source, such as a Plaid account, or creates a manual source. The source can appear after the response returns. To add a manual exchange account, import a statement.

Authorizations

X-API-Key

string

header

required

Your organization API key. See Authentication.

Headers

Idempotency-Key

string

required

Unique key for this operation. Retry with the same key and request body after a timeout. Keys are retained for at least 24 hours.

Required string length: 1 - 255

Body

application/json

Option 1
Option 2
Option 3
Option 4
Option 5

source_type

enum<string>

required

The kind of source to create.

Available options:

wallet

chain

string

required

On-chain network for a wallet source (such as eth).

address

string

required

On-chain address for a wallet source.

name

string

Display name for the source. Optional; an empty string means no name. Stored as sent.

wallet_type

enum<string>

default:external

Wallet type.

Available options:

internal,

external

legal_entity_id

string

Legal entity (le_ prefix). Optional. An internal wallet without one is stored as pending_setup, and scheduled syncs skip it until you assign a legal entity.

tag_ids

string[]

Tag IDs (tag_…).

allow_nft_import

boolean

Wallet only; every other type ignores it.

ledger_account_id

string

Owned Asset or Liability ledger account.

addresses

string[]

Additional addresses. Omission preserves the existing default.

Minimum string length: 1

status

enum<string>

Stored wallet status. Omission preserves ACTIVE. An internal wallet without a legal entity is always stored as pending_setup.

Available options:

active,

archived,

pending_setup

consolidate_fees

boolean

track_solana_rewards

boolean

Response

Existing connected source, resolved manual account, or synchronous statement-import result.

Option 1
Option 2

data

object

required

Show child attributes

Using the API

Core

Accounting

Reporting

Agents

Integrations

Firms

Authorizations

Headers

Body

Response