> ## Documentation Index > Fetch the complete documentation index at: https://entendre.ai/docs/llms.txt > Use this file to discover all available pages before exploring further. # Create source > Creates a source: a wallet, a connected provider account, a manual bank account or card, or a statement import. | 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](/docs/api-reference/integrations/connections/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](/docs/api-reference/core/documents/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. ## OpenAPI ````yaml openapi-public-preview.json POST /v1/sources openapi: 3.1.0 info: title: Entendre API version: 1.0.0 description: Programmatic access to crypto-native accounting and treasury operations. servers: - url: https://api.entendre.finance description: Production API. security: - ApiKey: [] tags: - name: Organization description: Read your organization profile and find members for agent assignments. - name: Transactions description: Find transactions, inspect their details and create manual records. - name: Sources description: >- Manage wallets, exchange accounts, bank accounts and other transaction sources. - name: Assets description: Inspect asset acquisitions, remaining quantities and cost basis. - name: Journals description: >- Create and post journal entries, correct eligible entries and sync posted journals to a connected general ledger. - name: Documents description: >- Upload documents, check processing status and link supporting evidence to transactions. - name: Legal Entities description: Manage the legal entities used in your accounting records. - name: Ledger Accounts description: Manage your chart of accounts and find accounts for journal entries. - name: Tags description: Create and manage tags to classify your records. - name: Accruals description: >- Create and post accruals, inspect their status and reverse eligible entries. - name: Cash Application description: Match deposits to invoices and manage the resulting cash applications. - name: Classification description: >- Classify transactions in a batch, post eligible entries and inspect the results. - name: Revaluation description: Run asset revaluations for an accounting period and check their results. - name: Accounting Periods description: Check whether a period is ready to close, then close or reopen it. - name: Income Statement description: View revenue, expenses and net income for a reporting period. - name: Balance Sheet description: View assets, liabilities and equity as of a reporting date. - name: Trial Balance description: Review ledger account balances and debit and credit totals. - name: Closing Positions description: View asset positions at the end of a reporting period. - name: Treasury Balances description: Review treasury balances by asset and source. - name: Realized Gains & Losses description: Review realized gains and losses from asset dispositions. - name: Asset Tax Lots description: Inspect asset tax lots, remaining quantities and cost basis. - name: Schedule of Dispositions description: >- Review asset dispositions and their proceeds, cost basis and gains or losses. - name: Financial Insights description: Review financial insights for your selected reporting context. - name: Agents description: Create agents, schedule their work and inspect their runs. - name: Memory description: Read, search and maintain the memory files your agents use. - name: Connections description: Connect providers, manage authorization and disconnect. - name: GL Mapping description: >- Map ledger accounts and legal entities to your ERP. Import legal entities, tags and chart of accounts. - name: Request description: Request information, documents or connections from a client. - name: Client description: Manage your firm’s client relationships. - name: Team description: Invite team members and manage their access to your firm. - name: Settings description: Read and update your firm settings. paths: /v1/sources: post: tags: - Sources summary: Create source description: >- Create a wallet, connected account or manual source. With a statement, reuse its existing source or create a manual source, then start importing transactions. operationId: create_source parameters: - name: Idempotency-Key in: header required: true description: >- Unique key for this operation. Retry with the same key and request body after a timeout. Keys are retained for at least 24 hours. schema: type: string minLength: 1 maxLength: 255 example: example-operation-2026-08-31-001 requestBody: required: true content: application/json: schema: oneOf: - type: object required: - source_type - name - chain - address additionalProperties: false properties: source_type: type: string enum: - wallet description: The kind of source to create. name: type: string description: Display name for the source. chain: type: string description: On-chain network for a wallet source (such as `eth`). address: type: string description: On-chain address for a wallet source. wallet_type: type: string enum: - internal - external default: external description: Internal wallets require a legal entity. legal_entity_id: type: string description: >- Legal entity (`le_` prefix). Required for internal wallets. tag_ids: type: array items: type: string description: Tag IDs (`tag_…`). allow_nft_import: type: boolean description: Wallet only; every other type ignores it. - type: object required: - name - chain - address - type additionalProperties: false properties: name: type: string description: Display name for the source. chain: type: string description: On-chain network for a wallet source (such as `eth`). address: type: string description: On-chain address for a wallet source. wallet_type: type: string enum: - internal - external default: external description: Internal wallets require a legal entity. legal_entity_id: type: string description: >- Legal entity (`le_` prefix). Required for internal wallets. tag_ids: type: array items: type: string description: Tag IDs (`tag_…`). allow_nft_import: type: boolean description: Wallet only; every other type ignores it. type: type: string enum: - wallet description: Always `wallet`. - type: object description: >- A Niural supplier source. Chain and address are optional; tags are plain labels, not tag ids. required: - type - name additionalProperties: false properties: type: type: string enum: - niural description: The kind of source to create. name: type: string description: Supplier or vendor name. minLength: 1 maxLength: 500 legal_entity_id: type: string description: >- Legal entity ID (`le_…`). Optional; the supplier can stay unassigned. example: le_507f1f77bcf86cd799439011 wallet_type: type: string enum: - internal - external default: external description: >- `internal` for a wallet that you own, `external` for a wallet of a third party. chain: type: string description: On-chain network, when the supplier is paid on-chain. address: type: string description: Payout address, when known. minLength: 1 maxLength: 256 tags: type: array description: Plain labels stored on the row. items: type: string minLength: 1 maxLength: 100 maxItems: 50 group_id: type: string description: Source group (`sgp_` prefix). example: sgp_507f1f77bcf86cd799439011 - type: object additionalProperties: false required: - type - connection_id properties: type: type: string enum: - exchange - bank_account - card description: >- Category of the selected source: `exchange` selects an exchange source, `bank_account` a Plaid or Ramp bank account, `card` a Rain or Ramp card. The selected source must match. connection_id: type: string description: Connection ID from List connections. external_account_id: type: string description: >- Select a returned source ID or provider account ID; may be omitted only when the active connection has exactly one source of the requested type. legal_entity_id: type: string description: >- Optional. Selecting a source never changes its legal entity. - type: object additionalProperties: false required: - type - document_id properties: type: type: string enum: - exchange - bank_account - card description: Source type. document_id: type: string description: Statement document ID (`doc_…`). legal_entity_id: type: string description: Legal entity ID (`le_…`). statement_line_ids: type: array items: type: string pattern: ^bkl_[A-Za-z0-9-]+$ minItems: 1 maxItems: 5000 description: >- Statement lines to import. Omit to import all eligible pending lines. dependentRequired: statement_line_ids: - document_id examples: Wallet: value: name: Treasury wallet legal_entity_id: le_507f1f77bcf86cd799439011 address: '0x0000000000000000000000000000000000000001' chain: eth type: wallet Source from statement: value: type: bank_account name: Operating account legal_entity_id: le_507f1f77bcf86cd799439011 document_id: doc_507f1f77bcf86cd799439011 Manual account: value: type: bank_account name: Operating account legal_entity_id: le_507f1f77bcf86cd799439011 responses: '200': description: >- Existing connected source, resolved manual account, or synchronous statement-import result. content: application/json: schema: oneOf: - type: object required: - data properties: data: $ref: '#/components/schemas/Source' - type: object required: - data properties: data: type: object properties: imported: type: integer description: Transactions imported. duplicates: type: integer description: Rows skipped as duplicates. errors: type: array items: type: object description: Rows that could not be imported. description: The created source. example: 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 headers: X-Request-Id: description: Support correlation ID. schema: type: string '201': description: Source created. Includes an import when a statement was supplied. headers: X-Request-Id: description: Support correlation ID. schema: type: string content: application/json: schema: type: object properties: data: $ref: '#/components/schemas/Source' import: anyOf: - $ref: '#/components/schemas/SourceImport' - type: 'null' description: >- Accepted statement import when document_id was supplied; null for source creation without a statement. required: - data - import additionalProperties: false example: 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 '202': description: Import job queued (asynchronous). content: application/json: schema: type: object required: - data properties: data: type: object properties: job_id: type: - string - 'null' description: Import job ID, or `null` for a synchronous import. message: type: string description: Summary message. description: The created source. example: data: job_id: job_wallet-sync:realtime:507f1f77bcf86cd799439011 message: Import queued headers: X-Request-Id: description: Support correlation ID. schema: type: string '400': description: >- The request is invalid. `error.fields` lists the fields to correct. Nothing was changed. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: error: code: VALIDATION_ERROR message: Invalid path, query or request body. request_id: req_example '401': description: The API key is missing, invalid or expired. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: error: code: UNAUTHORIZED message: Authentication is required. request_id: req_example '403': description: >- The API key does not have the required scope or is not associated with a user, or the action needs a review in the dashboard. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: error: code: FORBIDDEN message: Insufficient access to organization request_id: req_example '404': description: The resource does not exist, or your organization cannot access it. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: error: code: RESOURCE_NOT_FOUND message: Resource not found request_id: req_example '409': description: >- The current state of the resource or an accounting rule prevents this operation. Read the resource again before you choose another action. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: error: code: CONFLICT message: The resource state does not allow this operation. request_id: req_example '429': description: >- Too many requests. If the response has a `Retry-After` header, wait that many seconds before you retry. Otherwise, read `error.message`. headers: Retry-After: description: Seconds to wait before retrying. schema: type: integer minimum: 1 content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: error: code: RATE_LIMITED message: Rate limit exceeded. Retry after 30s. request_id: req_example '500': description: >- An unexpected error occurred. A write can still have taken effect; check the resource before you retry. Give the `request_id` to support. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: error: code: INTERNAL_ERROR message: Internal server error request_id: req_example '503': description: >- A service that this operation needs is unavailable. If the response has a `Retry-After` header, wait that many seconds. Check for earlier accepted work before you send the request again. headers: Retry-After: description: Seconds to wait before retrying. schema: type: integer minimum: 1 content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: error: code: SERVICE_UNAVAILABLE message: Service unavailable. request_id: req_example components: schemas: Source: type: object required: - id - source_type - organization_id - legal_entity_id - name - status - created_at - updated_at - detail properties: id: type: string description: Source ID. example: src_507f1f77bcf86cd799439011 source_type: type: string description: Source type. It determines the fields in `detail`. enum: - exchange - staking - niural - raincard - ramp_card - ramp_bank_account - manual_bank - wallet - plaid_account organization_id: type: - string - 'null' description: Organization ID (`org_…`). legal_entity_id: type: - string - 'null' description: Legal entity of the source (`le_…`), or `null`. name: type: - string - 'null' description: >- Display name, such as the card nickname or the bank name and last four digits. status: type: string description: Source status. enum: - active - archived created_at: type: - string - 'null' format: date-time description: Time the source was created (ISO 8601). updated_at: type: - string - 'null' format: date-time description: Time the source was last updated (ISO 8601). detail: $ref: '#/components/schemas/SourceDetail' group_id: type: - string - 'null' description: >- Prefixed `sgp_` id of the source group this source belongs to, or null when it is not in one. Always null for `staking`, which cannot be grouped. group: description: >- The full source group, present only when the request passed `expand=group`. Null when the source is ungrouped. oneOf: - $ref: '#/components/schemas/V1SourceGroup' - type: 'null' SourceImport: type: object description: >- Confirms that a transaction import is queued for one source. `status` is `queued`; it does not show completion. No operation reports the import progress. properties: id: type: string nullable: true description: Import job ID (`job_…`). example: job_wallet-sync:realtime:507f1f77bcf86cd799439011 source_id: type: string nullable: true description: Prefixed id of the source this import runs against. status: type: string enum: - queued description: Always `queued`. required: - id - source_id - status additionalProperties: false ErrorResponse: type: object required: - error properties: error: type: object required: - code - message - request_id properties: code: type: string description: Machine-readable error code. message: type: string description: Technical description for developers. fields: type: object additionalProperties: type: string description: >- Present only on VALIDATION_ERROR. Maps failing field paths to reason strings. details: type: object additionalProperties: true description: >- Optional redacted diagnostic details. Request validation uses fields or field_errors. suggested_action: type: string description: A suggested next step. documentation_url: type: string format: uri description: Link to documentation about this error. request_id: type: string description: Unique request ID for support escalation. description: Error details. SourceDetail: type: object properties: address: type: - string - 'null' description: Wallet address where relevant. chain: type: - string - 'null' description: Network identifier. bank_name: type: - string - 'null' description: Bank institution. account_name: type: - string - 'null' description: Account label. account_number_last_four: type: - string - 'null' description: Masked last four only. card_last4: type: - string - 'null' description: Masked card last four. exchange_source_type: type: - string - 'null' description: Exchange provider. has_credentials: type: boolean description: Whether credentials are stored. The credential is never returned. credential_status: type: - string - 'null' description: Provider authorization state. ledger_account_id: type: - string - 'null' description: >- The single ledger account assigned to this source. Null when no account is assigned. example: lac_507f1f77bcf86cd799439011 additionalProperties: false description: Details for the source type. V1SourceGroup: type: object required: - id - name properties: id: type: string description: Prefixed `sgp_` id. organization_id: type: - string - 'null' description: Prefixed `org_` id. name: type: - string - 'null' description: Group name. icon: type: - string - 'null' description: Group icon. emoji: type: - string - 'null' description: Group emoji. reference_wallet_id: type: - string - 'null' description: Wallet (`wal_…`) linked to the group, if any. created_at: type: - string - 'null' format: date-time description: Time the source group was created (ISO 8601). updated_at: type: - string - 'null' format: date-time description: Time the source group was last updated (ISO 8601). securitySchemes: ApiKey: type: apiKey in: header name: X-API-Key description: >- Your organization API key. Some operations also need a key that is associated with a user; their pages say so. ````