> ## 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. # Update source > Updates the source name, archive state, legal entity, tags or ledger account. Omitted fields stay unchanged. | To | Send | | ----------------------------- | ----------------------------------------------------------------------- | | Replace all tags | `tag_ids`. Send `[]` to clear all tags. | | Add or remove individual tags | `add_tag_ids` and `remove_tag_ids`. Do not combine them with `tag_ids`. | | Assign the ledger account | `ledger_account_id`. Send `null` to clear it. | A source has at most one ledger account. The response returns it in `detail.ledger_account_id`. The organization, credentials and import identity of a source cannot be changed. ## OpenAPI ````yaml openapi-public-preview.json PATCH /v1/sources/{source_id} 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/{source_id}: patch: tags: - Sources summary: Update source description: >- Updates the source name, archive state, legal entity assignment, tags or the ledger account assignment. Omitted fields stay unchanged. Organization ownership, credentials and import identity cannot be changed here. operationId: update_source parameters: - name: source_id in: path required: true description: ID of the source. schema: type: string minLength: 1 example: src_507f1f77bcf86cd799439011 requestBody: required: true content: application/json: schema: type: object minProperties: 1 additionalProperties: false description: Provide at least one field. Omit a field to leave it unchanged. properties: name: type: string description: >- Rename wallet, exchange, Plaid, or manual-bank sources. Other source types do not support renaming. An unsupported field returns `422` without applying the update. status: type: string enum: - active - archived description: >- Source status. Supported by wallet, exchange, Plaid and manual-bank sources. Other source types have no status and return HTTP 422. legal_entity_id: type: - string - 'null' description: Prefixed `le_` id, or null to clear. ledger_account_id: type: - string - 'null' description: >- Ledger account (`lac_…`). Send `null` to clear it; omit to keep it. Niural sources return HTTP 422. tag_ids: type: - array - 'null' items: type: string description: >- Replaces the tags (`tag_…`). `[]` clears them; omit to keep them. You cannot send it with `add_tag_ids` or `remove_tag_ids`. Wallet, exchange, Plaid and manual-bank sources only; other sources return HTTP 422. add_tag_ids: type: array items: type: string description: >- Tags to add (`tag_…`). Wallet, exchange, Plaid and manual-bank sources only; other sources return HTTP 422. remove_tag_ids: type: array items: type: string description: >- Tags to remove (`tag_…`). Wallet, exchange, Plaid and manual-bank sources only; other sources return HTTP 422. allow_nft_import: type: boolean description: >- Enable or disable NFT import for a wallet. Other source types do not support this field. An unsupported field returns `422` without applying the update. group_id: type: - string - 'null' description: >- Prefixed `sgp_` id of a source group, or `null` to remove the source from its group. responses: '200': description: The request succeeded. headers: X-Request-Id: description: Support correlation ID. schema: type: string content: application/json: schema: type: object properties: data: $ref: '#/components/schemas/Source' required: - data additionalProperties: false example: data: id: src_507f1f77bcf86cd799439011 source_type: wallet organization_id: null legal_entity_id: null name: Treasury wallet status: active created_at: null updated_at: null detail: address: '0x0000000000000000000000000000000000000001' chain: eth has_credentials: false ledger_account_id: null '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' 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. ````