> ## 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 connection

> Updates the name or legal entities of a connection.

Omitted fields keep their values. Disconnected connections cannot be updated. Requires a user-scoped API key, and `write:gl` for a general-ledger connection or `write:connections` for other connections.

A general-ledger connection supports one legal entity. NetSuite rejects an ambiguous configuration with HTTP 409.

Exchange, bank and card connections accept an optional `If-Match` with the `etag` of the connection. A changed connection returns HTTP 412. The check is not atomic with the provider call. General-ledger connections ignore `If-Match`.


## OpenAPI

````yaml openapi-public-preview.json PATCH /v1/connections/{connection_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/connections/{connection_id}:
    patch:
      tags:
        - Connections
      summary: Update connection
      description: >-
        Updates the connection name or legal-entity scope. Change credentials
        through Reauthorize connection.
      operationId: update_connection
      parameters:
        - name: connection_id
          in: path
          required: true
          description: ID of the connection.
          schema:
            type: string
            minLength: 1
          example: con_507f1f77bcf86cd799439011
        - name: If-Match
          in: header
          required: true
          description: >-
            Optional. The `etag` from List connections. A stale value returns
            HTTP 412.
          schema:
            type: string
          example: '"v_example"'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              properties:
                name:
                  type: string
                  description: Display name.
                  minLength: 1
                  maxLength: 500
                  example: Operating bank connection
                legal_entity_ids:
                  type: array
                  items:
                    type: string
                    description: Legal entity ID (`le_…`).
                    example: le_507f1f77bcf86cd799439011
                  maxItems: 100
                  uniqueItems: true
                  description: Legal entities (`le_…`).
              additionalProperties: false
              minProperties: 1
            example:
              name: Operating bank connection
              legal_entity_ids:
                - le_507f1f77bcf86cd799439011
      responses:
        '200':
          description: The request succeeded.
          headers:
            X-Request-Id:
              description: Support correlation ID.
              schema:
                type: string
            ETag:
              description: Version tag of the returned resource.
              schema:
                type: string
              example: '"v_example"'
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    $ref: '#/components/schemas/Connection'
                required:
                  - data
                additionalProperties: false
              example:
                data:
                  id: con_507f1f77bcf86cd799439011
                  organization_id: org_507f1f77bcf86cd799439011
                  provider: quickbooks
                  auth_method: oauth
                  name: Operating bank connection
                  status: pending_setup
                  external_account_id: null
                  legal_entity_ids:
                    - le_507f1f77bcf86cd799439011
                  source_ids: []
                  capabilities:
                    - import_transactions
                  authorization_attempt:
                    id: auth_507f1f77bcf86cd799439011
                    status: pending
                    setup_url: https://app.entendre.finance/settings/integrations
                    expires_at: '2026-08-31T12:10:00Z'
                    error: null
                  created_at: '2026-08-31T12:00:00Z'
                  guidance:
                    allowed_actions: []
                    warnings: []
                    version: v_example
                  revocation_error: null
                  retained_resources:
                    - transactions
                  etag: '"v_example"'
        '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
        '412':
          description: >-
            `If-Match` is missing, or the resource changed after you read it.
            Read it again, then decide whether to retry.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
              example:
                error:
                  code: PRECONDITION_FAILED
                  message: The resource changed. Read it again before you update it.
                  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:
    Connection:
      type: object
      properties:
        id:
          type: string
          description: Connection ID (`con_…`).
          example: con_507f1f77bcf86cd799439011
        organization_id:
          type: string
          description: Organization ID (`org_…`).
          example: org_507f1f77bcf86cd799439011
        provider:
          type: string
          description: Provider identifier.
          example: quickbooks
        auth_method:
          type: string
          description: Setup method.
          enum:
            - oauth
            - api_key
        name:
          type: string
          description: Connection display name.
        status:
          type: string
          description: Connection status.
          enum:
            - pending_setup
            - active
            - expired
            - disconnecting
            - disconnected
            - failed
        external_account_id:
          type:
            - string
            - 'null'
          description: Account ID at the provider.
        legal_entity_ids:
          type: array
          items:
            type: string
            description: Legal entity ID (`le_…`).
            example: le_507f1f77bcf86cd799439011
          description: Legal entities of the connection (`le_…`).
        source_ids:
          type: array
          items:
            type: string
            description: Source ID (`src_…`).
            example: src_507f1f77bcf86cd799439011
          description: Sources created from the connection.
        capabilities:
          type: array
          items:
            type: string
            description: Supported action.
          description: Actions that the connection supports.
        authorization_attempt:
          type: object
          properties:
            id:
              type: string
              description: Authorization attempt ID (`auth_…`).
              example: auth_507f1f77bcf86cd799439011
            status:
              type: string
              description: Status of the setup attempt.
              enum:
                - pending
                - succeeded
                - expired
                - failed
            setup_url:
              type:
                - string
                - 'null'
              description: Setup URL for the user. It expires and is not a credential.
            expires_at:
              type:
                - string
                - 'null'
              description: Expiry time (ISO 8601).
            error:
              type:
                - string
                - 'null'
              description: Why the setup failed.
          required:
            - id
            - status
          additionalProperties: false
          description: The latest setup attempt.
        created_at:
          type: string
          description: ISO 8601 UTC timestamp.
          format: date-time
          example: '2026-08-31T12:00:00Z'
        guidance:
          $ref: '#/components/schemas/Guidance'
        revocation_error:
          type:
            - string
            - 'null'
          description: >-
            Why the provider did not revoke access. A disabled connection in
            Entendre does not prove that the provider revoked access.
        retained_resources:
          type: array
          items:
            type: string
            description: Resource types retained after disconnect.
          description: Resource types that stay after a disconnect.
        etag:
          type: string
          readOnly: true
          pattern: ^"[^"\r\n]+"$
          description: >-
            Strong version of this resource. Send this value, including its
            quotes, in If-Match when updating it.
          examples:
            - '"v_example"'
        cleanup:
          type: object
          description: >-
            Present after bank disconnect. Counts rows removed by this call.
            Zero is valid for empty or already-cleaned connections.
          properties:
            accounts_deleted:
              type: integer
              minimum: 0
              description: Bank accounts deleted.
            transactions_deleted:
              type: integer
              minimum: 0
              description: Transactions deleted.
          required:
            - accounts_deleted
            - transactions_deleted
        importable_resources:
          type: array
          items:
            type: string
          description: >-
            General-ledger connections only: the resource types that the
            connection can import.
      required:
        - id
        - organization_id
        - provider
        - auth_method
        - name
        - status
        - external_account_id
        - legal_entity_ids
        - source_ids
        - capabilities
        - created_at
        - guidance
        - etag
      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.
    Guidance:
      type: object
      properties:
        allowed_actions:
          type: array
          items:
            $ref: '#/components/schemas/ActionHint'
          description: Actions that you can take now.
        warnings:
          type: array
          items:
            $ref: '#/components/schemas/Warning'
          description: Warnings about the resource.
        version:
          type: string
          description: >-
            Version of the resource. Use it only when an operation asks for
            `expected_version`.
      required:
        - allowed_actions
        - warnings
        - version
      additionalProperties: false
    ActionHint:
      type: object
      properties:
        action:
          type: string
          description: Stable operation name.
        available:
          type: boolean
          description: Whether the action is currently available.
        reason:
          type:
            - string
            - 'null'
          description: Why unavailable, or null.
        url:
          type:
            - string
            - 'null'
          description: Authorized relative API or dashboard URL, or null.
      required:
        - action
        - available
        - reason
        - url
      additionalProperties: false
    Warning:
      type: object
      properties:
        code:
          type: string
          description: Stable warning code.
        message:
          type: string
          description: Actionable explanation.
        field:
          type:
            - string
            - 'null'
          description: Affected field, if known.
      required:
        - code
        - message
      additionalProperties: false
  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.

````