# Entendre Docs

> Documentation for the Entendre Unified API and MCP server: accounting, treasury and documents for crypto and fiat finance teams.

- [Introduction](https://entendre.ai/docs/get-started/introduction.md): Get started with the Entendre Unified API for programmatic access to automated accounting for stablecoins, digital assets and treasury operations.
- [Quickstart](https://entendre.ai/docs/get-started/quickstart.md): Retrieve legal entities and query their transactions.
- [Authentication](https://entendre.ai/docs/get-started/authentication.md): Use an API key or an OAuth 2.0 access token.
- [Core Concepts](https://entendre.ai/docs/get-started/core-concepts.md): Understand identifiers, pagination and request handling.
- [Versioning and deprecation](https://entendre.ai/docs/get-started/versioning.md): How the API versions, how it signals deprecation, and how rate limits appear in responses.
- [Set up Entendre](https://entendre.ai/docs/guides/set-up-entendre.md): Choose how to connect and retrieve your first records.
- [MCP](https://entendre.ai/docs/get-started/mcp.md): Use Entendre from your AI client.
- [Overview](https://entendre.ai/docs/api-reference/overview.md): Endpoints of the Entendre Unified API, grouped by area.
- [Get organization](https://entendre.ai/docs/api-reference/core/organization/get-organization.md): Returns organization identity, timezone and profile settings. Reporting currency is set on each legal entity.
- [Update organization](https://entendre.ai/docs/api-reference/core/organization/update-organization.md): Updates organization profile fields. Changing the timezone also moves the accounting-period boundaries.
- [List organization members](https://entendre.ai/docs/api-reference/core/organization/list-organization-members.md): Lists the organization members that can be assigned as agent owners or reviewers.
- [List transactions](https://entendre.ai/docs/api-reference/core/transactions/list-transactions.md): Lists transactions with their resolved vendor names and accounting references.
- [Create transaction](https://entendre.ai/docs/api-reference/core/transactions/create-transaction.md): Creates a manual transaction using the fields for its type. This records an economic event; it does not transfer funds.
- [Update transaction](https://entendre.ai/docs/api-reference/core/transactions/update-transaction.md): Updates transaction details, or marks or unmarks a transaction as spam.
- [Delete transaction](https://entendre.ai/docs/api-reference/core/transactions/delete-transaction.md): Soft-deletes an eligible unposted transaction. Posted accounting records are preserved.
- [List sources](https://entendre.ai/docs/api-reference/core/sources/list-sources.md): Lists sources across the supported providers.
- [Create source](https://entendre.ai/docs/api-reference/core/sources/create-source.md): Creates a source: a wallet, a connected provider account, a manual bank account or card, or a statement import.
- [Update source](https://entendre.ai/docs/api-reference/core/sources/update-source.md): Updates the source name, archive state, legal entity, tags or ledger account. Omitted fields stay unchanged.
- [Delete source](https://entendre.ai/docs/api-reference/core/sources/delete-source.md): Deletes a manually created source that is not in use. A source in use returns a conflict with guidance.
- [Import transactions from source](https://entendre.ai/docs/api-reference/core/sources/import-transactions-from-source.md): Refreshes a source or imports older transactions.
- [List assets](https://entendre.ai/docs/api-reference/core/assets/list-assets.md): Lists asset acquisition records with their remaining quantities and cost basis.
- [Create manual asset](https://entendre.ai/docs/api-reference/core/assets/create-manual-asset.md): Creates a manual opening asset and adjusts its opening balance. Opening-period and reference checks apply.
- [Update manual asset](https://entendre.ai/docs/api-reference/core/assets/update-manual-asset.md): Updates a manual asset and adjusts its balances. Imported assets cannot be edited.
- [Delete manual asset](https://entendre.ai/docs/api-reference/core/assets/delete-manual-asset.md): Deletes an eligible manual asset and adjusts its balances. Imported assets cannot be deleted.
- [List journals](https://entendre.ai/docs/api-reference/core/journals/list-journals.md): Lists journals with their lines and ledger account details.
- [Create journal](https://entendre.ai/docs/api-reference/core/journals/create-journal.md): Creates a journal from a transaction, or a manual journal with balanced lines.
- [Update journal](https://entendre.ai/docs/api-reference/core/journals/update-journal.md): Updates the memo, accounting date or tags of a draft journal.
- [Delete journal](https://entendre.ai/docs/api-reference/core/journals/delete-journal.md): Deletes a draft, error or unposted journal. Synced journals must be unsynced first; posted journals cannot be deleted.
- [Post journal](https://entendre.ai/docs/api-reference/core/journals/post-journal.md): Posts a draft or unposted journal to the ledger.
- [Unpost journal](https://entendre.ai/docs/api-reference/core/journals/unpost-journal.md): Removes a posted journal from the ledger so that you can correct or reclassify it.
- [Reverse journal](https://entendre.ai/docs/api-reference/core/journals/reverse-journal.md): Creates a linked journal that reverses the original journal.
- [Sync journals](https://entendre.ai/docs/api-reference/core/journals/sync-journals.md): Sends selected posted journals to the connected general ledger.
- [List journal sync jobs](https://entendre.ai/docs/api-reference/core/journals/list-journal-sync-jobs.md): Lists general-ledger sync runs, newest first, with their status and counts.
- [List documents](https://entendre.ai/docs/api-reference/core/documents/list-documents.md): Lists documents, with optional typed details, statement lines and download URLs.
- [Upload document](https://entendre.ai/docs/api-reference/core/documents/upload-document.md): Uploads a base64-encoded file and returns its document ID and extracted summary.
- [Update document](https://entendre.ai/docs/api-reference/core/documents/update-document.md): Renames a document or moves it to another folder.
- [Delete document](https://entendre.ai/docs/api-reference/core/documents/delete-document.md): Soft-deletes a document. Related accounting records and the stored file remain.
- [List legal entities](https://entendre.ai/docs/api-reference/core/legal-entities/list-legal-entities.md): Lists legal entities with their reporting defaults.
- [Create legal entity](https://entendre.ai/docs/api-reference/core/legal-entities/create-legal-entity.md): Creates a legal entity with its jurisdiction and reporting currency.
- [Update legal entity](https://entendre.ai/docs/api-reference/core/legal-entities/update-legal-entity.md): Updates legal entity details or archives the entity. Changes that conflict with its accounting history are rejected.
- [Delete legal entity](https://entendre.ai/docs/api-reference/core/legal-entities/delete-legal-entity.md): Deletes an empty legal entity. Transactions, journal entries and linked wallets prevent deletion.
- [List ledger accounts](https://entendre.ai/docs/api-reference/core/ledger-accounts/list-ledger-accounts.md): Lists ledger accounts with their posting settings.
- [Create ledger account](https://entendre.ai/docs/api-reference/core/ledger-accounts/create-ledger-account.md): Creates a ledger account in your organization’s chart of accounts.
- [Update ledger account](https://entendre.ai/docs/api-reference/core/ledger-accounts/update-ledger-account.md): Updates the details and type of a ledger account, or moves it to another parent. Entendre checks ownership and prevents cycles.
- [Delete ledger account](https://entendre.ai/docs/api-reference/core/ledger-accounts/delete-ledger-account.md): Deletes an unused ledger account and its unused descendants. References anywhere in the subtree block deletion.
- [List tags](https://entendre.ai/docs/api-reference/core/tags/list-tags.md): Lists organization tags.
- [Create tag](https://entendre.ai/docs/api-reference/core/tags/create-tag.md): Creates an organization tag with a key and value. An existing key and value combination returns a conflict.
- [Update tag](https://entendre.ai/docs/api-reference/core/tags/update-tag.md): Renames a tag, updates its metadata or changes its archive state.
- [Delete tag](https://entendre.ai/docs/api-reference/core/tags/delete-tag.md): Deletes an unused tag. Tags still linked to records return a conflict.
- [Find vendors for accruals](https://entendre.ai/docs/api-reference/accounting/accruals/find-vendors-for-accruals.md): Finds vendors by name and legal entity, with the expense account mapping and readiness needed to create accruals.
- [List accruals](https://entendre.ai/docs/api-reference/accounting/accruals/list-accruals.md): Lists accruals that have journals. By default, only posted accruals are returned; set `status=all` to include all states.
- [Post accrual entries](https://entendre.ai/docs/api-reference/accounting/accruals/post-accrual-entries.md): Creates and posts journals for one or more vendor accruals.
- [Reverse accrual](https://entendre.ai/docs/api-reference/accounting/accruals/reverse-accrual.md): Creates a reversal linked to the accrual. Send today’s date (UTC) as the reversal date, and a reason.
- [List eligible invoices](https://entendre.ai/docs/api-reference/accounting/cash-application/list-eligible-invoices.md): Lists invoices available for cash application, with their eligibility.
- [Preview cash application](https://entendre.ai/docs/api-reference/accounting/cash-application/preview-cash-application.md): Suggests ranked invoice allocations for a deposit. The preview writes no data, reserves nothing and posts no journals.
- [List cash applications](https://entendre.ai/docs/api-reference/accounting/cash-application/list-cash-applications.md): Lists cash applications with their allocations, balances and posting state.
- [Create and apply cash application](https://entendre.ai/docs/api-reference/accounting/cash-application/create-and-apply-cash-application.md): Creates and applies a cash application, and posts its accounting entries.
- [Update cash application](https://entendre.ai/docs/api-reference/accounting/cash-application/update-cash-application.md): Updates the allocations of a draft cash application.
- [Apply cash application](https://entendre.ai/docs/api-reference/accounting/cash-application/apply-cash-application.md): Applies a draft cash application.
- [Unapply cash application](https://entendre.ai/docs/api-reference/accounting/cash-application/unapply-cash-application.md): Returns an eligible cash application to draft.
- [Complete cash application](https://entendre.ai/docs/api-reference/accounting/cash-application/complete-cash-application.md): Marks the invoices as paid in the connected provider, where the provider supports it.
- [Void cash application](https://entendre.ai/docs/api-reference/accounting/cash-application/void-cash-application.md): Voids an eligible cash application.
- [Classify transactions](https://entendre.ai/docs/api-reference/accounting/classification/classify-transactions.md): Classifies a batch of transactions and posts the eligible journals.
- [Get classification status](https://entendre.ai/docs/api-reference/accounting/classification/get-classification.md): Gets the progress, posting results and review items of a classification job.
- [List revaluations](https://entendre.ai/docs/api-reference/accounting/revaluation/list-revaluations.md): Lists asset-revaluation jobs, newest first. Filter by accounting period or status.
- [Create revaluation](https://entendre.ai/docs/api-reference/accounting/revaluation/create-revaluation.md): Starts an asset-revaluation job for an accounting period.
- [List accounting periods](https://entendre.ai/docs/api-reference/accounting/accounting-periods/list-accounting-periods.md): Lists accounting periods with their boundaries and close state.
- [Check period readiness](https://entendre.ai/docs/api-reference/accounting/accounting-periods/check-period-readiness.md): Checks what blocks closing an accounting period, including pending transactions and draft journals.
- [Close accounting period](https://entendre.ai/docs/api-reference/accounting/accounting-periods/close-accounting-period.md): Closes an accounting period. Entendre checks permissions and close requirements again before it closes the period.
- [Reopen accounting period](https://entendre.ai/docs/api-reference/accounting/accounting-periods/reopen-accounting-period.md): Reopens an accounting period. Provide a reason. Entendre checks permissions and records who reopened the period.
- [Get income statement](https://entendre.ai/docs/api-reference/reporting/income-statement/get-income-statement.md): Returns revenue, expenses and profit for each accounting period.
- [Get balance sheet](https://entendre.ai/docs/api-reference/reporting/balance-sheet/get-balance-sheet.md): Returns assets, liabilities and equity for each accounting period.
- [Get trial balance](https://entendre.ai/docs/api-reference/reporting/trial-balance/get-trial-balance.md): Returns cumulative balances: the opening balance plus the activity through the end period.
- [Get closing positions](https://entendre.ai/docs/api-reference/reporting/closing-positions/get-closing-positions.md): Returns end-of-period quantities, valuations and data-quality warnings.
- [Get treasury balances](https://entendre.ai/docs/api-reference/reporting/treasury-balances/get-treasury-balances.md): Returns balances by source, now or at an `as_of` date, with freshness information and warnings for unavailable sources.
- [Get realized gains & losses](https://entendre.ai/docs/api-reference/reporting/realized-gains-and-losses/get-realized-gains-and-losses.md): Returns proceeds, cost basis and realized gains or losses for the disposal period, with the calculation method.
- [Get asset tax lots](https://entendre.ai/docs/api-reference/reporting/asset-tax-lots/get-asset-tax-lots.md): Returns acquisition lots, remaining quantities, cost basis and linked dispositions.
- [Get schedule of dispositions](https://entendre.ai/docs/api-reference/reporting/schedule-of-dispositions/get-schedule-of-dispositions.md): Returns asset disposals with their dates, quantities, proceeds and cost basis, linked to their transactions and acquisition lots.
- [Get financial insights](https://entendre.ai/docs/api-reference/reporting/financial-insights/get-financial-insights.md): Returns selected financial metrics and their formulas, including revenue, profit, expenses, spending, burn rate, runway and cash flow.
- [List agents](https://entendre.ai/docs/api-reference/agents/agents/list-agents.md): Lists agents with their configuration, owner, reviewer, schedule and latest run state, ordered by name.
- [Create agent](https://entendre.ai/docs/api-reference/agents/agents/create-agent.md): Creates an agent with task instructions and an optional schedule.
- [Update agent](https://entendre.ai/docs/api-reference/agents/agents/update-agent.md): Updates the name, instructions, status, schedule, owner, reviewer or data scope of an agent. Omitted fields stay unchanged.
- [Delete agent](https://entendre.ai/docs/api-reference/agents/agents/delete-agent.md): Deletes an inactive agent. Run history and audit records are kept.
- [Run agent](https://entendre.ai/docs/api-reference/agents/agents/run-agent.md): Starts an agent run.
- [List agent runs](https://entendre.ai/docs/api-reference/agents/agents/list-agent-runs.md): Lists agent runs with their status, results, errors and review details.
- [Cancel agent run](https://entendre.ai/docs/api-reference/agents/agents/cancel-agent-run.md): Requests that an agent run stop.
- [List memory](https://entendre.ai/docs/api-reference/agents/memory/list-memory.md): Lists memory documents or operational rules.
- [Search memory](https://entendre.ai/docs/api-reference/agents/memory/search-memory.md): Searches memory documents or operational rules.
- [Read memory](https://entendre.ai/docs/api-reference/agents/memory/read-memory.md): Reads a memory document or an operational rule.
- [Write memory](https://entendre.ai/docs/api-reference/agents/memory/write-memory.md): Creates or replaces a memory document or an operational rule.
- [Delete memory](https://entendre.ai/docs/api-reference/agents/memory/delete-memory.md): Moves a memory document to trash, or deletes an operational rule.
- [List integrations](https://entendre.ai/docs/api-reference/integrations/connections/list-integrations.md): Shows the connection status of every supported provider, connected or not.
- [List connections](https://entendre.ai/docs/api-reference/integrations/connections/list-connections.md): Lists your QuickBooks, Xero, NetSuite and Campfire connections.
- [Connect provider](https://entendre.ai/docs/api-reference/integrations/connections/connect-provider.md): Connects an exchange, Plaid, Ramp or general-ledger provider.
- [Update connection](https://entendre.ai/docs/api-reference/integrations/connections/update-connection.md): Updates the name or legal entities of a connection.
- [Reauthorize connection](https://entendre.ai/docs/api-reference/integrations/connections/reauthorize-connection.md): Starts the setup to renew the authorization of the same provider account.
- [Disconnect connection](https://entendre.ai/docs/api-reference/integrations/connections/disconnect-provider.md): Disconnects a provider account.
- [List external accounts](https://entendre.ai/docs/api-reference/integrations/gl-mapping/list-external-ledger-accounts.md): Lists the provider accounts cached for one connection.
- [List external entities](https://entendre.ai/docs/api-reference/integrations/gl-mapping/list-external-legal-entities.md): Lists the provider entities cached for one connection.
- [List account mappings](https://entendre.ai/docs/api-reference/integrations/gl-mapping/list-account-mappings.md): Lists the account mappings of one connection.
- [Set account mapping](https://entendre.ai/docs/api-reference/integrations/gl-mapping/map-ledger-account-to-erp.md): Sets one account mapping on an active general-ledger connection.
- [Remove account mapping](https://entendre.ai/docs/api-reference/integrations/gl-mapping/remove-erp-account-mapping.md): Detaches one account mapping. The imported account stays.
- [List entity mappings](https://entendre.ai/docs/api-reference/integrations/gl-mapping/list-entity-mappings.md): Lists the entity mappings of one connection.
- [Set entity mapping](https://entendre.ai/docs/api-reference/integrations/gl-mapping/map-legal-entity-to-erp.md): Sets one entity mapping on an active general-ledger connection.
- [Remove entity mapping](https://entendre.ai/docs/api-reference/integrations/gl-mapping/remove-erp-entity-mapping.md): Detaches one entity mapping. The imported entity stays.
- [List accounting imports](https://entendre.ai/docs/api-reference/integrations/gl-mapping/list-erp-imports.md): Returns the connection's current import status. Only the latest attempt is available; there is no per-run history.
- [Import accounting data](https://entendre.ai/docs/api-reference/integrations/gl-mapping/import-from-erp.md): Imports accounting data from a connected general ledger.
- [List requests](https://entendre.ai/docs/api-reference/firms/request/list-requests.md): Lists integration requests with their items, recipients, progress and submitted resources.
- [Create request](https://entendre.ai/docs/api-reference/firms/request/create-request.md): Creates an integration request and tries to deliver it to the client.
- [Resend request](https://entendre.ai/docs/api-reference/firms/request/resend-request.md): Retries the delivery of an integration request.
- [Cancel request](https://entendre.ai/docs/api-reference/firms/request/cancel-request.md): Cancels an integration request. Pending work stops, open access links are revoked and the history is kept.
- [List clients](https://entendre.ai/docs/api-reference/firms/client/list-clients.md): Lists client relationships with their authorized organization IDs and onboarding state.
- [Create client](https://entendre.ai/docs/api-reference/firms/client/create-client.md): Creates a draft client relationship. Linking an existing organization or granting access requires client consent through the dashboard.
- [Update client](https://entendre.ai/docs/api-reference/firms/client/update-client.md): Updates client details or an allowed lifecycle status. This operation cannot grant organization access.
- [Unlink client](https://entendre.ai/docs/api-reference/firms/client/unlink-client.md): Unlinks a client from the firm. The client organization and its financial records are kept.
- [List team members](https://entendre.ai/docs/api-reference/firms/team/list-team-members.md): Lists accepted firm members and their roles.
- [Update team member](https://entendre.ai/docs/api-reference/firms/team/update-team-member.md): Updates the role of a team member, within your own permissions. The last administrator cannot be removed or demoted.
- [Remove team member](https://entendre.ai/docs/api-reference/firms/team/remove-team-member.md): Removes a member from the firm and revokes the member’s access. The user account is not deleted.
- [List invitations](https://entendre.ai/docs/api-reference/firms/team/list-invitations.md): Lists pending and expired firm invitations.
- [Invite team member](https://entendre.ai/docs/api-reference/firms/team/invite-team-member.md): Invites a team member with a firm role.
- [Resend invitation](https://entendre.ai/docs/api-reference/firms/team/resend-invitation.md): Sends a new link for a pending firm invitation.
- [Revoke invitation](https://entendre.ai/docs/api-reference/firms/team/revoke-invitation.md): Revokes a pending invitation. A member who already joined is not removed.
- [Get firm settings](https://entendre.ai/docs/api-reference/firms/settings/get-firm-settings.md): Returns the firm name and website.
- [Update firm settings](https://entendre.ai/docs/api-reference/firms/settings/update-firm-settings.md): Updates the firm name or website.

## OpenAPI Specs

- [openapi-public-preview](/docs/openapi-public-preview.json)


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