API v1

Categories

Chart of accounts for categorization proposals.

Always call list_categories before proposing categorizations. Prefer the code field (e.g. 5100). Synonyms help match informal bank memos to the canonical name.

GET/api/v1/categoriesread

list_categories

Chart of accounts with stable codes, synonyms, and parent links. Call before proposing categorizations. Prefer categoryCode over display names.

Response

json

{
  "data": [
    {
      "code": "5100",
      "name": "Software & tools",
      "type": "expense",
      "parentCode": "5000",
      "synonyms": ["Software", "SaaS", "Subscriptions"],
      "inUse": true
    }
  ]
}

Semantic model and counterparties: Reference → Ontology. Full write-up: docs/ONTOLOGY.md