API v1

Month-end checklist

Flag anomalies and workload items using dashboard summary.

Start with the dashboard summary to understand what needs attention across the organization, then drill in with filtered list_transactions calls (limit≤50).

GET/api/v1/dashboard/summaryread

get_dashboard_summary

Revenue, expenses, cash position, workload counts, monthly trend, and notifications.

Response

json

{
  "data": {
    "currency": "EUR",
    "revenue": 26500,
    "expenses": 8420,
    "cashPosition": 18080,
    "uncategorized": 4,
    "missingReceipts": 2,
    "agentSuggested": 2,
    "pendingReview": 3,
    "recentTransactions": [ … ],
    "monthlyTrend": [ … ],
    "notifications": [ … ]
  }
}

What to check

Field	Action
uncategorized	GET /transactions?status=uncategorized
missingReceipts	GET /transactions?status=receipt_missing
agentSuggested	GET /proposals — pending agent queue (proposals count)
pendingReview	Workload: uncategorized + missingReceipts + pending proposals
notifications / GET /proposals	Pending MCP proposals awaiting human approval
Log (/log)	Human audit trail of proposes + approve/reject (no agent read API)
connectors	Check syncStatus before reconciling

GET/api/v1/connectorsread

list_connectors

Bank and payment connector sync status for the organization.

Response

json

{
  "data": [
    { "id": "…", "name": "Stripe", "provider": "stripe", "syncStatus": "ok", "lastSyncAt": "…" }
  ]
}

Check connectors for stale or errored syncs before reconciling.