Accounts

Accounts are the buckets your money moves between — the chart of accounts. This page covers managing them via the API.

Creating accounts

Create one account at a time with POST /accounts:

curl -X POST "$FLYWHEEL_API/accounts" \
-H "Authorization: Bearer $FLYWHEEL_KEY" \
-H "Content-Type: application/json" \
-d '{
  "account_number": "1010",
  "name": "Operating Bank Account",
  "account_type": "asset"
}'

account_type is one of asset, liability, equity, revenue, expense.

Seed the standard chart

To skip manual setup, seed a standard chart of accounts (≈40 accounts numbered 1000–9000) in one idempotent call:

curl -X POST "$FLYWHEEL_API/accounts/seed" \
-H "Authorization: Bearer $FLYWHEEL_KEY"

Calling it again won't create duplicates.

Listing and the account tree

• GET /accounts — paginated list, filterable by type and active status.
• GET /accounts/tree — the chart as a hierarchy (parent/child structure).
• GET /accounts/{id} — a single account.
• PATCH /accounts/{id} — update name, active status, etc.

Balances and ledger

Each account exposes its computed balance and individual postings:

• GET /accounts/{id}/balance — running balance (in base currency).
• GET /accounts/{id}/ledger — the account's postings over time.

Both are derived from posted journal entries.

MCP tools

The same operations are MCP tools: create_account, list_accounts, get_account, update_account, get_account_tree, get_account_balance, get_account_ledger, and seed_default_accounts. See MCP tools.