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Contacts

Contacts are the people and businesses you transact with — customers and vendors. They give your entries and reports a counterparty.

Contact types

Each contact has a contact_type:

TypeMeaning
clientSomeone you invoice / receive money from.
vendorSomeone you pay / receive bills from.
bothActs as both a client and a vendor.

Managing contacts

OperationEndpoint
CreatePOST /contacts
ListGET /contacts
Get oneGET /contacts/{id}
UpdatePATCH /contacts/{id}
bash
curl -X POST "$FLYWHEEL_API/contacts" \
-H "Authorization: Bearer $FLYWHEEL_KEY" \
-H "Content-Type: application/json" \
-d '{
  "name": "Acme Corp",
  "contact_type": "client",
  "email": "ap@acme.example",
  "currency": "USD"
}'

Optional fields include email, phone, address, tax_id, currency, and free-form metadata.

MCP tools

create_contact, list_contacts, get_contact, and update_contact. See the API reference for full field definitions.