API Reference

LedgerHQ serves the public integration API from the same deployed app that users sign into. The current public contract is the partner accounting surface: organization scoping, accounts, posting resources, entries, Plaid-connected bank activity, transaction reclass/reconciliation actions, report packet JSON, MCP, and webhooks.

OpenAPI

Machine-readable contract:

https://app.ledgerhq.pro/api/openapi.json

The OpenAPI document covers the validated partner integration surface first. Routes outside that contract are not public partner docs yet.

Base URL

https://app.ledgerhq.pro/api/v1

Authentication

Partner apps should connect once with Authorization Code + PKCE from a LedgerHQ firm owner/admin account. The access token is anchored to the firm account and can then discover client files managed by that firm.

GET  /api/oauth/authorize
POST /api/oauth/token

Client discovery does not require an organization header:

Authorization: Bearer mcp_at_your_token

Client-specific requests include the mapped company:

Authorization: Bearer mcp_at_your_token
x-organization-id: org_id

Server-to-server requests can also use a LedgerHQ API key:

Authorization: Bearer dk_live_your_key
x-organization-id: org_id

Browser-session requests can call the same routes with the signed-in user's cookies. Include x-organization-id when the user has access to more than one organization.

Response Shape

Legacy endpoints may return simple errors:

{ "error": "Message" }

Posting endpoints return structured errors:

{
  "error": {
    "code": "VALIDATION_ERROR",
    "message": "Request validation failed.",
    "retryable": false,
    "requestId": "req_..."
  }
}

Money values in the documented integration contract are integer cents unless a field says otherwise. Example: 1250 means $12.50.

Supported REST Surface

Health

Method	Path	Purpose
`GET`	`/api/health`	Public deployment health check

Organizations

Method	Path	Purpose
`GET`	`/api/v1/organizations`	List firm-managed client organizations for account-level OAuth mapping

Accounts

Method	Path	Purpose
`GET`	`/api/v1/accounts`	List accounts for classification and reporting
`POST`	`/api/v1/accounts`	Create an account
`GET`	`/api/v1/accounts/:id`	Get account and ledger detail
`PATCH`	`/api/v1/accounts/:id`	Update account metadata
`DELETE`	`/api/v1/accounts/:id`	Delete an unused account

Journal Entries

Method	Path	Purpose
`GET`	`/api/v1/entries`	List entries
`POST`	`/api/v1/entries`	Create a draft entry
`GET`	`/api/v1/entries/:id`	Get an entry with lines
`POST`	`/api/v1/entries/:id/post`	Post a draft entry
`POST`	`/api/v1/entries/:id/void`	Void a posted entry

Posting Resources

Method	Path	Purpose
`POST`	`/api/v1/purchases`	Create a posted purchase and bank-register activity when source account is bank-linked
`POST`	`/api/v1/deposits`	Create a posted deposit and bank-register activity when destination account is bank-linked
`POST`	`/api/v1/transfers`	Create a posted transfer between two balance-sheet accounts
`POST`	`/api/v1/bill-payments`	Pay an existing bill and allocate the payment
`POST`	`/api/v1/journal-entries`	Create a balanced posted journal entry

Posting routes require Idempotency-Key and return a posting receipt with the created journalEntryId, optional bankTransactionIds, status, and postedAt.

Bank Activity

Method	Path	Purpose
`GET`	`/api/v1/bank-accounts`	List bank accounts that hold bank/card activity
`POST`	`/api/v1/bank-accounts`	Create a bank account
`GET`	`/api/v1/bank-accounts/:id/transactions`	List bank transactions for an account
`GET`	`/api/v1/bank-transactions`	List organization bank transaction history for rules and review
`GET`	`/api/v1/bank-feeds`	List connected bank feeds
`GET`	`/api/v1/bank-feeds/health`	Per-connection and per-account Plaid feed health

Bank and card activity arrives through Plaid-connected feeds, which sync internally on a webhook-driven basis. There is no public "import rows" endpoint; synced rows land as bank transactions with sourceType: "plaid_bank_feed", which you then classify, reclassify, and reconcile.

Bank Transaction Actions

Method	Path	Purpose
`POST`	`/api/v1/bank-transactions/:id/reclassify`	Update account/contact/tax classification and linked editable journal line
`POST`	`/api/v1/bank-transactions/:id/match`	Match a transaction to an invoice or bill payment
`POST`	`/api/v1/bank-transactions/:id/split`	Split a transaction across invoices or bills
`POST`	`/api/v1/bank-transactions/:id/reconcile`	Mark a transaction reconciled
`POST`	`/api/v1/bank-transactions/:id/exclude`	Mark a transaction excluded

Reports

Method	Path	Purpose
`GET`	`/api/v1/reports/financial-packet`	Financial packet JSON
`GET`	`/api/v1/reports/trial-balance`	Trial balance
`GET`	`/api/v1/reports/balance-sheet`	Balance sheet
`GET`	`/api/v1/reports/profit-and-loss`	Profit and loss
`GET`	`/api/v1/reports/general-ledger`	General ledger
`GET`	`/api/v1/reports/bank-reconciliation-status`	Bank reconciliation status

Webhooks

Method	Path	Purpose
`GET`	`/api/v1/webhooks`	List webhook subscriptions
`POST`	`/api/v1/webhooks`	Create webhook subscription

Example: Post A Purchase

curl -X POST \
  -H "Authorization: Bearer mcp_at_your_token" \
  -H "x-organization-id: org_id" \
  -H "Idempotency-Key: ledgerhq-purchase-1001" \
  -H "Content-Type: application/json" \
  -d '{
    "txnDate": "2026-06-08",
    "payeeName": "Office Depot",
    "sourceAccountId": "checking_gl_account_id",
    "memo": "Office supplies",
    "lines": [
      {
        "accountId": "office_supplies_expense_id",
        "description": "Paper and toner",
        "amount": 4299
      }
    ]
  }' \
  https://app.ledgerhq.pro/api/v1/purchases

Example: Reclassify Transaction

curl -X POST \
  -H "Authorization: Bearer mcp_at_your_token" \
  -H "x-organization-id: org_id" \
  -H "Content-Type: application/json" \
  -d '{ "accountId": "expense_account_id", "reason": "Category review" }' \
  https://app.ledgerhq.pro/api/v1/bank-transactions/bank_transaction_id/reclassify

Example: Fetch Report Packet

curl -H "Authorization: Bearer mcp_at_your_token" \
  -H "x-organization-id: org_id" \
  "https://app.ledgerhq.pro/api/v1/reports/financial-packet?startDate=2026-01-01&endDate=2026-06-30"

On this page