Modules
Chart of Accounts
Account data used by LedgerHQ classification, reclass, and reports.
The chart of accounts is part of the public LedgerHQ integration contract because bank transactions and journal lines classify activity against these accounts. Posting endpoints also use account IDs to identify the source, destination, and line classification accounts for purchases, deposits, transfers, bill payments, and journal entries.
REST Surface
| Method | Path | Purpose |
|---|---|---|
GET | /api/v1/accounts | List organization accounts |
POST | /api/v1/accounts | Create an account |
GET | /api/v1/accounts/:id | Get an account and ledger detail |
PATCH | /api/v1/accounts/:id | Update account metadata |
DELETE | /api/v1/accounts/:id | Delete an unused account |
Account Types
| Type | Used for |
|---|---|
asset | Bank accounts, cash, receivables, other owned balances |
liability | Payables, loans, tax payable |
equity | Owner equity and retained earnings |
revenue | Income categories |
expense | Spend categories used by LedgerHQ classification |
LedgerHQ Usage
- LedgerHQ can list accounts before importing or classifying bank activity.
accountIdis required by/api/v1/bank-transactions/:id/reclassify.- Posting routes require chart account IDs instead of display account names so integrations can retry without ambiguity.
- If a transaction is linked to an editable journal entry, reclass updates the selected non-bank journal line to the target account.
- All money amounts related to account balances are integer cents unless a route explicitly says otherwise.
MCP Tools
list_accountsget_accountcreate_accountupdate_accountdelete_account