Cadastros

O que classifica os títulos e lançamentos: empresas, pessoas, categorias, centros de classificação, classificadores personalizados, impostos e as regras de classificação automática.

Famílias nesta página

Família	Tools	read	write	destructive
companies — Empresas	5	2	2	1
people — Pessoas	6	3	2	1
categories — Categorias	5	2	2	1
classification_centers — Centros de classificação	5	2	2	1
custom_classifiers — Classificadores personalizados	8	2	4	2
taxes — Impostos	5	2	2	1
automatic_rules — Regras automáticas	6	2	3	1

companies

Tool	Tipo	Permissão	Endpoint	O que faz
finance_companies_list	read	companies.list	GET /v1/companies	List the companies (CNPJs) of the workspace.
finance_companies_get	read	companies.show	GET /v1/companies/{id}	Fetch one company.
finance_companies_create	write	companies.create	POST /v1/companies	Create a company.
finance_companies_update	write	companies.update	PATCH /v1/companies/{id}	Update a company's name or active.
finance_companies_delete	destructive	companies.delete	DELETE /v1/companies/{id}	Delete a company.

people

Tool	Tipo	Permissão	Endpoint	O que faz
finance_people_list	read	people.list	GET /v1/people	List people — customers, suppliers, team members, bank managers.
finance_people_get	read	people.show	GET /v1/people/{id}	Fetch one person.
finance_people_ids	read	people.list	GET /v1/people/ids	The id of every live person, for reconciling a mirror.
finance_people_create	write	people.create	POST /v1/people	Create a person (customer and/or supplier).
finance_people_update	write	people.update	PATCH /v1/people/{id}	Partially update a person.
finance_people_delete	destructive	people.delete	DELETE /v1/people/{id}	Soft-delete a person.

categories

Tool	Tipo	Permissão	Endpoint	O que faz
finance_categories_list	read	categories.list	GET /v1/categories	List categories (plano de contas).
finance_categories_get	read	categories.show	GET /v1/categories/{id}	Fetch one category.
finance_categories_create	write	categories.create	POST /v1/categories	Create a category.
finance_categories_update	write	categories.update	PATCH /v1/categories/{id}	Rename a category or change its type (cascades to descendants).
finance_categories_delete	destructive	categories.delete	DELETE /v1/categories/{id}	Delete a leaf category, clearing it from transactions and titles.

classification_centers

Tool	Tipo	Permissão	Endpoint	O que faz
finance_classification_centers_list	read	cost-centers.list	GET /v1/classification-centers	List classification centers (centros de custo/receita) used for rateio.
finance_classification_centers_get	read	cost-centers.show	GET /v1/classification-centers/{id}	Fetch one classification center.
finance_classification_centers_create	write	cost-centers.create	POST /v1/classification-centers	Create a classification center.
finance_classification_centers_update	write	cost-centers.update	PATCH /v1/classification-centers/{id}	Partially update a classification center.
finance_classification_centers_delete	destructive	cost-centers.delete	DELETE /v1/classification-centers/{id}	Delete a classification center.

custom_classifiers

Tool	Tipo	Permissão	Endpoint	O que faz
finance_custom_classifiers_list	read	custom-classifiers.list	GET /v1/custom-classifiers	List custom classifiers — the workspace's own classification dimensions — with their values.
finance_custom_classifiers_get	read	custom-classifiers.show	GET /v1/custom-classifiers/{classifier_id}	Fetch one custom classifier with its values.
finance_custom_classifiers_create	write	custom-classifiers.create	POST /v1/custom-classifiers	Create a custom classifier (dimension).
finance_custom_classifiers_update	write	custom-classifiers.update	PATCH /v1/custom-classifiers/{classifier_id}	Partially update a custom classifier.
finance_custom_classifiers_delete	destructive	custom-classifiers.delete	DELETE /v1/custom-classifiers/{classifier_id}	Delete a custom classifier.
finance_custom_classifiers_values_create	write	custom-classifiers.update	POST /v1/custom-classifiers/{classifier_id}/values	Add a value to a custom classifier.
finance_custom_classifiers_values_update	write	custom-classifiers.update	PATCH /v1/custom-classifiers/{classifier_id}/values/{value_id}	Partially update a value of a custom classifier.
finance_custom_classifiers_values_delete	destructive	custom-classifiers.update	DELETE /v1/custom-classifiers/{classifier_id}/values/{value_id}	Delete a value of a custom classifier.

taxes

Tool	Tipo	Permissão	Endpoint	O que faz
finance_taxes_list	read	taxes.list	GET /v1/taxes	List the workspace's taxes and withholdings (ISS, IRRF, INSS…).
finance_taxes_get	read	taxes.show	GET /v1/taxes/{id}	Fetch one tax.
finance_taxes_create	write	taxes.create	POST /v1/taxes	Create a tax.
finance_taxes_update	write	taxes.update	PATCH /v1/taxes/{id}	Partially update a tax.
finance_taxes_delete	destructive	taxes.delete	DELETE /v1/taxes/{id}	Delete a tax.

automatic_rules

Tool	Tipo	Permissão	Endpoint	O que faz
finance_automatic_rules_list	read	automatic-rules.list	GET /v1/automatic-rules	List the automatic classification rules.
finance_automatic_rules_get	read	automatic-rules.show	GET /v1/automatic-rules/{id}	Fetch one automatic rule.
finance_automatic_rules_create	write	automatic-rules.create	POST /v1/automatic-rules	Create an automatic rule, appended at the end of its (company, scope) group.
finance_automatic_rules_update	write	automatic-rules.update	PATCH /v1/automatic-rules/{id}	Partially update an automatic rule.
finance_automatic_rules_delete	destructive	automatic-rules.delete	DELETE /v1/automatic-rules/{id}	Delete an automatic rule.
finance_automatic_rules_reorder	write	automatic-rules.update	POST /v1/automatic-rules/reorder	Rewrite the precedence of one (company, scope) group: ordered_ids must be the COMPLETE set of that group, first = position 1.

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Os campos de cada recurso estão na Referência da API e em finance_schemas_get.

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