betteroff-finance Taxes API

The taxes API from betteroff-finance — 2 operation(s) for taxes.

Operations 2

POST /taxes/basis Post taxes basis #
POST /taxes/broker-statements Post taxes broker statements #

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OpenAPI Specification

betteroff-finance-taxes-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: BetterOff Taxes API
  version: 0.5.0+cd65185c
servers:
- url: https://api.betteroff.finance
tags:
- name: Taxes
paths:
  /taxes/basis:
    post:
      operationId: postTaxesBasis
      tags:
      - Taxes
      security:
      - session: []
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $schema: https://json-schema.org/draft/2020-12/schema
              type: object
              properties:
                year:
                  type: integer
                  minimum: 2025
                  maximum: 9999
                reviewKey:
                  type: string
                  pattern: ^[a-f0-9]{64}$
                expectedHeadId:
                  anyOf:
                  - type: string
                    format: uuid
                    pattern: ^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$
                  - type: 'null'
                costBasis:
                  type: string
                  pattern: ^\d{1,14}(\.\d{1,4})?$
                acquiredDate:
                  type: string
                  format: date
                  pattern: ^(?:(?:\d\d[2468][048]|\d\d[13579][26]|\d\d0[48]|[02468][048]00|[13579][26]00)-02-29|\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\d|30)|(?:02)-(?:0[1-9]|1\d|2[0-8])))$
                evidence:
                  type: string
                  minLength: 3
                  maxLength: 1000
                undo:
                  type: boolean
              required:
              - year
              - reviewKey
              - expectedHeadId
              - costBasis
              - acquiredDate
              - evidence
              additionalProperties: false
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                $schema: https://json-schema.org/draft/2020-12/schema
                type: object
                properties:
                  ok:
                    type: boolean
                    const: true
                required:
                - ok
                additionalProperties: false
        default:
          description: Problem details
          content:
            application/problem+json:
              schema:
                $ref: '#/components/schemas/ProblemDetails'
      summary: Post taxes basis
      x-summary-source: derived
  /taxes/broker-statements:
    post:
      operationId: postTaxesBrokerStatements
      tags:
      - Taxes
      security:
      - session: []
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $schema: https://json-schema.org/draft/2020-12/schema
              oneOf:
              - type: object
                properties:
                  mode:
                    type: string
                    const: upload
                  year:
                    type: integer
                    minimum: 2025
                    maximum: 9999
                  accountId:
                    type: string
                    minLength: 1
                    maxLength: 128
                  filename:
                    type: string
                    maxLength: 200
                  csv:
                    type: string
                    minLength: 1
                    maxLength: 750000
                required:
                - mode
                - year
                - accountId
                - filename
                - csv
                additionalProperties: false
              - type: object
                properties:
                  mode:
                    type: string
                    enum:
                    - none
                    - remove
                  year:
                    type: integer
                    minimum: 2025
                    maximum: 9999
                  accountId:
                    type: string
                    minLength: 1
                    maxLength: 128
                required:
                - mode
                - year
                - accountId
                additionalProperties: false
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                $schema: https://json-schema.org/draft/2020-12/schema
                type: object
                properties:
                  ok:
                    type: boolean
                    const: true
                required:
                - ok
                additionalProperties: false
        default:
          description: Problem details
          content:
            application/problem+json:
              schema:
                $ref: '#/components/schemas/ProblemDetails'
      summary: Post taxes broker statements
      x-summary-source: derived
components:
  schemas:
    ProblemDetails:
      $schema: https://json-schema.org/draft/2020-12/schema
      type: object
      properties:
        type:
          type: string
          description: Always "about:blank"; branch on `code`.
        title:
          type: string
        status:
          type: integer
          minimum: -9007199254740991
          maximum: 9007199254740991
        detail:
          type: string
        code:
          type: string
          description: Stable UPPER_SNAKE code.
        error:
          type: string
          description: Older clients' copy of `detail`.
        message:
          type: string
          description: Older clients' copy of `detail`.
        requestId:
          description: Diagnostic only; quote it to support.
          type: string
        instance:
          type: string
        details:
          type: object
          propertyNames:
            type: string
          additionalProperties: {}
      required:
      - type
      - title
      - status
      - detail
      - code
      - error
      - message
      additionalProperties: {}
      description: RFC 9457 problem details. Some refusals add fields; ignore ones you don't know.
  securitySchemes:
    session:
      type: http
      scheme: bearer
      description: 'The BetterOff app acting for its signed-in user. Not available to integrations: Better Auth session tokens and browser session cookies are rejected. Use an API token or agent OAuth.'
    apiToken:
      type: http
      scheme: bearer
      description: Personal API token (bo_pat_), created in BetterOff settings with the scopes it may use.
    agentOAuth:
      type: openIdConnect
      openIdConnectUrl: https://app.betteroff.finance/api/auth/.well-known/openid-configuration
      description: Agent OAuth grant; the same token and scopes as /mcp.