Cvent Event Cloud Budget API
Budget is an event feature used to organize spending and track [allocations](https://support.cvent.com/s/communityarticle/Setting-Up-Budget-Allocations). Use this API to view budget items, cards and card transactions related to the budget module.
Operations 24
Each operation below carries the questions people ask an LLM about it and the instructions they give an agent to run it. Generated by API Evangelist overlay
Ask an LLM
“What budget items exist across every event in my Cvent account?”
“Can I pull account-wide event costs for a specific date window?”
Tell an agent
List budget items across all my events between {after} and {before}.
Export every account-wide budget item modified from {after} to {before} matching {filter}.
Ask an LLM
“Which budget vendors are configured at the account level?”
“Are event-scoped vendors included in the account vendor list?”
Tell an agent
List the account-level budget vendors.
Show budget vendors from the account admin list matching {filter}.
Ask an LLM
“What payment cards are linked to my Cvent account?”
“Can I filter the account's payment cards?”
Tell an agent
List the payment cards on my account.
Show payment cards matching {filter}.
Ask an LLM
“What card transactions have been recorded on my account?”
“How do I see card charges made within a certain date range?”
Tell an agent
List card transactions recorded after {after}.
Show card transactions between {after} and {before}.
Ask an LLM
“How do I log a corporate card charge against an event?”
“Can I record the merchant and currency for a card transaction?”
Tell an agent
Record a card transaction of {transactionAmount} {transactionCurrency} at {transactionMerchant} for event {eventId}.
Log a new card charge dated {transactionDate} for {transactionAmount}.
Ask an LLM
“How do I remove a card transaction entered by mistake?”
“Can a recorded card charge be deleted?”
Tell an agent destructive · confirm first
Delete card transaction {transactionId}.
Remove the duplicate card charge {transactionId}.
PUT
/cards/transactions/{transactionId}
Update a card transaction record · Update Card Transaction
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Ask an LLM
“Can I correct a card transaction that's already been recorded?”
“What's the call to edit an existing card charge?”
Tell an agent
Update card transaction {transactionId}.
Correct the details of the recorded card charge {transactionId}.
GET
/currencies/{currency}/conversion-rates
List conversion rates for a currency · List Currency Conversion Rates
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Ask an LLM
“What exchange rates are defined for a currency in my account?”
“Can I see the conversion rates for euros over a date range?”
Tell an agent
List the conversion rates for {currency}.
Show {currency} conversion rates effective after {after}.
POST
/currencies/{currency}/conversion-rates
Add a conversion rate for a currency · Create Conversion Rate
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Ask an LLM
“How do I define an exchange rate for a currency in Cvent budgets?”
“Can a conversion rate have a start and end date?”
Tell an agent
Add a {currency} conversion rate of {conversionRate} starting {startDate}.
Create a {currency} rate of {conversionRate} valid from {startDate} to {endDate}.
PUT
/currencies/{currency}/conversion-rates/{conversionRateId}
Update an existing currency conversion rate · Update Conversion Rate
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Ask an LLM
“Can I change an exchange rate I already set up?”
“What do I send to extend the end date of an existing conversion rate?”
Tell an agent
Change existing {currency} conversion rate {conversionRateId} to {conversionRate}.
Set the end date of {currency} rate {conversionRateId} to {endDate}.
DELETE
/currencies/{currency}/conversion-rates/{conversionRateId}
Delete a currency conversion rate · Delete Conversion Rate
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Ask an LLM
“How do I remove an exchange rate from a currency?”
“Can I delete a conversion rate that was entered wrong?”
Tell an agent destructive · confirm first
Delete {currency} conversion rate {conversionRateId}.
Remove exchange rate {conversionRateId} from currency {currency}.
Ask an LLM
“What line items are in the budget for a single event?”
“Can I filter one event's budget items by date?”
Tell an agent
List the budget items for event {id}.
Show event {id} budget items matching {filter}.
Ask an LLM
“How do I add a new cost line to an event budget?”
“Can I set category, status and currency when adding a budget item?”
Tell an agent
Add a budget item {name} in category {category} to event {id}.
Create a {costType} budget line {name} for event {id} in {currency} with status {status}.
GET
/events/{id}/budget-items/allocations
List budget allocations for an event · List Budget Allocations
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Ask an LLM
“How are costs allocated across the budget items of an event?”
“Where can I see every budget allocation within one event?”
Tell an agent
List the budget allocations for event {id}.
Show all cost allocations across event {id}'s budget items matching {filter}.
Ask an LLM
“Can I change the status of a budget item that already exists?”
“What's needed to rename or recategorize an event budget line?”
Tell an agent
Set existing budget item {budgetItemId} on event {id} to status {status}.
Move budget item {budgetItemId} in event {id} to category {category}.
PUT
/events/{id}/budget-items/{budgetItemId}/allocations
Add or update a budget item's allocations · Update Budget Allocations
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Ask an LLM
“How do I split a budget item's cost across allocations?”
“Will bulk allocation updates overwrite allocations that already exist?”
Tell an agent
Allocate budget item {budgetItemId} on event {id} by {allocateBy} using {allocations}.
Replace the allocations on budget item {budgetItemId} in event {id} with {allocations}.
DELETE
/events/{id}/budget-items/{budgetItemId}/allocations
Delete all allocations for a budget item · Delete Budget Allocations
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Ask an LLM
“Can I clear every allocation from a budget item at once?”
“What removes a budget item's cost split entirely?”
Tell an agent destructive · confirm first
Delete all allocations on budget item {budgetItemId} in event {id}.
Clear the cost split for budget item {budgetItemId} of event {id}.
POST
/events/{id}/budget-items/{budgetItemId}/budget-payments
Record a payment against a budget item · Create Budget Payment
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Ask an LLM
“How do I log a vendor payment against an event budget item?”
“Can I add a reference number when recording a budget payment?”
Tell an agent
Record a payment {name} of {amount} {currency} on budget item {budgetItemId} for event {id}.
Add a new budget payment dated {date} with reference {referenceNumber} to item {budgetItemId} in event {id}.
PUT
/events/{id}/budget-items/{budgetItemId}/budget-payments/{paymentId}
Update a budget payment · Update Budget Payment
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Ask an LLM
“Can I fix the amount on a budget payment I already recorded?”
“What changes an existing payment's date or note?”
Tell an agent
Change the amount of payment {paymentId} on budget item {budgetItemId}, event {id}, to {amount}.
Update existing budget payment {paymentId} for item {budgetItemId} in event {id} with note {note}.
DELETE
/events/{id}/budget-items/{budgetItemId}/budget-payments/{paymentId}
Delete a budget payment · Delete Budget Payment
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Ask an LLM
“How do I remove a payment from a budget item?”
“Can a recorded budget payment be deleted?”
Tell an agent destructive · confirm first
Delete payment {paymentId} from budget item {budgetItemId} in event {id}.
Remove budget payment {paymentId} recorded on item {budgetItemId} of event {id}.
PUT
/events/{id}/budget-items/{budgetItemId}/custom-fields/{customFieldId}/answers
Answer a custom field on a budget item · Update Budget Cstm Fld Answers
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Ask an LLM
“How do I fill in a custom field on an event budget item?”
“Does a budget custom field answer need to match the field's type?”
Tell an agent
Set custom field {customFieldId} on budget item {budgetItemId} in event {id} to {value}.
Answer budget custom field {customFieldId} for item {budgetItemId}, event {id}, with {value}.
Ask an LLM
“What payments have been made against an event's budget?”
“Can I list budget payments recorded after a given date?”
Tell an agent
List the budget payments for event {id}.
Show event {id} budget payments recorded after {after}.
PUT
/events/{id}/budget-payments/{paymentId}/invoices/{invoiceId}
Attach an invoice file to a payment · Assign Invoice To Payment
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Ask an LLM
“How do I attach an uploaded invoice to a budget payment?”
“Can I link an invoice document to a payment record?”
Tell an agent
Attach invoice file {invoiceId} to payment {paymentId} in event {id}.
Link uploaded invoice {invoiceId} to budget payment {paymentId} of event {id}.
Ask an LLM
“What do the budget totals come to for my event?”
“Where do I find the rolled-up budget totals for one event?”
Tell an agent
Show the budget totals for event {id}.
Get event {id}'s rolled-up budget totals matching {filter}.
Specifications
Other Resources
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Postman
https://raw.githubusercontent.com/api-evangelist/cvent-event-cloud/refs/heads/main/collections/cvent-event-cloud-budget-api.postman_collection.json
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OpenCollection
https://raw.githubusercontent.com/api-evangelist/cvent-event-cloud/refs/heads/main/collections/cvent-event-cloud-budget-api.opencollection.json