Cvent Registration 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 line items were recorded across every event in my account last quarter?”
“Can I pull account-wide event budget items for a date window?”
Tell an agent
List budget items across all events between {after} and {before}.
Pull account-wide budget items changed after {after} and before {before}, filtered by {filter}.
Ask an LLM
“Which vendors are configured in the account's budget admin settings?”
“Does the vendor list include event-scoped or supplier network vendors?”
Tell an agent
List the account-level budget vendors.
Show budget vendors matching {filter}.
Ask an LLM
“What payment cards are on file for our Cvent account?”
“Can I filter the list of corporate cards used for event spend?”
Tell an agent
List the payment cards on the account.
Show payment cards matching {filter}.
Ask an LLM
“What charges have been made on our event payment cards?”
“Can I see card transactions from a specific date range?”
Tell an agent
List card transactions since {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 purchase?”
Tell an agent
Record a card transaction of {transactionAmount} at {transactionMerchant} for event {eventId}.
Log a {transactionCurrency} card charge of {transactionAmount} dated {transactionDate}.
DELETE
/cards/transactions/{transactionId}
Delete a card transaction record · Delete Card Transaction
#
Ask an LLM
“How do I remove a card transaction that was logged by mistake?”
“Can a recorded card charge be deleted?”
Tell an agent destructive · confirm first
Delete card transaction {transactionId}.
Remove the duplicate card charge record {transactionId}.
PUT
/cards/transactions/{transactionId}
Correct an existing card transaction · Update Card Transaction
#
Ask an LLM
“Can I fix the amount on a card transaction I already recorded?”
“Is it possible to move a logged card charge to a different event?”
Tell an agent
Change the amount on card transaction {transactionId} to {transactionAmount}.
Reassign existing card transaction {transactionId} to event {eventId}.
GET
/currencies/{currency}/conversion-rates
List conversion rates for a currency · List Currency Conversion Rates
#
Ask an LLM
“What exchange rates are set for euros in my account?”
“Which conversion rates were active for a currency during a given period?”
Tell an agent
List the conversion rates for currency {currency}.
Show {currency} conversion rates modified after {after}.
POST
/currencies/{currency}/conversion-rates
Add a currency conversion rate · Create Conversion Rate
#
Ask an LLM
“How do I set a new exchange rate for a currency used in event 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} exchange rate {conversionRate} valid from {startDate} to {endDate}.
PUT
/currencies/{currency}/conversion-rates/{conversionRateId}
Update an existing conversion rate · Update Conversion Rate
#
Ask an LLM
“Can I correct an exchange rate that's already defined?”
“How do I extend the end date of an existing currency rate?”
Tell an agent
Change existing {currency} rate {conversionRateId} to {conversionRate}.
Set the end date of {currency} conversion rate {conversionRateId} to {endDate}.
DELETE
/currencies/{currency}/conversion-rates/{conversionRateId}
Delete a currency conversion rate · Delete Conversion Rate
#
Ask an LLM
“Can I remove a conversion rate that shouldn't be used anymore?”
“What's the way to delete a wrong exchange rate?”
Tell an agent destructive · confirm first
Delete {currency} conversion rate {conversionRateId}.
Remove exchange rate {conversionRateId} defined for {currency}.
Ask an LLM
“What's in the budget for a single event?”
“Can I list one event's budget line items changed since a date?”
Tell an agent
List the budget items for event {id}.
Show event {id} budget items modified after {after}.
Ask an LLM
“How do I add a new cost line to an event budget?”
“Can I attach a vendor and GL code when creating a budget item?”
Tell an agent
Create a budget item {name} in category {category} for event {id}.
Add a {costType} budget item {name} in {currency} with vendor {vendor} to event {id}.
GET
/events/{id}/budget-items/allocations
List budget allocations in an event · List Budget Allocations
#
Ask an LLM
“How are an event's budget costs allocated across items?”
“Can I see all budget allocations for every budget item in an event?”
Tell an agent
List budget allocations for event {id}.
Show how costs are allocated across budget items in event {id}.
Ask an LLM
“Can I change the status or category of a budget line after it's created?”
“Is it possible to edit an existing budget item's vendor or internal note?”
Tell an agent
Set the status of budget item {budgetItemId} in event {id} to {status}.
Rename existing budget item {budgetItemId} in event {id} to {name}.
PUT
/events/{id}/budget-items/{budgetItemId}/allocations
Set allocations for a budget item · Update Budget Allocations
#
Ask an LLM
“How do I split one budget item's cost across allocations?”
“Will updating allocations overwrite the ones a budget item already has?”
Tell an agent
Allocate budget item {budgetItemId} in event {id} by {allocateBy} with {allocations}.
Bulk update the allocations of budget item {budgetItemId} for event {id} to {allocations}.
DELETE
/events/{id}/budget-items/{budgetItemId}/allocations
Clear all allocations on a budget item · Delete Budget Allocations
#
Ask an LLM
“Can I wipe every allocation from a budget item at once?”
“What happens to allocations when I clear them on a budget item?”
Tell an agent destructive · confirm first
Delete all allocations on budget item {budgetItemId} in event {id}.
Clear the cost allocations from budget item {budgetItemId} for event {id}.
POST
/events/{id}/budget-items/{budgetItemId}/budget-payments
Record a payment on a budget item · Create Budget Payment
#
Ask an LLM
“How do I log a payment made against an event budget item?”
“Can I add a reference number to a budget payment?”
Tell an agent
Record a payment of {amount} {currency} on budget item {budgetItemId} in event {id}.
Add payment {name} dated {date} with reference {referenceNumber} to budget item {budgetItemId}, event {id}.
PUT
/events/{id}/budget-items/{budgetItemId}/budget-payments/{paymentId}
Update a budget item payment · Update Budget Payment
#
Ask an LLM
“Can I correct the amount of a budget payment already recorded?”
“Is it possible to change the date on an existing budget payment?”
Tell an agent
Change payment {paymentId} on budget item {budgetItemId} in event {id} to {amount}.
Update the date of existing budget payment {paymentId} for item {budgetItemId}, event {id}, to {date}.
DELETE
/events/{id}/budget-items/{budgetItemId}/budget-payments/{paymentId}
Delete a budget item payment · Delete Budget Payment
#
Ask an LLM
“How do I remove a payment logged against the wrong budget item?”
“Can a budget payment be deleted?”
Tell an agent destructive · confirm first
Delete payment {paymentId} from budget item {budgetItemId} in event {id}.
Remove budget payment record {paymentId} on item {budgetItemId} for 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
#
Ask an LLM
“Can I fill in a custom field on an event budget item?”
“What format do budget custom field answers need?”
Tell an agent
Set custom field {customFieldId} on budget item {budgetItemId} in event {id} to {value}.
Answer budget custom field {customFieldId} with {value} for item {budgetItemId}, event {id}.
Ask an LLM
“What payments have been made against an event's budget?”
“Can I list budget payments for an event made after a certain date?”
Tell an agent
List budget payments for event {id}.
Show event {id} budget payments modified after {after}.
PUT
/events/{id}/budget-payments/{paymentId}/invoices/{invoiceId}
Attach an invoice file to a budget payment · Assign Invoice To Payment
#
Ask an LLM
“How do I attach a vendor invoice to a budget payment?”
“Does the invoice need to be uploaded as a file before I link it to a payment?”
Tell an agent
Attach invoice file {invoiceId} to payment {paymentId} in event {id}.
Link uploaded invoice {invoiceId} to budget payment {paymentId} for event {id}.
Ask an LLM
“What's the total budgeted versus actual spend for my event?”
“Can I get rolled-up budget totals for one event?”
Tell an agent
Show budget totals for event {id}.
Get the rolled-up budget totals for event {id} filtered by {filter}.