Cvent 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
“Which budget items changed across all my events in a date range?”
“Can I pull every event's budget lines for the whole account at once?”
Tell an agent
List account-wide budget items modified between {after} and {before}.
Pull budget items across all events from {after} to {before} matching {filter}.
Ask an LLM
“Which vendors are set up under Admin > Budget > Vendors in my account?”
“Does the account vendor list include event-scoped vendors?”
Tell an agent
List the budget vendors configured at the account level.
Find account budget vendors matching {filter}.
Ask an LLM
“What payment cards are registered on my Cvent account?”
“Can I filter the list of company cards used for event spend?”
Tell an agent
List the payment cards on my account.
Show payment cards matching {filter}.
Ask an LLM
“Which card charges were recorded against my account last month?”
“Can I see card transactions within a specific date window?”
Tell an agent
List card transactions since {after}.
Show card transactions between {after} and {before}.
Ask an LLM
“How do I log a company card charge against an event?”
“Can I record the merchant and currency of a card purchase?”
Tell an agent
Record a card transaction of {transactionAmount} {transactionCurrency} at {transactionMerchant} for event {eventId}.
Add a new card charge dated {transactionDate} on card {cardDescription}.
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 card charge record {transactionId} from the account.
PUT
/cards/transactions/{transactionId}
Update a recorded card transaction · Update Card Transaction
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Ask an LLM
“Can I correct the amount on a card transaction I already recorded?”
“Is it possible to move an existing card charge to a different event?”
Tell an agent
Change the amount of 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
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Ask an LLM
“What conversion rates are defined for euros in my account?”
“Can I see historical exchange rates set for a currency?”
Tell an agent
List the conversion rates for currency {currency}.
Show {currency} exchange rates changed 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 set an exchange rate for a currency starting on a date?”
“Can a conversion rate have an end date?”
Tell an agent
Add a conversion rate of {conversionRate} for {currency} starting {startDate}.
Create a {currency} rate {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 correct an exchange rate I entered earlier?”
“Is there a way to change the date range of an existing conversion rate?”
Tell an agent
Change conversion rate {conversionRateId} for {currency} to {conversionRate}.
Set the end date of existing {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 defined for a currency?”
“Can I delete a conversion rate that's no longer valid?”
Tell an agent destructive · confirm first
Delete conversion rate {conversionRateId} for {currency}.
Remove the {currency} exchange rate {conversionRateId}.
Ask an LLM
“What line items are in the budget for my event?”
“Can I filter one event's budget items by date?”
Tell an agent
List the budget items for event {id}.
Show event {id}'s budget items matching {filter}.
Ask an LLM
“How do I add a catering cost to my event budget?”
“Can I record tax and gratuity when adding a budget line?”
Tell an agent
Create a budget item {name} in category {category} for event {id}.
Add a {costType} budget line {name} in {currency} with status {status} to event {id}.
GET
/events/{id}/budget-items/allocations
List budget allocations for an event · List Budget Allocations
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Ask an LLM
“How are my event's budget items allocated?”
“Can I see allocations across every budget item in an event?”
Tell an agent
List the budget allocations for event {id}.
Show how budget items are split for event {id}.
Ask an LLM
“Can I change the status of a budget item I already created?”
“Is it possible to move an existing budget line to another category?”
Tell an agent
Set the status of budget item {budgetItemId} in event {id} to {status}.
Rename existing budget item {budgetItemId} on event {id} to {name}.
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-updating allocations overwrite ones that already exist?”
Tell an agent
Allocate budget item {budgetItemId} in event {id} by {allocateBy} using {allocations}.
Bulk update the allocations on budget item {budgetItemId} for event {id}.
DELETE
/events/{id}/budget-items/{budgetItemId}/allocations
Delete all allocations on a budget item · Delete Budget Allocations
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Ask an LLM
“Can I clear every allocation on a budget item at once?”
“How do I reset a budget item so it has no allocations?”
Tell an agent destructive · confirm first
Delete all allocations on budget item {budgetItemId} in event {id}.
Clear the allocation split 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
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Ask an LLM
“How do I log a deposit paid to a vendor against a budget item?”
“Can I add a reference number when recording a budget payment?”
Tell an agent
Record a payment {name} of {amount} {currency} on {date} for budget item {budgetItemId} in event {id}.
Add a payment with reference {referenceNumber} to budget item {budgetItemId} on 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?”
“Is it possible to change the date of an existing vendor payment?”
Tell an agent
Change the amount of payment {paymentId} on budget item {budgetItemId} in event {id} to {amount}.
Update the note on existing payment {paymentId} for budget item {budgetItemId}, event {id}, to {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 logged against the wrong budget item?”
“Can a budget payment be deleted after it's recorded?”
Tell an agent destructive · confirm first
Delete payment {paymentId} from budget item {budgetItemId} in event {id}.
Remove budget payment {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
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Ask an LLM
“How do I fill in a custom field on a budget item?”
“What format does a budget custom field answer need to be in?”
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}.
Ask an LLM
“What payments have been made against my event's budget?”
“Can I list vendor payments for an event in a date range?”
Tell an agent
List the budget payments for event {id}.
Show event {id} budget payments made after {after}.
PUT
/events/{id}/budget-payments/{paymentId}/invoices/{invoiceId}
Attach an invoice file to a budget payment · Assign Invoice To Payment
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Ask an LLM
“How do I attach a vendor invoice to a payment?”
“Can I link an uploaded invoice file to a budget 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 spent for my event?”
“Where can I see the rolled-up budget totals for one event?”
Tell an agent
Get the budget totals for event {id}.
Show the summed budget figures for event {id}.