Merge

Merge Subpackage Accounts API

The subpackage_accounts API from Merge — 10 operation(s) for subpackage_accounts.

Documentation GitHub OpenAPI

Operations 13

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

GET /accounting/v1/accounts List the chart of accounts · List #

Ask an LLM

“How do I pull the chart of accounts from my customer's accounting software?”

“Can I filter ledger accounts by classification, such as only expense or revenue accounts?”

Tell an agent

List ledger accounts with classification {classification}.

Find the GL account numbered {account_number}.

POST /accounting/v1/accounts Add a ledger account to the chart of accounts · Create #

Ask an LLM

“Can I create a new general ledger account in a linked accounting system?”

“What does posting a new chart-of-accounts entry require?”

Tell an agent

Create a ledger account from {account}.

Add GL account {account} to the chart of accounts asynchronously.

GET /accounting/v1/accounts/{id} Get one ledger account · Retrieve #

Ask an LLM

“How do I read the balance and type of one general ledger account?”

“Can I see which company a single GL account belongs to?”

Tell an agent

Get ledger account {id}.

Fetch GL account {id} with {relations} expanded.

GET /accounting/v1/accounts/meta/post See which fields creating a ledger account takes · Meta Post Retrieve #

Ask an LLM

“What fields does the accounting platform need to create a GL account?”

“Can I check the ledger account create schema before posting?”

Tell an agent

Show ledger account creation fields for linked account {account_token}.

Get the chart-of-accounts create metadata.

GET /crm/v1/accounts List CRM company accounts · List #

Ask an LLM

“How do I list the companies a sales team tracks in their CRM?”

“Can I find CRM accounts owned by one sales rep?”

Tell an agent

List CRM accounts owned by {owner_id}.

Find the CRM company account named {name}.

POST /crm/v1/accounts Create a company account in the CRM · Create #

Ask an LLM

“Can I add a new customer company to a linked CRM?”

“What do I send to create a CRM account record?”

Tell an agent

Create a CRM company account from {account}.

Add organization {account} to the CRM as a new account.

GET /crm/v1/accounts/{id} Get one CRM account · Retrieve #

Ask an LLM

“How do I read a single company record from the CRM?”

“Can I see the owner of one CRM account?”

Tell an agent

Get CRM account {id}.

Fetch CRM company {id} and expand {relations}.

PATCH /crm/v1/accounts/{id} Update a CRM account · Partial Update #

Ask an LLM

“Can I change the industry or owner on a CRM company record?”

“What is the way to edit only certain fields of a CRM account?”

Tell an agent

Update CRM account {id} with {changes}.

Reassign CRM company {id} using {changes}.

GET /crm/v1/accounts/meta/patch/{id} See which CRM account fields can be edited · Meta Patch Retrieve #

Ask an LLM

“Which fields on a CRM company can I patch for this integration?”

“Is there edit metadata I can read for one CRM account?”

Tell an agent

Show the editable fields on CRM account {id}.

Get CRM account patch metadata for {id}.

GET /crm/v1/accounts/meta/post See which fields creating a CRM account takes · Meta Post Retrieve #

Ask an LLM

“What fields are required to create a company in the linked CRM?”

“Can I read the CRM account create schema first?”

Tell an agent

Show CRM account creation fields for linked account {account_token}.

Get the create metadata for CRM companies.

GET /crm/v1/accounts/remote-field-classes List custom field definitions for CRM accounts · Remote Field Classes List #

Ask an LLM

“What custom properties has my customer added to company records in their CRM?”

“Can I list only custom fields on CRM accounts?”

Tell an agent

List CRM account remote field classes for linked account {account_token}.

Show custom field definitions on CRM companies.

GET /ticketing/v1/accounts List help desk customer accounts · List #

Ask an LLM

“How do I get the customer organizations stored in a ticketing system?”

“Can I list ticketing accounts created after a certain date?”

Tell an agent

List help desk accounts created after {created_after}.

Find the ticketing account with remote id {remote_id}.

GET /ticketing/v1/accounts/{id} Get one help desk account · Retrieve #

Ask an LLM

“How do I read one customer organization from the help desk?”

“Can I get a ticketing account along with its raw remote data?”

Tell an agent

Get ticketing account {id}.

Fetch help desk organization {id} with remote data.

Documentation

https://docs.merge.dev/merge-unified/hris/overview

https://docs.merge.dev/merge-unified/ats/overview

https://docs.merge.dev/merge-unified/accounting/overview

https://docs.merge.dev/merge-unified/ticketing/overview

https://docs.merge.dev/merge-unified/crm/overview

https://docs.merge.dev/merge-unified/filestorage/overview

https://docs.merge.dev/merge-unified/knowledge-base/overview

https://docs.merge.dev/merge-unified/chat/overview

https://docs.merge.dev/merge-agent-handler/agent-handler

https://docs.merge.dev/merge-gateway/api-overview

Specifications

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/openapi/merge-subpackage-accounts-api-openapi.yml

Schemas & Data

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-schema/hris-api-employee-schema.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-structure/hris-api-employee-structure.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-schema/ats-api-candidate-schema.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-schema/ats-api-application-schema.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-structure/ats-api-candidate-structure.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-schema/accounting-api-invoice-schema.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-structure/accounting-api-invoice-structure.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-schema/ticketing-api-ticket-schema.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-structure/ticketing-api-ticket-structure.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-schema/crm-api-opportunity-schema.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-structure/crm-api-opportunity-structure.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-schema/file-storage-api-file-schema.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-structure/file-storage-api-file-structure.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-schema/knowledge-base-api-article-schema.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-structure/knowledge-base-api-article-structure.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-schema/chat-api-message-schema.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-structure/chat-api-message-structure.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-schema/agent-handler-tool-pack-schema.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-structure/agent-handler-tool-pack-structure.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-schema/gateway-response-schema.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-structure/gateway-response-structure.json

Other Resources

https://www.merge.dev/categories/hr-payroll-api

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-ld/merge-hris-api-context.jsonld

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/examples/hris-api-employee-example.json

https://www.merge.dev/categories/ats-recruiting-api

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-ld/merge-ats-api-context.jsonld

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/examples/ats-api-candidate-example.json

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/examples/ats-api-application-example.json

https://www.merge.dev/categories/accounting-api

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-ld/merge-accounting-api-context.jsonld

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/examples/accounting-api-invoice-example.json

https://www.merge.dev/categories/ticketing-api

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-ld/merge-ticketing-api-context.jsonld

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/examples/ticketing-api-ticket-example.json

https://www.merge.dev/categories/crm-api

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-ld/merge-crm-api-context.jsonld

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/examples/crm-api-opportunity-example.json

https://www.merge.dev/categories/file-storage-api

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-ld/merge-file-storage-api-context.jsonld

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/examples/file-storage-api-file-example.json

https://www.merge.dev/categories/knowledge-base

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-ld/merge-knowledge-base-api-context.jsonld

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/examples/knowledge-base-api-article-example.json

https://www.merge.dev/categories/chat

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-ld/merge-chat-api-context.jsonld

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/examples/chat-api-message-example.json

https://www.merge.dev/merge-agent-handler

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-ld/merge-agent-handler-context.jsonld

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/examples/agent-handler-tool-pack-example.json

https://help.ah.merge.dev/

https://www.merge.dev/gateway

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/json-ld/merge-gateway-context.jsonld

https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/examples/gateway-response-example.json

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Merge Subpackage Accounts API
  version: 1.0.0
  description: 'Operations tagged subpackage_accounts across 3 of this provider''s published API definitions: merge-accounting-api-openapi.yaml, merge-crm-api-openapi.yaml, merge-ticketing-api-openapi.yaml. Each path carries the servers of the definition it was published in.'
servers:
- url: https://api.merge.dev/api
- url: https://api-eu.merge.dev/api
- url: https://api-ap.merge.dev/api
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/merge/refs/heads/main/openapi/merge-subpackage-accounts-api-openapi.yml