Pliant Accounting Projects API

openapi: 3.2.0
info:
  contact:
    name: API Support
    email: support@getpliant.com
    url: https://www.getpliant.com
  title: Pliant Customer Accounting Projects API
  description: Pliant Customer API
  version: 2.1.0
  license:
    name: MIT
    url: https://opensource.org/license/MIT
servers:
- url: https://partner-api.getpliant.com/api
  description: Pliant Production Server
- url: https://sandbox.partner-api.getpliant.com/api
  description: Pliant Sandbox Server
- url: https://pci-api.getpliant.com
  description: PCI Vault Production Server
- url: https://pci-sandbox.partner-api.getpliant.com
  description: PCI Vault Sandbox Server
security:
- bearerAuth: []
tags:
- name: Accounting Projects
  description: This tag is for operations related to accounting projects
paths:
  /accounting/projects:
    get:
      summary: List Projects
      description: Returns a list of projects. Projects act as a cost unit for accounting purposes. You can use the `limit`, `page`, `sortBy` and `sortDirection` parameters to filter and sort the results.
      tags:
      - Accounting Projects
      operationId: get-projects
      parameters:
      - name: organizationId
        in: query
        required: true
        description: The unique identifier of the organization.
        schema:
          type: string
          format: uuid
      - name: status
        in: query
        description: The status to filter by.
        schema:
          type: string
          enum:
          - ACTIVE
          - INACTIVE
      - name: limit
        in: query
        description: The maximum number of items to return per page. The default value if not provided is 100, the maximum allowed value is 1000.
        schema:
          type: integer
      - name: page
        in: query
        description: The page number to return, starting with 0, this counts up to the total number of pages. The total number of pages is determined by the total number of records divided by the limit.
        schema:
          type: integer
      - name: sortBy
        in: query
        description: The field to sort by.
        schema:
          type: string
          enum:
          - organizationId
          - name
      - name: sortDirection
        in: query
        description: The direction to sort by.
        schema:
          type: string
          enum:
          - ASC
          - DESC
      responses:
        '200':
          description: Ok
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    type: array
                    items:
                      type: object
                      required:
                      - projectId
                      - name
                      - costUnit
                      - status
                      properties:
                        projectId:
                          type: string
                          format: uuid
                        name:
                          type: string
                          description: Name of the project. This can be changed later.
                        costUnit:
                          type: string
                          description: Cost unit of the project. This cannot be changed, once the Project is used in a transaction. Before that, a change is possible.
                        status:
                          type: string
                          enum:
                          - ACTIVE
                          - INACTIVE
                          description: Status of the project.
                        isPrivate:
                          type: boolean
                          description: Indicator if the project is restricted to 1-n teams.
                        teamIds:
                          type: array
                          description: Teams to which the project is restricted.
                          items:
                            type: string
                            format: uuid
                  hasNextPage:
                    type: boolean
                    description: Indicates whether there is a next page available.
        '400':
          $ref: '#/paths/~1cards/get/responses/400'
        '401':
          $ref: '#/paths/~1cards/get/responses/401'
        '403':
          $ref: '#/paths/~1cards/get/responses/403'
        '500':
          $ref: '#/paths/~1cards/get/responses/500'
    post:
      summary: Create Project
      description: Creates a project on the Pliant platform
      tags:
      - Accounting Projects
      operationId: create-project
      requestBody:
        required: true
        content:
          application/json:
            schema:
              allOf:
              - type: object
                required:
                - organizationId
                - name
                properties:
                  organizationId:
                    type: string
                    format: uuid
                    description: The unique identifier of the organization.
                  name:
                    type: string
                    description: The name of the project.
                  costUnit:
                    type:
                    - string
                    - 'null'
                    description: Cost unit of the project. This cannot be changed, once the Project is used in a transaction. Before that, a change is possible.
      responses:
        '202':
          description: Accepted
          content:
            application/json:
              schema:
                type: object
                required:
                - projectId
                properties:
                  projectId:
                    type: string
                    format: uuid
        '400':
          $ref: '#/paths/~1cards/get/responses/400'
        '401':
          $ref: '#/paths/~1cards/get/responses/401'
        '403':
          $ref: '#/paths/~1cards/get/responses/403'
        '404':
          $ref: '#/paths/~1cards/post/responses/404'
        '500':
          $ref: '#/paths/~1cards/get/responses/500'
  /accounting/projects/subscription:
    post:
      deprecated: false
      summary: 'Callback: Add/Update'
      description: Subscribe to callbacks for this entity or change an existing callback.
      tags:
      - Accounting Projects
      operationId: create-accounting-project-subscription
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              properties:
                callbackUrl:
                  type: string
                  format: uri
                  example: https://myserver.com/send/callback/here
                  description: The URL to send the callback to. Must be a valid and reachable URL. We do some basic validation to ensure the URL is syntactically correct and reachable for Pliant. Only HTTPS URLs are supported.
                eventTypes:
                  type: array
                  description: The event types to subscribe to.
                  items:
                    type: string
                    enum:
                    - PROJECT_CREATED
                    - PROJECT_UPDATED
                    - PROJECT_DELETED
                    - PROJECT_STATUS_CHANGED
              required:
              - callbackUrl
              - eventTypes
      responses:
        '201':
          description: Created
        '401':
          description: Unauthorized
        '403':
          description: Forbidden
        '500':
          description: Internal Server Error
      callbacks:
        accountingProjectUpdated:
          '{$request.body#/callbackUrl}':
            post:
              parameters:
              - in: header
                name: X-Organization-Id
                schema:
                  type: string
                  format: uuid
                  description: 'Referencing the organization this callback was sent for. See [guides](/docs/callbacks) for more details. Example value: `54e6e7e7-0c23-4a54-bccb-2d3ff2fd02df`.'
              - in: header
                name: X-Partner-Organization-Id
                schema:
                  type: string
                  description: 'Filled, if the value `partnerOrganizationId` is [set](/reference/update-organization) by the partner on the organization itself. Referencing the organization identifier of the partner. Example value: `abc123`.'
              - in: header
                name: X-Payment-Program-Id
                schema:
                  type: string
                  format: uuid
                  description: 'Referencing the payment program this callback was sent for. See [guides](/docs/callbacks) for more details. Example value: `54e6e7e7-0c23-4a54-bccb-2d3ff2fd02df`.'
              - in: header
                name: X-Callback-Id
                schema:
                  type: string
                  format: uuid
                  description: 'A unique identifier for this callback. Can be used to deduplicate callbacks to achieve idempotent behavior. See [guides](/docs/callbacks) for more details. Example value: `12a03093-eaad-4ae5-9d8d-42e7f6f8b7c6`.'
              - in: header
                name: X-Callback-Created-At
                schema:
                  type: string
                  format: date-time
                  description: 'The date and time when the callback was created. Can be used to reorder callbacks. See [guides](/docs/callbacks) for more details. Example value: `2024-03-15T15:55:58.623375258Z`.'
              requestBody:
                content:
                  application/json:
                    schema:
                      allOf:
                      - $ref: '#/paths/~1cards~1subscription/post/callbacks/cardUpdated/{$request.body#~1callbackUrl}/post/requestBody/content/application~1json/schema/allOf/0'
                      - $ref: '#/paths/~1accounting~1projects/get/responses/200/content/application~1json/schema/properties/data/items'
              responses:
                '200':
                  description: We expect the partner to return a HTTP 200 status code if the callback was successfully received. On 4xx and 5xx status codes, we will [retry](/docs/callbacks#retries) the callback.
    delete:
      deprecated: false
      summary: 'Callback: Remove'
      description: Remove a callback subscription for this entity.
      tags:
      - Accounting Projects
      operationId: remove-accounting-project-subscription
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              properties:
                eventTypes:
                  type: array
                  description: The event types to unsubscribe from.
                  items:
                    type: string
                    enum:
                    - PROJECT_CREATED
                    - PROJECT_UPDATED
                    - PROJECT_DELETED
                    - PROJECT_STATUS_CHANGED
              required:
              - eventTypes
      responses:
        '200':
          description: Ok
  /accounting/projects/team/assign:
    post:
      summary: Assign Team
      description: Restrict a project to a specific team. 1-n teams can be assigned to a single project by calling this endpoint multiple times. If no team is assigned to the project its visible to all users independent of team membership.
      tags:
      - Accounting Projects
      operationId: assign-project-team
      requestBody:
        required: true
        content:
          application/json:
            schema:
              allOf:
              - type: object
                required:
                - organizationId
                - projectId
                - teamId
                properties:
                  organizationId:
                    type: string
                    format: uuid
                  projectId:
                    type: string
                    format: uuid
                  teamId:
                    type: string
                    format: uuid
      responses:
        '202':
          description: Accepted
        '400':
          $ref: '#/paths/~1cards/get/responses/400'
        '401':
          $ref: '#/paths/~1cards/get/responses/401'
        '403':
          $ref: '#/paths/~1cards/get/responses/403'
        '404':
          $ref: '#/paths/~1cards/post/responses/404'
        '500':
          $ref: '#/paths/~1cards/get/responses/500'
  /accounting/projects/team/unassign:
    post:
      summary: Unassign Team
      description: Remove team restriction from a given project. 1-n teams can be unassigned from a single project by calling this endpoint multiple times. If no team is assigned to the project its visible to all users independent of team membership.
      tags:
      - Accounting Projects
      operationId: unassign-project-team
      requestBody:
        required: true
        content:
          application/json:
            schema:
              allOf:
              - $ref: '#/paths/~1accounting~1projects~1team~1assign/post/requestBody/content/application~1json/schema/allOf/0'
      responses:
        '202':
          description: Accepted
        '400':
          $ref: '#/paths/~1cards/get/responses/400'
        '401':
          $ref: '#/paths/~1cards/get/responses/401'
        '403':
          $ref: '#/paths/~1cards/get/responses/403'
        '404':
          $ref: '#/paths/~1cards/post/responses/404'
        '500':
          $ref: '#/paths/~1cards/get/responses/500'
  /accounting/projects/{projectId}:
    put:
      summary: Update Project
      description: Updates a project on the Pliant platform
      tags:
      - Accounting Projects
      operationId: update-project
      parameters:
      - name: projectId
        in: path
        required: true
        description: The unique identifier of the project.
        schema:
          type: string
          format: uuid
      requestBody:
        required: true
        content:
          application/json:
            schema:
              allOf:
              - type: object
                required:
                - organizationId
                - name
                - costUnit
                - status
                properties:
                  organizationId:
                    type: string
                    format: uuid
                  name:
                    type: string
                    description: Name of the project. This can be changed later.
                  costUnit:
                    type: string
                    description: Cost unit of the project. This cannot be changed, once the Project is used in a transaction. Before that, a change is possible.
                  status:
                    type: string
                    enum:
                    - ACTIVE
                    - INACTIVE
      responses:
        '202':
          description: Accepted
          content:
            application/json:
              schema:
                type: object
                $ref: '#/paths/~1accounting~1projects/post/responses/202/content/application~1json/schema'
        '400':
          $ref: '#/paths/~1cards/get/responses/400'
        '401':
          $ref: '#/paths/~1cards/get/responses/401'
        '403':
          $ref: '#/paths/~1cards/get/responses/403'
        '404':
          $ref: '#/paths/~1cards/post/responses/404'
        '500':
          $ref: '#/paths/~1cards/get/responses/500'
    delete:
      summary: Delete Project
      description: Deletes a project from the Pliant platform. To delete a project it has to be put in `INACTIVE` state first and it must not be assigned to any accounting transaction.
      tags:
      - Accounting Projects
      operationId: delete-project
      parameters:
      - name: projectId
        in: path
        required: true
        description: The unique identifier of the project.
        schema:
          type: string
          format: uuid
      responses:
        '202':
          description: Accepted
        '400':
          $ref: '#/paths/~1cards/get/responses/400'
        '401':
          $ref: '#/paths/~1cards/get/responses/401'
        '403':
          $ref: '#/paths/~1cards/get/responses/403'
        '404':
          $ref: '#/paths/~1cards/post/responses/404'
        '500':
          $ref: '#/paths/~1cards/get/responses/500'
components:
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      description: This API uses oAuth2 with client credentials flow to [obtain the Bearer Token](/docs/authenticated-api-usage).
      bearerFormat: JWT
x-provenance:
  method: searched
  source: https://customer-api.getpliant.com/reference
  harvested: '2026-10-14'
  tool: harvest-readme-openapi.py
  note: Assembled verbatim from the OpenAPI definition ReadMe embeds in each operation page of the provider's developer portal; paths and components merged by API title, nothing authored.
  assembled_from:
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  - https://customer-api.getpliant.com/reference/bulk-upsert-subscriptions.md
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  - https://customer-api.getpliant.com/reference/create-account-entry-subscription.md
  - https://customer-api.getpliant.com/reference/create-accounting-project-subscription.md
  - https://customer-api.getpliant.com/reference/create-accounting-team-subscription.md
  - https://customer-api.getpliant.com/reference/create-accounting-transaction-subscription.md
  - https://customer-api.getpliant.com/reference/create-card-account-subscription.md
  - https://customer-api.getpliant.com/reference/create-card-account-transfer.md
  - https://customer-api.getpliant.com/reference/create-card-account.md
  - https://customer-api.getpliant.com/reference/create-card-copilot-subscription.md
  - https://customer-api.getpliant.com/reference/create-card-subscription.md
  - https://customer-api.getpliant.com/reference/create-cardholder-subscription.md
  - https://customer-api.getpliant.com/reference/create-custom-field-option.md
  - https://customer-api.getpliant.com/reference/create-custom-field.md
  - https://customer-api.getpliant.com/reference/create-payment-subscription.md
  - https://customer-api.getpliant.com/reference/create-project.md
  - https://customer-api.getpliant.com/reference/create-receipt-automatching-subscription.md
  - https://customer-api.getpliant.com/reference/create-receipt-subscription.md
  - https://customer-api.getpliant.com/reference/create-statement-subscription.md
  - https://customer-api.getpliant.com/reference/create-team.md
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  - https://customer-api.getpliant.com/reference/update-card.md
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  - https://customer-api.getpliant.com/reference/update-transaction-partner-submission-status.md
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  - https://customer-api.getpliant.com/reference/upload-receipt-to-automatcher.md
  - https://customer-api.getpliant.com/reference/upload-receipt.md
  merge:
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    conflicts_kept_first: 0