Pomo

Pomo Quickbooks API

The quickbooks API from Pomo — 7 operation(s) for quickbooks.

Documentation GitHub OpenAPI

Operations 10

GET /api/quickbooks/review-queue Get Quickbooks Review Queue #

GET /api/quickbooks/mappings List Quickbooks Mappings #

POST /api/quickbooks/mappings Create Quickbooks Mapping #

PATCH /api/quickbooks/mappings/{mapping_id} Update Quickbooks Mapping #

DELETE /api/quickbooks/mappings/{mapping_id} Delete Quickbooks Mapping #

GET /api/quickbooks/expenses/{qb_token}/splits Get Quickbooks Expense Splits #

PUT /api/quickbooks/expenses/{qb_token}/splits Upsert Quickbooks Expense Splits #

PATCH /api/quickbooks/expenses/{qb_token} Annotate Quickbooks Expense #

POST /api/quickbooks/expenses/bulk-annotate Bulk Annotate Quickbooks Expenses #

GET /api/quickbooks/audit Get Quickbooks Audit #

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OpenAPI Specification

openapi: 3.2.0
info:
  title: GPT Backend Quickbooks API
  version: 0.1.0
servers:
- url: https://api.usepomo.ai
  description: Base URL declared by the provider in apis.yml (roadmap#122).
tags:
- name: quickbooks
paths:
  /api/quickbooks/review-queue:
    get:
      tags:
      - quickbooks
      summary: Get Quickbooks Review Queue
      description: 'Marketing expense review queue from Databricks silver tables.


        Flags:

        - uncategorized: marketing expense missing a category (or splits include uncategorized marketing)

        - low_confidence: marketing expense with low model confidence (only when no splits exist)

        - large_amount: high-dollar expense (marketing or non-marketing)

        - unmapped_vendor: marketing expense not classified via mapping rules (qb_marketing_source != ''mapping'')'
      operationId: get_quickbooks_review_queue_api_quickbooks_review_queue_get
      security:
      - HTTPBearer: []
      parameters:
      - name: start_date
        in: query
        required: false
        schema:
          anyOf:
          - type: string
            format: date
          - type: 'null'
          description: Start date (YYYY-MM-DD)
          title: Start Date
        description: Start date (YYYY-MM-DD)
      - name: end_date
        in: query
        required: false
        schema:
          anyOf:
          - type: string
            format: date
          - type: 'null'
          description: End date (YYYY-MM-DD)
          title: End Date
        description: End date (YYYY-MM-DD)
      - name: min_amount
        in: query
        required: false
        schema:
          type: number
          minimum: 0
          description: Flag expenses with amount >= min_amount
          default: 500.0
          title: Min Amount
        description: Flag expenses with amount >= min_amount
      - name: confidence_lt
        in: query
        required: false
        schema:
          type: number
          maximum: 1
          minimum: 0
          description: Flag marketing expenses with confidence < threshold
          default: 0.7
          title: Confidence Lt
        description: Flag marketing expenses with confidence < threshold
      - name: limit
        in: query
        required: false
        schema:
          type: integer
          maximum: 2000
          minimum: 1
          description: Max rows to return
          default: 200
          title: Limit
        description: Max rows to return
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/QuickBooksReviewQueueRow'
                title: Response Get Quickbooks Review Queue Api Quickbooks Review Queue Get
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/quickbooks/mappings:
    get:
      tags:
      - quickbooks
      summary: List Quickbooks Mappings
      operationId: list_quickbooks_mappings_api_quickbooks_mappings_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/QuickBooksMappingRow'
                type: array
                title: Response List Quickbooks Mappings Api Quickbooks Mappings Get
      security:
      - HTTPBearer: []
    post:
      tags:
      - quickbooks
      summary: Create Quickbooks Mapping
      operationId: create_quickbooks_mapping_api_quickbooks_mappings_post
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/QuickBooksMappingCreateRequest'
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/QuickBooksMappingRow'
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
  /api/quickbooks/mappings/{mapping_id}:
    patch:
      tags:
      - quickbooks
      summary: Update Quickbooks Mapping
      operationId: update_quickbooks_mapping_api_quickbooks_mappings__mapping_id__patch
      security:
      - HTTPBearer: []
      parameters:
      - name: mapping_id
        in: path
        required: true
        schema:
          type: string
          format: uuid
          title: Mapping Id
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/QuickBooksMappingUpdateRequest'
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/QuickBooksMappingRow'
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
    delete:
      tags:
      - quickbooks
      summary: Delete Quickbooks Mapping
      operationId: delete_quickbooks_mapping_api_quickbooks_mappings__mapping_id__delete
      security:
      - HTTPBearer: []
      parameters:
      - name: mapping_id
        in: path
        required: true
        schema:
          type: string
          format: uuid
          title: Mapping Id
      responses:
        '204':
          description: Successful Response
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/quickbooks/expenses/{qb_token}/splits:
    get:
      tags:
      - quickbooks
      summary: Get Quickbooks Expense Splits
      operationId: get_quickbooks_expense_splits_api_quickbooks_expenses__qb_token__splits_get
      security:
      - HTTPBearer: []
      parameters:
      - name: qb_token
        in: path
        required: true
        schema:
          type: string
          title: Qb Token
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/QuickBooksExpenseSplitsResponse'
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
    put:
      tags:
      - quickbooks
      summary: Upsert Quickbooks Expense Splits
      operationId: upsert_quickbooks_expense_splits_api_quickbooks_expenses__qb_token__splits_put
      security:
      - HTTPBearer: []
      parameters:
      - name: qb_token
        in: path
        required: true
        schema:
          type: string
          title: Qb Token
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/QuickBooksExpenseSplitsUpdateRequest'
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/QuickBooksExpenseSplitsResponse'
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/quickbooks/expenses/{qb_token}:
    patch:
      tags:
      - quickbooks
      summary: Annotate Quickbooks Expense
      operationId: annotate_quickbooks_expense_api_quickbooks_expenses__qb_token__patch
      security:
      - HTTPBearer: []
      parameters:
      - name: qb_token
        in: path
        required: true
        schema:
          type: string
          title: Qb Token
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/QuickBooksExpenseAnnotateRequest'
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/QBMarketingAnnotationResponse'
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/quickbooks/expenses/bulk-annotate:
    post:
      tags:
      - quickbooks
      summary: Bulk Annotate Quickbooks Expenses
      operationId: bulk_annotate_quickbooks_expenses_api_quickbooks_expenses_bulk_annotate_post
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/QuickBooksExpenseBulkAnnotateRequest'
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/QuickBooksExpenseBulkAnnotateResponse'
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
  /api/quickbooks/audit:
    get:
      tags:
      - quickbooks
      summary: Get Quickbooks Audit
      operationId: get_quickbooks_audit_api_quickbooks_audit_get
      security:
      - HTTPBearer: []
      parameters:
      - name: limit
        in: query
        required: false
        schema:
          type: integer
          maximum: 200
          minimum: 1
          default: 50
          title: Limit
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/QuickBooksAuditResponse'
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
components:
  schemas:
    HTTPValidationError:
      properties:
        detail:
          items:
            $ref: '#/components/schemas/ValidationError'
          type: array
          title: Detail
      type: object
      title: HTTPValidationError
    QuickBooksExpenseSplitRow:
      properties:
        id:
          type: string
          title: Id
        qb_is_marketing_expense:
          type: boolean
          title: Qb Is Marketing Expense
        qb_marketing_category:
          anyOf:
          - type: string
          - type: 'null'
          title: Qb Marketing Category
        amount:
          type: number
          title: Amount
        note:
          anyOf:
          - type: string
          - type: 'null'
          title: Note
      type: object
      required:
      - id
      - qb_is_marketing_expense
      - amount
      title: QuickBooksExpenseSplitRow
    QuickBooksMappingUpdateRequest:
      properties:
        match_field:
          anyOf:
          - type: string
            enum:
            - vendor
            - account
          - type: 'null'
          title: Match Field
        match_text:
          anyOf:
          - type: string
          - type: 'null'
          title: Match Text
        qb_is_marketing_expense:
          anyOf:
          - type: boolean
          - type: 'null'
          title: Qb Is Marketing Expense
        qb_marketing_category:
          anyOf:
          - type: string
          - type: 'null'
          title: Qb Marketing Category
      type: object
      title: QuickBooksMappingUpdateRequest
    QuickBooksMappingCreateRequest:
      properties:
        match_field:
          type: string
          enum:
          - vendor
          - account
          title: Match Field
        match_text:
          type: string
          title: Match Text
        qb_is_marketing_expense:
          type: boolean
          title: Qb Is Marketing Expense
          default: true
        qb_marketing_category:
          anyOf:
          - type: string
          - type: 'null'
          title: Qb Marketing Category
      type: object
      required:
      - match_field
      - match_text
      title: QuickBooksMappingCreateRequest
    QuickBooksExpenseAnnotateRequest:
      properties:
        qb_is_marketing_expense:
          type: boolean
          title: Qb Is Marketing Expense
          description: Whether this transaction is marketing spend
        qb_marketing_category:
          anyOf:
          - type: string
          - type: 'null'
          title: Qb Marketing Category
          description: Marketing category (required when qb_is_marketing_expense=true)
        qb_marketing_reason:
          anyOf:
          - type: string
          - type: 'null'
          title: Qb Marketing Reason
          description: User-provided annotation reason
      type: object
      required:
      - qb_is_marketing_expense
      title: QuickBooksExpenseAnnotateRequest
    QuickBooksMappingRow:
      properties:
        id:
          type: string
          title: Id
        match_field:
          type: string
          enum:
          - vendor
          - account
          title: Match Field
        match_text:
          type: string
          title: Match Text
        qb_is_marketing_expense:
          type: boolean
          title: Qb Is Marketing Expense
        qb_marketing_category:
          anyOf:
          - type: string
          - type: 'null'
          title: Qb Marketing Category
        created_at:
          anyOf:
          - type: string
            format: date-time
          - type: 'null'
          title: Created At
        updated_at:
          anyOf:
          - type: string
            format: date-time
          - type: 'null'
          title: Updated At
      type: object
      required:
      - id
      - match_field
      - match_text
      - qb_is_marketing_expense
      title: QuickBooksMappingRow
    ValidationError:
      properties:
        loc:
          items:
            anyOf:
            - type: string
            - type: integer
          type: array
          title: Location
        msg:
          type: string
          title: Message
        type:
          type: string
          title: Error Type
      type: object
      required:
      - loc
      - msg
      - type
      title: ValidationError
    QuickBooksReviewQueueRow:
      properties:
        entity_type:
          type: string
          enum:
          - bill
          - purchase
          title: Entity Type
        qb_token:
          type: string
          title: Qb Token
        qb_id:
          type: string
          title: Qb Id
        qb_txn_date:
          anyOf:
          - type: string
            format: date
          - type: 'null'
          title: Qb Txn Date
        qb_vendor_name:
          anyOf:
          - type: string
          - type: 'null'
          title: Qb Vendor Name
        qb_account_name:
          anyOf:
          - type: string
          - type: 'null'
          title: Qb Account Name
        qb_total_amt:
          anyOf:
          - type: number
          - type: 'null'
          title: Qb Total Amt
        qb_is_marketing_expense:
          type: boolean
          title: Qb Is Marketing Expense
          default: false
        qb_marketing_category:
          anyOf:
          - type: string
          - type: 'null'
          title: Qb Marketing Category
        qb_marketing_category_confidence:
          anyOf:
          - type: number
          - type: 'null'
          title: Qb Marketing Category Confidence
        qb_marketing_source:
          anyOf:
          - type: string
          - type: 'null'
          title: Qb Marketing Source
        qb_has_splits:
          type: boolean
          title: Qb Has Splits
          default: false
        flags:
          items:
            type: string
            enum:
            - uncategorized
            - low_confidence
            - large_amount
            - unmapped_vendor
          type: array
          title: Flags
      type: object
      required:
      - entity_type
      - qb_token
      - qb_id
      title: QuickBooksReviewQueueRow
    QuickBooksExpenseBulkAnnotateResponse:
      properties:
        updated:
          type: integer
          title: Updated
          default: 0
      type: object
      title: QuickBooksExpenseBulkAnnotateResponse
    QuickBooksExpenseSplitsResponse:
      properties:
        qb_token:
          type: string
          title: Qb Token
        entity_type:
          type: string
          enum:
          - bill
          - purchase
          title: Entity Type
        splits:
          items:
            $ref: '#/components/schemas/QuickBooksExpenseSplitRow'
          type: array
          title: Splits
      type: object
      required:
      - qb_token
      - entity_type
      - splits
      title: QuickBooksExpenseSplitsResponse
    QuickBooksExpenseSplitsUpdateRequest:
      properties:
        splits:
          items:
            $ref: '#/components/schemas/QuickBooksExpenseSplitUpsert'
          type: array
          title: Splits
        expense_total_amt:
          anyOf:
          - type: number
          - type: 'null'
          title: Expense Total Amt
          description: Parent expense total in dollars (for server-side validation)
      type: object
      required:
      - splits
      title: QuickBooksExpenseSplitsUpdateRequest
    QuickBooksExpenseBulkAnnotateRequest:
      properties:
        qb_tokens:
          items:
            type: string
          type: array
          title: Qb Tokens
        qb_is_marketing_expense:
          type: boolean
          title: Qb Is Marketing Expense
        qb_marketing_category:
          anyOf:
          - type: string
          - type: 'null'
          title: Qb Marketing Category
        qb_marketing_reason:
          anyOf:
          - type: string
          - type: 'null'
          title: Qb Marketing Reason
      type: object
      required:
      - qb_tokens
      - qb_is_marketing_expense
      title: QuickBooksExpenseBulkAnnotateRequest
    QuickBooksAuditResponse:
      properties:
        events:
          items:
            $ref: '#/components/schemas/QuickBooksAuditEventRow'
          type: array
          title: Events
      type: object
      required:
      - events
      title: QuickBooksAuditResponse
    QuickBooksAuditEventRow:
      properties:
        id:
          type: string
          title: Id
        timestamp:
          type: string
          format: date-time
          title: Timestamp
        actor_user_id:
          anyOf:
          - type: string
          - type: 'null'
          title: Actor User Id
        actor_user_email:
          anyOf:
          - type: string
          - type: 'null'
          title: Actor User Email
        action:
          type: string
          title: Action
        metadata:
          anyOf:
          - additionalProperties: true
            type: object
          - type: 'null'
          title: Metadata
      type: object
      required:
      - id
      - timestamp
      - action
      title: QuickBooksAuditEventRow
    QuickBooksExpenseSplitUpsert:
      properties:
        qb_is_marketing_expense:
          type: boolean
          title: Qb Is Marketing Expense
          default: true
        qb_marketing_category:
          anyOf:
          - type: string
          - type: 'null'
          title: Qb Marketing Category
        amount:
          type: number
          title: Amount
        note:
          anyOf:
          - type: string
          - type: 'null'
          title: Note
      type: object
      required:
      - amount
      title: QuickBooksExpenseSplitUpsert
    QBMarketingAnnotationResponse:
      properties:
        qb_token:
          type: string
          title: Qb Token
        entity_type:
          type: string
          enum:
          - bill
          - purchase
          title: Entity Type
        qb_is_marketing_expense:
          type: boolean
          title: Qb Is Marketing Expense
          default: false
        qb_marketing_category:
          anyOf:
          - type: string
          - type: 'null'
          title: Qb Marketing Category
        qb_marketing_category_confidence:
          anyOf:
          - type: number
          - type: 'null'
          title: Qb Marketing Category Confidence
        qb_marketing_reason:
          anyOf:
          - type: string
          - type: 'null'
          title: Qb Marketing Reason
        qb_marketing_source:
          anyOf:
          - type: string
          - type: 'null'
          title: Qb Marketing Source
        qb_has_splits:
          type: boolean
          title: Qb Has Splits
          default: false
      type: object
      required:
      - qb_token
      - entity_type
      title: QBMarketingAnnotationResponse
      description: Lightweight response for annotation writes (no transaction data needed).
  securitySchemes:
    HTTPBearer:
      type: http
      scheme: bearer