Puzzle Categories API

openapi: 3.0.3
info:
  title: Puzzle Accounting API
  description: >-
    RESTful, JSON API for Puzzle's real-time financial data hub and general
    ledger. Puzzle builds a continuously reconciled general ledger on top of a
    company's connected Stripe, bank, card, and payroll data and exposes the
    resulting transactions, ledger accounts, journal entries, financial
    statements, and startup metrics over HTTPS.


    ACCURACY NOTE (API Evangelist, 2026-07-01): The Puzzle API is real,
    documented, and RESTful, but is in an active-development, partner-gated
    rollout. Full endpoint schemas are behind a partner login, so this
    specification models the confirmed base URL, security scheme, and resource
    surfaces. The confirmed endpoint pattern is
    `GET /rest/v0/company/{id}/transactions`; every resource is nested under
    `/rest/v0/company/{id}`. Paths marked with `x-puzzle-unverified: true`
    follow the documented resource sections and this confirmed pattern but the
    exact operation paths were not individually verified against the gated
    reference. Verify against https://puzzle-api.readme.io/reference before
    production use.
  version: 0.19.0
  termsOfService: https://puzzle.io/terms
  contact:
    name: Puzzle API Support
    email: support@puzzle.io
    url: https://puzzle-api.readme.io/docs/welcome
servers:
  - url: https://staging.southparkdata.com
    description: >-
      Documented Puzzle API server (Puzzle's underlying data platform is named
      South Park Data). Confirmed from the public API reference.
security:
  - oauth2: []
  - apiKey: []
tags:
  - name: Companies
    description: Companies connected to a Puzzle partner account.
  - name: Transactions
    description: Normalized, categorized transaction feed from connected sources.
  - name: Accounts
    description: Ledger accounts and chart of accounts.
  - name: Journal Entries
    description: Double-entry journal entries against the general ledger.
  - name: Reports
    description: Real-time financial statements.
  - name: Metrics
    description: Startup finance metrics derived from the ledger.
  - name: Categories
    description: Categories, classes, departments, and projects for classification.
  - name: Integrations
    description: Upstream data connections that feed the ledger.
paths:
  /rest/v0/companies:
    get:
      operationId: listCompanies
      tags:
        - Companies
      summary: List companies
      description: >-
        List the companies accessible to the authenticated partner. Returned
        company IDs scope all other endpoints.
      x-puzzle-unverified: true
      responses:
        '200':
          description: A list of companies.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/Company'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /rest/v0/company/{id}:
    get:
      operationId: getCompany
      tags:
        - Companies
      summary: Get a company
      description: Retrieve a single company and its accounting configuration.
      x-puzzle-unverified: true
      parameters:
        - $ref: '#/components/parameters/CompanyId'
      responses:
        '200':
          description: A company.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Company'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
  /rest/v0/company/{id}/transactions:
    get:
      operationId: listTransactions
      tags:
        - Transactions
      summary: List transactions
      description: >-
        Retrieve the normalized, categorized transactions Puzzle ingests from a
        company's connected bank, card, Stripe, and payroll sources. This
        endpoint path is confirmed from the public API reference.
      parameters:
        - $ref: '#/components/parameters/CompanyId'
        - name: startDate
          in: query
          description: Inclusive lower bound (ISO 8601 date) for transaction date.
          schema:
            type: string
            format: date
        - name: endDate
          in: query
          description: Inclusive upper bound (ISO 8601 date) for transaction date.
          schema:
            type: string
            format: date
        - name: limit
          in: query
          description: Maximum number of transactions to return per page.
          schema:
            type: integer
            default: 100
        - name: cursor
          in: query
          description: Opaque pagination cursor from a previous response.
          schema:
            type: string
      responses:
        '200':
          description: A page of transactions.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/Transaction'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
  /rest/v0/company/{id}/accounts:
    get:
      operationId: listAccounts
      tags:
        - Accounts
      summary: List ledger accounts
      description: >-
        List the chart of accounts and ledger account balances for a company's
        general ledger.
      x-puzzle-unverified: true
      parameters:
        - $ref: '#/components/parameters/CompanyId'
      responses:
        '200':
          description: A list of ledger accounts.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/LedgerAccount'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /rest/v0/company/{id}/journal-entries:
    get:
      operationId: listJournalEntries
      tags:
        - Journal Entries
      summary: List journal entries
      description: >-
        Read double-entry journal entries posted to a company's general ledger.
      x-puzzle-unverified: true
      parameters:
        - $ref: '#/components/parameters/CompanyId'
      responses:
        '200':
          description: A list of journal entries.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/JournalEntry'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /rest/v0/company/{id}/reports/income-statement:
    get:
      operationId: getIncomeStatement
      tags:
        - Reports
      summary: Get income statement
      description: >-
        Generate a real-time income statement (profit and loss) for a company
        over a requested reporting period.
      x-puzzle-unverified: true
      parameters:
        - $ref: '#/components/parameters/CompanyId'
        - name: startDate
          in: query
          required: true
          schema:
            type: string
            format: date
        - name: endDate
          in: query
          required: true
          schema:
            type: string
            format: date
        - name: basis
          in: query
          description: Accounting basis for the report.
          schema:
            type: string
            enum: [cash, accrual]
      responses:
        '200':
          description: An income statement report.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/FinancialReport'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /rest/v0/company/{id}/reports/balance-sheet:
    get:
      operationId: getBalanceSheet
      tags:
        - Reports
      summary: Get balance sheet
      description: Generate a real-time balance sheet for a company as of a date.
      x-puzzle-unverified: true
      parameters:
        - $ref: '#/components/parameters/CompanyId'
        - name: asOf
          in: query
          required: true
          schema:
            type: string
            format: date
      responses:
        '200':
          description: A balance sheet report.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/FinancialReport'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /rest/v0/company/{id}/metrics:
    get:
      operationId: getMetrics
      tags:
        - Metrics
      summary: Get financial metrics
      description: >-
        Pull the startup finance metrics Puzzle derives from the ledger - cash
        balance, monthly burn, runway, gross margin, and revenue.
      x-puzzle-unverified: true
      parameters:
        - $ref: '#/components/parameters/CompanyId'
        - name: asOf
          in: query
          schema:
            type: string
            format: date
      responses:
        '200':
          description: A metrics snapshot.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Metrics'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /rest/v0/company/{id}/categories:
    get:
      operationId: listCategories
      tags:
        - Categories
      summary: List categories
      description: >-
        List the categories, classes, departments, and projects used to code a
        company's transactions.
      x-puzzle-unverified: true
      parameters:
        - $ref: '#/components/parameters/CompanyId'
      responses:
        '200':
          description: A list of categories.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/Category'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /rest/v0/company/{id}/integrations:
    get:
      operationId: listIntegrations
      tags:
        - Integrations
      summary: List integrations
      description: >-
        Inspect the upstream data connections (Stripe, banks, cards, Mercury,
        Ramp, Brex, Gusto and other payroll) feeding a company's ledger, with
        their sync status.
      x-puzzle-unverified: true
      parameters:
        - $ref: '#/components/parameters/CompanyId'
      responses:
        '200':
          description: A list of connected integrations.
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/Integration'
        '401':
          $ref: '#/components/responses/Unauthorized'
components:
  securitySchemes:
    oauth2:
      type: oauth2
      description: >-
        OAuth 2.0 with scoped access (for example read:company,
        read:transactions, read:report). Partner credentials are issued after
        the Puzzle partner technical review.
      flows:
        clientCredentials:
          tokenUrl: https://puzzle-api.readme.io/reference
          scopes:
            read:company: Read company data
            read:transactions: Read transactions
            read:accounts: Read ledger accounts
            read:report: Read financial statements
    apiKey:
      type: apiKey
      in: header
      name: Authorization
      description: >-
        API key authentication via the Authorization header, as described in
        the Puzzle developer docs.
  parameters:
    CompanyId:
      name: id
      in: path
      required: true
      description: The company ID.
      schema:
        type: string
  responses:
    Unauthorized:
      description: Missing or invalid credentials.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
    NotFound:
      description: The requested resource does not exist or is not accessible.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
  schemas:
    Company:
      type: object
      properties:
        id:
          type: string
        name:
          type: string
        basis:
          type: string
          enum: [cash, accrual]
        fiscalYearStart:
          type: string
    Transaction:
      type: object
      properties:
        id:
          type: string
        date:
          type: string
          format: date
        description:
          type: string
        amount:
          type: number
        currency:
          type: string
        source:
          type: string
          description: Upstream source, e.g. bank, stripe, card, payroll.
        categoryId:
          type: string
        accountId:
          type: string
    LedgerAccount:
      type: object
      properties:
        id:
          type: string
        name:
          type: string
        type:
          type: string
          description: Asset, Liability, Equity, Revenue, or Expense.
        balance:
          type: number
    JournalEntry:
      type: object
      properties:
        id:
          type: string
        date:
          type: string
          format: date
        memo:
          type: string
        lines:
          type: array
          items:
            type: object
            properties:
              accountId:
                type: string
              debit:
                type: number
              credit:
                type: number
    FinancialReport:
      type: object
      properties:
        type:
          type: string
          enum: [income-statement, balance-sheet, cash-activity]
        periodStart:
          type: string
          format: date
        periodEnd:
          type: string
          format: date
        basis:
          type: string
          enum: [cash, accrual]
        lines:
          type: array
          items:
            type: object
            properties:
              label:
                type: string
              amount:
                type: number
    Metrics:
      type: object
      properties:
        asOf:
          type: string
          format: date
        cashBalance:
          type: number
        monthlyBurn:
          type: number
        runwayMonths:
          type: number
        grossMargin:
          type: number
        revenue:
          type: number
    Category:
      type: object
      properties:
        id:
          type: string
        name:
          type: string
        kind:
          type: string
          description: category, class, department, or project.
    Integration:
      type: object
      properties:
        id:
          type: string
        provider:
          type: string
          description: e.g. stripe, mercury, ramp, brex, gusto, plaid.
        status:
          type: string
          description: Sync status, e.g. connected, syncing, error.
        lastSyncedAt:
          type: string
          format: date-time
    Error:
      type: object
      properties:
        error:
          type: string
        message:
          type: string