Families

Turn Tally AI on or off for the family's bank feeds

Changed on

Firm-side family relationships only. Select the firm with x-organization-id. Owners, Admins and Staff Admins access all firm families; Staff Members need independent family assignment. Company access does not grant family access. OAuth requires the broad mcp grant, not a narrow banking scope; API keys retain ordinary agent permission scopes. No accounting organizations, portal grants, bank changes, invitations or charges are created. Writes require ordinary firm write entitlement. Cross-firm and inaccessible IDs return 404. Family bank feeds: the firm's bookkeeper posts (clears) each settled row's household category. Personal rows never post journals; posting only records the confirmed category. Requires banking permission. When on, settled rows that match a family rule post automatically; other suggestions wait for the bookkeeper.

put/families/{id}/auto-post

Request

  • Base URL: https://ledgerhq.pro/api/v1
  • URL: https://ledgerhq.pro/api/v1/families/{id}/auto-post
  • Auth: one of:
    • HTTP bearer and API key in header x-organization-id
    • HTTP bearer and API key in header x-organization-id

Path parameters

idstring uuid required

Request body

enabledboolean required

Response

Success

successboolean
familyIdstring uuid
autoPostEnabledboolean

Changes