---
title: "Add an accountant-authored recommendation for an assigned customer"
method: POST
path: "/accountant/companies/{customerId}/recommendations"
tags: ["Accountant Portal", "Recommendations"]
---

# Add an accountant-authored recommendation for an assigned customer

`POST /accountant/companies/{customerId}/recommendations`

## Request

- Base URL: `https://api.medianfi.com/api/v1`
- URL: `https://api.medianfi.com/api/v1/accountant/companies/{customerId}/recommendations`
- Auth: HTTP bearer

## Request body

- CreateRecommendationInput
  - `priority` 'HIGH' | 'MEDIUM', required
  - `category` string, required
  - `title` string, required
  - `summary` string, required
  - `details` object
  - `action` string
  - `investmentCents` integer
  - `expectedAnnualReturnCents` integer
  - `currency` string, required: Accepted case-insensitively and normalized to uppercase by the server.
  - `timeframe` string
  - `confidencePct` number
  - `dataSource` string

## Response `201`

Recommendation created

- RecommendationResponse
  - `success` boolean
  - `data` Recommendation
    - `id` string, uuid
    - `companyId` string, uuid
    - `priority` 'HIGH' | 'MEDIUM'
    - `category` string
    - `title` string
    - `summary` string
    - `details` object, nullable
    - `action` string, nullable
    - `investmentCents` integer, nullable
    - `expectedAnnualReturnCents` integer, nullable
    - `currency` string, required
    - `minorUnitExponent` 2, required
    - `timeframe` string, nullable
    - `confidencePct` number, nullable
    - `dataSource` string, nullable
    - `status` 'pending' | 'active' | 'completed' | 'dismissed'
    - `dismissedReason` string, nullable
    - `createdAt` string, date-time
    - `completedAt` string, date-time, nullable

## Other responses

- `401`: Authentication required
- `403`: Insufficient permissions or not a company member
- `422`: Request failed validation

---

[API](https://skmtc.dev/medianfi/apis/median-api.md) · [All operations](https://skmtc.dev/medianfi/apis/median-api/llms.txt) · [OpenAPI document](https://skmtc.dev/medianfi/apis/median-api/revisions/20090ea32b0d?raw)