RoboLedger: Setup

Link Bank Account

Point a bank feed's account at a chart account. Name element_id for an existing active account, or entity_id alone to create one in that entity's chart. The chart the account is in decides whose books the feed's lines go into, so this is also how a feed account is bound to a subsidiary. Lines still in the inbox move with it (across an entity change their suggestion is resolved again on the new chart, and a classification that named the old entity's account is dropped); posted entries stay where they were posted. An account another connection already feeds is refused, as is an entity whose books QuickBooks keeps (the group parent, while QuickBooks is connected). An account the feed created and then left stays on its chart as an ordinary account. A sync already in flight when the link moves can still land a line or two on the old account; running this again moves them. Read the group's accounts with the bankAccounts GraphQL field.

Idempotency: supply an Idempotency-Key header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.

post/extensions/roboledger/{graph_id}/operations/link-bank-account

Request

  • Base URL: https://api.robosystems.ai (the document declares no server; this is the origin it was published from)
  • URL: https://api.robosystems.ai/extensions/roboledger/{graph_id}/operations/link-bank-account
  • Auth: one of:
    • API key in header X-API-Key
    • HTTP bearer

Path parameters

graph_idstring required

Headers

Idempotency-Keystring nullable

Request body

connection_idstring required

The feed's connection.

account_idstring required

The provider's id for the account.

element_idstring nullable

The chart account to link; its chart's entity takes the feed.

entity_idstring nullable

With element_id, the entity the account must belong to. Alone, the entity in whose chart a new account is created for the feed account.

Response

Successful Response

operationstring required

Kebab-case operation name

operationIdstring required

op_-prefixed ULID for audit and SSE correlation

status'completed' | 'pending' | 'failed' required

Operation lifecycle state

atstring required

ISO-8601 UTC timestamp

createdBystring nullable

User ID that initiated the operation

idempotentReplayboolean

True when this envelope came from the idempotency cache — the underlying command did not execute again. False on fresh executions.

Changes

No recorded changes to this operation across all 1 revision of this API.