Adds members to a customer familyAdds customers to a family and moves members already in it, in one call.
Amends a contractApplies a contract amendment when you need to add items, retire items, or change pricing/invoicing after go-live.
Reconciles credit memo applicationsFull reconcile of credit memo applications.
Applies a vendor credit to billsAllocates an existing vendor credit balance against specific open bills, reducing net amounts payable similar to a targeted vendor payment.
Updates metadata for multiple accountsPatches metadata on up to 1,000 accounts in one atomic request.
Updates metadata for multiple billsPatches metadata on up to 1,000 bills in one atomic request.
Updates metadata for multiple contractsPatches metadata on up to 1,000 contracts in one atomic request.
Updates metadata for multiple customersPatches metadata on up to 1,000 customers in one atomic request.
Updates metadata for multiple invoicesPatches metadata on up to 1,000 invoices in one atomic request.
Permanently cancels a pending milestonePermanently forfeits a pending milestone allocation on a FULL contract without redistributing it or automatically issuing a refund.
Completes a close checklist taskMarks the task as prepared, recorded as completed by the connected user at the current time.
Creates a bank accountRegisters a treasury bank account with currency, institution identifiers, and linkage to the GL cash account used during transaction import.
Creates a bank transactionInserts a single bank feed line such as a wire, ACH, or adjustment when automated imports miss a statement row.
Creates a billAccrues a new accounts-payable bill against a vendor with subsidiary context, line items, and due dates your approval workflow consumes.
Creates a bill paymentBooks a cash or scheduled disbursement that settles all or part of a bill, updating the outstanding payable and linking treasury activity.
Create a chargeCreate a charge
Creates a chart of accountsInitializes the entire chart of accounts for a bare organization in one atomic call.
Creates a contractRillet supports two contract scope types: FULL and REVENUE_RECOGNITION_ONLY.
Creates a credit memoOpens a customer credit memo that reduces receivable exposure before you allocate it to specific invoices.
Creates a customerCreates a new customer in the Accounts Receivable catalog.
Creates a customer familyCreates a family from customers that do not already belong to one.
Creates a draft contractStages a contract in the "draft" holding state instead of creating it directly as an active contract.
Creates a journal entryPosts a balanced manual journal entry with explicit debit and credit lines, posting date, and subsidiary scope for GL corrections.
Creates an accountAdds an account to the chart of accounts for the organization.
Creates an invoiceA matching creation approval workflow returns HTTP 202 with invoice_id, approval_request_id, and status PENDING.
Creates an invoice paymentRecords a manual cash receipt against an open invoice by amount, effective date, and a GL account code that maps to a funded cash account.
Creates a productCreates a new product (good or service) that can be referenced on contracts and invoices.
Create a reimbursementCreate a reimbursement
Creates a reimbursement paymentRecords a cash payment that settles all or part of a reimbursement.
Create an auto-payment setup linkKicks off the setup of auto-payment for a customer.
Creates a vendorAdds a vendor master record the accounts-payable team can select on bills, vendor credits, and payments.
Creates a vendor creditRecords a new vendor credit memo amount that reduces future payables without yet touching specific bills.
Creates an external reference typeCreates a `type` for use in `external_references`.
Creates a fieldDefines a new custom field (text, number, pick list, etc.
Creates a field valueAdds a selectable value to a pick-list style custom field so users and APIs can tag entities with consistent taxonomy.
Deletes a bank accountRemoves a bank account definition when the entity closed the account or you mistakenly created a duplicate connector mapping.
Deletes a bank transactionRemoves a bank transaction row that was imported twice or created in error before it affects reconciled cash balances.
Deletes a billRemoves a bill that should no longer drive AP balances, typically while it remains in draft or was created in error.
Deletes a bill paymentReverses a previously recorded bill payment when the disbursement failed or was duplicated, restoring the bill balance accordingly.
Deletes a chargeDrops a charge that should not influence spend reporting, for example duplicate imports from a card processor feed.
Deletes a contractPermanently removes a contract when your business rules allow deletion.
Deletes a document from a contractRemoves one attachment from a contract.
Deletes a credit memoRemoves a credit memo that should no longer affect AR balances, typically while it is still draft or unused.
Deletes a customerPermanently deletes a customer.
Dissolves a customer familyDissolves the grouping.
Deletes a draft contractPermanently removes a draft contract along with its line items and external references.
Deletes a document from a draft contractRemoves one attachment from a draft contract.
Deletes a journal entryDeletes a manual journal entry that should be excluded from the ledger, typically prior to period lock while corrections remain allowed.
Deletes an invoicePermanently removes an invoice when your policy allows it (for example draft or voided states).
Deletes a document from an invoiceRemoves one attachment from an invoice and deletes the stored file.
Deletes an invoice paymentReverses a previously recorded uncleared invoice payment, restoring the invoice balance accordingly.
Deletes a productPermanently removes a product or bundle.
Deletes a reimbursementRemoves a reimbursement that was created prematurely or duplicated during intake so it no longer blocks payroll totals.
Deletes a reimbursement paymentReverses an uncleared reimbursement payment that was recorded in error.
Deletes a usage recordRemoves the usage entry for a single contract item on a specific calendar date.
Deletes a vendorRemoves a vendor you no longer expect to pay.
Deletes a vendor creditPermanently removes a vendor credit that should not remain in the subledger.
Unapplies all credit memo applicationsRemoves every application from this credit memo, reverting all invoice allocations.
Deletes a field valueRetires a pick-list option that should no longer be selectable while keeping older records intact for read-only history.
Ends an open-ended contractSets an explicit end date on a contract that previously had no close date (open-ended).
Gets API key informationConfirms the caller’s API key is recognized and returns basic identity metadata such as organization context when authentication succeeds.
Get Current OrganizationReturn the organization associated with the connected Rillet credentials, including its ID, currency, timezone, and trade name.
Get Financial ReportReturn either a trial balance for a date range or a balance sheet as of a date, with optional subsidiary and book filters.
Gets payment methodReturns the payment method configured for auto-payment for the given customer.
Returns service healthLightweight liveness probe that returns HTTP 200 when the service process is running, without exercising downstream databases or queues.
List Accounting Reference DataReturn one complete Rillet reference collection selected by resource: chart accounts, subsidiaries, books, bank accounts, tax rates, or custom fields.
Lists all approval workflowsReturns every approval workflow in the organization tied to the API credentials, active and inactive, grouped by the kind of record they apply to and ordered by ascending `priority` within each group.
Lists all chargesPages card or out-of-pocket employee charges awaiting policy review, subsidiary allocation, or conversion into reimbursable payables.
Lists all contract item usage recordsReturns historical usage quantities for a contract item, newest first, with optional pagination cursors.
Lists all credit memosReturns customer credit memos with pagination and filters for application state, customer, and subsidiaries.
Lists all customer familiesReturns customer families with pagination and optional search or update filters.
Lists all draft contractsReturns draft contracts with cursor pagination.
Lists payments for a given invoiceReturns every payment attempt tied to a single invoice, including successful, uncleared, and failed rows with their public status.
Lists all invoice paymentsPages every customer payment recorded against invoices across the organization, independent of which invoice it settled.
Lists all metadata definitionsReturns the organization's metadata definitions: the custom fields that can hold values on contracts, customers, and invoices.
Lists all productsReturns sellable products and services for accounts receivable (contracts, invoices).
Lists all reimbursementsSurfaces reimbursement requests created from approved charges or manual submissions, including subsidiary and freshness filters for payroll sync.
Lists all vendor creditsReturns vendor credits with pagination and filters for vendor, subsidiary, and freshness.
List Bank TransactionsReturn one page of bank transactions, optionally filtered by bank account, subsidiary, transaction-date range, or update time.
Lists bill paymentsEnumerates disbursements recorded against a specific bill, useful when reconciling vendor statements to internal cash movements.
List BillsReturn one page of bills, optionally filtered by subsidiary, vendor, payment status, or update time.
Lists close checklist tasksReturns the month-end close checklist for one accounting month: every task with its notes, due date, preparer, reviewer queue, completion and sign-off state.
Lists documents attached to a contractReturns all attached documents, including those uploaded through the Rillet application or imported from Salesforce.
List ContractsReturn one page of contracts, optionally filtered by subsidiary, customer, lifecycle status, or inclusive/exclusive start and end date ranges.
Lists the members of a customer familyReturns the members of a customer family with pagination.
List CustomersReturn one page of accounts-receivable customers, optionally filtered by name, external reference, or update time.
Lists documents attached to a draft contractReturns all attached documents, including those uploaded through the Rillet application or imported from Salesforce.
Lists documents attached to an invoiceReturns all attached documents, including those uploaded through the Rillet application.
List InvoicesReturn one page of invoices, optionally filtered by subsidiary, customer, payment status, overdue state, external reference, or update time.
List Journal EntriesReturn one page of journal entries, optionally filtered by subsidiary, book, posting-date range, account IDs, or update time.
Lists documents attached to a manual journal entryReturns all attached documents, including those uploaded through the Rillet application.
Lists organization membersReturns the identity of each member of the organization tied to the API credentials.
Lists reimbursement paymentsLists payments recorded against a reimbursement so external systems can reconcile its paid balance.
Lists journal entries with reporting currency amountsReturns journal entries with line item amounts converted to the reporting currency.
Lists role assignmentsReturns which organization member is assigned which role and the scope of that assignment.
Lists rolesReturns every role defined in the organization along with the flat set of permission keys it grants.
List VendorsReturn one page of accounts-payable vendors, optionally limited to records updated after a timestamp.
Matches two bank transactions as a transferMatches two bank transactions as a transfer.
Matches bank transactions to existing recordsMatches bank transactions to existing records.
Matches bank transactions with new quick entriesCreates a separate quick entry for each bank transaction in transaction_ids, using the same requested details.
Patches account metadataPartial update.
Patches bill metadataPartial update.
Patches contract metadataPartial update.
Patches customer metadataPartial update.
Patches invoice metadataPartial update.
Previews contract amendmentPreview a contract that has been amended.
Preview the invoice schedule for a contractComputes and returns the invoice schedule the given contract would produce, without creating the contract or persisting anything.
Refreshes a bundleUpdates the details the bundle keeps for each component product to the products' current values.
Removes a member from a customer familyRemoves one customer from the family; the customer itself is untouched.
Renames a customer familyChanges the family's name.
Retrieves a bank accountReturns configuration and status for a single bank account, including identifiers downstream connectors need when refreshing balances.
Retrieves a bank account balanceReturns the latest stored bank balance on or before the requested date in the bank account's native currency.
Retrieves a bank transactionFetches one bank transaction with counterparty text, amounts, and links to the Rillet transactions it settled.
Retrieves a billReturns the authoritative bill record including vendor linkage, approval state, open balance, and document references.
Retrieves account metadataReturns this account's metadata values keyed by definition key.
Retrieves a chargeFetches a single charge with merchant metadata, amounts, and workflow state so reviewers can decide coding before reimbursement.
Retrieves a contractReturns the expanded contract including items, schedules, and metadata required before updates or amendments.
Retrieves a credit memoLoads the full credit memo payload, including remaining balance, applications, and tax metadata you must echo on PUT updates.
Retrieves a customerReturns a single customer record including billing profile details, which are needed for updates.
Retrieves a customer familyReturns a single customer family with its name, root parent and member count.
Retrieves a draft contractReturns a draft contract by id, including its line items and any attached external references.
Retrieves a journal entryRetrieves a journal entry with every line, account reference, and reconciliation flag needed for close review or downstream edits.
Retrieves an approval workflowReturns one approval workflow: the conditions that decide which entries it applies to, and the ordered layers of approvers that must sign off.
Retrieves an invoiceReturns invoice details including line items, tax breakdown, and linkage to contracts or customers.
Retrieves a pending invoice creation proposalRetrieve the captured contents of an invoice awaiting creation approval.
Retrieves a productReturns a single product or bundle definition, including pricing configuration used on contracts and invoices.
Retrieves a reimbursementReturns the full reimbursement packet with employee linkage, funding instructions, and approval history for a single id.
Retrieves a subsidiaryReturns one subsidiary by id for the authenticated organization.
Retrieves a vendorFetches the full vendor profile including identifiers you must echo back on PUT updates.
Retrieves a vendor creditLoads a single vendor credit including remaining balance and application history.
Retrieves bill metadataReturns this bill's metadata values keyed by definition key.
Retrieves cash flow statement reportReturns a cash flow statement report for the specified date range.
Retrieves contract metadataReturns this contract's metadata values keyed by definition key.
Retrieves customer metadataReturns this customer's metadata values keyed by definition key.
Retrieves executive P&L reportReturns an executive profit and loss report with margins for the specified date range.
Retrieves income statement reportReturns an income statement (profit and loss) report for the specified date range.
Retrieves invoice metadataReturns this invoice's metadata values keyed by definition key.
Retrieves last book closed periodReturns the most recently closed accounting period for book-close workflows, including closed-on timestamps your automation can cache.
Retrieves ARR waterfall reportReturns the ARR waterfall dataset for the requested month with optional breakdown dimensions, subsidiary filters, and pagination cursors for large tenants.
Reverses a milestone completionRemoves the current completion and its recognition effect without cancelling the milestone, issuing a credit, or changing its allocation.
Signs off a close checklist task as reviewerRecords the connected user's review sign-off on a completed task.
Reports API or MCP bugs and missing featuresFound something surprising, confusing, or missing while using the API or MCP tools?
Updates a bank transactionAdjusts memo, categorization, or reconciliation metadata on an existing bank transaction without re-importing the entire feed batch.
Updates a billIMPORTANT: This is a full-replace operation (PUT semantics).
Updates account metadataIMPORTANT: This is a full-replace operation (PUT semantics).
Updates a close checklist taskPartial update of one task's details and assignments.
Updates a credit memoIMPORTANT: This is a full-replace operation (PUT semantics).
Updates a customerUpdates a single customer record in the catalog.
Updates a draft contractReplaces the draft contract identified by `draft_contract_id` with the supplied payload.
Updates a journal entryReplaces the lines and header metadata on an existing manual journal entry, subject to the same balancing rules as creation.
Records or corrects a milestone completionCreates or fully replaces the current completion on a milestone in a FULL contract.
Updates an approval workflowReplaces an approval workflow's definition.
Updates an invoiceIMPORTANT: This is a full-replace operation (PUT semantics).
Updates an invoice paymentReplaces the amount, date, and cash account on an existing uncleared invoice payment.
Updates a productUpdates a single product or bundle definition in the catalog.
Updates a vendorIMPORTANT: This is a full-replace operation (PUT semantics).
Updates a vendor creditIMPORTANT: This is a full-replace operation (PUT semantics).
Updates bill metadataIMPORTANT: This is a full-replace operation (PUT semantics).
Updates contract metadataIMPORTANT: This is a full-replace operation (PUT semantics).
Updates customer metadataFull replacement: every active key omitted from the request is cleared.
Updates a fieldChanges labels, validation rules, or visibility metadata on an existing custom field without recreating historical values.
Updates a field valueRenames or reorders a pick-list entry while preserving its underlying id so historical records stay linked to the same option.
Updates invoice metadataIMPORTANT: This is a full-replace operation (PUT semantics).
Updates invoice sent statusMarks whether an invoice has been delivered to the customer, which downstream workflows use for collections cadence and compliance reporting.
Updates credit memo taxesRefreshes tax quotes on an existing credit memo using the same structured payload as invoice tax updates, stamped with taxesCalculatedAt for auditability.
Updates invoice taxesRecalculates or replaces tax lines on an existing invoice using the supplied tax payload.
Uploads a document to a chargeAttaches a receipt (PDF, TXT, JPG/JPEG, PNG, GIF, XLSX/XLS, DOCX/DOC, CSV, RTF, TIFF/TIF, BMP, Pages, Numbers, PPTX, or PPT) to an existing charge using multipart form data with a single file part.
Uploads a document to a contractAttaches one PDF, JPEG, PNG, or XLSX file to an existing contract.
Uploads a documentAttaches a document (PDF, TXT, JPG/JPEG, PNG, GIF, XLSX/XLS, DOCX/DOC, CSV, RTF, TIFF/TIF, BMP, Pages, Numbers, PPTX, or PPT) such as an invoice, contract, or receipt to an existing bill using multipart form data with a single file part.
Uploads a document to a draft contractAttaches one PDF, JPEG, PNG, or XLSX file to an existing draft contract.
Uploads a document to an invoiceAttaches one PDF, JPEG, PNG, or XLSX file to an existing invoice.
Uploads a document to a manual journal entryAppends one PDF, JPEG, PNG, or XLSX of at most 20 MiB to an existing manual journal entry.
Uploads a document to a reimbursementAttaches a receipt (PDF, TXT, JPG/JPEG, PNG, GIF, XLSX/XLS, DOCX/DOC, CSV, RTF, TIFF/TIF, BMP, Pages, Numbers, PPTX, or PPT) to an existing reimbursement using multipart form data with a single file part.
Upserts a usage recordCreates usage records on dates where previously no usage was recorded.
