API reference

Authentication

Create a personal token in the app under Settings → API Access. Send it as a bearer credential on any /api route. Choose which business the request acts on with the X-Business-Id header (ids come from GET /api/businesses), or set a default business on the token itself.

curl https://cashlucent.com/api/customers \
  -H "Authorization: Bearer clk_your_token_here" \
  -H "X-Business-Id: your_business_id"

A token acts as you, with exactly your roles, in every business you can reach. For read-only access, invite a Viewer teammate and use their token instead.

What you can do

• Everything the app itself does. The API is the same set of routes the UI calls, so any screen has an endpoint behind it.
• Customers, vendors, and products/services: list, create, update, delete, and CSV import.
• Transactions of every kind through one endpoint: sales receipts, invoices, payments, expenses, bills, bill payments, refunds, credit memos, vendor credits, transfers, journal entries. Tag lines to projects for program P&L.
• Estimates, purchase orders, recurring templates, bank deposits, and banking imports, rules, and reconciliation.
• Projects and project budgets, company budgets, payment terms, sales tax agencies and rates.
• Every report: P&L, Balance Sheet, Trial Balance, General Ledger, Cash Flow, aging and open balances, sales tax, sales by customer or item, expenses by vendor, budget vs actual, inventory, project, transaction detail, audit log, 1099.
• Customer and vendor statements, saved report views, and switching the active business per request with the X-Business-Id header.