Finance

Current release · Updated October 2, 2026

DryKraft finance API: methods, permissions, request fields, response shapes, examples and current limits. Read authentication and error handling first.

GET/api/finance/profile

Read issuer profile

Access: Workspace member · Success: 200

Default profile uses workspace name until configured.

No request body is required.

Response

Use FinanceProfile.

Request shape (illustrative)

curl --request GET \
  --url 'https://app.drykraft.com/api/finance/profile' \
  --cookie 'drykraft_session=<YOUR_SESSION_TOKEN>'

PUT/api/finance/profile

Save issuer profile

Access: Owner or admin · Success: 200

Issued invoices keep their issuer snapshot.

JSON request

Use FinanceProfile.

Response

Use FinanceProfile.

Request shape (illustrative)

curl --request PUT \
  --url 'https://app.drykraft.com/api/finance/profile' \
  --cookie 'drykraft_session=<YOUR_SESSION_TOKEN>' \
  --header 'Content-Type: application/json' \
  --data '{
  "business_name": "<Nonblank issuer name>"
}'

GET/api/finance/summary

Read currency totals

Access: Workspace member · Success: 200

One row per currency. Monetary totals are decimal strings of minor units; overdue uses workspace timezone. No exchange conversion.

No request body is required.

Response

object[].

Request shape (illustrative)

curl --request GET \
  --url 'https://app.drykraft.com/api/finance/summary' \
  --cookie 'drykraft_session=<YOUR_SESSION_TOKEN>'

POST/api/finance/templates/{name}

Create finance workflow draft

Access: Owner, admin or member · Success: 201

name: won-deal, expense-approval or invoice-paid. Creates an unpublished workflow; review then publish separately.

No request body is required.

Response

Use Workflow.

Request shape (illustrative)

curl --request POST \
  --url 'https://app.drykraft.com/api/finance/templates/won-deal' \
  --cookie 'drykraft_session=<YOUR_SESSION_TOKEN>'

POST/api/finance/{key}

Create finance draft

Access: Owner, admin or member · Success: 201

key: invoices or expenses. Wrap InvoiceData/ExpenseData in data. Draft is server-calculated and field-validated.

JSON request

Field	Type	Required	Details
`data`	InvoiceData or ExpenseData	Yes

Response

Use Record.

Request shape (illustrative)

curl --request POST \
  --url 'https://app.drykraft.com/api/finance/invoices' \
  --cookie 'drykraft_session=<YOUR_SESSION_TOKEN>' \
  --header 'Content-Type: application/json' \
  --data '{
  "data": {
    "name": "Example consulting invoice",
    "customer_name": "Example Company",
    "currency": "USD",
    "issue_date": "2026-10-02",
    "due_date": "2026-11-01",
    "items": [
      {
        "description": "Consulting",
        "quantity": "1",
        "unit_price": "100.00",
        "discount": "0",
        "tax_rate": "0"
      }
    ]
  }
}'

PUT/api/finance/{key}/{id}

Replace finance draft

Access: Owner, admin or member · Success: 200

key: invoices or expenses. Only current Draft can be edited. Supply complete desired draft values.

JSON request

Field	Type	Required	Details
`data`	InvoiceData or ExpenseData	Yes
`version`	integer	Yes	Positive optimistic version returned by the latest read. Refresh on 409; do not overwrite stale changes. Min 1.

Response

Use Record.

Request shape (illustrative)

curl --request PUT \
  --url 'https://app.drykraft.com/api/finance/invoices/00000000-0000-4000-8000-000000000001' \
  --cookie 'drykraft_session=<YOUR_SESSION_TOKEN>' \
  --header 'Content-Type: application/json' \
  --data '{
  "data": {
    "name": "Example consulting invoice",
    "customer_name": "Example Company",
    "currency": "USD",
    "issue_date": "2026-10-02",
    "due_date": "2026-11-01",
    "items": [
      {
        "description": "Consulting",
        "quantity": "1",
        "unit_price": "100.00",
        "discount": "0",
        "tax_rate": "0"
      }
    ]
  },
  "version": 1
}'

GET/api/finance/{key}/{id}/entries

Read finance payment entries

Access: Workspace member · Success: 200

Latest first. No endpoint deletes or edits payment entries.

No request body is required.

Response

object[]. id, record_id, kind, amount_minor, currency, paid_on, method, reference, actor_id, actor_name, created_at

Request shape (illustrative)

curl --request GET \
  --url 'https://app.drykraft.com/api/finance/invoices/00000000-0000-4000-8000-000000000001/entries' \
  --cookie 'drykraft_session=<YOUR_SESSION_TOKEN>'

POST/api/finance/{key}/{id}/action

Move finance state

Access: Owner, admin or member · Success: 200

Invoices: Draft → issue → Issued; unpaid Draft/Issued → void (admin, reason required). Expenses: Draft → submit → Submitted → approve/reject (admin); Rejected → reopen → Draft. Reject needs reason. Issuing requires positive total and freezes issuer/number/details.

JSON request

Field	Type	Required	Details
`action`	issue \| void \| submit \| approve \| reject \| reopen	Yes	State transition
`version`	integer	Yes	Positive optimistic version returned by the latest read. Refresh on 409; do not overwrite stale changes. Min 1.
`note`	string	No	Reason or note, default empty Max 2000 characters.

Response

Use Record.

Request shape (illustrative)

curl --request POST \
  --url 'https://app.drykraft.com/api/finance/invoices/00000000-0000-4000-8000-000000000001/action' \
  --cookie 'drykraft_session=<YOUR_SESSION_TOKEN>' \
  --header 'Content-Type: application/json' \
  --data '{
  "action": "issue",
  "version": 1
}'

POST/api/finance/{key}/{id}/payments

Record payment

Access: Owner, admin or member · Success: 200

Invoices: positive received amount <=balance, issued/partially paid only. Expenses: admin only, Approved, exact full amount. Date cannot be in future. UUID id supports identical retry; changed content returns 409. This does not charge or transfer money.

JSON request

Use Payment.

Response

Use Record.

Request shape (illustrative)

curl --request POST \
  --url 'https://app.drykraft.com/api/finance/invoices/00000000-0000-4000-8000-000000000001/payments' \
  --cookie 'drykraft_session=<YOUR_SESSION_TOKEN>' \
  --header 'Content-Type: application/json' \
  --data '{
  "id": "00000000-0000-4000-8000-000000000001",
  "version": 1,
  "amount": "<value>",
  "paid_on": "2026-10-02",
  "method": "Bank transfer",
  "reference": "<Nonblank payment reference>"
}'

GET/api/finance/invoices/{id}/pdf

Download invoice PDF

Access: Workspace member · Success: 200

Draft, issued and void documents reflect their state. Issued document uses frozen issuer. Private/no-store; attachment filename from invoice number.

No request body is required.

Response

binary.

Request shape (illustrative)

curl --request GET \
  --url 'https://app.drykraft.com/api/finance/invoices/00000000-0000-4000-8000-000000000001/pdf' \
  --cookie 'drykraft_session=<YOUR_SESSION_TOKEN>'