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POST
Define an account template

Authorizations

Authorization
string
header
required

Same flow; ledger:write is required for any mutation.

Body

application/json
name
string
required
Example:

"accounts_receivable"

accounting_type
enum<string>
required
Available options:
asset,
liability,
revenue,
expense,
equity
allowed_currencies
string[]

Empty list means any currency is allowed.

Example:
balance_non_negative
boolean
default:false

When true, accounts using this template default to overdraft_policy=none.

description
string
metadata
object
fund_classification
enum<string>

Default classification inherited by accounts using this template.

Available options:
client_held,
operator,
neutral
custody_provider
string

Optional custody identifier inherited by accounts.

custody_external_id
string

Paired with custody_provider.

Response

Created

object
enum<string>
Available options:
account_template
name
string
accounting_type
string
allowed_currencies
string[]
balance_non_negative
boolean
description
string | null
metadata
object
created_at
string<date-time>