curl --request POST \
--url https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/import \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"documentVersion": 1,
"eventFinancials": {
"invoiceTypes": []
},
"policyFinancials": {
"invoiceTypes": [],
"classifications": []
},
"reporting": {
"exportSurfaces": [],
"invoiceTypeOverrides": []
}
}
'import requests
url = "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/import"
payload = {
"documentVersion": 1,
"eventFinancials": { "invoiceTypes": [] },
"policyFinancials": {
"invoiceTypes": [],
"classifications": []
},
"reporting": {
"exportSurfaces": [],
"invoiceTypeOverrides": []
}
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
documentVersion: 1,
eventFinancials: {invoiceTypes: []},
policyFinancials: {invoiceTypes: [], classifications: []},
reporting: {exportSurfaces: [], invoiceTypeOverrides: []}
})
};
fetch('https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/import', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/import",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'documentVersion' => 1,
'eventFinancials' => [
'invoiceTypes' => [
]
],
'policyFinancials' => [
'invoiceTypes' => [
],
'classifications' => [
]
],
'reporting' => [
'exportSurfaces' => [
],
'invoiceTypeOverrides' => [
]
]
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/import"
payload := strings.NewReader("{\n \"documentVersion\": 1,\n \"eventFinancials\": {\n \"invoiceTypes\": []\n },\n \"policyFinancials\": {\n \"invoiceTypes\": [],\n \"classifications\": []\n },\n \"reporting\": {\n \"exportSurfaces\": [],\n \"invoiceTypeOverrides\": []\n }\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/import")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"documentVersion\": 1,\n \"eventFinancials\": {\n \"invoiceTypes\": []\n },\n \"policyFinancials\": {\n \"invoiceTypes\": [],\n \"classifications\": []\n },\n \"reporting\": {\n \"exportSurfaces\": [],\n \"invoiceTypeOverrides\": []\n }\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/import")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"documentVersion\": 1,\n \"eventFinancials\": {\n \"invoiceTypes\": []\n },\n \"policyFinancials\": {\n \"invoiceTypes\": [],\n \"classifications\": []\n },\n \"reporting\": {\n \"exportSurfaces\": [],\n \"invoiceTypeOverrides\": []\n }\n}"
response = http.request(request)
puts response.read_bodyImport Financials Configuration
Additively creates missing invoice types, line-item types, and
classifications through the application settings actions. Existing natural
keys are unchanged, and a key held only by a deprecated row is not
resurrected. Reporting frames are replaced only when the normalized document
differs. ?dryRun=true reports the same validated plan without financials
configuration writes. No other query controls are accepted.
Required permission: company.configuration:import
curl --request POST \
--url https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/import \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"documentVersion": 1,
"eventFinancials": {
"invoiceTypes": []
},
"policyFinancials": {
"invoiceTypes": [],
"classifications": []
},
"reporting": {
"exportSurfaces": [],
"invoiceTypeOverrides": []
}
}
'import requests
url = "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/import"
payload = {
"documentVersion": 1,
"eventFinancials": { "invoiceTypes": [] },
"policyFinancials": {
"invoiceTypes": [],
"classifications": []
},
"reporting": {
"exportSurfaces": [],
"invoiceTypeOverrides": []
}
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
documentVersion: 1,
eventFinancials: {invoiceTypes: []},
policyFinancials: {invoiceTypes: [], classifications: []},
reporting: {exportSurfaces: [], invoiceTypeOverrides: []}
})
};
fetch('https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/import', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/import",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'documentVersion' => 1,
'eventFinancials' => [
'invoiceTypes' => [
]
],
'policyFinancials' => [
'invoiceTypes' => [
],
'classifications' => [
]
],
'reporting' => [
'exportSurfaces' => [
],
'invoiceTypeOverrides' => [
]
]
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/import"
payload := strings.NewReader("{\n \"documentVersion\": 1,\n \"eventFinancials\": {\n \"invoiceTypes\": []\n },\n \"policyFinancials\": {\n \"invoiceTypes\": [],\n \"classifications\": []\n },\n \"reporting\": {\n \"exportSurfaces\": [],\n \"invoiceTypeOverrides\": []\n }\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/import")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"documentVersion\": 1,\n \"eventFinancials\": {\n \"invoiceTypes\": []\n },\n \"policyFinancials\": {\n \"invoiceTypes\": [],\n \"classifications\": []\n },\n \"reporting\": {\n \"exportSurfaces\": [],\n \"invoiceTypeOverrides\": []\n }\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/import")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"documentVersion\": 1,\n \"eventFinancials\": {\n \"invoiceTypes\": []\n },\n \"policyFinancials\": {\n \"invoiceTypes\": [],\n \"classifications\": []\n },\n \"reporting\": {\n \"exportSurfaces\": [],\n \"invoiceTypeOverrides\": []\n }\n}"
response = http.request(request)
puts response.read_bodyAuthorizations
User-principal OAuth 2.0 Bearer authentication. Send a user-scoped Auth0 access token (audience = the app API audience) as Authorization: Bearer <jwt>. The request resolves to the user's identity and is authorized by their Role on the {companyId} in the path — the same role-based permissions the web app enforces. This is the path the MCP connector uses to act on a user's behalf; endpoints that accept it list both BearerAuth and ApiKeyAuth.
Path Parameters
Company identifier
Query Parameters
Report the validated import plan without applying it.
true 