> ## Documentation Index > Fetch the complete documentation index at: https://docs.go.aiinsurance.io/llms.txt > Use this file to discover all available pages before exploring further. # Import 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` ## OpenAPI ````yaml /openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/financials/config/import openapi: 3.0.3 info: title: AI Insurance External API description: External API for AI Insurance platform version: 1.0.0 contact: email: support@aiinsurance.io servers: - url: https://go.aiinsurance.io description: Production security: - ApiKeyAuth: [] paths: /api/v1/companies/{companyId}/financials/config/import: post: tags: - Financials summary: Import Financials Configuration description: > 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` operationId: importFinancialsConfig parameters: - $ref: '#/components/parameters/companyId' - name: dryRun in: query required: false schema: type: string enum: - 'true' description: Report the validated import plan without applying it. requestBody: required: true content: application/json: schema: $ref: '#/components/schemas/FinancialsConfigDocument' examples: empty: summary: Empty financials configuration value: documentVersion: 1 eventFinancials: invoiceTypes: [] policyFinancials: invoiceTypes: [] classifications: [] reporting: exportSurfaces: [] invoiceTypeOverrides: [] responses: '200': description: Validated import plan, applied unless dryRun is true. content: application/json: schema: $ref: '#/components/schemas/FinancialsConfigImportResponse' examples: idempotent: summary: Nothing needed to change value: dryRun: false changes: eventInvoiceTypesCreated: [] policyInvoiceTypesCreated: [] lineItemTypesCreated: [] classificationsCreated: [] deprecatedRowsCreated: [] reportingFrameConfigUpdated: false skipped: existingNaturalKeys: [] deprecatedNaturalKeys: [] '400': description: Invalid document or query parameter. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' '401': $ref: '#/components/responses/Unauthorized' '403': $ref: '#/components/responses/Forbidden' '500': $ref: '#/components/responses/InternalServerError' security: - BearerAuth: [] - ApiKeyAuth: [] components: parameters: companyId: name: companyId in: path required: true schema: type: string format: uuid description: Company identifier schemas: FinancialsConfigDocument: type: object additionalProperties: false required: - documentVersion - eventFinancials - policyFinancials - reporting properties: documentVersion: type: integer enum: - 1 eventFinancials: type: object additionalProperties: false required: - invoiceTypes properties: invoiceTypes: type: array items: type: object additionalProperties: false required: - name - kind - expectedDirection - deprecated - lineItemTypes properties: name: type: string minLength: 1 kind: type: string enum: - reserved - operating expectedDirection: type: string enum: - payable - receivable deprecated: type: boolean lineItemTypes: type: array items: type: object additionalProperties: false required: - name - direction - deprecated properties: name: type: string minLength: 1 direction: type: string enum: - payable - receivable deprecated: type: boolean policyFinancials: type: object additionalProperties: false required: - invoiceTypes - classifications properties: invoiceTypes: type: array items: type: object additionalProperties: false required: - name - expectedDirection - deprecated - lineItemTypes properties: name: type: string minLength: 1 expectedDirection: type: string enum: - payable - receivable deprecated: type: boolean presets: type: object additionalProperties: false required: - paymentCount - owedLeadTimeDays - payeeRule properties: paymentCount: type: integer minimum: 1 owedLeadTimeDays: type: integer minimum: 0 payeeRule: type: string enum: - primary-insured - broker lineItemTypes: type: array items: type: object additionalProperties: false required: - name - direction - componentKind - deprecated properties: name: type: string minLength: 1 direction: type: string enum: - payable - receivable componentKind: type: string enum: - Premium - Taxes - Fees - BrokerCommission - ProgramCommission - Other deprecated: type: boolean classifications: type: array items: type: object additionalProperties: false required: - key - label - rollup - deprecated properties: key: type: string minLength: 1 label: type: string minLength: 1 rollup: type: string enum: - premium - taxes - fees legacyMatch: type: object additionalProperties: false required: - kind - label properties: kind: type: string enum: - Premium - Taxes - Fees - BrokerCommission - ProgramCommission - Other label: type: string minLength: 1 deprecated: type: boolean reporting: type: object additionalProperties: false required: - exportSurfaces - invoiceTypeOverrides properties: exportSurfaces: type: array items: type: object additionalProperties: false required: - surface - frame properties: surface: type: string enum: - transactions - overview - reserveUpdates - eventExport - smartTags frame: type: string enum: - flow - category invoiceTypeOverrides: type: array items: type: object additionalProperties: false required: - eventInvoiceType - surface - frame properties: eventInvoiceType: type: string minLength: 1 surface: type: string enum: - transactions - overview - reserveUpdates - eventExport - smartTags frame: type: string enum: - flow - category FinancialsConfigImportResponse: type: object additionalProperties: false required: - dryRun - changes - skipped properties: dryRun: type: boolean changes: type: object additionalProperties: false required: - eventInvoiceTypesCreated - policyInvoiceTypesCreated - lineItemTypesCreated - classificationsCreated - deprecatedRowsCreated - reportingFrameConfigUpdated properties: eventInvoiceTypesCreated: type: array items: type: string policyInvoiceTypesCreated: type: array items: type: string lineItemTypesCreated: type: array items: type: object additionalProperties: false required: - scope - invoiceType - lineItemType properties: scope: type: string enum: - event - policy invoiceType: type: string lineItemType: type: string classificationsCreated: type: array items: type: string deprecatedRowsCreated: type: array items: type: string reportingFrameConfigUpdated: type: boolean skipped: type: object additionalProperties: false required: - existingNaturalKeys - deprecatedNaturalKeys properties: existingNaturalKeys: type: array items: type: string deprecatedNaturalKeys: type: array items: type: string ErrorResponse: type: object description: Standard error response for all external API endpoints required: - error properties: error: type: object required: - code - message properties: code: type: string description: Machine-readable error code example: VALIDATION_ERROR message: type: string description: Human-readable error message example: 'submissionId: Required field is missing' userMessages: type: array description: >- Clean, verbatim-displayable messages — one entry per failure, free of error-code tags, field paths, and internal noise. Suitable for showing to end users as-is. items: type: string example: - Exposures of type 'company' require an address details: type: array description: Additional details for validation errors (field-level errors) items: type: object properties: field: type: string description: The field that caused the error example: submissionId message: type: string description: Description of the field error example: Required field is missing responses: Unauthorized: description: Unauthorized - Invalid or missing API key content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: missingApiKey: summary: Missing API key value: error: code: AuthenticationError message: API key authentication required userMessages: - API key authentication required invalidApiKey: summary: >- Invalid API key (e.g. unknown key, or a Bearer token used instead of an API key) value: error: code: AuthenticationError message: Invalid API key userMessages: - Invalid API key Forbidden: description: Forbidden - Insufficient permissions content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: insufficientPermissions: summary: Insufficient permissions value: error: code: AuthorizationError message: User is not authorized to perform the requested action userMessages: - User is not authorized to perform the requested action companyMismatch: summary: A valid API key naming another company in the URL value: error: code: AuthorizationError message: API key is not scoped to the requested company userMessages: - API key is not scoped to the requested company InternalServerError: description: Internal Server Error - Unexpected error occurred content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: internalError: summary: Unexpected server error value: error: code: UncaughtActionError message: Uncaught error occurred in userMessages: - An unexpected error occurred. Please try again later. securitySchemes: ApiKeyAuth: type: apiKey in: header name: Authorization description: >- API key authentication. Send your raw API key as the `Authorization` header value with NO scheme prefix — `Authorization: YOUR-API-KEY`. Do NOT prefix it with `Bearer ` or `ApiKey `, and do not use an `X-API-Key` header; those are not accepted. BearerAuth: type: http scheme: bearer bearerFormat: JWT description: >- User-principal OAuth 2.0 Bearer authentication. Send a user-scoped Auth0 access token (audience = the app API audience) as `Authorization: Bearer `. 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`. ````