API Overview

The Kualia API is a REST API that gives you full read and write access to your budget — transactions, accounts, merchants, categories, and monthly envelope assignments. Use it to build scripts, sync data into spreadsheets, or connect Kualia to your own tools. Base URL

https://api.kualia.com/v1

Quick start

1. Create an API key. In the web app, go to Settings → API Keys and click Create Key. Copy the key when it’s shown — it’s only displayed once. 2. Find your workspace id.

curl https://api.kualia.com/v1/workspaces \
  -H "Authorization: Bearer YOUR_API_KEY"

3. Fetch your transactions.

curl "https://api.kualia.com/v1/workspaces/WORKSPACE_ID/transactions?since_date=2026-07-01" \
  -H "Authorization: Bearer YOUR_API_KEY"

Response format

Every successful response wraps its payload in a data object:

{
  "data": {
    "currency": "USD",
    "transactions": [
      {
        "id": "k1730s...",
        "date": "2026-07-05",
        "amount": "-12.34",
        "account_id": "k4859a...",
        "account_name": "Chase Checking",
        "merchant_id": "k9921m...",
        "merchant_name": "Starbucks",
        "category_id": "k5511c...",
        "category_name": "Dining Out",
        "status": "cleared",
        "review_status": "reviewed",
        "type": "regular",
        "notes": null,
        "splits": null,
        "deleted": false
      }
    ],
    "next_cursor": null
  }
}

Errors return a matching error object — see Errors.

Conventions

Convention	Detail
Amounts	Decimal strings in the workspace currency, e.g. `"-12.34"`. Negative = money out, positive = money in. No milliunits, no cents-as-integers.
Dates	`YYYY-MM-DD` strings. Budget months are `YYYY-MM`.
Ids	Opaque strings returned by the API. Pass them back exactly as received.
Field case	All request and response fields are `snake_case`.
Writes	`POST` creates, `PATCH` partially updates (send only the fields you want to change), `DELETE` deletes.
Currency	Workspace-scoped responses include a top-level `currency` code so you always know what unit amounts are in.

Endpoints at a glance

Resource	Operations
`/user`	Get the authenticated user
`/workspaces`	List and get workspaces
`/workspaces/{id}/accounts`	List, get, create, update, close, delete accounts
`/workspaces/{id}/transactions`	List, get, create (incl. transfers & splits), update, delete, restore
`/workspaces/{id}/merchants`	List, get, create, rename, delete (with optional merge)
`/workspaces/{id}/categories`	List, get, create, update, archive, delete; manage groups
`/workspaces/{id}/months/{month}`	Read a budget month; set assigned amounts per category

Prefer talking to your budget from an AI assistant instead of code? Kualia also ships a hosted MCP server with OAuth — no API keys needed.

Getting Started

Core Features

Apps & Platforms

MCP

API Reference

More

Quick start

Response format

Conventions

Endpoints at a glance

​Quick start

​Response format

​Conventions

​Endpoints at a glance

Quick start

Response format

Conventions

Endpoints at a glance