API Reference
Workspace
Update workspace-level settings for the authenticated workspace. Currently supports setting the cutover date.
Last updated 2026-07-28
Overview
The Workspace API updates workspace-level settings that are not owned by a single accounting resource. Today the only writable field is `cutoverDate` — the date COUNT-managed bookkeeping begins.
Everything on or before the cutover date is summarized by opening balances rather than tracked line-by-line. Read the current value from GET /partners/workspace-stats (`workspace.cutoverDate`) before changing it.
Key concepts
Moving the cutover forward
Moving cutover later is a re-baseline guard: it rejects with 400 explaining the entry count if the workspace already has posted activity.
Imported trial balance
Setting the cutover for the first time is rejected with 400 if the workspace already has an imported trial balance with no cutover — contact support to resolve first.
Workspace cutover update
PATCH body accepts `cutoverDate` (required).
Attributes
cutoverDatedaterequiredYYYY-MM-DD cutover date. Moving earlier is always allowed; moving later is only allowed when the workspace has zero posted journal entries.
{
"cutoverDate": "2026-03-01"
}Opening balances
After setting cutover, use the Opening Balance API to publish conversion balances as of that date.MCP equivalent
COUNT_update_workspace.Related
Recent changes
Connections, reconciliations, opening balance, workspace cutover, and transaction bulk ops
Documented Partner API groups for bank Connections (including Plaid Hosted Link connect/complete/reconnect), Reconciliations (create draft + complete), Opening Balance (get/set conversion balance), and Workspace (PATCH cutoverDate). Added PATCH /partners/transactions/change-category-bulk and exclude-bulk. Removed non-existent POST /partners/bills/bulk and /partners/invoices/bulk from the reference. Extended the MCP tool catalog with the matching COUNT_* tools plus remote-only COUNT_get_bulk_task_status and COUNT_remember/recall/forget.