Scopes

Scopes are used to limit a token's access to Pennylane data.

Required scopes per endpoint
Here's our mapping of API endpoints and their required scopes:

ScopesEndpoints
categories:readonly

List categories of a category group

List categories

Retrieve a category

List category groups

Retrieve a category group

companies:readonly

List companies

Show companies

fiscal_years:readonlyList company's Fiscal Years
fiscal_years:all

Create a fiscal year

List Company's Fiscal Years

trial_balance:readonlyGet the trial balance of a company
exports:agl

Create an analytical general ledger export

Retrieve an analytical general ledger export

exports:fec

Create a FEC export

Retrieve a FEC export

dms_files:readonly

List Company's DMS Files

List Company's DMS Folders

Get DMS files changes events

dms_files:all

List Company's DMS Files

Upload a file to DMS

List Company's DMS Folders

Create a DMS folder

Get DMS files changes events

journals:readonly

List journals

Retrieve a journal

journals:all

Create a journal

List journals

Retrieve a journal

ledger_accounts:readonly

List ledger accounts

Get a ledger account

ledger_accounts:all

Create a ledger account

Update a ledger account

List ledger accounts

Get a ledger account

ledger_entries:readonly

List Ledger Entries

Retrieve a Ledger entry

List ledger entry lines

Retrieve a Ledger entry line

List ledger entry lines lettered to a given ledger entry line

Get ledger entry line change events

ledger_entries:all

Create a ledger entry

Update a ledger entry

List Ledger Entries

Retrieve a Ledger entry

List ledger entry lines

Retrieve a Ledger entry line

List ledger entry lines lettered to a given ledger entry line

Get ledger entry line change events

bank_accounts:readonlyList bank accounts
bank_accounts:all

Create a bank account

List bank accounts

customers:readonlyList customers
suppliers:readonlyList suppliers
file_attachments:allUpload a file
transactions:readonlyList transactions
transactions:all

Create a transaction

Update a transaction

List transactions