For Agents
Manage clients, contacts, contracts, and invoices in the Uku practice-management platform via 34 endpoints with JWT bearer authentication.
Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Uku API, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.
# On the machine that will host your Jentic One instance:
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh
jentic register # connects your agent to your Jentic One instanceJentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.
What an agent can do with Uku API.
Authenticate via POST /login and obtain a JWT bearer token for subsequent calls
Create and list client records that drive billing and contract relationships
Sync contact details against Uku for use in engagement letters
Read invoice records and invoice-seller metadata for reconciliation
GET STARTED
Use for: I need to log in to Uku and obtain an access token, Create a new client record in Uku, List all invoices for a given client, Retrieve contact details for contact id 7421
Not supported: Does not handle payment processing, payroll, or tax filing — use for Uku practice-management client, contract, and invoice records only.
The Uku API is the integration surface for the Uku practice-management platform used by accounting firms. Across 34 endpoints it covers clients, contacts, contracts, invoices, invoice sellers, and a login flow that issues JWT bearer tokens for subsequent calls. Accountants and accounting tools use it to sync client lists, push invoices into Uku, and read contract status without manual data entry across systems.
Retrieve contract status to gate workflow steps in downstream tools
Look up a single client, contact, contract, or invoice by id
Patterns agents use Uku API for, with concrete tasks.
★ Sync Client Lists Between Uku and a CRM
Accounting firms running both a CRM and Uku must keep client lists aligned so engagement letters, invoices, and contracts route to the right party. The Uku API exposes client list and create endpoints so a sync job can mirror the CRM's customer table into Uku each night, with idempotent updates against the same Uku client id.
Pull the firm's CRM client list, then for each client call POST /clients in Uku if no matching record exists.
Pull Invoice Status for Reconciliation
Accountants reconciling between Uku and a general ledger pull the Uku invoice list and per-invoice details to confirm which invoices are issued, paid, or outstanding. The /invoices and /invoices/{invoice_id} endpoints make this straightforward without exporting CSVs from the Uku UI.
List all invoices, then fetch full details for any whose status is 'pending' and report the totals.
Contract Status Gating in Workflow Tools
When a workflow tool kicks off a tax or audit job, it can call the Uku contracts endpoint first to verify the client has a current signed engagement. The contract list and detail endpoints expose status so the workflow either proceeds or pauses the job until the engagement letter is in place.
Fetch contract id 998 and only proceed with downstream steps if status equals 'signed'.
AI Agent Practice Management Tasks
An AI agent triaging accountant email can create Uku clients, look up contracts, and queue invoices without UI navigation. Through Jentic the agent finds each operation by intent ('create a client in Uku', 'list invoices for client'), loads the schema, and executes, while the JWT token stays in the encrypted vault.
Create a client named 'Acme Ltd' in Uku, then list any existing contracts for that client.
34 endpoints — the uku api is the integration surface for the uku practice-management platform used by accounting firms.
METHOD
PATH
DESCRIPTION
/login
Authenticate and receive a JWT bearer token
/clients
List clients
/clients
Create a client record
/clients/{client_id}
Retrieve a single client
/contracts
List contracts
/invoices
List invoices
/invoices/{invoice_id}
Retrieve a single invoice
/login
Authenticate and receive a JWT bearer token
/clients
List clients
/clients
Create a client record
/clients/{client_id}
Retrieve a single client
/contracts
List contracts
Three things that make agents converge on Jentic-routed access.
Credential isolation
Uku login credentials and the resulting JWT bearer token are stored encrypted in the Jentic vault. Agents receive a scoped invocation capability so the JWT never enters the agent's context, and refresh is handled centrally.
Intent-based discovery
Agents search by intent (e.g. 'create a client in uku' or 'list uku invoices') and Jentic returns the matching Uku operation with its full input schema for direct execution.
Time to first call
Direct Uku integration including login flow, JWT refresh, and client/invoice sync wiring: 1-2 days. Through Jentic: under 1 hour — search, load, execute.
Alternatives and complements available in the Jentic catalogue.
Specific to using Uku API through Jentic.
What authentication does the Uku API use?
Uku uses HTTP bearer authentication with a JWT token. POST /login exchanges the user's credentials for the JWT, which is then sent as Authorization: Bearer <token>. Through Jentic the credentials and resulting JWT are stored encrypted in the vault — the agent receives a scoped invocation capability rather than the raw token.
Can I create a client with the Uku API?
Yes. POST /clients accepts the client payload and returns the created record with its id. Use GET /clients to verify the record exists before re-running a creation, since the spec does not declare an idempotency-key endpoint here.
What are the rate limits for the Uku API?
The spec does not declare explicit rate limits. Production integrations should respect 429 responses, throttle bulk client and invoice sync jobs, and avoid running tight loops over /invoices for large client books.
How do I retrieve invoices through Jentic?
Search Jentic for 'list uku invoices'. Jentic returns the GET /invoices operation with its query parameter schema; load it, optionally filter by client, and execute. For a single invoice's full payload, follow up with GET /invoices/{invoice_id}.
Does the Uku API expose contract status?
Yes. GET /contracts lists contracts and GET /contracts/{contract_id} returns the full record including status. This is the standard gate to verify an engagement letter is signed before downstream automation runs.
/invoices
List invoices
/invoices/{invoice_id}
Retrieve a single invoice