canonical: https://jentic.com/apis/silverfin.com/silverfin

# Silverfin API

Silverfin accounting platform API for managing companies, accounts, periods, reconciliations, and financial data. The API exposes 17 endpoints secured with oauth2 authentication.

## For AI agents

Programmatically create company, list companies. Covers 17 operations with oauth2 authentication.

## Scope

Does not handle payments, communications, or crm - use for finance and accounting only.

## Capabilities

- Create company
- List companies
- Update company
- Get company
- Archive company
- Add user to company

## Use cases

### Finance and Accounting Operations

Use the Silverfin API to perform finance operations programmatically. The API provides 17 endpoints covering core functionality including create company, list companies, update company.

Example prompt: Call POST /companies to create company

### Automated Accounts Management

Automate accounts operations by combining multiple Silverfin API endpoints. Agents can list companies and then update company in a single workflow.

Example prompt: Call GET /companies to list companies, then verify the result

### AI Agent Integration via Jentic

AI agents discover and call Silverfin API endpoints through Jentic without managing credentials directly. An agent searches for the required operation by intent, receives the matching endpoint schema, and executes the call with Jentic-managed authentication. This eliminates the need to read API documentation or handle oauth2 tokens manually.

Example prompt: Search Jentic for 'create company', load the operation schema, and execute with Jentic-managed credentials

## Key endpoints

| Method | Path | Description |
| --- | --- | --- |
| POST | `/companies` | Create company |
| GET | `/companies` | List companies |
| POST | `/companies/{id}` | Update company |
| GET | `/companies/{id}` | Get company |
| DELETE | `/companies/{id}` | Archive company |
| GET | `/companies/{id}/users` | List company users |
| POST | `/companies/{id}/users/{user_id}` | Add user to company |
| GET | `/companies/{id}/accounts` | List company accounts |

## Key resources

- **Accounts** — Operations for accounts
- **Adjustments** — Operations for adjustments
- **Companies** — Operations for companies
- **Periods** — Operations for periods
- **Reconciliations** — Operations for reconciliations

## Why Jentic

- **Setup:** Wiring Silverfin by hand means running its OAuth2 authorization-code flow with a firm-scoped token URL and pointing calls at https://developer.silverfin.com/api/v4. Through Jentic you install once, import Silverfin from the API Directory, store the credential once, and your agent calls it.
- **Permission scoping:** Silverfin puts the company id in the URL path (`/companies/{id}`), so a rule can pin your agent to one company: it can read that company, its users, and its accounts and nothing else. You choose the operations it may call, so destructive ones like deleting a company are not included unless you add them.
- **Credential handling:** Your Silverfin credential is stored once, encrypted, by your own Jentic One instance and injected at execution time. It never enters the agent's prompt, logs, or context.
- **Discovery method:** Agents search Jentic by intent such as 'create a company' or 'list a company's accounts', and Jentic returns the matching Silverfin operation with its input schema so the agent calls the right endpoint without browsing the reference docs.

## Related APIs

- **Plaid** — Alternative finance API
- **Xero** — Alternative finance API

## FAQ

### What authentication does the Silverfin API use?

The Silverfin API uses OAuth 2.0 for authorization. Through Jentic, these credentials are stored encrypted in your Jentic One instance and injected at execution time, so raw secrets never enter the agent context.

### Can I create company with the Silverfin API?

Yes. Use the POST /companies endpoint. The API returns structured JSON responses that agents can parse and act on directly.

### What are the rate limits for the Silverfin API?

Rate limits are not specified in the OpenAPI spec. Check the vendor documentation for current limits. Through Jentic, rate limiting is handled automatically with retry logic built into the execution layer.

### How do I create company through Jentic?

Install the Jentic SDK with pip install jentic, authenticate through Jentic One, the self-hosted execution layer, then search for 'create company'. Jentic returns the matching Silverfin API operation with its input schema. Load the schema and execute the call - credentials are injected automatically.

### How many endpoints does the Silverfin API have?

The Silverfin API exposes 17 endpoints covering accounts, adjustments, companies operations.

### Can I limit what my agent is allowed to do with the Silverfin API?

Yes. Because you run Jentic One yourself, your own rules decide which Silverfin operations and credentials the agent may use. Since Silverfin puts the company id in the URL path, such as `/companies/{id}`, you can pin the agent to a single company so it can read that company, its users, and its accounts and nothing else. You also choose exactly which operations it may call, so destructive actions like archiving a company via DELETE `/companies/{id}` are excluded unless you add them.
