Create Entity

post/extensions/roboledger/{graph_id}/operations/create-entity

Add an entity to the graph's reporting group: a subsidiary under parent_entity_id (default the group parent) that keeps its own books, chart of accounts and close, on the group's fiscal cadence. A graph created without an entity gets this one as its group parent. Creates the entity row only — give it a chart next (initialize-chart-of-accounts with entity_id) and a calendar (initialize with entity_id); from then on every ledger operation takes entity_id to act in its books, and omitting it means the group parent. The Reporting Style follows entity_type unless reporting_style_id names one. ticker prefixes the entity's account names and must be unique in the graph (409). There is no cap on entities: a graph is one reporting group, and everyone with access to it sees every entity.

Idempotency: supply an Idempotency-Key header to make safe retries; replays within 24 hours return the same envelope. Reusing the key with a different body returns HTTP 409 Conflict.

Authentication

Authenticate in any one of these ways — not all of them:

API key in the X-API-Key header.
Bearer token in the Authorization header.

Path parameters

Name	Type	Description
`graph_id`required	string	Graph Id Constraints: matches `^(kg[a-f0-9]{16,}(?:_[a-zA-Z0-9]{1,20})?\|sec(?:_[a-zA-Z0-9]{1,20})?\|library)$`

Header parameters

Name	Type	Description
`Idempotency-Key`optional	string	Idempotency-Key

Request body

Required, application/json.

Field	Type	Description
`name`required	string	Display name. Constraints: 1–255 characters
`legal_name`optional	string	Registered legal name. Defaults to `name`.
`entity_type`optional	string	Legal form: `corporation`, `llc`, `partnership`, `sole_proprietorship`, `non_profit`. Picks the default Reporting Style (partnership and llc have equity-form Styles of their own; anything else is corporate) and the equity rows of a chart template.
`reporting_style_id`optional	string	Structure id of the Reporting Style to present under, validated in the graph like change-reporting-style. Omit to derive it from `entity_type`.
`parent_entity_id`optional	string	The entity this one is held under. Omit for the group parent; name a subsidiary to nest a sub-group under it.
`ownership_pct`optional	number	The parent's share of this entity, as a percent (100 = wholly owned). Omit when not recorded. Refused on a graph's first entity, which becomes the group parent. Constraints: at most 100; greater than 0
`ticker`optional	string	Short symbol, unique in the graph; it prefixes the entity's account names (`coa-<ticker>:1000`). Derived from the name's initials when omitted. Constraints: 1–10 characters
`uri`optional	string	Canonical URL / external identifier.
`cik`optional	string
`sic`optional	string
`sic_description`optional	string
`category`optional	string
`state_of_incorporation`optional	string
`fiscal_year_end`optional	string	Fiscal year-end as MM-DD. Defaults to the parent's: a graph has one fiscal cadence, and every entity's calendar follows it.
`tax_id`optional	string
`lei`optional	string
`industry`optional	string
`phone`optional	string
`website`optional	string
`address_line1`optional	string
`address_city`optional	string
`address_state`optional	string
`address_postal_code`optional	string
`address_country`optional	string

Example request

curl · example 1 of 2

curl -X POST "https://api.robosystems.ai/extensions/roboledger/{graph_id}/operations/create-entity" \
  -H "X-API-Key: $ROBOSYSTEMS_API_KEY" \
  -H "Idempotency-Key: <Idempotency-Key>" \
  -H "Content-Type: application/json" \
  -d '{
  "entity_type": "llc",
  "name": "Maple Court LLC",
  "ownership_pct": 100
}'

curl · example 2 of 2

curl -X POST "https://api.robosystems.ai/extensions/roboledger/{graph_id}/operations/create-entity" \
  -H "X-API-Key: $ROBOSYSTEMS_API_KEY" \
  -H "Idempotency-Key: <Idempotency-Key>" \
  -H "Content-Type: application/json" \
  -d '{
  "entity_type": "llc",
  "legal_name": "Harbor Property Management, LLC",
  "name": "Harbor Property Management LLC",
  "ownership_pct": 60,
  "parent_entity_id": "ent_01J9ZK3M4N5P6Q7R8S9T0V1W2X",
  "state_of_incorporation": "DE",
  "tax_id": "12-3456789",
  "ticker": "HPM"
}'

Responses

200 Successful Response

Field Type Description

operationrequired

string

Kebab-case operation name

operationIdrequired

string

op_-prefixed ULID for audit and SSE correlation

statusrequired

string

Operation lifecycle state

One of: completed, pending, failed

resultoptional

LedgerEntityResponse

Command-specific result payload

LedgerEntityResponse fields

Field	Type	Description
`id`required	string	Entity identifier (ULID).
`name`required	string	Display name shown in UI.
`legal_name`optional	string	Full registered legal name (when different from `name`).
`uri`optional	string	Canonical URL / external identifier.
`cik`optional	string	SEC CIK (Central Index Key).
`ticker`optional	string	Stock ticker symbol.
`exchange`optional	string	Listing exchange (e.g. 'NASDAQ', 'NYSE').
`sic`optional	string	SIC industry code.
`sic_description`optional	string	SIC code description.
`category`optional	string	Filer category (e.g. 'Large Accelerated Filer').
`state_of_incorporation`optional	string	US state or country of incorporation.
`fiscal_year_end`optional	string	Fiscal year-end as MM-DD (e.g. '12-31', '06-30').
`tax_id`optional	string	Tax ID (EIN / SSN).
`lei`optional	string	Legal Entity Identifier (ISO 17442).
`industry`optional	string	Free-form industry label.
`entity_type`optional	string	Legal form (e.g. 'corporation', 'llc', 'lp').
`reporting_style_id`optional	string	Active Reporting Style (Structure id) governing this entity's statement layout. Change it via the change-reporting-style operation.
`phone`optional	string
`website`optional	string
`status`optional	string	Operational status: 'active' \| 'inactive' \| 'dissolved'. Default: `active`
`is_parent`optional	boolean	True for top-level entities; False for subsidiaries. Default: `true`
`parent_entity_id`optional	string	Parent entity ID for subsidiaries; null for top-level.
`ownership_pct`optional	number	The parent's share of this entity, as a percent (100 = wholly owned). Null on the group parent, and where it was never recorded.
`source`optional	string	Provenance: 'native' \| 'sec' \| 'quickbooks' \| 'xero' \| 'plaid'. Default: `native`
`source_id`optional	string	Source-system primary key for sync reconciliation.
`source_graph_id`optional	string	Origin graph for received entities (cross-graph linking, e.g. RoboInvestor portfolio holdings).
`connection_id`optional	string	Source connection that ingested this row.
`address_line1`optional	string
`address_city`optional	string
`address_state`optional	string
`address_postal_code`optional	string
`address_country`optional	string
`created_at`optional	string
`updated_at`optional	string

atrequired

string

ISO-8601 UTC timestamp

createdByoptional

string

User ID that initiated the operation

idempotentReplayoptional

boolean

True when this envelope came from the idempotency cache — the underlying command did not execute again. False on fresh executions.

Default: false

Status	Meaning
400	Invalid request
401	Authentication required
403	Access denied
404	Resource not found
409	Idempotency-Key conflict — key reused with different body
422	Validation error
429	Rate limit exceeded
500	Internal server error