Assess API Skill

codat-io-assess

Provider: Codat Version: 1.0 Endpoints: 20 Updated: 2026-04-02

Raw .lap | Lean format | API JSON | Open in app

Endpoints

Method	Path	Description
`GET`	`/data/companies/{companyId}/assess/dataTypes/{dataType}/dataIntegrity/status`
`GET`	`/data/companies/{companyId}/assess/dataTypes/{dataType}/dataIntegrity/summaries`	Get data integrity status
`GET`	`/data/companies/{companyId}/assess/dataTypes/{dataType}/dataIntegrity/details`	Get data integrity summary
`GET`	`/companies/{companyId}/reports/enhancedProfitAndLoss/accounts`	List data type data integrity
`GET`	`/companies/{companyId}/reports/enhancedBalanceSheet/accounts`	Get enhanced profit and loss accounts
`GET`	`/companies/{companyId}/reports/enhancedCashFlow/transactions`	Get enhanced balance sheet accounts
`GET`	`/companies/{companyId}/reports/enhancedInvoices`	Get enhanced cash flow report
`GET`	`/data/companies/{companyId}/connections/{connectionId}/assess/commerceMetrics/revenue`	Get enhanced invoices report
`GET`	`/data/companies/{companyId}/connections/{connectionId}/assess/commerceMetrics/orders`	Get commerce revenue metrics
`GET`	`/data/companies/{companyId}/connections/{connectionId}/assess/commerceMetrics/refunds`	Get orders report
`GET`	`/data/companies/{companyId}/connections/{connectionId}/assess/commerceMetrics/customerRetention`	Get refunds report
`GET`	`/data/companies/{companyId}/connections/{connectionId}/assess/commerceMetrics/lifetimeValue`	Get customer retention metrics
`GET`	`/data/companies/{companyId}/connections/{connectionId}/assess/accountingMetrics/marketing`	Get lifetime value metric
`POST`	`/data/companies/{companyId}/assess/excel`	Get marketing metrics report
`GET`	`/data/companies/{companyId}/assess/excel`	Generate Excel report
`GET`	`/data/companies/{companyId}/assess/excel/download`	Get Excel report status
`POST`	`/companies/{companyId}/reports/liabilities/loans/transactions`	Download Excel report
`GET`	`/companies/{companyId}/reports/liabilities/loans/transactions`	Generate loan transactions report
`POST`	`/companies/{companyId}/reports/liabilities/loans`	List loan transactions
`GET`	`/companies/{companyId}/reports/liabilities/loans`	Generate loan summaries report

Install as Skill

Use this API as a Claude Code skill for instant agent access.

CLI Install

lapsh skill-install codat-io-assess

Downloads and installs to ~/.claude/skills/codat-io-assess/

Manual Install

Download: Skill Bundle (JSON)

Or view: SKILL.md

Recent Versions (1)

1.0 (2026-02-13)