List Transaction Categories

Returns a list of transaction categories available for the company.

Transaction categories define the types of financial transactions that can be created, such as indemnity payments, defense costs, expert fees, etc.

Each category includes:

• Direction: Whether it’s Payable (company pays out) or Receivable (company receives)
• Scopes: Where the category can be used (policy or event level) and which payee types
• Line items: Sub-categories for itemized transactions
• Reserves support: Whether the category supports reserve amounts

Returns company-specific custom categories if configured, otherwise returns the built-in default categories.

Required permission: company:read

GET /api/external/companies/{companyId}/transaction-categories

List Transaction Categories

cURL

curl --request GET \
  --url https://app.aiinsurance.io/api/external/companies/{companyId}/transaction-categories \
  --header 'Authorization: <api-key>'

200

success

{
  "items": [
    {
      "id": "550e8400-e29b-41d4-a716-446655440001",
      "categoryId": "indemnity_invoice",
      "name": "Indemnity",
      "lineItemCategories": [],
      "isItemized": false,
      "direction": "Payable",
      "scopes": [
        {
          "entityType": "event",
          "supportedPayeeTypes": [
            "payee"
          ]
        }
      ],
      "supportsReserves": true
    },
    {
      "id": "550e8400-e29b-41d4-a716-446655440002",
      "categoryId": "alae_invoice",
      "name": "ALAE",
      "lineItemCategories": [
        {
          "categoryId": "attorney_fees_expenses",
          "name": "Attorney Fees Expenses",
          "parentTransactionCategoryId": "alae_invoice"
        },
        {
          "categoryId": "expert_fees_expenses",
          "name": "Expert Fees Expenses",
          "parentTransactionCategoryId": "alae_invoice"
        },
        {
          "categoryId": "other_alae_expenses",
          "name": "Other Alae Expenses",
          "parentTransactionCategoryId": "alae_invoice"
        }
      ],
      "isItemized": true,
      "direction": "Payable",
      "scopes": [
        {
          "entityType": "event",
          "supportedPayeeTypes": [
            "payee"
          ]
        }
      ],
      "supportsReserves": true
    },
    {
      "id": "550e8400-e29b-41d4-a716-446655440003",
      "categoryId": "policy_invoice",
      "name": "Policy Invoice",
      "lineItemCategories": [
        {
          "categoryId": "premiums",
          "name": "Premiums",
          "parentTransactionCategoryId": "policy_invoice"
        },
        {
          "categoryId": "premium_taxes",
          "name": "Premium Taxes",
          "parentTransactionCategoryId": "policy_invoice"
        }
      ],
      "isItemized": true,
      "direction": "Receivable",
      "scopes": [
        {
          "entityType": "policy",
          "supportedPayeeTypes": [
            "insured",
            "brokerage",
            "payee"
          ]
        }
      ],
      "supportsReserves": false
    },
    {
      "id": "550e8400-e29b-41d4-a716-446655440004",
      "categoryId": "deductible_invoice",
      "name": "Deductible Invoice",
      "lineItemCategories": [],
      "isItemized": false,
      "direction": "Receivable",
      "scopes": [
        {
          "entityType": "event",
          "supportedPayeeTypes": [
            "insured"
          ]
        }
      ],
      "supportsReserves": false
    }
  ],
  "totalCount": 4
}

Authorizations

Authorization · string · header · required

Use format: ApiKey <your-api-key>

Path Parameters

companyId · string<uuid> · required

Company identifier

Response

200

application/json

List of transaction categories

items · object[]

Show child attributes

totalCount · integer

Total number of transaction categories