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Create tracking dimension

Create a reporting category such as department, location or project. Its lowercase key is unique in the workspace.

Outcome

Create a reporting category such as department, location or project. Its lowercase key is unique in the workspace.

Before you start

  • Verify the intended environment, authenticated identity and specifically approved organization context.
  • The published application permission is settings:write. Discover the exact granted canonical Books workspace and bind it separately from action input.
  • Approve the actual mutation, accounting inputs and any provider/recipient effects before CLI --confirm or MCP confirm:true. Fixture identifiers and simulated provider responses authorize no live operation.

Discover the target

topolo whoami --json
topolo actions get app_topolo_books.dimensions.create --detail --json
topolo resources topolo-books --json
topolo workspaces list topolo-books --json
  • Set BOOKS_WORKSPACE_ID to the exact granted workspace returned by discovery.

Request

POST /api/dimensions

Inspect and test this action. Save the reviewed input as payload.json; supply credential/resource context separately.

Input fields

FieldRequiredMeaningSchema and constraints
keyRequiredkey{"type":"string","pattern":"^[a-z][a-z0-9_]{0,39}$"}
nameRequiredname{"type":"string","minLength":1,"maxLength":120}

Inspect nested fields and the complete input schema.

Effects

  • Adds one active tracking dimension whose lowercase key is unique in the workspace.

Interpret the response

Read $.dimension.id for the returned dimension identifier. Empty collections and nullable fields do not discover a target.

Call app_topolo_books.dimensions.list and confirm the returned dimension and active status.

Inspect the success schema. CLI/MCP add their own transport envelope; CLI --detail requests the full result.

Worked examples

Actual Books route handlers and the exported Worker were exercised against five local SQLite D1 concern databases with all committed migrations, the real posting Durable Object and local R2. Route captures use synthetic verified Auth; Worker captures use synthetic Auth transports. Nexus, Brand, Notify, Pay, Mercury and Xero responses are explicitly simulated at the provider transport boundary. Captures prove local request/response behavior and canonical SDK projection, not live bank access, payment movement, email delivery, provider eligibility, tax compliance, encrypted custody, scheduled execution, deployment or production completion. Fixture identities, credentials, addresses and records authorize no live operation.

Run a reviewed request

Save the input from the selected worked example as payload.json. Validate and inspect the plan before calling the action; refused examples demonstrate errors and are not instructions to execute.

CLI:

topolo actions validate app_topolo_books.dimensions.create --data @payload.json --json
topolo actions plan app_topolo_books.dimensions.create --resource-type workspace --resource-id "$BOOKS_WORKSPACE_ID" --data @payload.json --json
topolo actions call app_topolo_books.dimensions.create --resource-type workspace --resource-id "$BOOKS_WORKSPACE_ID" --data @payload.json --confirm --detail --json

MCP tool and arguments for the first successful example:

{
  "tool": "topolo_call_action",
  "arguments": {
    "actionId": "app_topolo_books.dimensions.create",
    "input": {
      "key": "location",
      "name": "Location"
    },
    "resourceType": "workspace",
    "resourceId": "<exact granted workspace id>",
    "confirm": true,
    "detail": true
  }
}

Successful response · HTTP 201

Input · payload.json:

{
  "key": "location",
  "name": "Location"
}

Captured response · HTTP 201

{
  "dimension": {
    "id": "dim_456ddc9670304180a235d531a75f9e69",
    "key": "location",
    "name": "Location",
    "status": "active",
    "created_at": "2026-10-05T19:42:58.235Z",
    "updated_at": "2026-10-05T19:42:58.235Z",
    "values": []
  }
}

HTTP 201. Call app_topolo_books.dimensions.list and confirm the returned dimension and active status.

Refused response · auth_error

Input · payload.json:

{
  "key": "department",
  "name": "Department"
}

Captured response · HTTP 401

{
  "error": "API key validation failed"
}

HTTP 401. SDK error code auth_error. Authenticate in the intended organization again. Verify whoami and the exact Books application/workspace binding before retrying; do not switch identity to work around a refusal.

Verify the result

  • Call app_topolo_books.dimensions.list and confirm the returned dimension and active status.

Errors and recovery

  • auth_error (HTTP 401): Authenticate in the intended organization again. Verify whoami and the exact Books application/workspace binding before retrying; do not switch identity to work around a refusal.

These are observed local refusals. Shared authentication, schema validation and resource authorization can also refuse before the route. Preserve the actual error, details and request id.

Recovery boundary

Archive the returned dimensionId. Existing posted tags remain intact.

  • List tracking dimensions: List active tracking dimensions and their selectable values, or include archived records for settings and historic journal display.
  • Archive tracking dimension: Archive a dimension so it cannot be selected on new journal lines; immutable posted lines retain their tags.

Evidence

Actual Books route handlers and the exported Worker were exercised against five local SQLite D1 concern databases with all committed migrations, the real posting Durable Object and local R2. Route captures use synthetic verified Auth; Worker captures use synthetic Auth transports. Nexus, Brand, Notify, Pay, Mercury and Xero responses are explicitly simulated at the provider transport boundary. Captures prove local request/response behavior and canonical SDK projection, not live bank access, payment movement, email delivery, provider eligibility, tax compliance, encrypted custody, scheduled execution, deployment or production completion. Fixture identities, credentials, addresses and records authorize no live operation.