Docs
History
Schema
Generate

Filter operations

Agent Chat10

Agent Connections1

Agent Memory Viewer1

Agent Undo1

agent-scheduled-tasks17

background_jobs5

background-jobs3

Billing Permissions5

Business Intelligence8

Calendar Integration2

clerk1

Client Enrichment6

client-portal12

client-portal-auth3

client-verification2

codex-schema6

Comms Learning Signal1

Contact Dedup3

contact-public1

contacts4

credit-claims1

custom-mcp-connections11

email-unsubscribe1

entity-avatars3

Expense Categories3

Exports11

extension6

external1

financial-documents3

focus10

geo-public1

Gmail Integration15

google-accounts14

google-api26

google-stats1

guest-claim1

guest-public12

internal9

linkedin2

mcp-integrations13

mcp-registry1

meta-fields7

network31

og-metadata4

onboarding1

org-skills8

organization37

page-views1

pipeline27

post/api/pipeline/deal-syncCreate Deal Sync Run
post/api/pipeline/agent-reviewCreate Agent Review Run
post/api/pipeline/deals/{deal_id}/replanReplan Deal Route
post/api/pipeline/deals/{deal_id}/log-messageLog Deal Message Route
post/api/pipeline/deals/{deal_id}/plan-actions/{action_id}/executeExecute Plan Action Route
post/api/pipeline/deals/{deal_id}/plan-actions/{action_id}/copiedPlan Action Copied Route
patch/api/pipeline/deals/{deal_id}/plan-actions/{action_id}/draftSave Plan Action Draft Route
post/api/pipeline/deals/{deal_id}/plan-actions/{action_id}/completeComplete Plan Action Route
post/api/pipeline/deals/{deal_id}/interactionsLog Deal Interaction Route
delete/api/pipeline/deals/{deal_id}/interactions/{event_id}Delete Deal Interaction Route
get/api/pipeline/deals/{deal_id}/activity-contextGet Deal Activity Context Route
patch/api/pipeline/deals/{deal_id}/ownerChange Deal Owner Route
get/api/pipeline/deals/by-contact/{contact_id}List Deals By Contact
post/api/pipeline/deals/by-contact/{contact_id}/make-new-planMake New Plan For Contact
post/api/pipeline/deals/{deal_id}/goalUpdate Deal Goal
post/api/pipeline/deals/{deal_id}/criteriaUpdate Deal Criteria
post/api/pipeline/deals/{deal_id}/noteUpdate Deal Note
post/api/pipeline/deals/{deal_id}/link-clientLink Deal Client
patch/api/pipeline/deals/{deal_id}/titleSet Deal Title Route
get/api/pipeline/deals/{deal_id}/messagesList Deal Messages
post/api/pipeline/guidanceTeach Pipeline Guidance Route
get/api/pipeline/learningsGet Pipeline Learnings Route
delete/api/pipeline/learningsDelete Pipeline Learning Route
post/api/pipeline/deals/related-summaryDeal Related Summary
get/api/pipeline/deals/{deal_id}/related-itemsDeal Related Items
patch/api/pipeline/deals/{deal_id}/related-itemsDeal Related Link
patch/api/pipeline/deals/{deal_id}/value-basisDeal Value Basis

promo2

proposal-agent5

proposal-media3

proposal-templates4

proposal-text2

proposals14

prospecting82

referrals8

relationship-context1

Reports4

resend1

Search1

signup2

slack8

social11

stripe6

Summary Insights1

Thread Management6

uploads2

voice-transcript3

get/Root
get/healthHealth Check
get/health/readyReadiness Check
get/user/last-activeGet User Last Active
get/public/invoices/{public_id}Get Public Invoice
post/public/invoices/{public_id}/generate-pdfGenerate Public Invoice Pdf
post/public/invoices/{public_id}/viewTrack Public Invoice View
get/invoices/{invoice_id}/pdfGenerate Invoice Pdf Endpoint
post/invoices/{invoice_id}/generate-pdfGenerate Invoice Pdf Endpoint Post
post/api/invoices/{invoice_id}/duplicateDuplicate Invoice
post/invoices/{invoice_id}/eventsCreate Invoice Event
post/invoices/{invoice_id}/sendSend Invoice
post/invoices/{invoice_id}/send-testSend Test Invoice
post/invoices/{invoice_id}/send-payment-reminderSend Payment Reminder
get/public/invoices/{public_id}/payment-claimsGet Public Payment Claims
post/public/invoices/{public_id}/payment-claimsCreate Public Payment Claim
get/api/invoices/next-numberGet Next Invoice Number
get/api/get-outstanding-invoicesGet Outstanding Invoices
get/invoices/{invoice_id}/payment-claimsGet Payment Claims
post/invoices/{invoice_id}/payment-claimsCreate Payment Claim Retired
post/payment-claims/{notification_id}/confirmConfirm Payment Claim
post/payment-claims/{notification_id}/rejectReject Payment Claim
post/payments/{payment_id}/send-confirmation-emailSend Payment Confirmation Email
post/payments/validate-for-notificationsValidate Payments For Notifications
post/payments/send-confirmation-emailsSend Payment Confirmation Emails Batch
delete/payments/{payment_id}Delete Payment With Invoice Update
get/api/email-events/{resend_id}Get Email Events
post/api/email-preview/contextualRender Contextual Email Preview
get/api/email-preview/templatesList Email Templates
get/api/email-preview/render/{template_name}Render Email Template
post/admin/check-overdueTrigger Overdue Check
post/recurring-invoices/{recurring_invoice_id}/executeExecute Recurring Invoice Manually
post/recurring-invoices/{recurring_invoice_id}/testTest Recurring Invoice
post/recurring-invoices/from-invoice/{invoice_id}Create Recurring Invoice From Invoice
get/recurring-invoices/{recurring_invoice_id}Get Recurring Invoice
delete/recurring-invoices/{recurring_invoice_id}Delete Recurring Invoice
patch/recurring-invoices/{recurring_invoice_id}Update Recurring Invoice
get/recurring-invoices/List Recurring Invoices
post/recurring-invoices/Create Recurring Invoice
get/recurring-invoices/runs/healthGet Run Health
post/recurring-invoices/{recurring_invoice_id}/toggleToggle Recurring Invoice
post/scheduled-invoice-sends/{invoice_id}Schedule Invoice Send
delete/scheduled-invoice-sends/{send_id}Cancel Scheduled Send
get/scheduled-invoice-sends/invoice/{invoice_id}List Scheduled Sends
get/images/healthImage Proxy Health
get/images/{image_path}Proxy Image
head/images/{image_path}Proxy Image
get/scheduled-tasksList Scheduled Tasks
post/scheduled-tasksCreate Scheduled Task
get/scheduled-tasks/{task_id}Get Scheduled Task
put/scheduled-tasks/{task_id}Update Scheduled Task
delete/scheduled-tasks/{task_id}Cancel Scheduled Task
get/scheduled-tasks/resource/{resource_type}/{resource_id}Get Scheduled Tasks For Resource
post/scheduled-tasks/invoice/{invoice_id}/scheduleSchedule Invoice Send
get/api/summary-metricsSummary Metrics
get/api/activity-pulseActivity Pulse
post/events/publishPublish Event
post/events/publish/bulkPublish Events Bulk
post/api/events/publishPublish Spine Event
post/api/events/publish/bulkPublish Spine Events Bulk
get/api/billing/plansGet Billing Plans
get/api/billing/pricing-catalogGet Pricing Catalog
post/api/enterprise-contactSubmit Enterprise Contact
get/api/billing/org-subscriptionGet Org Subscription
get/api/billing/entitlementGet Billing Entitlement
post/api/billing/subscription-items/{subscription_item_id}/extend-free-trialExtend Subscription Trial
get/api/billing/usage-breakdownGet Usage Breakdown
get/api/billing/credit-settingsGet Credit Settings
put/api/billing/credit-settingsUpdate Credit Settings
post/api/billing/credits/checkout-sessionCreate Credit Checkout Session
get/api/billing/credits/purchasesList Credit Purchases
get/api/billing/credit-historyGet Credit History
post/api/billing/credits/reconcile-sessionReconcile Credit Checkout Session
post/api/billing/credits/webhookStripe Credit Webhook
get/api/onboarding/configGet Onboarding Config
post/api/onboarding/send-intro-emailSend Intro Email
get/api/onboarding/journeyGet Guided Journey
patch/api/onboarding/journeyPatch Guided Journey
post/api/onboarding/journey/startStart Guided Journey
post/api/onboarding/journey/business/confirmConfirm Business Draft
post/api/onboarding/journey/business/skipSkip Business Draft
post/api/transcribe-audioTranscribe Audio
post/api/realtime-transcription-tokenRealtime Transcription Token
post/api/voice/live-sessionLive Voice Session
post/api/voice/tools/{name}Voice Tool Call
post/api/voice/approvals/{request_id}Voice Approval Decision
get/api/voice/deals/{deal_id}Voice Deal Detail
get/api/voice/leadsVoice Leads Page
get/api/voice/leads/{lead_id}Voice Lead Briefing
get/api/health/automationsGet Recurring Invoice Health
post/api/health/automations/reportSend Recurring Invoice Health Report
post/api/user/attributionSave Attribution
post/api/user/professional-context/enrichEnrich User Professional Context
post/api/mobile/web-sessionMobile Web Session
post/api/mcp-connect/previewMcp Connect Preview
post/api/mcp-connect/redeemMcp Connect Redeem
post/api/account/deletionDelete My Account
delete/api/org/members/{subject_user_id}Remove Org Member
get/api/org/deletionGet Org Deletion
post/api/org/deletionSchedule Org Deletion

pipeline

Changes to Complete Plan Action Route

post/api/pipeline/deals/{deal_id}/plan-actions/{action_id}/complete

Sep 7, 2026f748ac077349 Revision changes
- info
  endpoint added