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Agent Chat
9
Agent Connections
1
Agent Memory Viewer
1
Agent Undo
1
agent-scheduled-tasks
17
background_jobs
5
background-jobs
3
Billing Permissions
5
Business Intelligence
8
Calendar Integration
2
clerk
1
Client Enrichment
6
client-portal
12
client-portal-auth
3
client-verification
2
codex-schema
6
Comms Learning Signal
1
Contact Dedup
3
contact-public
1
contacts
4
credit-claims
1
custom-mcp-connections
11
email-unsubscribe
1
entity-avatars
3
Expense Categories
3
Exports
11
extension
6
external
1
financial-documents
3
focus
10
geo-public
1
Gmail Integration
15
google-accounts
14
google-api
26
google-stats
1
guest-claim
1
guest-public
12
internal
9
linkedin
2
mcp-integrations
13
mcp-registry
1
meta-fields
7
network
29
og-metadata
4
onboarding
1
org-skills
8
organization
37
page-views
1
pipeline
27
post
/api/pipeline/deal-sync
Create Deal Sync Run
post
/api/pipeline/agent-review
Create Agent Review Run
post
/api/pipeline/deals/{deal_id}/replan
Replan Deal Route
post
/api/pipeline/deals/{deal_id}/log-message
Log Deal Message Route
post
/api/pipeline/deals/{deal_id}/plan-actions/{action_id}/execute
Execute Plan Action Route
post
/api/pipeline/deals/{deal_id}/plan-actions/{action_id}/copied
Plan Action Copied Route
patch
/api/pipeline/deals/{deal_id}/plan-actions/{action_id}/draft
Save Plan Action Draft Route
post
/api/pipeline/deals/{deal_id}/plan-actions/{action_id}/complete
Complete Plan Action Route
post
/api/pipeline/deals/{deal_id}/interactions
Log Deal Interaction Route
delete
/api/pipeline/deals/{deal_id}/interactions/{event_id}
Delete Deal Interaction Route
get
/api/pipeline/deals/{deal_id}/activity-context
Get Deal Activity Context Route
patch
/api/pipeline/deals/{deal_id}/owner
Change 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-plan
Make New Plan For Contact
post
/api/pipeline/deals/{deal_id}/goal
Update Deal Goal
post
/api/pipeline/deals/{deal_id}/criteria
Update Deal Criteria
post
/api/pipeline/deals/{deal_id}/note
Update Deal Note
post
/api/pipeline/deals/{deal_id}/link-client
Link Deal Client
patch
/api/pipeline/deals/{deal_id}/title
Set Deal Title Route
get
/api/pipeline/deals/{deal_id}/messages
List Deal Messages
post
/api/pipeline/guidance
Teach Pipeline Guidance Route
get
/api/pipeline/learnings
Get Pipeline Learnings Route
delete
/api/pipeline/learnings
Delete Pipeline Learning Route
post
/api/pipeline/deals/related-summary
Deal Related Summary
get
/api/pipeline/deals/{deal_id}/related-items
Deal Related Items
patch
/api/pipeline/deals/{deal_id}/related-items
Deal Related Link
patch
/api/pipeline/deals/{deal_id}/value-basis
Deal Value Basis
promo
2
proposal-agent
5
proposal-media
3
proposal-templates
4
proposal-text
2
proposals
14
prospecting
82
referrals
8
relationship-context
1
Reports
4
resend
1
Search
1
signup
2
slack
8
social
11
stripe
6
Summary Insights
1
Thread Management
6
uploads
2
voice-transcript
3
get
/
Root
get
/health
Health Check
get
/health/ready
Readiness Check
get
/user/last-active
Get User Last Active
get
/public/invoices/{public_id}
Get Public Invoice
post
/public/invoices/{public_id}/generate-pdf
Generate Public Invoice Pdf
post
/public/invoices/{public_id}/view
Track Public Invoice View
get
/invoices/{invoice_id}/pdf
Generate Invoice Pdf Endpoint
post
/invoices/{invoice_id}/generate-pdf
Generate Invoice Pdf Endpoint Post
post
/api/invoices/{invoice_id}/duplicate
Duplicate Invoice
post
/invoices/{invoice_id}/events
Create Invoice Event
post
/invoices/{invoice_id}/send
Send Invoice
post
/invoices/{invoice_id}/send-test
Send Test Invoice
post
/invoices/{invoice_id}/send-payment-reminder
Send Payment Reminder
get
/public/invoices/{public_id}/payment-claims
Get Public Payment Claims
post
/public/invoices/{public_id}/payment-claims
Create Public Payment Claim
get
/api/invoices/next-number
Get Next Invoice Number
get
/api/get-outstanding-invoices
Get Outstanding Invoices
get
/invoices/{invoice_id}/payment-claims
Get Payment Claims
post
/invoices/{invoice_id}/payment-claims
Create Payment Claim Retired
post
/payment-claims/{notification_id}/confirm
Confirm Payment Claim
post
/payment-claims/{notification_id}/reject
Reject Payment Claim
post
/payments/{payment_id}/send-confirmation-email
Send Payment Confirmation Email
post
/payments/validate-for-notifications
Validate Payments For Notifications
post
/payments/send-confirmation-emails
Send 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/contextual
Render Contextual Email Preview
get
/api/email-preview/templates
List Email Templates
get
/api/email-preview/render/{template_name}
Render Email Template
post
/admin/check-overdue
Trigger Overdue Check
post
/recurring-invoices/{recurring_invoice_id}/execute
Execute Recurring Invoice Manually
post
/recurring-invoices/{recurring_invoice_id}/test
Test 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/health
Get Run Health
post
/recurring-invoices/{recurring_invoice_id}/toggle
Toggle 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/health
Image Proxy Health
get
/images/{image_path}
Proxy Image
head
/images/{image_path}
Proxy Image
get
/scheduled-tasks
List Scheduled Tasks
post
/scheduled-tasks
Create 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}/schedule
Schedule Invoice Send
get
/api/summary-metrics
Summary Metrics
get
/api/activity-pulse
Activity Pulse
post
/events/publish
Publish Event
post
/events/publish/bulk
Publish Events Bulk
post
/api/events/publish
Publish Spine Event
post
/api/events/publish/bulk
Publish Spine Events Bulk
get
/api/billing/plans
Get Billing Plans
get
/api/billing/pricing-catalog
Get Pricing Catalog
post
/api/enterprise-contact
Submit Enterprise Contact
get
/api/billing/org-subscription
Get Org Subscription
get
/api/billing/entitlement
Get Billing Entitlement
post
/api/billing/subscription-items/{subscription_item_id}/extend-free-trial
Extend Subscription Trial
get
/api/billing/usage-breakdown
Get Usage Breakdown
get
/api/billing/credit-settings
Get Credit Settings
put
/api/billing/credit-settings
Update Credit Settings
post
/api/billing/credits/checkout-session
Create Credit Checkout Session
get
/api/billing/credits/purchases
List Credit Purchases
get
/api/billing/credit-history
Get Credit History
post
/api/billing/credits/reconcile-session
Reconcile Credit Checkout Session
post
/api/billing/credits/webhook
Stripe Credit Webhook
get
/api/onboarding/config
Get Onboarding Config
post
/api/onboarding/send-intro-email
Send Intro Email
get
/api/onboarding/journey
Get Guided Journey
patch
/api/onboarding/journey
Patch Guided Journey
post
/api/onboarding/journey/start
Start Guided Journey
post
/api/onboarding/journey/business/confirm
Confirm Business Draft
post
/api/onboarding/journey/business/skip
Skip Business Draft
post
/api/transcribe-audio
Transcribe Audio
post
/api/realtime-transcription-token
Realtime Transcription Token
post
/api/voice/live-session
Live 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/leads
Voice Leads Page
get
/api/voice/leads/{lead_id}
Voice Lead Briefing
get
/api/health/automations
Get Recurring Invoice Health
post
/api/health/automations/report
Send Recurring Invoice Health Report
post
/api/health/local-enrichment-digest
Run Local Enrichment Digest Health
post
/api/user/attribution
Save Attribution
post
/api/user/professional-context/enrich
Enrich User Professional Context
post
/api/mobile/web-session
Mobile Web Session
post
/api/mcp-connect/preview
Mcp Connect Preview
post
/api/mcp-connect/redeem
Mcp Connect Redeem
post
/api/account/deletion
Delete My Account
delete
/api/org/members/{subject_user_id}
Remove Org Member
get
/api/org/deletion
Get Org Deletion
pipeline
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Changes to Save Plan Action Draft Route
patch
/api/pipeline/deals/{deal_id}/plan-actions/{action_id}/draft
Oct 9, 2026
f165b3a72259
Revision changes
info
endpoint added