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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
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6
client-portal
12
client-portal-auth
3
client-verification
2
codex-schema
6
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1
Contact Dedup
3
contact-public
1
contacts
4
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1
custom-mcp-connections
11
email-unsubscribe
1
entity-avatars
3
Expense Categories
3
Exports
11
extension
6
external
1
financial-documents
3
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10
geo-public
1
Gmail Integration
15
google-accounts
14
google-api
26
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1
guest-claim
1
guest-public
12
internal
9
linkedin
2
mcp-integrations
13
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1
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7
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29
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4
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1
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8
organization
37
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1
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27
promo
2
proposal-agent
5
proposal-media
3
proposal-templates
4
proposal-text
2
proposals
14
prospecting
82
get
/api/prospecting/targeting
Get Canonical Prospecting Targeting
patch
/api/prospecting/targeting
Update Canonical Prospecting Targeting
get
/api/prospecting/mode
Get Prospecting Mode
get
/api/prospecting/status
Get Prospecting Status
get
/api/prospecting/settings
Get Prospecting Settings
patch
/api/prospecting/settings
Update Prospecting Settings
post
/api/prospecting/commercial-tracking
Track Commercial Entity Route
get
/api/prospecting/learnings
Get Prospecting Learnings
delete
/api/prospecting/learnings
Delete Prospecting Learning Route
post
/api/prospecting/guidance
Teach Prospecting Guidance Route
post
/api/prospecting/score-rules
Create Score Rule Route
patch
/api/prospecting/score-rules
Update Score Rule Route
get
/api/prospecting/targets
Get Prospecting Targets
post
/api/prospecting/targets
Create Prospecting Target
get
/api/prospecting/targets/deal-ids
Get Prospecting Target Deal Ids
get
/api/prospecting/targets/{target_id}
Get Prospecting Target
patch
/api/prospecting/targets/{target_id}
Rename Prospecting Target
get
/api/prospecting/network-overview
Get Prospecting Network Overview
post
/api/prospecting/targets/{target_id}/archive
Archive Prospecting Target
post
/api/prospecting/targets/{target_id}/restore
Restore Prospecting Target
get
/api/prospecting/targets/{target_id}/gate-preview
Preview Prospecting Target Gate
patch
/api/prospecting/targets/{target_id}/gate
Patch Prospecting Target Gate
get
/api/prospecting/target-suggestions
Get Prospecting Target Suggestions
post
/api/prospecting/resolve-goal
Resolve Prospecting Goal
get
/api/prospecting/goals/merge-suggestions
List Prospecting Goal Merge Suggestions
post
/api/prospecting/goals/{goal_id}/merge
Merge Prospecting Goal
post
/api/prospecting/goals/{goal_id}/keep-separate
Keep Prospecting Goal Separate
post
/api/prospecting/run
Create Prospecting Run
get
/api/prospecting/runs/{job_id}
Get Run Status
get
/api/prospecting/goals
List Prospecting Goals
get
/api/prospecting/goals/history
List Prospecting Goal History
get
/api/prospecting/active-goal
Get Active Prospecting Goal
get
/api/prospecting/active-jobs
List Active Prospecting Jobs
get
/api/prospecting/runs
List Prospecting Runs
get
/api/prospecting/deals
List Deals
post
/api/prospecting/deals
Create Manual Deal
get
/api/prospecting/deals/archived
List Archived Deals
get
/api/prospecting/deals/pending/changes
List Pending Changes
post
/api/prospecting/deals/{lead_id}/research
Request Lead Research
post
/api/prospecting/deals/pending/whys
Refresh Pending Whys
get
/api/prospecting/deals/pending
List Pending Deals
get
/api/prospecting/leads/{deal_id}/review-row
Get Pending Lead Review Row
get
/api/prospecting/deals/{deal_id}/communication-channels
Get Deal Communication Channels
get
/api/prospecting/sales-strategies
Get Sales Strategies
put
/api/prospecting/deals/{deal_id}/sales-strategy
Set Deal Sales Strategy Route
patch
/api/prospecting/sales-strategies/{strategy_id}
Update Sales Strategy Route
post
/api/prospecting/sales-strategies/{strategy_id}/example-preview
Preview Sales Strategy Example Route
post
/api/prospecting/sales-strategies/{strategy_id}/reset
Reset Sales Strategy Route
get
/api/prospecting/deals/{deal_id}
Get Deal Detail
delete
/api/prospecting/deals/{deal_id}
Delete Deal
post
/api/prospecting/recompute-scores
Recompute Scores
post
/api/prospecting/leads/actions
Act On Prospecting Leads
post
/api/prospecting/deals/{deal_id}/approve
Approve Deal
post
/api/prospecting/deals/{lead_id}/merge-into-existing
Merge Lead Into Existing Deal Route
post
/api/prospecting/deals/{deal_id}/split
Split Deal Route
post
/api/prospecting/deals/{deal_id}/split/undo
Undo Split Deal Route
post
/api/prospecting/deals/{deal_id}/dismiss
Dismiss Deal
post
/api/prospecting/deals/{deal_id}/dismiss-feedback
Submit Dismiss Feedback
post
/api/prospecting/deals/pause
Pause Deals
post
/api/prospecting/deals/{deal_id}/pause
Pause Deal
post
/api/prospecting/deals/{deal_id}/resume
Resume Deal
post
/api/prospecting/deals/{deal_id}/auto-mode
Enable Deal Auto Mode Route
delete
/api/prospecting/deals/{deal_id}/auto-mode
Disable Deal Auto Mode Route
get
/api/prospecting/deals/{deal_id}/auto-sends
List Deal Auto Sends Route
post
/api/prospecting/deals/{deal_id}/auto-sends/{send_id}/cancel
Cancel Deal Auto Send Route
post
/api/prospecting/deals/{deal_id}/auto-sends/{send_id}/send-now
Send Deal Auto Send Now Route
post
/api/prospecting/deals/{deal_id}/archive
Archive Deal
post
/api/prospecting/deals/{deal_id}/rename
Rename Deal
post
/api/prospecting/deals/{deal_id}/set-target-value
Set Deal Target Value Route
post
/api/prospecting/deals/{deal_id}/unarchive
Unarchive Deal
post
/api/prospecting/deals/{deal_id}/promote-to-client
Promote Deal To Client For User
post
/api/prospecting/deals/{deal_id}/move
Move Deal
post
/api/prospecting/deals/{deal_id}/refine
Refine Deal
get
/api/prospecting/pipeline
Get Pipeline State
post
/api/prospecting/pipeline/annotations
Get Pipeline Annotations
get
/api/prospecting/network-counts
Get Dashboard Network Counts
get
/api/prospecting/network-summary
Get Network Summary
post
/api/prospecting/deals/{deal_id}/draft-proposal
Draft Proposal For Deal
patch
/api/prospecting/deals/{deal_id}/draft
Save Outreach Draft For Deal
post
/api/prospecting/deals/{deal_id}/send-outreach
Send Outreach For Deal
post
/api/prospecting/deals/{deal_id}/links
Create Deal Link
delete
/api/prospecting/deals/{deal_id}/links/{link_id}
Delete Deal Link
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/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
post
/api/org/deletion
Schedule Org Deletion
prospecting
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Changes to Rename Deal
post
/api/prospecting/deals/{deal_id}/rename
Sep 1, 2026
597eaca86c48
Revision changes
info
added the new optional request property
name
Aug 19, 2026
1c7d3d9ad035
Revision changes
info
endpoint added