---
title: "Resolve only delegate-safe provider guidance"
method: POST
path: "/onboarding/v3/delegate/task-context"
tags: ["Onboarding"]
---

# Resolve only delegate-safe provider guidance

`POST /onboarding/v3/delegate/task-context`

## Request

- Base URL: `https://api.medianfi.com/api/v1`
- URL: `https://api.medianfi.com/api/v1/onboarding/v3/delegate/task-context`
- Auth: none required

This endpoint has no app session. The raw capability remains in the JSON body. Bank connections and institution history are owner-only; delegates receive at most forwarding, invitation, and later-path guidance.

## Headers

- `X-Median-App-Surface` 'qa'

## Request body

- OnboardingV3DelegateTaskContextRequest
  - `token` string, required

## Response `200`

Capability-scoped context without company, account, or institution identifiers

- OnboardingV3DelegateTaskContextApiResponse
  - `success` true, required
  - `data` OnboardingV3DelegateTaskContext, required
    - `documents` OnboardingV3DelegateDocumentsContext
      - `inboundAlias` string, email, nullable, required
    - `books` OnboardingV3DelegateBooksContext
      - `accountingSystemId` 'quickbooks' | 'xero', nullable, required
      - `inboundAlias` string, email, nullable, required
      - `method` 'invite', required
    - `history` OnboardingV3DelegateHistoryContext: Owner-only account, institution, upload, and coverage data is omitted.
      - `inboundAlias` string, email, nullable, required
      - `allowedMethods` unknown[], required
        - unknown
      - `uploadsAvailable` false, required

## Other responses

- `400`: Onboarding request body is not valid JSON
- `404`: Resource not found
- `413`: Onboarding setup request exceeds the 32768-byte route limit
- `415`: Onboarding request charset or content encoding is unsupported
- `422`: Validation error
- `429`: Rate limited by source address

---

[API](https://skmtc.dev/medianfi/apis/median-api.md) · [All operations](https://skmtc.dev/medianfi/apis/median-api/llms.txt) · [OpenAPI document](https://skmtc.dev/medianfi/apis/median-api/revisions/20090ea32b0d?raw)