{ "openapi": "3.1.1", "info": { "title": "DocJacket API", "description": "The DocJacket integration API. One `/api/v1` surface, capability-scoped by credential:\n\n- **Org API key** (`mcp_at_…`) — acts within a single organization. Mint one in DocJacket under **Settings → AI & API Access**. Key scopes: `read` (GETs), `draft` (low-risk writes like completing a task), `actions` (side-effect writes like sending email).\n- **Reseller API key** (`rsk_…`) — cross-tenant provisioning for white-label partners.\n\nSend the key as a bearer token: `Authorization: Bearer `.\n\nErrors use one envelope: `{ \"error\": { \"code\", \"message\", \"fields\"? } }`. Cross-tenant lookups return `404` (never disclosing existence).\n\n**Rate limits.** Per key, per minute, in a fixed window: **300 reads** (GET) and **60 writes** (POST/PUT/PATCH/DELETE). Exceeding a bucket returns `429` with a `Retry-After: 60` header and the standard error envelope (`code: \"rate_limited\"`); retry after the window resets.\n\n**Versioning & deprecation.** The API is **additive by default** — new fields and operations may appear at any time, so clients **must ignore unknown response fields** and not depend on property order. Changes that would break an existing client (removing/renaming a field, tightening a type, changing an error contract) ship only as a **new major version** at a new path (`/api/v2`); `/api/v1` is not broken in place. When a version is deprecated it remains available for at least **6 months** after the successor ships, and the retirement is announced in the release notes. Idempotency-Key is honored on side-effecting writes so retries are safe.\n\nStart with `GET /api/v1/health` (verifies your key), then `GET /api/v1/catalog` (lists every operation and whether your key can call it) and `GET /api/v1/usage` (your key's call volume, top operations, and error rate). The same key also works with AI agents via the DocJacket MCP server at `https://mcp.docjacket.com/mcp`.\n\n**Prefer reading over clicking?** Every operation is also listed on one statically rendered page — no JavaScript required, crawlable and quotable — at [help.docjacket.com/docs/api/reference](https://help.docjacket.com/docs/api/reference), alongside guides for [authentication, requests, webhooks, and the partner tier](https://help.docjacket.com/docs/api). The machine-readable spec is at [api.docjacket.com/openapi.json](https://api.docjacket.com/openapi.json).", "version": "v1" }, "servers": [ { "url": "https://api.docjacket.com/" } ], "paths": { "/api/v1/orgs": { "get": { "tags": [ "Organizations (Partner)" ], "summary": "List your customer organizations", "operationId": "ListOrgs", "parameters": [ { "name": "limit", "in": "query", "schema": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "integer", "string" ], "format": "int32", "default": 25 } }, { "name": "offset", "in": "query", "schema": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "integer", "string" ], "format": "int32", "default": 0 } } ], "responses": { "200": { "description": "OK" } }, "security": [ { "PartnerApiKey": [ ] } ] }, "post": { "tags": [ "Organizations (Partner)" ], "summary": "Provision a customer organization", "operationId": "CreateOrg", "requestBody": { "content": { "application/json": { "schema": { "$ref": "#/components/schemas/CreateOrgRequest" } } }, "required": true }, "responses": { "200": { "description": "OK" } }, "security": [ { "PartnerApiKey": [ ] } ] } }, "/api/v1/orgs/{orgId}": { "get": { "tags": [ "Organizations (Partner)" ], "summary": "Get a customer organization", "operationId": "GetOrg", "parameters": [ { "name": "orgId", "in": "path", "required": true, "schema": { "type": "string" } } ], "responses": { "200": { "description": "OK" } }, "security": [ { "PartnerApiKey": [ ] } ] } }, "/api/v1/orgs/{orgId}/users": { "post": { "tags": [ "Organizations (Partner)" ], "summary": "Invite a seat into an organization", "operationId": "AddSeat", "parameters": [ { "name": "orgId", "in": "path", "required": true, "schema": { "type": "string" } } ], "requestBody": { "content": { "application/json": { "schema": { "$ref": "#/components/schemas/AddSeatRequest" } } }, "required": true }, "responses": { "200": { "description": "OK" } }, "security": [ { "PartnerApiKey": [ ] } ] } }, "/api/v1/orgs/{orgId}/users/{userId}": { "delete": { "tags": [ "Organizations (Partner)" ], "summary": "Remove a seat from an organization", "operationId": "RemoveSeat", "parameters": [ { "name": "orgId", "in": "path", "required": true, "schema": { "type": "string" } }, { "name": "userId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } }, "security": [ { "PartnerApiKey": [ ] } ] } }, "/api/v1/orgs/{orgId}/entitlements": { "get": { "tags": [ "Organizations (Partner)" ], "summary": "Get an organization's plan, seats, and AI fair-use pool state", "operationId": "GetOrgEntitlements", "parameters": [ { "name": "orgId", "in": "path", "required": true, "schema": { "type": "string" } } ], "responses": { "200": { "description": "OK" } }, "security": [ { "PartnerApiKey": [ ] } ] } }, "/api/v1/orgs/{orgId}/summary": { "get": { "tags": [ "Organizations (Partner)" ], "summary": "Get an organization's activity summary (active deals, tasks due, last activity)", "operationId": "GetOrgSummary", "parameters": [ { "name": "orgId", "in": "path", "required": true, "schema": { "type": "string" } } ], "responses": { "200": { "description": "OK" } }, "security": [ { "PartnerApiKey": [ ] } ] } }, "/api/v1/health": { "get": { "tags": [ "Meta" ], "summary": "Check API key authentication and service health", "description": "**Requires the `read` scope.**", "operationId": "OrgHealth", "responses": { "200": { "description": "OK" } } } }, "/api/v1/catalog": { "get": { "tags": [ "Meta" ], "summary": "List operations available to your API key", "description": "**Requires the `read` scope.**", "operationId": "OrgCatalog", "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}": { "get": { "tags": [ "Transactions" ], "summary": "Get a transaction by ID", "description": "**Requires the `read` scope.**", "operationId": "GetTransaction", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions": { "get": { "tags": [ "Transactions" ], "summary": "List or search transactions", "description": "**Requires the `read` scope.**", "operationId": "ListTransactions", "parameters": [ { "name": "q", "in": "query", "schema": { "type": "string" } }, { "name": "status", "in": "query", "schema": { "type": "string" } }, { "name": "page", "in": "query", "schema": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "integer", "string" ], "format": "int32", "default": 1 } }, { "name": "pageSize", "in": "query", "schema": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "integer", "string" ], "format": "int32", "default": 25 } } ], "responses": { "200": { "description": "OK" } } }, "post": { "tags": [ "Transactions" ], "summary": "Apply a completed extraction — create a new transaction, or attach to an existing one via transactionId", "description": "**Requires the `actions` scope.**", "operationId": "ApplyExtraction", "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/ApplyExtractionRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/contacts": { "get": { "tags": [ "Contacts" ], "summary": "List or search contacts", "description": "**Requires the `read` scope.**", "operationId": "ListContacts", "parameters": [ { "name": "q", "in": "query", "schema": { "type": "string" } }, { "name": "type", "in": "query", "schema": { "type": "string" } }, { "name": "page", "in": "query", "schema": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "integer", "string" ], "format": "int32", "default": 1 } }, { "name": "pageSize", "in": "query", "schema": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "integer", "string" ], "format": "int32", "default": 25 } } ], "responses": { "200": { "description": "OK" } } }, "post": { "tags": [ "Contacts" ], "summary": "Create a contact", "description": "**Requires the `actions` scope.**", "operationId": "CreateContact", "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/CreateContactRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/key-dates/upcoming": { "get": { "tags": [ "Key Dates" ], "summary": "List upcoming key dates across active transactions", "description": "**Requires the `read` scope.**", "operationId": "UpcomingKeyDates", "parameters": [ { "name": "horizonDays", "in": "query", "schema": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "integer", "string" ], "format": "int32", "default": 14 } }, { "name": "limit", "in": "query", "schema": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "integer", "string" ], "format": "int32", "default": 25 } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/key-dates": { "get": { "tags": [ "Transactions" ], "summary": "List key dates for a transaction", "description": "**Requires the `read` scope.**", "operationId": "GetKeyDates", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } }, "post": { "tags": [ "Transactions" ], "summary": "Add key dates to a transaction (batch)", "description": "**Requires the `draft` scope.**", "operationId": "AddKeyDates", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/AddKeyDatesRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/contacts/{contactId}": { "get": { "tags": [ "Contacts" ], "summary": "Get a contact by ID", "description": "**Requires the `read` scope.**", "operationId": "GetContact", "parameters": [ { "name": "contactId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } }, { "name": "activityLimit", "in": "query", "schema": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "integer", "string" ], "format": "int32", "default": 10 } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/tasks": { "get": { "tags": [ "Tasks" ], "summary": "List open tasks", "description": "**Requires the `read` scope.**", "operationId": "ListTasks", "parameters": [ { "name": "transactionId", "in": "query", "schema": { "type": "string", "format": "uuid" } }, { "name": "assignedTo", "in": "query", "schema": { "type": "string" } }, { "name": "limit", "in": "query", "schema": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "integer", "string" ], "format": "int32", "default": 50 } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/tasks/{taskId}/complete": { "post": { "tags": [ "Tasks" ], "summary": "Mark a task complete", "description": "**Requires the `draft` scope.**", "operationId": "CompleteTask", "parameters": [ { "name": "taskId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/CompleteTaskRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/activity": { "post": { "tags": [ "Transactions" ], "summary": "Log an activity on a transaction", "description": "**Requires the `draft` scope.**", "operationId": "LogActivity", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/LogActivityRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/checklist": { "post": { "tags": [ "Transactions" ], "summary": "Apply a checklist template to a transaction", "description": "**Requires the `draft` scope.**", "operationId": "ApplyChecklist", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/ApplyChecklistRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } }, "get": { "tags": [ "Transactions" ], "summary": "Get aggregate checklist status for a transaction", "description": "**Requires the `read` scope.**", "operationId": "GetChecklistStatus", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/contact-roles": { "post": { "tags": [ "Contacts" ], "summary": "Create a custom contact role", "description": "**Requires the `actions` scope.**", "operationId": "CreateContactRole", "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/CreateContactRoleRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/email-templates": { "post": { "tags": [ "Templates & Forms" ], "summary": "Create an email template", "description": "**Requires the `actions` scope.**", "operationId": "CreateEmailTemplate", "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/CreateEmailTemplateRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } }, "get": { "tags": [ "Templates & Forms" ], "summary": "List email templates (org + system, active only)", "description": "**Requires the `read` scope.**", "operationId": "ListEmailTemplates", "parameters": [ { "name": "category", "in": "query", "schema": { "type": "string" } }, { "name": "audience", "in": "query", "schema": { "type": "string" } }, { "name": "stage", "in": "query", "schema": { "type": "string" } }, { "name": "side", "in": "query", "schema": { "type": "string" } }, { "name": "search", "in": "query", "schema": { "type": "string" } }, { "name": "limit", "in": "query", "schema": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "integer", "string" ], "format": "int32", "default": 50 } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/tasks/delete": { "post": { "tags": [ "Tasks" ], "summary": "Delete tasks (bulk, permanent)", "description": "**Requires the `actions` scope.**", "operationId": "DeleteTasks", "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/DeleteTasksRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/resolve": { "get": { "tags": [ "Transactions" ], "summary": "Resolve a property reference to ranked transaction matches", "description": "**Requires the `read` scope.**", "operationId": "ResolveTransactionByProperty", "parameters": [ { "name": "property", "in": "query", "schema": { "type": "string" } }, { "name": "status", "in": "query", "schema": { "type": "string" } }, { "name": "limit", "in": "query", "schema": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "integer", "string" ], "format": "int32", "default": 3 } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/contingencies": { "get": { "tags": [ "Transactions" ], "summary": "List open contingencies for a transaction", "description": "**Requires the `read` scope.**", "operationId": "ListOpenContingencies", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/missing-documents": { "get": { "tags": [ "Transactions" ], "summary": "List documents missing against the purchase baseline", "description": "**Requires the `read` scope.**", "operationId": "GetMissingDocuments", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/intake-status": { "get": { "tags": [ "Transactions" ], "summary": "Get the intake-progress snapshot for a transaction", "description": "**Requires the `read` scope.**", "operationId": "GetIntakeStatus", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/next-actions": { "get": { "tags": [ "Meta" ], "summary": "Get the ranked next-actions feed (tasks + key dates)", "description": "**Requires the `read` scope.**", "operationId": "GetNextActions", "parameters": [ { "name": "transactionId", "in": "query", "schema": { "type": "string", "format": "uuid" } }, { "name": "limit", "in": "query", "schema": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "integer", "string" ], "format": "int32", "default": 25 } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/documents": { "get": { "tags": [ "Documents" ], "summary": "List recently-uploaded documents with extraction state", "description": "**Requires the `read` scope.**", "operationId": "ListDocuments", "parameters": [ { "name": "transactionId", "in": "query", "schema": { "type": "string", "format": "uuid" } }, { "name": "since", "in": "query", "schema": { "type": "string", "format": "date-time" } }, { "name": "hasExtraction", "in": "query", "schema": { "type": "boolean" } }, { "name": "limit", "in": "query", "schema": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "integer", "string" ], "format": "int32", "default": 50 } } ], "responses": { "200": { "description": "OK" } } }, "post": { "tags": [ "Documents" ], "summary": "Upload a document (base64) and start extraction", "description": "**Requires the `actions` scope.**", "operationId": "UploadDocumentForExtraction", "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/UploadDocumentRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/documents/{documentId}/view-url": { "get": { "tags": [ "Documents" ], "summary": "Get a short-lived presigned URL to view a document", "description": "**Requires the `read` scope.**", "operationId": "GetDocumentViewUrl", "parameters": [ { "name": "documentId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/extractions/{jobId}": { "get": { "tags": [ "Extractions" ], "summary": "Get the state and results of an extraction job", "description": "**Requires the `read` scope.**", "operationId": "GetExtractionResults", "parameters": [ { "name": "jobId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/extractions/{jobId}/source-url": { "get": { "tags": [ "Extractions" ], "summary": "Get a short-lived presigned URL to view an extraction's source PDF", "description": "**Requires the `read` scope.**", "operationId": "GetExtractionSourceUrl", "parameters": [ { "name": "jobId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/documents/classify": { "post": { "tags": [ "Documents" ], "summary": "Classify a document by filename and/or content preview", "description": "**Requires the `read` scope.**", "operationId": "ClassifyDocument", "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/ClassifyDocumentRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/notifications": { "get": { "tags": [ "Organization" ], "summary": "List the signed-in user's notification inbox", "description": "**Requires the `read` scope.**", "operationId": "ListNotifications", "parameters": [ { "name": "unreadOnly", "in": "query", "schema": { "type": "boolean" } }, { "name": "limit", "in": "query", "schema": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "integer", "string" ], "format": "int32", "default": 50 } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/notifications/unread-count": { "get": { "tags": [ "Organization" ], "summary": "Unread notification count for the signed-in user", "description": "**Requires the `read` scope.**", "operationId": "NotificationUnreadCount", "responses": { "200": { "description": "OK" } } } }, "/api/v1/conversations": { "get": { "tags": [ "Messaging" ], "summary": "List the organization's message threads", "description": "**Requires the `read` scope.**", "operationId": "ListConversations", "parameters": [ { "name": "limit", "in": "query", "schema": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "integer", "string" ], "format": "int32", "default": 50 } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/conversations/{threadId}/messages": { "get": { "tags": [ "Messaging" ], "summary": "List messages in a conversation thread", "description": "**Requires the `read` scope.**", "operationId": "ListConversationMessages", "parameters": [ { "name": "threadId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } }, { "name": "limit", "in": "query", "schema": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "integer", "string" ], "format": "int32", "default": 50 } } ], "responses": { "200": { "description": "OK" } } }, "post": { "tags": [ "Messaging" ], "summary": "Reply with an SMS in an existing conversation thread", "description": "**Requires the `actions` scope.**", "operationId": "SendConversationMessage", "parameters": [ { "name": "threadId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/ReplyMessageRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/email-templates/{idOrSlug}": { "get": { "tags": [ "Templates & Forms" ], "summary": "Get an email template by ID or slug", "description": "**Requires the `read` scope.**", "operationId": "GetEmailTemplate", "parameters": [ { "name": "idOrSlug", "in": "path", "required": true, "schema": { "type": "string" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/merge-fields": { "get": { "tags": [ "Transactions" ], "summary": "Get all merge field values for a transaction", "description": "**Requires the `read` scope.**", "operationId": "GetMergeFields", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/render-template": { "post": { "tags": [ "Transactions" ], "summary": "Render an email template against a transaction (preview-only)", "description": "**Requires the `read` scope.**", "operationId": "RenderEmailTemplate", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/RenderTemplateRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/checklist-templates": { "get": { "tags": [ "Templates & Forms" ], "summary": "List timeline/checklist templates (org + system)", "description": "**Requires the `read` scope.**", "operationId": "ListChecklistTemplates", "parameters": [ { "name": "state", "in": "query", "schema": { "type": "string" } }, { "name": "side", "in": "query", "schema": { "type": "string" } }, { "name": "transactionType", "in": "query", "schema": { "type": "string" } }, { "name": "category", "in": "query", "schema": { "type": "string" } }, { "name": "complexity", "in": "query", "schema": { "type": "string" } }, { "name": "activeOnly", "in": "query", "schema": { "type": "boolean", "default": true } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/form-links": { "get": { "tags": [ "Transactions" ], "summary": "List form links sent on a transaction", "description": "**Requires the `read` scope.**", "operationId": "ListFormLinks", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/forms/{formId}": { "get": { "tags": [ "Templates & Forms" ], "summary": "Get a form template with its field list", "description": "**Requires the `read` scope.**", "operationId": "GetFormDefinition", "parameters": [ { "name": "formId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/form-submissions": { "get": { "tags": [ "Templates & Forms" ], "summary": "List form submissions (org-wide or per transaction)", "description": "**Requires the `read` scope.**", "operationId": "ListFormSubmissions", "parameters": [ { "name": "transactionId", "in": "query", "schema": { "type": "string", "format": "uuid" } }, { "name": "formDefinitionId", "in": "query", "schema": { "type": "string", "format": "uuid" } }, { "name": "formPurpose", "in": "query", "schema": { "type": "string" } }, { "name": "status", "in": "query", "schema": { "type": "string", "default": "pending_review" } }, { "name": "since", "in": "query", "schema": { "type": "string", "format": "date-time" } }, { "name": "limit", "in": "query", "schema": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "integer", "string" ], "format": "int32", "default": 25 } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/form-submissions/{submissionId}": { "get": { "tags": [ "Templates & Forms" ], "summary": "Get field-level detail for a form submission", "description": "**Requires the `read` scope.**", "operationId": "GetFormSubmission", "parameters": [ { "name": "submissionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/portal-link": { "get": { "tags": [ "Transactions" ], "summary": "Get the active client-portal link for a transaction", "description": "**Requires the `read` scope.**", "operationId": "GetPortalLink", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/disclosure-packages/{packageId}": { "get": { "tags": [ "Disclosure Packages" ], "summary": "Get a disclosure package with items and recipients", "description": "**Requires the `read` scope.**", "operationId": "GetDisclosurePackage", "parameters": [ { "name": "packageId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/disclosure-packages/{packageId}/activity": { "get": { "tags": [ "Disclosure Packages" ], "summary": "Get the recipient-activity report for a disclosure package", "description": "**Requires the `read` scope.**", "operationId": "GetDisclosureActivity", "parameters": [ { "name": "packageId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/contacts/search": { "get": { "tags": [ "Contacts" ], "summary": "Fuzzy-search contacts by name, email, phone, or company", "description": "**Requires the `read` scope.**", "operationId": "SearchContacts", "parameters": [ { "name": "q", "in": "query", "schema": { "type": "string" } }, { "name": "contactType", "in": "query", "schema": { "type": "string" } }, { "name": "limit", "in": "query", "schema": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "integer", "string" ], "format": "int32", "default": 25 } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/contacts/by-email": { "get": { "tags": [ "Contacts" ], "summary": "Find contacts by exact email, with their transactions", "description": "**Requires the `read` scope.**", "operationId": "FindContactByEmail", "parameters": [ { "name": "email", "in": "query", "schema": { "type": "string" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/tasks": { "post": { "tags": [ "Transactions" ], "summary": "Create a task on a transaction", "description": "**Requires the `draft` scope.**", "operationId": "CreateTask", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/CreateTaskRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/key-dates/{keyDateType}": { "patch": { "tags": [ "Transactions" ], "summary": "Update a key date on a transaction", "description": "**Requires the `draft` scope.**", "operationId": "UpdateKeyDate", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } }, { "name": "keyDateType", "in": "path", "required": true, "schema": { "type": "string" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/UpdateKeyDateRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/status-summary": { "post": { "tags": [ "Transactions" ], "summary": "Save a status summary on a transaction", "description": "**Requires the `draft` scope.**", "operationId": "SaveStatusSummary", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/StatusSummaryRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/reminders": { "post": { "tags": [ "Transactions" ], "summary": "Schedule a reminder on a transaction", "description": "**Requires the `actions` scope.**", "operationId": "CreateReminder", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/CreateReminderRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/tasks/{taskId}/reschedule": { "post": { "tags": [ "Tasks" ], "summary": "Reschedule (postpone) a task's due date", "description": "**Requires the `draft` scope.**", "operationId": "RescheduleTask", "parameters": [ { "name": "taskId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/RescheduleTaskRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/tasks/{taskId}/assign": { "post": { "tags": [ "Tasks" ], "summary": "Reassign a task to a team member", "description": "**Requires the `draft` scope.**", "operationId": "AssignTask", "parameters": [ { "name": "taskId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/AssignTaskRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/org/users": { "get": { "tags": [ "Organization" ], "summary": "List the organization's assignable team members", "description": "**Requires the `read` scope.**", "operationId": "ListOrgUsers", "responses": { "200": { "description": "OK" } } } }, "/api/v1/tasks/{taskId}/comments": { "get": { "tags": [ "Tasks" ], "summary": "List a task's comment thread", "description": "**Requires the `read` scope.**", "operationId": "ListTaskComments", "parameters": [ { "name": "taskId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } }, "post": { "tags": [ "Tasks" ], "summary": "Add a comment to a task", "description": "**Requires the `draft` scope.**", "operationId": "CreateTaskComment", "parameters": [ { "name": "taskId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/CreateTaskCommentRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/tasks/{taskId}/comments/{commentId}": { "delete": { "tags": [ "Tasks" ], "summary": "Delete a task comment (author only)", "description": "**Requires the `draft` scope.**", "operationId": "DeleteTaskComment", "parameters": [ { "name": "taskId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } }, { "name": "commentId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/contacts": { "post": { "tags": [ "Transactions" ], "summary": "Link an existing contact to a transaction with a role", "description": "**Requires the `actions` scope.**", "operationId": "AddContactToTransaction", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/LinkContactRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/documents/upload-url": { "post": { "tags": [ "Documents" ], "summary": "Get a presigned PUT URL for a document upload", "description": "**Requires the `actions` scope.**", "operationId": "RequestUploadUrl", "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/UploadUrlRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/extractions": { "post": { "tags": [ "Extractions" ], "summary": "Start extraction from a presigned upload", "description": "**Requires the `actions` scope.**", "operationId": "KickOffExtraction", "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/KickOffExtractionRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/documents/{documentId}/extract": { "post": { "tags": [ "Documents" ], "summary": "Start extraction for a document already in DocJacket", "description": "**Requires the `actions` scope.**", "operationId": "ExtractExistingDocument", "parameters": [ { "name": "documentId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/ExtractExistingRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/documents/{documentId}": { "patch": { "tags": [ "Documents" ], "summary": "Rename or re-classify a document", "description": "**Requires the `draft` scope.**", "operationId": "UpdateDocument", "parameters": [ { "name": "documentId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/UpdateDocumentRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } }, "delete": { "tags": [ "Documents" ], "summary": "Soft-delete a document", "description": "**Requires the `draft` scope.**", "operationId": "DeleteDocument", "parameters": [ { "name": "documentId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/documents/types": { "get": { "tags": [ "Documents" ], "summary": "List the canonical document-type vocabulary", "description": "**Requires the `read` scope.**", "operationId": "ListDocumentTypes", "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/documents/reorder": { "post": { "tags": [ "Transactions" ], "summary": "Set the order of a transaction's documents", "description": "**Requires the `draft` scope.**", "operationId": "ReorderDocuments", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/ReorderDocumentsRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/documents/{documentId}/versions": { "post": { "tags": [ "Documents" ], "summary": "Replace a document with a new uploaded version", "description": "**Requires the `draft` scope.**", "operationId": "ReplaceDocumentVersion", "parameters": [ { "name": "documentId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/ReplaceDocumentVersionRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/documents/{documentId}/split": { "post": { "tags": [ "Documents" ], "summary": "Split a multi-page PDF into separate documents", "description": "**Requires the `draft` scope.**", "operationId": "SplitDocument", "parameters": [ { "name": "documentId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/SplitDocumentRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/draft-message": { "post": { "tags": [ "Messaging" ], "summary": "Generate an AI message draft (never sends)", "description": "**Requires the `draft` scope.**", "operationId": "DraftMessage", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/MessageDraftRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/communications": { "get": { "tags": [ "Messaging" ], "summary": "List every message for a transaction across channels (SMS + email + in-app)", "description": "**Requires the `read` scope.**", "operationId": "ListCommunications", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/emails/client-update": { "post": { "tags": [ "Messaging" ], "summary": "Send a status-update email to a deal party", "description": "**Requires the `actions` scope.**", "operationId": "SendClientUpdateEmail", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/ClientUpdateEmailRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/emails/document-request": { "post": { "tags": [ "Messaging" ], "summary": "Send a document-request email to a deal party", "description": "**Requires the `actions` scope.**", "operationId": "SendDocumentRequestEmail", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/DocumentRequestEmailRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/emails/agent-followup": { "post": { "tags": [ "Messaging" ], "summary": "Send a follow-up email to an agent or vendor", "description": "**Requires the `actions` scope.**", "operationId": "SendAgentFollowupEmail", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/AgentFollowupEmailRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/emails/agent": { "post": { "tags": [ "Messaging" ], "summary": "Send an email to an agent on the deal", "description": "**Requires the `actions` scope.**", "operationId": "SendEmailToAgent", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/AgentEmailRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/conversations": { "post": { "tags": [ "Messaging" ], "summary": "Start a conversation by sending the first SMS on a deal", "description": "**Requires the `actions` scope.**", "operationId": "StartConversation", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/StartConversationRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/scheduled-messages": { "post": { "tags": [ "Messaging" ], "summary": "Schedule an email to send later on a deal", "description": "**Requires the `actions` scope.**", "operationId": "ScheduleMessage", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/ScheduleMessageRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } }, "get": { "tags": [ "Messaging" ], "summary": "List active scheduled messages on a deal", "description": "**Requires the `read` scope.**", "operationId": "ListScheduledMessages", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/scheduled-messages/{messageId}": { "delete": { "tags": [ "Messaging" ], "summary": "Cancel a pending scheduled message", "description": "**Requires the `actions` scope.**", "operationId": "CancelScheduledMessage", "parameters": [ { "name": "messageId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/messages": { "post": { "tags": [ "Messaging" ], "summary": "Send an email on a deal (appears in the merged thread as channel=email)", "description": "**Requires the `actions` scope.**", "operationId": "SendMessage", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/SendEmailMessageRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/recipients": { "get": { "tags": [ "Messaging" ], "summary": "List a deal's participants with role and per-channel availability", "description": "**Requires the `read` scope.**", "operationId": "ListRecipients", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } }, { "name": "channel", "in": "query", "schema": { "type": "string" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/conversations/{threadId}/documents": { "post": { "tags": [ "Messaging" ], "summary": "Share a document into an existing conversation via secure SMS link", "description": "**Requires the `actions` scope.**", "operationId": "ShareDocumentToConversation", "parameters": [ { "name": "threadId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/ShareToThreadRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/documents/{documentId}/share": { "post": { "tags": [ "Transactions" ], "summary": "Share a document to a party on a deal via secure SMS link", "description": "**Requires the `actions` scope.**", "operationId": "ShareDocumentToParty", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } }, { "name": "documentId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/ShareToPartyRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/disclosure-packages": { "post": { "tags": [ "Disclosure Packages" ], "summary": "Create a disclosure package (optionally attach documents and activate)", "description": "**Requires the `actions` scope.**", "operationId": "CreateDisclosurePackage", "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/CreatePackageRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/disclosure-packages/{packageId}/documents": { "put": { "tags": [ "Disclosure Packages" ], "summary": "Replace a disclosure package's document list", "description": "**Requires the `actions` scope.**", "operationId": "UpdateDisclosurePackageDocuments", "parameters": [ { "name": "packageId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/ReplaceDocumentsRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/disclosure-packages/{packageId}/activate": { "post": { "tags": [ "Disclosure Packages" ], "summary": "Activate a disclosure package (idempotent)", "description": "**Requires the `actions` scope.**", "operationId": "ActivateDisclosurePackage", "parameters": [ { "name": "packageId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/disclosure-packages/{packageId}/recipients": { "post": { "tags": [ "Disclosure Packages" ], "summary": "Invite a recipient to a disclosure package (sends the share email)", "description": "**Requires the `actions` scope.**", "operationId": "InviteDisclosureRecipient", "parameters": [ { "name": "packageId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/InviteRecipientRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/disclosure-packages/{packageId}/recipients/{recipientId}": { "delete": { "tags": [ "Disclosure Packages" ], "summary": "Revoke a disclosure recipient's access (idempotent)", "description": "**Requires the `actions` scope.**", "operationId": "RevokeDisclosureRecipient", "parameters": [ { "name": "packageId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } }, { "name": "recipientId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/webhook-events": { "get": { "tags": [ "Webhooks" ], "summary": "List the webhook event types you can subscribe to", "description": "**Requires the `read` scope.**", "operationId": "ListWebhookEvents", "responses": { "200": { "description": "OK" } } } }, "/api/v1/webhooks": { "get": { "tags": [ "Webhooks" ], "summary": "List your webhook subscriptions", "description": "**Requires the `read` scope.**", "operationId": "ListWebhooks", "parameters": [ { "name": "includeInactive", "in": "query", "schema": { "type": "boolean", "default": true } } ], "responses": { "200": { "description": "OK" } } }, "post": { "tags": [ "Webhooks" ], "summary": "Create a webhook subscription", "description": "**Requires the `actions` scope.**", "operationId": "CreateWebhook", "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/CreateWebhookApiRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/webhooks/{id}": { "get": { "tags": [ "Webhooks" ], "summary": "Get a webhook subscription by ID", "description": "**Requires the `read` scope.**", "operationId": "GetWebhook", "parameters": [ { "name": "id", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } }, "put": { "tags": [ "Webhooks" ], "summary": "Update a webhook subscription", "description": "**Requires the `actions` scope.**", "operationId": "UpdateWebhook", "parameters": [ { "name": "id", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/UpdateWebhookApiRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } }, "delete": { "tags": [ "Webhooks" ], "summary": "Delete a webhook subscription", "description": "**Requires the `actions` scope.**", "operationId": "DeleteWebhook", "parameters": [ { "name": "id", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/webhooks/{id}/test": { "post": { "tags": [ "Webhooks" ], "summary": "Send a test delivery to a webhook subscription", "description": "**Requires the `actions` scope.**", "operationId": "TestWebhook", "parameters": [ { "name": "id", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/webhooks/{id}/regenerate-secret": { "post": { "tags": [ "Webhooks" ], "summary": "Rotate a webhook subscription's signing secret", "description": "**Requires the `actions` scope.**", "operationId": "RegenerateWebhookSecret", "parameters": [ { "name": "id", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/webhooks/{id}/deliveries": { "get": { "tags": [ "Webhooks" ], "summary": "List recent delivery attempts for a webhook subscription", "description": "**Requires the `read` scope.**", "operationId": "ListWebhookDeliveries", "parameters": [ { "name": "id", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } }, { "name": "limit", "in": "query", "schema": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "integer", "string" ], "format": "int32", "default": 50 } }, { "name": "offset", "in": "query", "schema": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "integer", "string" ], "format": "int32", "default": 0 } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/usage": { "get": { "tags": [ "Meta" ], "summary": "Get call-volume, daily breakdown, top operations, and error rate for your API key", "description": "**Requires the `read` scope.**", "operationId": "GetUsage", "parameters": [ { "name": "days", "in": "query", "schema": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "integer", "string" ], "format": "int32", "default": 30 } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/devices/register": { "post": { "tags": [ "Organization" ], "summary": "Register or refresh a mobile device for the authenticated user", "description": "**Requires the `actions` scope.**", "operationId": "RegisterDevice", "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/RegisterDeviceRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/transaction-statuses": { "get": { "tags": [ "Organization" ], "summary": "List the organization's selectable transaction statuses", "description": "**Requires the `read` scope.**", "operationId": "ListTransactionStatuses", "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/status": { "patch": { "tags": [ "Transactions" ], "summary": "Change a transaction's status (runs the same cascade as the web app)", "description": "**Requires the `actions` scope.**", "operationId": "ChangeTransactionStatus", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/ChangeStatusRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/reports/communication-log": { "get": { "tags": [ "Messaging" ], "summary": "Export a transaction's communication log (email + SMS) as a PDF, ZIP (with documents), or JSON", "description": "**Requires the `read` scope.**", "operationId": "ExportCommunicationLog", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } }, { "name": "format", "in": "query", "schema": { "type": "string" } }, { "name": "from", "in": "query", "schema": { "type": "string", "format": "date-time" } }, { "name": "to", "in": "query", "schema": { "type": "string", "format": "date-time" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/transactions/{transactionId}/notes": { "patch": { "tags": [ "Transactions" ], "summary": "Set or clear a transaction's general notes", "description": "**Requires the `draft` scope.**", "operationId": "UpdateTransactionNotes", "parameters": [ { "name": "transactionId", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/UpdateNotesRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/proposals": { "get": { "tags": [ "Proposals" ], "summary": "List pending AI proposals for the organization", "description": "**Requires the `read` scope.**", "operationId": "ListProposals", "parameters": [ { "name": "status", "in": "query", "schema": { "type": "string" } }, { "name": "transactionId", "in": "query", "schema": { "type": "string", "format": "uuid" } }, { "name": "limit", "in": "query", "schema": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "integer", "string" ], "format": "int32" } }, { "name": "offset", "in": "query", "schema": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "integer", "string" ], "format": "int32" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/proposals/{id}": { "get": { "tags": [ "Proposals" ], "summary": "Get one AI proposal with its evidence", "description": "**Requires the `read` scope.**", "operationId": "GetProposal", "parameters": [ { "name": "id", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/proposals/{id}/approve": { "post": { "tags": [ "Proposals" ], "summary": "Approve an AI proposal", "description": "**Requires the `actions` scope.**", "operationId": "ApproveProposal", "parameters": [ { "name": "id", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "responses": { "200": { "description": "OK" } } } }, "/api/v1/proposals/{id}/reject": { "post": { "tags": [ "Proposals" ], "summary": "Reject an AI proposal", "description": "**Requires the `actions` scope.**", "operationId": "RejectProposal", "parameters": [ { "name": "id", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/RejectProposalRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } }, "/api/v1/proposals/{id}/payload": { "put": { "tags": [ "Proposals" ], "summary": "Edit a proposal's proposed value before approving", "description": "**Requires the `actions` scope.**", "operationId": "EditProposalPayload", "parameters": [ { "name": "id", "in": "path", "required": true, "schema": { "type": "string", "format": "uuid" } } ], "requestBody": { "content": { "application/json": { "schema": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/EditProposalPayloadRequest" } ] } } } }, "responses": { "200": { "description": "OK" } } } } }, "components": { "schemas": { "AddKeyDatesRequest": { "required": [ "keyDates" ], "type": "object", "properties": { "keyDates": { "type": "array", "items": { "$ref": "#/components/schemas/KeyDateInput" } } } }, "AddSeatRequest": { "required": [ "email", "firstName", "lastName", "role" ], "type": "object", "properties": { "email": { "type": "string" }, "firstName": { "type": [ "null", "string" ] }, "lastName": { "type": [ "null", "string" ] }, "role": { "type": [ "null", "string" ] } } }, "AgentEmailRequest": { "required": [ "recipientContactId", "recipientRole", "intent", "subject", "bodyHtml", "bodyPlainText" ], "type": "object", "properties": { "recipientContactId": { "type": [ "null", "string" ], "format": "uuid" }, "recipientRole": { "type": [ "null", "string" ] }, "intent": { "type": [ "null", "string" ] }, "subject": { "type": [ "null", "string" ] }, "bodyHtml": { "type": [ "null", "string" ] }, "bodyPlainText": { "type": [ "null", "string" ] } } }, "AgentFollowupEmailRequest": { "required": [ "recipientContactId", "recipientRole", "topic", "subject", "bodyHtml", "bodyPlainText", "tone", "sourceContextSummary" ], "type": "object", "properties": { "recipientContactId": { "type": [ "null", "string" ], "format": "uuid" }, "recipientRole": { "type": [ "null", "string" ] }, "topic": { "type": [ "null", "string" ] }, "subject": { "type": [ "null", "string" ] }, "bodyHtml": { "type": [ "null", "string" ] }, "bodyPlainText": { "type": [ "null", "string" ] }, "tone": { "type": [ "null", "string" ] }, "sourceContextSummary": { "type": [ "null", "string" ] } } }, "ApplyChecklistRequest": { "required": [ "templateId", "replaceExisting", "scope" ], "type": "object", "properties": { "templateId": { "type": "string", "format": "uuid" }, "replaceExisting": { "type": [ "null", "boolean" ] }, "scope": { "type": [ "null", "string" ] } } }, "ApplyExtractionRequest": { "required": [ "extractionJobId", "transactionType", "side", "overrides" ], "type": "object", "properties": { "extractionJobId": { "type": [ "null", "string" ], "format": "uuid" }, "transactionType": { "type": [ "null", "string" ] }, "side": { "type": [ "null", "string" ] }, "overrides": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/JsonElement" } ] }, "transactionId": { "type": [ "null", "string" ], "format": "uuid" } } }, "AssignTaskRequest": { "required": [ "assigneeUserId" ], "type": "object", "properties": { "assigneeUserId": { "type": [ "null", "string" ], "format": "uuid" } } }, "ChangeStatusRequest": { "required": [ "status" ], "type": "object", "properties": { "status": { "type": [ "null", "string" ] } } }, "ClassifyDocumentRequest": { "required": [ "filename", "contentPreview" ], "type": "object", "properties": { "filename": { "type": [ "null", "string" ] }, "contentPreview": { "type": [ "null", "string" ] } } }, "ClientUpdateEmailRequest": { "required": [ "recipientContactId", "audience", "focus", "subject", "bodyHtml", "bodyPlainText", "tone", "attachmentDocumentIds" ], "type": "object", "properties": { "recipientContactId": { "type": [ "null", "string" ], "format": "uuid" }, "audience": { "type": [ "null", "string" ] }, "focus": { "type": [ "null", "string" ] }, "subject": { "type": [ "null", "string" ] }, "bodyHtml": { "type": [ "null", "string" ] }, "bodyPlainText": { "type": [ "null", "string" ] }, "tone": { "type": [ "null", "string" ] }, "attachmentDocumentIds": { "type": [ "null", "array" ], "items": { "type": "string" } } } }, "CompleteTaskRequest": { "required": [ "completionNotes" ], "type": "object", "properties": { "completionNotes": { "type": [ "null", "string" ] } } }, "CreateContactRequest": { "required": [ "firstName", "lastName", "email", "phone", "company", "licenseNumber", "contactType", "kind", "streetAddress", "city", "state", "zipCode", "notes" ], "type": "object", "properties": { "firstName": { "type": [ "null", "string" ] }, "lastName": { "type": [ "null", "string" ] }, "email": { "type": [ "null", "string" ] }, "phone": { "type": [ "null", "string" ] }, "company": { "type": [ "null", "string" ] }, "licenseNumber": { "type": [ "null", "string" ] }, "contactType": { "type": [ "null", "string" ] }, "kind": { "type": [ "null", "string" ] }, "streetAddress": { "type": [ "null", "string" ] }, "city": { "type": [ "null", "string" ] }, "state": { "type": [ "null", "string" ] }, "zipCode": { "type": [ "null", "string" ] }, "notes": { "type": [ "null", "string" ] } } }, "CreateContactRoleRequest": { "required": [ "name", "category", "description", "allowMultiple", "maxInstances", "partyKey", "ignoreSimilar" ], "type": "object", "properties": { "name": { "type": [ "null", "string" ] }, "category": { "type": [ "null", "string" ] }, "description": { "type": [ "null", "string" ] }, "allowMultiple": { "type": [ "null", "boolean" ] }, "maxInstances": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "null", "integer", "string" ], "format": "int32" }, "partyKey": { "type": [ "null", "string" ] }, "ignoreSimilar": { "type": [ "null", "boolean" ] } } }, "CreateEmailTemplateRequest": { "required": [ "name", "category", "subject", "body", "description", "audience", "stage", "side", "tone", "isActive" ], "type": "object", "properties": { "name": { "type": [ "null", "string" ] }, "category": { "type": [ "null", "string" ] }, "subject": { "type": [ "null", "string" ] }, "body": { "type": [ "null", "string" ] }, "description": { "type": [ "null", "string" ] }, "audience": { "type": [ "null", "string" ] }, "stage": { "type": [ "null", "string" ] }, "side": { "type": [ "null", "string" ] }, "tone": { "type": [ "null", "string" ] }, "isActive": { "type": [ "null", "boolean" ] } } }, "CreateOrgRequest": { "required": [ "name", "owner" ], "type": "object", "properties": { "name": { "type": "string" }, "owner": { "$ref": "#/components/schemas/OwnerBody" } } }, "CreatePackageRequest": { "required": [ "transactionId", "name", "coverMessage", "documentIds", "allowDownloads", "requireAck", "expiresAt" ], "type": "object", "properties": { "transactionId": { "type": [ "null", "string" ], "format": "uuid" }, "name": { "type": [ "null", "string" ] }, "coverMessage": { "type": [ "null", "string" ] }, "documentIds": { "type": [ "null", "array" ], "items": { "type": "string", "format": "uuid" } }, "allowDownloads": { "type": [ "null", "boolean" ] }, "requireAck": { "type": [ "null", "boolean" ] }, "expiresAt": { "type": [ "null", "string" ], "format": "date-time" } } }, "CreateReminderRequest": { "required": [ "milestoneId", "deadlineType", "deadlineDate", "daysBeforeReminder", "recipientEmails", "recipientRoles", "emailTemplateId", "note", "reminderTimeOfDay" ], "type": "object", "properties": { "milestoneId": { "type": [ "null", "string" ], "format": "uuid" }, "deadlineType": { "type": [ "null", "string" ] }, "deadlineDate": { "type": [ "null", "string" ], "format": "date-time" }, "daysBeforeReminder": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "null", "integer", "string" ], "format": "int32" }, "recipientEmails": { "type": [ "null", "string" ] }, "recipientRoles": { "type": [ "null", "string" ] }, "emailTemplateId": { "type": [ "null", "string" ], "format": "uuid" }, "note": { "type": [ "null", "string" ] }, "reminderTimeOfDay": { "type": [ "null", "string" ] } } }, "CreateTaskCommentRequest": { "required": [ "content" ], "type": "object", "properties": { "content": { "type": "string" } } }, "CreateTaskRequest": { "required": [ "title", "description", "dueDate", "priority", "linkedMilestoneName", "assigneeUserId" ], "type": "object", "properties": { "title": { "type": [ "null", "string" ] }, "description": { "type": [ "null", "string" ] }, "dueDate": { "type": [ "null", "string" ], "format": "date-time" }, "priority": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "null", "integer", "string" ], "format": "int32" }, "linkedMilestoneName": { "type": [ "null", "string" ] }, "assigneeUserId": { "type": [ "null", "string" ], "format": "uuid" } } }, "CreateWebhookApiRequest": { "required": [ "name", "url", "events", "description", "headers" ], "type": "object", "properties": { "name": { "type": [ "null", "string" ] }, "url": { "type": [ "null", "string" ] }, "events": { "type": [ "null", "array" ], "items": { "type": "string" } }, "description": { "type": [ "null", "string" ] }, "headers": { "type": [ "null", "object" ], "additionalProperties": { "type": "string" } } } }, "DeleteTasksRequest": { "required": [ "taskIds" ], "type": "object", "properties": { "taskIds": { "type": "array", "items": { "type": "string", "format": "uuid" } } } }, "DocumentRequestEmailRequest": { "required": [ "recipientContactId", "recipientRole", "documentTypes", "subject", "bodyHtml", "bodyPlainText", "tone" ], "type": "object", "properties": { "recipientContactId": { "type": [ "null", "string" ], "format": "uuid" }, "recipientRole": { "type": [ "null", "string" ] }, "documentTypes": { "type": [ "null", "array" ], "items": { "type": "string" } }, "subject": { "type": [ "null", "string" ] }, "bodyHtml": { "type": [ "null", "string" ] }, "bodyPlainText": { "type": [ "null", "string" ] }, "tone": { "type": [ "null", "string" ] } } }, "EditProposalPayloadRequest": { "required": [ "parameters" ], "type": "object", "properties": { "parameters": { "oneOf": [ { "type": "null" }, { "$ref": "#/components/schemas/JsonElement" } ] } } }, "ExtractExistingRequest": { "required": [ "state", "documentTypeHint", "transactionIdOverride", "side" ], "type": "object", "properties": { "state": { "type": [ "null", "string" ] }, "documentTypeHint": { "type": [ "null", "string" ] }, "transactionIdOverride": { "type": [ "null", "string" ], "format": "uuid" }, "side": { "type": [ "null", "string" ] } } }, "InviteRecipientRequest": { "required": [ "displayLabel", "email", "contactId", "audienceTier", "expiresAt" ], "type": "object", "properties": { "displayLabel": { "type": [ "null", "string" ] }, "email": { "type": [ "null", "string" ] }, "contactId": { "type": [ "null", "string" ], "format": "uuid" }, "audienceTier": { "type": [ "null", "string" ] }, "expiresAt": { "type": [ "null", "string" ], "format": "date-time" } } }, "JsonElement": { }, "KeyDateInput": { "required": [ "keyDateType", "dateValue", "isCustom", "label" ], "type": "object", "properties": { "keyDateType": { "type": [ "null", "string" ] }, "dateValue": { "type": [ "null", "string" ], "format": "date-time" }, "isCustom": { "type": [ "null", "boolean" ] }, "label": { "type": [ "null", "string" ] } } }, "KickOffExtractionRequest": { "required": [ "uploadId", "filename", "state", "documentTypeHint", "transactionId", "side" ], "type": "object", "properties": { "uploadId": { "type": [ "null", "string" ] }, "filename": { "type": [ "null", "string" ] }, "state": { "type": [ "null", "string" ] }, "documentTypeHint": { "type": [ "null", "string" ] }, "transactionId": { "type": [ "null", "string" ], "format": "uuid" }, "side": { "type": [ "null", "string" ] } } }, "LinkContactRequest": { "required": [ "contactId", "role", "isPrimary" ], "type": "object", "properties": { "contactId": { "type": [ "null", "string" ], "format": "uuid" }, "role": { "type": [ "null", "string" ] }, "isPrimary": { "type": [ "null", "boolean" ] } } }, "LogActivityRequest": { "required": [ "type", "summary", "details" ], "type": "object", "properties": { "type": { "type": "string" }, "summary": { "type": "string" }, "details": { "type": [ "null", "string" ] } } }, "MessageDraftRequest": { "required": [ "intent" ], "type": "object", "properties": { "intent": { "type": "string" }, "recipientRole": { "type": [ "null", "string" ] }, "recipientName": { "type": [ "null", "string" ] }, "additionalContext": { "type": [ "null", "string" ] } } }, "OwnerBody": { "required": [ "email", "firstName", "lastName" ], "type": "object", "properties": { "email": { "type": "string" }, "firstName": { "type": [ "null", "string" ] }, "lastName": { "type": [ "null", "string" ] } } }, "RegisterDeviceRequest": { "required": [ "installationId", "platform", "appVersion", "pushToken", "capabilities", "permissions" ], "type": "object", "properties": { "installationId": { "type": [ "null", "string" ] }, "platform": { "type": [ "null", "string" ] }, "appVersion": { "type": [ "null", "string" ] }, "pushToken": { "type": [ "null", "string" ] }, "capabilities": { "type": [ "null", "array" ], "items": { "type": "string" } }, "permissions": { "type": [ "null", "object" ], "additionalProperties": { "type": "string" } } } }, "RejectProposalRequest": { "required": [ "reason" ], "type": "object", "properties": { "reason": { "type": [ "null", "string" ] } } }, "RenderTemplateRequest": { "required": [ "templateId", "slug" ], "type": "object", "properties": { "templateId": { "type": [ "null", "string" ], "format": "uuid" }, "slug": { "type": [ "null", "string" ] } } }, "ReorderDocumentsRequest": { "required": [ "orderedDocumentIds" ], "type": "object", "properties": { "orderedDocumentIds": { "type": [ "null", "array" ], "items": { "type": "string", "format": "uuid" } } } }, "ReplaceDocumentsRequest": { "required": [ "documentIds" ], "type": "object", "properties": { "documentIds": { "type": [ "null", "array" ], "items": { "type": "string", "format": "uuid" } } } }, "ReplaceDocumentVersionRequest": { "required": [ "uploadId", "filename", "sizeBytes", "contentType" ], "type": "object", "properties": { "uploadId": { "type": [ "null", "string" ] }, "filename": { "type": [ "null", "string" ] }, "sizeBytes": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "null", "integer", "string" ], "format": "int64" }, "contentType": { "type": [ "null", "string" ] } } }, "ReplyMessageRequest": { "required": [ "messageContent" ], "type": "object", "properties": { "messageContent": { "type": [ "null", "string" ] }, "forceOverride": { "type": "boolean", "default": false } } }, "RescheduleTaskRequest": { "required": [ "dueDate" ], "type": "object", "properties": { "dueDate": { "type": [ "null", "string" ], "format": "date-time" } } }, "ScheduleMessageRequest": { "required": [ "toEmail", "subject", "body" ], "type": "object", "properties": { "toEmail": { "type": [ "null", "string" ] }, "subject": { "type": [ "null", "string" ] }, "body": { "type": [ "null", "string" ] }, "htmlBody": { "type": [ "null", "string" ] }, "ccAddresses": { "type": [ "null", "string" ] }, "bccAddresses": { "type": [ "null", "string" ] }, "fromAccountId": { "type": [ "null", "string" ] }, "scheduledAt": { "type": [ "null", "string" ] }, "scheduledTimezone": { "type": [ "null", "string" ] } } }, "SendEmailMessageRequest": { "required": [ "toEmail", "subject", "body" ], "type": "object", "properties": { "toEmail": { "type": [ "null", "string" ] }, "subject": { "type": [ "null", "string" ] }, "body": { "type": [ "null", "string" ] }, "htmlBody": { "type": [ "null", "string" ] }, "ccAddresses": { "type": [ "null", "string" ] }, "bccAddresses": { "type": [ "null", "string" ] }, "fromAccountId": { "type": [ "null", "string" ] }, "templateId": { "type": [ "null", "string" ], "format": "uuid" }, "replyToMessageId": { "type": [ "null", "string" ], "format": "uuid" } } }, "ShareToPartyRequest": { "required": [ "toPhoneNumber", "contactId", "message", "expirationHours" ], "type": "object", "properties": { "toPhoneNumber": { "type": [ "null", "string" ] }, "contactId": { "type": [ "null", "string" ], "format": "uuid" }, "message": { "type": [ "null", "string" ] }, "expirationHours": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "null", "integer", "string" ], "format": "int32" } } }, "ShareToThreadRequest": { "required": [ "documentId", "message", "expirationHours" ], "type": "object", "properties": { "documentId": { "type": [ "null", "string" ], "format": "uuid" }, "message": { "type": [ "null", "string" ] }, "expirationHours": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "null", "integer", "string" ], "format": "int32" } } }, "SplitDocumentRequest": { "required": [ "segments" ], "type": "object", "properties": { "segments": { "type": [ "null", "array" ], "items": { "$ref": "#/components/schemas/SplitSegment" } } } }, "SplitSegment": { "required": [ "startPage", "endPage", "documentType" ], "type": "object", "properties": { "startPage": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "integer", "string" ], "format": "int32" }, "endPage": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "integer", "string" ], "format": "int32" }, "documentType": { "type": [ "null", "string" ] } } }, "StartConversationRequest": { "required": [ "toPhoneNumber", "messageContent" ], "type": "object", "properties": { "toPhoneNumber": { "type": [ "null", "string" ] }, "messageContent": { "type": [ "null", "string" ] }, "contactId": { "type": [ "null", "string" ], "format": "uuid" }, "forceOverride": { "type": "boolean", "default": false } } }, "StatusSummaryRequest": { "required": [ "audience", "subject", "bodyMarkdown", "keyPointBullets" ], "type": "object", "properties": { "audience": { "type": [ "null", "string" ] }, "subject": { "type": [ "null", "string" ] }, "bodyMarkdown": { "type": [ "null", "string" ] }, "keyPointBullets": { "type": [ "null", "array" ], "items": { "type": "string" } } } }, "UpdateDocumentRequest": { "required": [ "name", "category", "documentType" ], "type": "object", "properties": { "name": { "type": [ "null", "string" ] }, "category": { "type": [ "null", "string" ] }, "documentType": { "type": [ "null", "string" ] } } }, "UpdateKeyDateRequest": { "required": [ "newValue", "source", "calculationNotes" ], "type": "object", "properties": { "newValue": { "type": [ "null", "string" ] }, "source": { "type": [ "null", "string" ] }, "calculationNotes": { "type": [ "null", "string" ] } } }, "UpdateNotesRequest": { "required": [ "notes" ], "type": "object", "properties": { "notes": { "type": [ "null", "string" ] } } }, "UpdateWebhookApiRequest": { "required": [ "name", "url", "events", "description", "headers", "isActive", "circuitBreakerEnabled", "timeoutSeconds" ], "type": "object", "properties": { "name": { "type": [ "null", "string" ] }, "url": { "type": [ "null", "string" ] }, "events": { "type": [ "null", "array" ], "items": { "type": "string" } }, "description": { "type": [ "null", "string" ] }, "headers": { "type": [ "null", "object" ], "additionalProperties": { "type": "string" } }, "isActive": { "type": [ "null", "boolean" ] }, "circuitBreakerEnabled": { "type": [ "null", "boolean" ] }, "timeoutSeconds": { "pattern": "^-?(?:0|[1-9]\\d*)$", "type": [ "null", "integer", "string" ], "format": "int32" } } }, "UploadDocumentRequest": { "required": [ "fileBase64", "filename", "state", "documentTypeHint", "transactionId", "side" ], "type": "object", "properties": { "fileBase64": { "type": [ "null", "string" ] }, "filename": { "type": [ "null", "string" ] }, "state": { "type": [ "null", "string" ] }, "documentTypeHint": { "type": [ "null", "string" ] }, "transactionId": { "type": [ "null", "string" ], "format": "uuid" }, "side": { "type": [ "null", "string" ] } } }, "UploadUrlRequest": { "required": [ "filename", "contentType" ], "type": "object", "properties": { "filename": { "type": [ "null", "string" ] }, "contentType": { "type": [ "null", "string" ] } } } }, "securitySchemes": { "OrgApiKey": { "type": "http", "description": "Organization API key — `Authorization: Bearer mcp_at_…`\n\nMint one in DocJacket under **Settings → AI & API Access**. The key acts within a single organization and carries one or more scopes:\n\n- `read` — GETs.\n- `draft` — low-risk writes (completing a task, saving a status summary).\n- `actions` — side-effecting writes (sending email, deleting, provisioning).\n\nEach operation below notes the scope it requires. `GET /api/v1/catalog` returns the same list with a `callable` flag computed against *your* key. The identical key also connects AI assistants over MCP at `https://mcp.docjacket.com/mcp`.", "scheme": "bearer" }, "PartnerApiKey": { "type": "http", "description": "White-label partner key — `Authorization: Bearer rsk_…`\n\nCross-tenant credential for resellers, accepted only on the `/api/v1/orgs/*` operations (the **Organizations (Partner)** section). Organization API keys (`mcp_at_…`) are rejected there, and a partner key is rejected everywhere else. Requests for an organization the key does not own return `404` rather than `403`, so ownership is never disclosed.", "scheme": "bearer" } } }, "security": [ { "OrgApiKey": [ ] } ], "tags": [ { "name": "Meta", "description": "Start here. Verify your key, discover the operations it can call, and see your own call volume." }, { "name": "Transactions", "description": "The transaction record itself — create, list, read, and update deals, and manage the checklists, contingencies, notes, and reminders attached to them." }, { "name": "Messaging", "description": "Email and messaging on a deal — send client updates and document requests, draft and schedule messages, and read the communication log." }, { "name": "Key Dates", "description": "Deadlines across your book of business. Key dates for a single transaction live under Transactions." }, { "name": "Tasks", "description": "Task lists on a deal — create, list, comment on, complete, and delete tasks." }, { "name": "Documents", "description": "Files on a deal — request an upload URL, list and classify documents, share them, and manage versions." }, { "name": "Extractions", "description": "AI contract extraction — kick off a run, poll results, and apply extracted fields to a transaction." }, { "name": "Contacts", "description": "People and companies — search, create, and update contacts, and read the role vocabulary they are assigned to." }, { "name": "Disclosure Packages", "description": "Seller disclosure packages — assemble documents, activate, invite and revoke recipients, and read access activity." }, { "name": "Proposals", "description": "AI-generated proposals awaiting human review — list, inspect, approve, and reject." }, { "name": "Templates & Forms", "description": "Reusable content — email templates, checklist templates, intake forms, and the submissions they produce." }, { "name": "Webhooks", "description": "Push instead of poll — subscribe to events, manage subscriptions, and read the event catalog." }, { "name": "Organization", "description": "Your own organization — settings, the transaction-status vocabulary, notifications, and registered devices." }, { "name": "Organizations (Partner)", "description": "White-label partner tier. Provision and read the organizations in your book of business. Requires a partner key (rsk_…), not an organization key." } ] }