Ocrolus Agentic Access
Ocrolus exposes 82 API operations that an AI agent could call, of which 34 are state-changing ‘acting’ operations. This is a recommended x-agentic-access execution contract — the scope, audience, consequence tier, short-lived token constraints, and escalation each action should carry before it is handed to an autonomous agent.
By consequence: 48 read, 33 write, and 1 safety-critical.
1 operation are classed safety-critical and should require human-in-the-loop approval at runtime.
Contracts are classified heuristically from the provider’s OpenAPI and refresh on every APIs.io network build; audience is bound per deployment. The model follows Curity’s Access Intelligence (apidays Munich 2026). Browse every provider’s agent contracts at agentic-access.apis.io.
By consequence
Highest-consequence actions
The physical and safety-critical operations an agent could invoke — the ones that most warrant scoped tokens, tight TTLs, and escalation. Full per-operation contracts are in the source below.
| Method | Path | Consequence | Human-in-loop |
|---|---|---|---|
| PUT | /v2/analytics/book/{book_uuid}/transactions | safety-critical | required |
Source
Agentic Access
generated: '2026-07-20'
method: generated
source: openapi/ocrolus-account-level-webhooks-openapi.json, openapi/ocrolus-analyze-openapi.json,
openapi/ocrolus-authentication-openapi.json, openapi/ocrolus-book-commands-openapi.json, openapi/ocrolus-book-queries-openapi.json,
openapi/ocrolus-business-history-openapi.json, openapi/ocrolus-capture-openapi.json, openapi/ocrolus-detect-openapi.json,
openapi/ocrolus-encore-openapi.json, openapi/ocrolus-file-uploads-openapi.json, openapi/ocrolus-income-openapi.json,
openapi/ocrolus-org-level-webhooks-openapi.json, openapi/ocrolus-tag-management-openapi.json,
openapi/ocrolus-user-management-openapi.json
description: Recommended x-agentic-access execution contracts, classified heuristically from
the OpenAPI. A governance starting point for exposing this API to AI agents — review and bind
audience per deployment. See research/curity/agentic-governance/.
summary:
operations: 82
by_action_class:
acting: 34
connected: 48
by_consequence:
write: 33
read: 48
safety-critical: 1
human_in_the_loop_required: 1
operations:
- path: /v1/account/settings/update/webhook_endpoint
method: post
operationId: configure-webhook
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v1/account/settings/webhook_details
method: get
operationId: webhook-configuration
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v1/account/settings/test_webhook_endpoint
method: get
operationId: test-webhook
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v1/account/settings/webhook/rotate-secret
method: post
operationId: configure-webhook-secret-account-level
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v2/book/{book_uuid}/income/bank-statement-v2
method: get
operationId: bsic
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v2/book/{book_uuid}/income/bank-statement-v2/xlsx
method: get
operationId: bsic-excel
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v2/book/{book_uuid}/summary
method: get
operationId: Book-summary
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v2/book/{book_uuid}/cash_flow_features
method: get
operationId: cash-flow-features
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v2/book/{book_uuid}/enriched_txns
method: get
operationId: enriched-transactions
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v2/book/{book_uuid}/lender_analytics/xlsx
method: get
operationId: analytics-excel
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v2/book/{book_uuid}/cash_flow_risk_score
method: get
operationId: risk-score
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v2/analytics/book/{book_uuid}/benchmark
method: get
operationId: benchmarking-CFB
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v2/book/{book_uuid}/credit-shopping-events
method: get
operationId: credit-shopping-events
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v2/analytics/jobs/{job_id}
method: get
operationId: async-job-status
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v1/book/summary
method: get
operationId: analytics
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v1/book/export/xlsx/analytics
method: get
operationId: legacy-analytics-excel
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v1/book/analytics/async/request
method: post
operationId: async-analytics-request
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v1/book/analytics/async/result
method: get
operationId: async-analytics-result
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /oauth/token
method: post
operationId: grant-authentication-token
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v1/book/add
method: post
operationId: create-a-book
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v1/book/remove
method: post
operationId: delete-a-book
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v1/book/update
method: post
operationId: update-book
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v2/los-connect/encompass/book
method: get
operationId: book-from-loan
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v2/los-connect/book/{book_uuid}/loans
method: get
operationId: loan-from-book
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v1/book/info
method: get
operationId: book-info
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v1/books
method: get
operationId: book-list
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v1/book/status
method: get
operationId: book-status
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v2/book/{book_uuid}/business
method: get
operationId: business-identifier
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v1/businesses/{business_id}
method: get
operationId: business-overview
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v1/businesses/{business_id}/transactions
method: get
operationId: business-transactions
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v1/businesses/{business_id}/summary
method: get
operationId: business-summary
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v1/book/forms
method: get
operationId: book-form-data
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v2/book/{book_uuid}/paystub
method: get
operationId: book-paystub-data
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v1/document/forms/fields
method: get
operationId: doc-form-data
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v2/document/{doc_uuid}/paystub
method: get
operationId: doc-paystub-data
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v1/form
method: get
operationId: form-field-data
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v2/paystub/{paystub_uuid}
method: get
operationId: paystub-data
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v1/transaction
method: get
operationId: transactions
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v2/detect/book/{book_uuid}/signals
method: get
operationId: book-fraud-signals
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v2/detect/uploaded_doc/{uploaded_doc_uuid}/signals
method: get
operationId: doc-fraud-signals
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v2/detect/visualization/{visualization_uuid}
method: get
operationId: signal-visualization
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v1/book/{book_uuid}/suspicious-activity-flags
method: get
operationId: suspicious-activity-flags
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v2/book/{book_uuid}/business
method: post
operationId: create-business
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v2/book/{book_uuid}/business/{business_uuid}
method: get
operationId: retrieve-business
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v1/developer/auth/vendor/{vendor_name}
method: put
operationId: vendor-auth
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v1/book/copy-jobs
method: post
operationId: create-book-copy-jobs
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v1/book/copy-jobs
method: get
operationId: list-book-copy-jobs
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v1/book/copy-jobs/{job_id}/accept
method: post
operationId: copy-jobs-accept
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v1/book/copy-jobs/{job_id}/reject
method: post
operationId: copy-jobs-reject
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v1/book/copy-jobs/run-kickouts
method: post
operationId: run-kick-outs
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v1/settings/book-copy
method: get
operationId: get-book-copy-settings-allow-list
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v1/book/upload
method: post
operationId: upload-pdf-to-book
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v1/book/upload/mixed
method: post
operationId: upload-mixed-document
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v2/book/{book_uuid}/document/paystub
method: post
operationId: upload-paystub
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v1/book/upload/image
method: post
operationId: upload-image
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v1/book/upload/image/done
method: post
operationId: mark-image-group-complete
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v1/book/upload/json
method: post
operationId: upload-json
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v1/book/import/plaid/asset
method: post
operationId: import-plaid-asset-report
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v2/book/{book_uuid}/income/summary
method: get
operationId: income-summary
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v2/book/{book_uuid}/income-calculations
method: get
operationId: income-calculations
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v2/book/{uuid}/income/entity_config
method: post
operationId: income-entity-config
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v2/book/{book_uuid}/income-guideline
method: put
operationId: save-income-guideline
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v2/book/{book_uuid}/income/self-employed/calculate
method: post
operationId: self-employed-income-calculation-fm
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /webhook
method: post
operationId: add-webhook
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /webhook/{webhook_uuid}/rotate-secret
method: post
operationId: configure-webhook-secret-org-level
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /webhook/{webhook_uuid}/delete
method: delete
operationId: delete-webhook
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /webhooks
method: get
operationId: list-webhooks
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /webhook/{webhook_uuid}/events
method: get
operationId: list-events
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /webhook/{webhook_uuid}
method: get
operationId: get-webhook
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /webhook/{webhook_uuid}/test
method: post
operationId: test-org-webhook
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /webhook/{webhook_uuid}/update
method: post
operationId: update-webhook
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v2/analytics/tags
method: post
operationId: create-tag
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v2/analytics/tags
method: get
operationId: get-all-tags
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v2/analytics/tags/{tag_uuid}
method: get
operationId: get-tag
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v2/analytics/tags/{tag_uuid}
method: put
operationId: modify-tag
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v2/analytics/tags/{tag_uuid}
method: delete
operationId: delete-tag
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v2/analytics/revenue-deduction-tags
method: get
operationId: get-revenue-deduction-tags
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v2/analytics/revenue-deduction-tags
method: put
operationId: update-revenue-deduction-tag
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v2/analytics/book/{book_uuid}/transactions
method: put
operationId: override-transaction-tag
x-agentic-access:
action-class: acting
consequence: safety-critical
subject: required
audience: null
token:
max-ttl: 120
exchange: true
purpose-required: true
proof-of-possession: true
escalation:
human-in-the-loop: required
audit: required
- path: /v1/invitations
method: post
operationId: create-invitation
x-agentic-access:
action-class: acting
consequence: write
subject: required
audience: null
token:
max-ttl: 900
escalation:
human-in-the-loop: conditional
triggers:
- abnormal
- high-value
audit: required
- path: /v1/invitations
method: get
operationId: list-invitations
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /v1/users
method: get
operationId: list-users
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
Work with this as data
Every access contract here is available over the APIs.io API and to AI agents over MCP. Agentic Access is not yet its own endpoint on the v1 API. Reach it through catalog search and the tag graph, or the MCP server.
MCP server
One button, every client — Claude, Cursor, VS Code and the rest.
https://apis.io/mcp
Tools for agentic access
3 MCP tools reach this
apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.resolveTurn a domain, URL or GitHub org into the provider it belongs to.find_cohortsEvery scored population of providers in the catalog.
Call it yourself
curl for this page
curl "https://apis.io/api/v1/search?q=ocrolus-agentic-access&limit=10"
curl "https://apis.io/api/v1/tags/ocrolus-agentic-access"
Discovery needs no key. Ratings and market analysis are Pro.