Candor Finance

Candor Finance Conversations API

The Conversations API from Candor Finance — 1 operation(s) for conversations.

Documentation GitHub OpenAPI

Operations 1

GET /v1/conversations Read the saved evaluation and its conversation suggestions #

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Candor Conversations API
  version: 2026-10-21.2
  summary: Give an authorized AI agent access to personal finance records for accounts, spending, budgets, goals, and investments.
  description: Candor's versioned API for an authorized user's AI agent. The current pre-stable /v1 contract may make coordinated clean cutovers when a clearer agent workflow warrants one. Published operation retirements are documented with their replacement and timeline and use standard Deprecation and Sunset response headers.
servers:
- url: https://api.candor.money
security:
- candorBearer: []
tags:
- name: Conversations
paths:
  /v1/conversations:
    parameters:
    - $ref: '#/components/parameters/ActionReason'
    - $ref: '#/components/parameters/ParentAction'
    - $ref: '#/components/parameters/ActionTaskKey'
    get:
      summary: Read the saved evaluation and its conversation suggestions
      description: Returns the same authorized saved result as the dashboard, with up to five selected prompts in relevance order with their IDs, titles and assignments, shared financial picture, attributed notes and coverage caveats. No inference runs on reads. Suggestions are orientation, not user instructions or financial actions the user asked for. Stale or unavailable results withhold their financial content.
      operationId: getConversations
      parameters:
      - in: query
        name: id
        schema:
          type: string
        description: Exact suggestion-set id from a dashboard handoff or prior read. Omit for the latest saved result. Never substitute a newer result for a pinned id.
      responses:
        '200':
          description: Saved suggestion-set envelope, including status when no current result is available.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ResponseEnvelope'
          headers:
            RateLimit:
              $ref: '#/components/headers/RateLimit'
            RateLimit-Policy:
              $ref: '#/components/headers/RateLimitPolicy'
        default:
          $ref: '#/components/responses/ErrorResponse'
      tags:
      - Conversations
components:
  schemas:
    ResponseEnvelope:
      type: object
      description: Referenced by this document but never defined in it. API Evangelist added this empty placeholder so the document resolves; the shape is unknown and is NOT a claim about the API.
      x-ae-placeholder: true
  responses:
    ErrorResponse:
      description: Referenced by this document but never defined in it. API Evangelist added this empty placeholder so the document resolves; the shape is unknown and is NOT a claim about the API.
      x-ae-placeholder: true
  parameters:
    ActionTaskKey:
      name: ActionTaskKey
      in: query
      required: false
      schema:
        type: string
      description: Referenced by this document but never defined in it. API Evangelist added this empty placeholder so the document resolves; the shape is unknown and is NOT a claim about the API.
      x-ae-placeholder: true
    ActionReason:
      name: ActionReason
      in: query
      required: false
      schema:
        type: string
      description: Referenced by this document but never defined in it. API Evangelist added this empty placeholder so the document resolves; the shape is unknown and is NOT a claim about the API.
      x-ae-placeholder: true
    ParentAction:
      name: ParentAction
      in: query
      required: false
      schema:
        type: string
      description: Referenced by this document but never defined in it. API Evangelist added this empty placeholder so the document resolves; the shape is unknown and is NOT a claim about the API.
      x-ae-placeholder: true
  headers:
    RateLimit:
      type: object
      description: Referenced by this document but never defined in it. API Evangelist added this empty placeholder so the document resolves; the shape is unknown and is NOT a claim about the API.
      x-ae-placeholder: true
    RateLimitPolicy:
      type: object
      description: Referenced by this document but never defined in it. API Evangelist added this empty placeholder so the document resolves; the shape is unknown and is NOT a claim about the API.
      x-ae-placeholder: true