Close

Close Activities.custom Activities API

The activities.custom_activities API from Close — 2 operation(s) for activities.custom_activities.

GitHub OpenAPI

Operations 5

Each operation below carries the questions people ask an LLM about it and the instructions they give an agent to run it. Generated by API Evangelist overlay

GET /activity/custom/ List custom activity records · List or filter all Custom Activity instances #
Ask an LLM
“Which custom activities have been logged on a particular lead?”
“Can I filter custom activities by their custom activity type?”
Tell an agent
List custom activities for lead {lead_id}.
Show all custom activities of type {custom_activity_type_id}.
POST /activity/custom/ Log a custom activity on a lead · Create a new Custom Activity instance #
Ask an LLM
“How do I record a custom activity, like a demo form, on a lead?”
“Can I save a custom activity as a draft without filling every required field?”
Tell an agent
Log a custom activity of type {custom_activity_type_id} on lead {lead_id}.
Create a draft {custom_activity_type_id} activity on lead {lead_id} with status {status}.
GET /activity/custom/{id}/ Get one custom activity record · Get a single Custom Activity instance #
Ask an LLM
“What custom field values were recorded on a specific custom activity?”
“Can I fetch a single custom activity instance by id?”
Tell an agent
Fetch custom activity {id}.
Show the custom field values on custom activity {id}.
PUT /activity/custom/{id}/ Update or publish a custom activity · Updating a Custom Activity instance #
Ask an LLM
“Can I move a custom activity from draft to published?”
“Is it possible to pin a custom activity to the top of the lead feed?”
Tell an agent
Set custom activity {id} to status {status}.
Pin custom activity {id} on the lead.
DELETE /activity/custom/{id}/ Delete a custom activity record · Delete a Custom Activity instance #
Ask an LLM
“Can I remove a custom activity that was logged by mistake?”
“Which call deletes a single custom activity instance?”
Tell an agent destructive · confirm first
Delete custom activity {id}.
Remove custom activity record {id} from the lead.

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/close/refs/heads/main/openapi/close-activities-custom-activities-api-openapi.yml

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OpenAPI Specification

close-activities-custom-activities-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  description: Close CRM REST API
  title: Close Activities.custom Activities API
  version: 1.0.0
servers:
- url: https://api.close.com/api/v1
security:
- ApiKeyAuth: []
- OAuth2: []
tags:
- name: activities.custom_activities
  externalDocs:
    url: https://developer.close.com/api/resources/activities/custom-activities
paths:
  /activity/custom/:
    get:
      operationId: activities.custom_activities_list
      tags:
      - activities.custom_activities
      summary: List or filter all Custom Activity instances
      description: 'Custom Fields appear in the format: `custom.{custom_field_id}`. See Custom Fields.


        If you''re filtering by `custom_activity_type_id` or `custom_activity_type_id__in` parameter, the `lead_id` parameter will be required as well. If you want to retrieve all Custom Activity instances of a specific type regardless of the lead, you will need to get leads that contain such an activity type using Advanced Filtering and provide those Lead IDs one at a time to this endpoint.'
      parameters:
      - $ref: '#/components/parameters/LimitParam'
      - $ref: '#/components/parameters/SkipParam'
      - $ref: '#/components/parameters/ActivityFilters_IdInParam'
      - $ref: '#/components/parameters/ActivityFilters_LeadIdParam'
      - $ref: '#/components/parameters/ActivityFilters_ContactIdParam'
      - $ref: '#/components/parameters/ActivityFilters_UserIdParam'
      - $ref: '#/components/parameters/ActivityFilters_OrganizationIdParam'
      - $ref: '#/components/parameters/ActivityFilters_TypeParam'
      - $ref: '#/components/parameters/ActivityFilters_DateCreatedGteParam'
      - $ref: '#/components/parameters/ActivityFilters_DateCreatedLteParam'
      - $ref: '#/components/parameters/ActivityFilters_DateCreatedGtParam'
      - $ref: '#/components/parameters/ActivityFilters_DateCreatedLtParam'
      - $ref: '#/components/parameters/ActivityFilters_ActivityAtGteParam'
      - $ref: '#/components/parameters/ActivityFilters_ActivityAtLteParam'
      - $ref: '#/components/parameters/ActivityFilters_ActivityAtGtParam'
      - $ref: '#/components/parameters/ActivityFilters_ActivityAtLtParam'
      - in: query
        name: custom_activity_type_id
        required: false
        schema:
          title: Custom Activity Type ID
          default: null
          anyOf:
          - type: array
            items:
              type: string
          - type: 'null'
      - in: query
        name: custom_activity_type_id__in
        required: false
        schema:
          type: string
      - $ref: '#/components/parameters/FieldsParam'
      responses:
        '200':
          content:
            application/json:
              example:
                data:
                - _type: CustomActivity
                  activity_at: '2020-08-04T16:45:35.367000+00:00'
                  contact_id: null
                  created_by: user_Ova4RGFG7pztSeJiiMFdN7O2MFl71nD0uGO3bIOo4Wk
                  created_by_name: Bruce Wayne
                  custom.cf_cSh3fWT3rEJ1BFSezme2YAG6bPrZV5wUWKKrW4iN19g: 'Yes'
                  custom_activity_type_id: actitype_1h5m6uHM9BZOpwVhyRJb4Y
                  date_created: '2020-08-04T16:45:35.367000+00:00'
                  date_updated: '2020-08-04T17:37:56.439000+00:00'
                  id: acti_5J7mimiIKB1tQ3gVduP0c4UhXbNj5ptMLteAWRJu7Sf
                  last_published_at: null
                  lead_id: lead_hwnL36A2iEMSLIlmGhsdrcmOJzTUzqEHwr66wrA1K2T
                  mentions: []
                  mentions_updated_at: null
                  organization_id: orga_RbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH
                  pinned: false
                  pinned_at: null
                  source: ui
                  status: draft
                  updated_by: user_Ova4RGFG7pztSeJiiMFdN7O2MFl71nD0uGO3bIOo4Wk
                  updated_by_name: Bruce Wayne
                  user_id: user_Ova4RGFG7pztSeJiiMFdN7O2MFl71nD0uGO3bIOo4Wk
                  user_name: Bruce Wayne
                  users: []
                - _type: CustomActivity
                  activity_at: '2020-08-04T16:45:29.612000+00:00'
                  contact_id: null
                  created_by: user_Ova4RGFG7pztSeJiiMFdN7O2MFl71nD0uGO3bIOo4Wk
                  created_by_name: Bruce Wayne
                  custom_activity_type_id: actitype_33dpZWDiI0KoJsmQFCKbgi
                  date_created: '2020-08-04T16:45:29.612000+00:00'
                  date_updated: '2020-08-04T16:46:02.705000+00:00'
                  id: acti_v0VS1AZAg8LjnpBm1hZz83UZ3yWK0n9SdVV5i8yC6he
                  last_published_at: '2020-08-04T16:45:29.612000+00:00'
                  lead_id: lead_hwnL36A2iEMSLIlmGhsdrcmOJzTUzqEHwr66wrA1K2T
                  mentions: []
                  mentions_updated_at: null
                  organization_id: orga_RbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH
                  pinned: false
                  pinned_at: null
                  source: ui
                  status: published
                  updated_by: user_Ova4RGFG7pztSeJiiMFdN7O2MFl71nD0uGO3bIOo4Wk
                  updated_by_name: Bruce Wayne
                  user_id: user_Ova4RGFG7pztSeJiiMFdN7O2MFl71nD0uGO3bIOo4Wk
                  user_name: Bruce Wayne
                  users: []
                has_more: false
              schema:
                type: object
                properties:
                  data:
                    items:
                      $ref: '#/components/schemas/CustomActivity'
                    type: array
                  has_more:
                    type: boolean
                required:
                - data
                - has_more
          description: Successful response
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '404':
          description: Not found
    post:
      operationId: activities.custom_activities_create
      tags:
      - activities.custom_activities
      summary: Create a new Custom Activity instance
      description: 'Custom Activity instances will be created by default with the ''published'' status. All required fields will be validated in this status. To create an activity without setting all required fields, you can use the "draft" status.


        A Custom Activity can be pinned or unpinned by setting the `pinned` field to `true` or `false` when creating or updating a Custom Activity.


        Custom Fields appear in the format: `custom.{custom_field_id}`. See Custom Fields.'
      requestBody:
        content:
          application/json:
            example:
              custom.cf_UpyNBvr6Rw8UBHh7zRboL3PYhbOVJl3XvwgPm3jg64S: thedarknight@close.com
              custom.cf_cSh3fWT3rEJ1BFSezme2YAG6bPrZV5wUWKKrW4iN19g: 'Yes'
              custom_activity_type_id: actitype_1h5m6uHM9BZOpwVhyRJb4Y
              lead_id: lead_p9bdo1sTVDvc81drMF1IxJBSHiLFZqaABYRu7ZHuxhP
              pinned: true
            schema:
              $ref: '#/components/schemas/CreateCustomActivity'
        required: true
      responses:
        '200':
          content:
            application/json:
              example:
                _type: CustomActivity
                activity_at: '2020-08-04T16:45:35.367000+00:00'
                contact_id: null
                created_by: user_Ova4RGFG7pztSeJiiMFdN7O2MFl71nD0uGO3bIOo4Wk
                created_by_name: Bruce Wayne
                custom.cf_UpyNBvr6Rw8UBHh7zRboL3PYhbOVJl3XvwgPm3jg64S: thedarknight@close.com
                custom.cf_cSh3fWT3rEJ1BFSezme2YAG6bPrZV5wUWKKrW4iN19g: 'Yes'
                custom_activity_type_id: actitype_1h5m6uHM9BZOpwVhyRJb4Y
                date_created: '2020-08-04T16:45:35.367000+00:00'
                date_updated: '2020-08-04T17:37:56.439000+00:00'
                id: acti_5J7mimiIKB1tQ3gVduP0c4UhXbNj5ptMLteAWRJu7Sf
                last_published_at: '2020-08-04T16:45:35.367000+00:00'
                lead_id: lead_hwnL36A2iEMSLIlmGhsdrcmOJzTUzqEHwr66wrA1K2T
                mentions: []
                mentions_updated_at: null
                organization_id: orga_RbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH
                pinned: true
                pinned_at: '2020-08-04T17:37:56.439000+00:00'
                source: ui
                status: published
                updated_by: user_Ova4RGFG7pztSeJiiMFdN7O2MFl71nD0uGO3bIOo4Wk
                updated_by_name: Bruce Wayne
                user_id: user_Ova4RGFG7pztSeJiiMFdN7O2MFl71nD0uGO3bIOo4Wk
                user_name: Bruce Wayne
                users: []
              schema:
                $ref: '#/components/schemas/CustomActivity'
          description: Successful response
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '404':
          description: Not found
  /activity/custom/{id}/:
    get:
      operationId: activities.custom_activities_get
      tags:
      - activities.custom_activities
      summary: Get a single Custom Activity instance
      description: 'Custom Fields appear in the format: `custom.{custom_field_id}`. See Custom Fields.'
      parameters:
      - in: path
        name: id
        required: true
        schema:
          type: string
      - $ref: '#/components/parameters/FieldsParam'
      responses:
        '200':
          content:
            application/json:
              example:
                _type: CustomActivity
                activity_at: '2020-08-04T16:45:35.367000+00:00'
                contact_id: null
                created_by: user_Ova4RGFG7pztSeJiiMFdN7O2MFl71nD0uGO3bIOo4Wk
                created_by_name: Bruce Wayne
                custom.cf_cSh3fWT3rEJ1BFSezme2YAG6bPrZV5wUWKKrW4iN19g: 'Yes'
                custom_activity_type_id: actitype_1h5m6uHM9BZOpwVhyRJb4Y
                date_created: '2020-08-04T16:45:35.367000+00:00'
                date_updated: '2020-08-04T17:37:56.439000+00:00'
                id: acti_5J7mimiIKB1tQ3gVduP0c4UhXbNj5ptMLteAWRJu7Sf
                last_published_at: null
                lead_id: lead_hwnL36A2iEMSLIlmGhsdrcmOJzTUzqEHwr66wrA1K2T
                mentions: []
                mentions_updated_at: null
                organization_id: orga_RbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH
                pinned: false
                pinned_at: null
                source: ui
                status: draft
                updated_by: user_Ova4RGFG7pztSeJiiMFdN7O2MFl71nD0uGO3bIOo4Wk
                updated_by_name: Bruce Wayne
                user_id: user_Ova4RGFG7pztSeJiiMFdN7O2MFl71nD0uGO3bIOo4Wk
                user_name: Bruce Wayne
                users: []
              schema:
                $ref: '#/components/schemas/CustomActivity'
          description: Successful response
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '404':
          description: Not found
    put:
      operationId: activities.custom_activities_update
      tags:
      - activities.custom_activities
      summary: Updating a Custom Activity instance
      description: 'A Custom Activity can be updated to add, change or remove any Custom Fields and to change the status between "draft" and "published".


        A Custom Activity can be pinned or unpinned by setting the `pinned` field to `true` or `false` when creating or updating a Custom Activity.


        Custom Fields appear in the format: `custom.{custom_field_id}`. See Custom Fields.'
      parameters:
      - in: path
        name: id
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            example:
              custom.cf_UpyNBvr6Rw8UBHh7zRboL3PYhbOVJl3XvwgPm3jg64S: thedarknight@close.com
              custom.cf_cSh3fWT3rEJ1BFSezme2YAG6bPrZV5wUWKKrW4iN19g: null
              pinned: true
              status: published
            schema:
              $ref: '#/components/schemas/UpdateCustomActivity'
        required: true
      responses:
        '200':
          content:
            application/json:
              example:
                _type: CustomActivity
                activity_at: '2020-08-04T16:45:35.367000+00:00'
                contact_id: null
                created_by: user_Ova4RGFG7pztSeJiiMFdN7O2MFl71nD0uGO3bIOo4Wk
                created_by_name: Bruce Wayne
                custom.cf_UpyNBvr6Rw8UBHh7zRboL3PYhbOVJl3XvwgPm3jg64S: thedarknight@close.com
                custom_activity_type_id: actitype_1h5m6uHM9BZOpwVhyRJb4Y
                date_created: '2020-08-04T16:45:35.367000+00:00'
                date_updated: '2020-08-04T17:37:56.439000+00:00'
                id: acti_5J7mimiIKB1tQ3gVduP0c4UhXbNj5ptMLteAWRJu7Sf
                last_published_at: '2020-08-04T16:45:35.367000+00:00'
                lead_id: lead_hwnL36A2iEMSLIlmGhsdrcmOJzTUzqEHwr66wrA1K2T
                mentions: []
                mentions_updated_at: null
                organization_id: orga_RbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH
                pinned: true
                pinned_at: '2020-08-04T17:37:56.439000+00:00'
                source: ui
                status: published
                updated_by: user_Ova4RGFG7pztSeJiiMFdN7O2MFl71nD0uGO3bIOo4Wk
                updated_by_name: Bruce Wayne
                user_id: user_Ova4RGFG7pztSeJiiMFdN7O2MFl71nD0uGO3bIOo4Wk
                user_name: Bruce Wayne
                users: []
              schema:
                $ref: '#/components/schemas/CustomActivity'
          description: Successful response
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '404':
          description: Not found
    delete:
      operationId: activities.custom_activities_delete
      tags:
      - activities.custom_activities
      summary: Delete a Custom Activity instance
      parameters:
      - in: path
        name: id
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Successful response
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '404':
          description: Not found
components:
  parameters:
    ActivityFilters_OrganizationIdParam:
      in: query
      name: organization_id
      required: false
      schema:
        title: Organization ID
        default: null
        anyOf:
        - type: string
        - type: 'null'
    LimitParam:
      description: Number of results to return.
      in: query
      name: _limit
      required: false
      schema:
        default: 100
        type: integer
    ActivityFilters_DateCreatedGtParam:
      in: query
      name: date_created__gt
      required: false
      schema:
        title: Date Created (>)
        anyOf:
        - type: string
          format: date-time
        - type: string
          format: date
    ActivityFilters_ActivityAtGtParam:
      in: query
      name: activity_at__gt
      required: false
      schema:
        title: Activity At (>)
        anyOf:
        - type: string
          format: date-time
        - type: string
          format: date
    SkipParam:
      description: Number of results to skip before returning, for pagination.
      in: query
      name: _skip
      required: false
      schema:
        default: 0
        type: integer
    ActivityFilters_UserIdParam:
      description: Filter by user IDs (comma-separated)
      in: query
      name: user_id
      required: false
      schema:
        title: User ID
        default: null
        anyOf:
        - type: array
          items:
            type: string
        - type: 'null'
    ActivityFilters_DateCreatedLtParam:
      in: query
      name: date_created__lt
      required: false
      schema:
        title: Date Created (<)
        anyOf:
        - type: string
          format: date-time
        - type: string
          format: date
    ActivityFilters_LeadIdParam:
      description: Filter by lead IDs (comma-separated)
      in: query
      name: lead_id
      required: false
      schema:
        title: Lead ID
        default: null
        anyOf:
        - type: array
          items:
            type: string
        - type: 'null'
    ActivityFilters_ContactIdParam:
      description: Filter by contact IDs (comma-separated)
      in: query
      name: contact_id
      required: false
      schema:
        title: Contact ID
        default: null
        anyOf:
        - type: array
          items:
            type: string
        - type: 'null'
    ActivityFilters_ActivityAtLteParam:
      in: query
      name: activity_at__lte
      required: false
      schema:
        title: Activity At (<=)
        anyOf:
        - type: string
          format: date-time
        - type: string
          format: date
    ActivityFilters_IdInParam:
      description: Filter by activity IDs (comma-separated)
      in: query
      name: id__in
      required: false
      schema:
        title: ID In
        default: null
        anyOf:
        - type: array
          items:
            type: string
        - type: 'null'
    ActivityFilters_TypeParam:
      description: Filter by activity type, e.g. Call (comma-separated)
      in: query
      name: _type
      required: false
      schema:
        title: Type
        default: null
        anyOf:
        - type: array
          items:
            type: string
        - type: 'null'
    ActivityFilters_DateCreatedGteParam:
      in: query
      name: date_created__gte
      required: false
      schema:
        title: Date Created (>=)
        anyOf:
        - type: string
          format: date-time
        - type: string
          format: date
    ActivityFilters_ActivityAtGteParam:
      in: query
      name: activity_at__gte
      required: false
      schema:
        title: Activity At (>=)
        anyOf:
        - type: string
          format: date-time
        - type: string
          format: date
    FieldsParam:
      description: Comma-separated list of fields to include in the response.
      in: query
      name: _fields
      required: false
      schema:
        type: string
    ActivityFilters_ActivityAtLtParam:
      in: query
      name: activity_at__lt
      required: false
      schema:
        title: Activity At (<)
        anyOf:
        - type: string
          format: date-time
        - type: string
          format: date
    ActivityFilters_DateCreatedLteParam:
      in: query
      name: date_created__lte
      required: false
      schema:
        title: Date Created (<=)
        anyOf:
        - type: string
          format: date-time
        - type: string
          format: date
  schemas:
    UpdateCustomActivity:
      type: object
      properties:
        activity_at:
          type:
          - 'null'
          - string
          format: date-time
        contact_id:
          type:
          - 'null'
          - string
        pinned:
          type:
          - boolean
          - 'null'
        status:
          type: string
          enum:
          - draft
          - published
      additionalProperties: false
      patternProperties:
        ^custom\.:
          not:
            type: object
    CommentSummary:
      title: CommentSummary
      type: object
      properties:
        comment_count:
          title: Comment Count
          type: integer
        thread_id:
          title: Thread ID
          type: string
      required:
      - comment_count
      - thread_id
    CreateCustomActivity:
      type: object
      properties:
        activity_at:
          type:
          - 'null'
          - string
          format: date-time
        contact_id:
          type:
          - 'null'
          - string
        created_by:
          type:
          - 'null'
          - string
        custom_activity_type_id:
          type: string
        date_created:
          type:
          - 'null'
          - string
          format: date-time
        lead_id:
          type: string
        organization_id:
          type:
          - 'null'
          - string
        pinned:
          type:
          - boolean
          - 'null'
        status:
          type: string
          enum:
          - draft
          - published
        user_id:
          type:
          - 'null'
          - string
      required:
      - custom_activity_type_id
      - lead_id
      additionalProperties: false
      patternProperties:
        ^custom\.:
          not:
            type: object
    CustomActivityStatus:
      title: CustomActivityStatus
      type: string
      enum:
      - draft
      - published
    CustomActivity:
      title: CustomActivity
      type: object
      properties:
        _type:
          title: Type
          type: string
        activity_at:
          title: Activity At
          anyOf:
          - type: string
            format: date-time
          - type: 'null'
        comment_summary:
          title: Comment Summary
          anyOf:
          - $ref: '#/components/schemas/CommentSummary'
          - type: 'null'
        contact_id:
          title: Contact ID
          anyOf:
          - type: string
          - type: 'null'
        created_by:
          title: Created By
          anyOf:
          - type: string
          - type: 'null'
        created_by_name:
          title: Created By Name
          default: null
          anyOf:
          - type: string
          - type: 'null'
        custom_activity_type_id:
          title: Custom Activity Type ID
          type: string
        date_created:
          title: Date Created
          type: string
          format: date-time
        date_updated:
          title: Date Updated
          type: string
          format: date-time
        id:
          title: ID
          type: string
        last_published_at:
          title: Last Published At
          anyOf:
          - type: string
            format: date-time
          - type: 'null'
        lead_id:
          title: Lead ID
          anyOf:
          - type: string
          - type: 'null'
        mentions:
          title: Mentions
          type: array
          items:
            type: string
        mentions_updated_at:
          title: Mentions Updated At
          anyOf:
          - type: string
            format: date-time
          - type: 'null'
        organization_id:
          title: Organization ID
          type: string
        pinned:
          title: Pinned
          type: boolean
        pinned_at:
          title: Pinned At
          anyOf:
          - type: string
            format: date-time
          - type: 'null'
        source:
          anyOf:
          - $ref: '#/components/schemas/CreationSource'
          - type: 'null'
        status:
          $ref: '#/components/schemas/CustomActivityStatus'
        updated_by:
          title: Updated By
          anyOf:
          - type: string
          - type: 'null'
        updated_by_name:
          title: Updated By Name
          default: null
          anyOf:
          - type: string
          - type: 'null'
        user_id:
          title: User ID
          anyOf:
          - type: string
          - type: 'null'
        user_name:
          title: User Name
          default: null
          anyOf:
          - type: string
          - type: 'null'
        users:
          title: Users
          type: array
          items:
            type: string
      required:
      - _type
      - activity_at
      - contact_id
      - created_by
      - custom_activity_type_id
      - date_created
      - date_updated
      - id
      - last_published_at
      - lead_id
      - mentions
      - mentions_updated_at
      - organization_id
      - pinned
      - pinned_at
      - source
      - status
      - updated_by
      - user_id
      - users
    CreationSource:
      title: CreationSource
      type: string
      enum:
      - ui
      - api
      - import
      - clipper
      - email
      - suggestion
      - segment-integration
      - customerio-integration
      - calendly-integration
      - ai
      - whatsapp
      - webform
  securitySchemes:
    ApiKeyAuth:
      description: Use your API key as the username and leave the password empty.
      scheme: basic
      type: http
    OAuth2:
      flows:
        authorizationCode:
          authorizationUrl: https://app.close.com/oauth2/authorize/
          scopes:
            all.full_access: Full access to all resources
            offline_access: Request a refresh token
          tokenUrl: https://api.close.com/oauth2/token/
      type: oauth2
x-provenance:
  method: harvested
  publisher: Close
  source: https://developer.close.com/openapi.json
  note: split by refine-openapis from the provider's own published document, verified by fetch (openapi/_original/*.fetch.json);
    stamped by stamp-openapi-provenance.py (roadmap#793)