FinanceGenius.AI

FinanceGenius.AI CRM agent controls API

The CRM agent controls API from FinanceGenius.AI — 17 operation(s) for crm agent controls.

GitHub OpenAPI

Operations 17

GET /api/v1/crm/agents/controls/switches Get Switches #
POST /api/v1/crm/agents/controls/switches/tighten Post Tighten #
POST /api/v1/crm/agents/controls/switches/loosen Post Loosen #
GET /api/v1/crm/agents/controls/budgets Get Budgets #
PUT /api/v1/crm/agents/controls/budgets/{agent} Put Budget #
GET /api/v1/crm/agents/controls/ladder Get Ladder #
POST /api/v1/crm/agents/controls/ladder/{agent}/advance Post Advance #
GET /api/v1/crm/agents/controls/decisions Get Decisions #
POST /api/v1/crm/agents/controls/decisions/{decision_ref}/label Post Label #
GET /api/v1/crm/agents/controls/evals Get Evals #
GET /api/v1/crm/agents/controls/evals/history Get Eval History #
GET /api/v1/crm/agents/controls/cost-meter Get Cost Meter #
GET /api/v1/crm/agents/controls/model-calls Get Model Calls #
GET /api/v1/crm/agents/controls/model-calls/{call_ref} Get Model Call #
GET /api/v1/crm/agents/controls/incidents Get Incidents #
POST /api/v1/crm/agents/controls/incidents/{incident_ref}/close Post Close Incident #
GET /api/v1/crm/agents/controls/audit Get Audit #

Specifications

⚙
OpenAPI
https://artifacts.apis.io/financegenius-ai/openapi/financegenius-ai-crm-agent-controls-api-openapi.yml

Schemas & Data

📊
JSONSchema
https://artifacts.apis.io/financegenius-ai/json-schema/financegenius-ai-switch-in-schema.json
📊
JSONSchema
https://artifacts.apis.io/financegenius-ai/json-schema/financegenius-ai-label-in-schema.json
📊
JSONSchema
https://artifacts.apis.io/financegenius-ai/json-schema/financegenius-ai-app-api-v1-crm-agent-controls-budget-in-schema.json

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OpenAPI Specification

financegenius-ai-crm-agent-controls-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Financegenius Ai CRM agent controls API
  version: 1.0.0
  description: 'Operations tagged CRM agent controls across 2 of this provider''s published API definitions: finmall-openapi.json, financegenius-ai-openapi.json. Each path carries the servers of the definition it was published in.'
tags:
- name: CRM agent controls
paths:
  /api/v1/crm/agents/controls/switches:
    get:
      tags:
      - CRM agent controls
      summary: Get Switches
      operationId: get_switches_api_v1_crm_agents_controls_switches_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
  /api/v1/crm/agents/controls/switches/tighten:
    post:
      tags:
      - CRM agent controls
      summary: Post Tighten
      operationId: post_tighten_api_v1_crm_agents_controls_switches_tighten_post
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/SwitchIn'
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/agents/controls/switches/loosen:
    post:
      tags:
      - CRM agent controls
      summary: Post Loosen
      operationId: post_loosen_api_v1_crm_agents_controls_switches_loosen_post
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/SwitchIn'
        required: true
      responses:
        '202':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/agents/controls/budgets:
    get:
      tags:
      - CRM agent controls
      summary: Get Budgets
      operationId: get_budgets_api_v1_crm_agents_controls_budgets_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
  /api/v1/crm/agents/controls/budgets/{agent}:
    put:
      tags:
      - CRM agent controls
      summary: Put Budget
      operationId: put_budget_api_v1_crm_agents_controls_budgets__agent__put
      parameters:
      - name: agent
        in: path
        required: true
        schema:
          type: string
          title: Agent
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/app__api__v1__crm_agent_controls__BudgetIn'
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/agents/controls/ladder:
    get:
      tags:
      - CRM agent controls
      summary: Get Ladder
      operationId: get_ladder_api_v1_crm_agents_controls_ladder_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
  /api/v1/crm/agents/controls/ladder/{agent}/advance:
    post:
      tags:
      - CRM agent controls
      summary: Post Advance
      operationId: post_advance_api_v1_crm_agents_controls_ladder__agent__advance_post
      parameters:
      - name: agent
        in: path
        required: true
        schema:
          type: string
          title: Agent
      responses:
        '202':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/agents/controls/decisions:
    get:
      tags:
      - CRM agent controls
      summary: Get Decisions
      operationId: get_decisions_api_v1_crm_agents_controls_decisions_get
      parameters:
      - name: agent
        in: query
        required: false
        schema:
          anyOf:
          - type: string
            pattern: ^[a-z][a-z0-9_]{0,39}$
          - type: 'null'
          title: Agent
      - name: unlabelled
        in: query
        required: false
        schema:
          type: boolean
          default: false
          title: Unlabelled
      - name: limit
        in: query
        required: false
        schema:
          type: integer
          maximum: 500
          minimum: 1
          default: 100
          title: Limit
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/agents/controls/decisions/{decision_ref}/label:
    post:
      tags:
      - CRM agent controls
      summary: Post Label
      operationId: post_label_api_v1_crm_agents_controls_decisions__decision_ref__label_post
      parameters:
      - name: decision_ref
        in: path
        required: true
        schema:
          type: string
          format: uuid
          title: Decision Ref
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/LabelIn'
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/agents/controls/evals:
    get:
      tags:
      - CRM agent controls
      summary: Get Evals
      operationId: get_evals_api_v1_crm_agents_controls_evals_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
  /api/v1/crm/agents/controls/evals/history:
    get:
      tags:
      - CRM agent controls
      summary: Get Eval History
      description: 'Every recorded run, newest first (F-6: the console''s Evals tab). Rows are append-only.'
      operationId: get_eval_history_api_v1_crm_agents_controls_evals_history_get
      parameters:
      - name: agent
        in: query
        required: false
        schema:
          anyOf:
          - type: string
            maxLength: 40
          - type: 'null'
          title: Agent
      - name: kind
        in: query
        required: false
        schema:
          anyOf:
          - type: string
            maxLength: 40
          - type: 'null'
          title: Kind
      - name: limit
        in: query
        required: false
        schema:
          type: integer
          maximum: 200
          minimum: 1
          default: 50
          title: Limit
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/agents/controls/cost-meter:
    get:
      tags:
      - CRM agent controls
      summary: Get Cost Meter
      description: Settled model spend, calls and tokens per agent per IST day (figures only).
      operationId: get_cost_meter_api_v1_crm_agents_controls_cost_meter_get
      parameters:
      - name: days
        in: query
        required: false
        schema:
          type: integer
          maximum: 90
          minimum: 1
          default: 30
          title: Days
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/agents/controls/model-calls:
    get:
      tags:
      - CRM agent controls
      summary: Get Model Calls
      description: 'Every model call, newest first: metadata only (no text).'
      operationId: get_model_calls_api_v1_crm_agents_controls_model_calls_get
      parameters:
      - name: agent
        in: query
        required: false
        schema:
          anyOf:
          - type: string
            maxLength: 40
          - type: 'null'
          title: Agent
      - name: limit
        in: query
        required: false
        schema:
          type: integer
          maximum: 200
          minimum: 1
          default: 50
          title: Limit
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/agents/controls/model-calls/{call_ref}:
    get:
      tags:
      - CRM agent controls
      summary: Get Model Call
      description: One call's masked prompt and response, opened from their seals. Every view is audited.
      operationId: get_model_call_api_v1_crm_agents_controls_model_calls__call_ref__get
      parameters:
      - name: call_ref
        in: path
        required: true
        schema:
          type: string
          format: uuid
          title: Call Ref
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/agents/controls/incidents:
    get:
      tags:
      - CRM agent controls
      summary: Get Incidents
      operationId: get_incidents_api_v1_crm_agents_controls_incidents_get
      parameters:
      - name: status
        in: query
        required: false
        schema:
          anyOf:
          - type: string
            pattern: ^(open|closed)$
          - type: 'null'
          title: Status
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/agents/controls/incidents/{incident_ref}/close:
    post:
      tags:
      - CRM agent controls
      summary: Post Close Incident
      operationId: post_close_incident_api_v1_crm_agents_controls_incidents__incident_ref__close_post
      parameters:
      - name: incident_ref
        in: path
        required: true
        schema:
          type: string
          format: uuid
          title: Incident Ref
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/crm/agents/controls/audit:
    get:
      tags:
      - CRM agent controls
      summary: Get Audit
      operationId: get_audit_api_v1_crm_agents_controls_audit_get
      parameters:
      - name: limit
        in: query
        required: false
        schema:
          type: integer
          maximum: 200
          minimum: 1
          default: 100
          title: Limit
      - name: agent
        in: query
        required: false
        schema:
          anyOf:
          - type: string
            pattern: ^[a-z][a-z0-9_]{0,39}$
          - type: 'null'
          title: Agent
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
components:
  schemas:
    SwitchIn:
      properties:
        scope_kind:
          type: string
          pattern: ^(global|agent|channel|lender|panic)$
          title: Scope Kind
        scope_key:
          anyOf:
          - type: string
            pattern: ^[a-z0-9][a-z0-9_]{0,39}$
          - type: 'null'
          title: Scope Key
        state:
          type: string
          pattern: ^(on|off|shadow|live|tripped|clear)$
          title: State
        reason:
          type: string
          pattern: ^[a-z][a-z0-9_]{0,39}$
          title: Reason
      type: object
      required:
      - scope_kind
      - state
      - reason
      title: SwitchIn
    LabelIn:
      properties:
        agreed:
          type: boolean
          title: Agreed
        reason:
          anyOf:
          - type: string
            pattern: ^[a-z][a-z0-9_]{0,39}$
          - type: 'null'
          title: Reason
      type: object
      required:
      - agreed
      title: LabelIn
    HTTPValidationError:
      properties:
        detail:
          items:
            $ref: '#/components/schemas/ValidationError'
          type: array
          title: Detail
      type: object
      title: HTTPValidationError
    ValidationError:
      properties:
        loc:
          items:
            anyOf:
            - type: string
            - type: integer
          type: array
          title: Location
        msg:
          type: string
          title: Message
        type:
          type: string
          title: Error Type
        input:
          title: Input
        ctx:
          type: object
          title: Context
      type: object
      required:
      - loc
      - msg
      - type
      title: ValidationError
    app__api__v1__crm_agent_controls__BudgetIn:
      properties:
        daily_cap_inr:
          anyOf:
          - type: number
            maximum: 9999999999.99
            minimum: 0.0
          - type: string
          title: Daily Cap Inr
      type: object
      required:
      - daily_cap_inr
      title: BudgetIn
  securitySchemes:
    HTTPBearer:
      type: http
      scheme: bearer
x-refined-from:
- finmall-openapi.json
- financegenius-ai-openapi.json
x-provenance:
  method: harvested
  publisher: FinanceGenius.AI
  source: https://api.finmall.ai/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)