# FinanceGenius.AI CRM agent controls API

**Canonical:** https://apis.io/apis/financegenius-ai/financegenius-ai-crm-agent-controls-api/  
**Provider:** FinanceGenius.AI — https://apis.io/providers/financegenius-ai/  
**Base URL:** https://api.finmall.ai  
**Documentation:** https://www.financegenius.ai/

FinanceGenius.AI CRM agent controls API is one of 67 APIs that [FinanceGenius.AI](https://apis.io/providers/financegenius-ai/) publishes on the [APIs.io](https://apis.io/) network, described by a machine-readable OpenAPI specification. This API exposes 3 JSON Schema definitions. Tagged areas include CRM agent controls. The published artifact set on APIs.io includes an OpenAPI specification and 3 JSON Schemas.

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

## Operations (17)

| Method | Path | Summary |
|---|---|---|
| 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 |

## Machine-readable artifacts (4)

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

## Other FinanceGenius.AI APIs (12)

- [FinanceGenius.AI Admin API](https://apis.io/apis/financegenius-ai/financegenius-ai-admin-api/)
- [FinanceGenius.AI Authentication API](https://apis.io/apis/financegenius-ai/financegenius-ai-authentication-api/)
- [FinanceGenius.AI Chat API](https://apis.io/apis/financegenius-ai/financegenius-ai-chat-api/)
- [FinanceGenius.AI Comparisons API](https://apis.io/apis/financegenius-ai/financegenius-ai-comparisons-api/)
- [FinanceGenius.AI Credit Score API](https://apis.io/apis/financegenius-ai/financegenius-ai-credit-score-api/)
- [FinanceGenius.AI CRM Adviser API](https://apis.io/apis/financegenius-ai/financegenius-ai-crm-adviser-api/)
- [FinanceGenius.AI CRM agents API](https://apis.io/apis/financegenius-ai/financegenius-ai-crm-agents-api/)
- [FinanceGenius.AI CRM analytics API](https://apis.io/apis/financegenius-ai/financegenius-ai-crm-analytics-api/)
- [FinanceGenius.AI CRM attribution API](https://apis.io/apis/financegenius-ai/financegenius-ai-crm-attribution-api/)
- [FinanceGenius.AI CRM bank API](https://apis.io/apis/financegenius-ai/financegenius-ai-crm-bank-api/)
- [FinanceGenius.AI CRM campaigns API](https://apis.io/apis/financegenius-ai/financegenius-ai-crm-campaigns-api/)
- [FinanceGenius.AI CRM channel settings API](https://apis.io/apis/financegenius-ai/financegenius-ai-crm-channel-settings-api/)

## Tags

CRM agent controls

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/financegenius-ai/financegenius-ai-crm-agent-controls-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/financegenius-ai/.