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OpenAPI Specification

openapi: 3.2.0
info:
  title: Financegenius Ai CRM agents API
  version: 1.0.0
  description: 'Operations tagged CRM agents 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 agents
paths:
  /api/v1/crm/agents/proposals:
    get:
      tags:
      - CRM agents
      summary: List Proposals
      operationId: list_proposals_api_v1_crm_agents_proposals_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
  /api/v1/crm/agents/proposals/sample:
    get:
      tags:
      - CRM agents
      summary: Sample
      operationId: sample_api_v1_crm_agents_proposals_sample_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
  /api/v1/crm/agents/proposals/{ref}:
    get:
      tags:
      - CRM agents
      summary: Get Proposal
      operationId: get_proposal_api_v1_crm_agents_proposals__ref__get
      parameters:
      - name: ref
        in: path
        required: true
        schema:
          type: string
          format: uuid
          title: Ref
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
    patch:
      tags:
      - CRM agents
      summary: Edit
      operationId: edit_api_v1_crm_agents_proposals__ref__patch
      parameters:
      - name: ref
        in: path
        required: true
        schema:
          type: string
          format: uuid
          title: Ref
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/EditIn'
      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/proposals/{ref}/draft:
    get:
      tags:
      - CRM agents
      summary: Get Draft
      description: 'The unsealed draft of a pending Inbox Assist reply (P1), for the Support person about to edit and send it

        from the inbox (round 3, R3-4; view_agent_draft: Support and Founder/Finance). Audited agent_draft_viewed with

        the conversation. Any other proposal, or one no longer pending, has no draft here (404 / 409).'
      operationId: get_draft_api_v1_crm_agents_proposals__ref__draft_get
      parameters:
      - name: ref
        in: path
        required: true
        schema:
          type: string
          format: uuid
          title: 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/proposals/{ref}/journey-draft:
    get:
      tags:
      - CRM agents
      summary: Get Journey Draft
      description: 'Journey Designer''s P7 draft, read-only, for the people who approve it (founder decision 8, 24 October 2026;

        view_journey_draft: Founder/Finance, Growth and Compliance). A pending proposal shows a preview built now from

        its closed-list arguments (agents/journey_designer/drafts.build), the way the executor will build it at approval;

        nothing of the preview is kept. An executed one shows the sealed artefact the executor recorded. Any other

        proposal has no journey draft here (404); one neither pending nor executed has none to show (409). Audited

        agent_draft_viewed on the approvals screen; nothing else is written.'
      operationId: get_journey_draft_api_v1_crm_agents_proposals__ref__journey_draft_get
      parameters:
      - name: ref
        in: path
        required: true
        schema:
          type: string
          format: uuid
          title: 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/proposals/{ref}/approve:
    post:
      tags:
      - CRM agents
      summary: Approve
      operationId: approve_api_v1_crm_agents_proposals__ref__approve_post
      parameters:
      - name: ref
        in: path
        required: true
        schema:
          type: string
          format: uuid
          title: 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/proposals/{ref}/reject:
    post:
      tags:
      - CRM agents
      summary: Reject
      operationId: reject_api_v1_crm_agents_proposals__ref__reject_post
      parameters:
      - name: ref
        in: path
        required: true
        schema:
          type: string
          format: uuid
          title: Ref
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/app__api__v1__crm_agents__RejectIn'
      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/proposals/{ref}/language-check:
    post:
      tags:
      - CRM agents
      summary: Language Check
      operationId: language_check_api_v1_crm_agents_proposals__ref__language_check_post
      parameters:
      - name: ref
        in: path
        required: true
        schema:
          type: string
          format: uuid
          title: Ref
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/LanguageCheckIn'
      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/registry:
    get:
      tags:
      - CRM agents
      summary: Registry
      operationId: registry_api_v1_crm_agents_registry_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
  /api/v1/crm/agents/registry/{agent}:
    put:
      tags:
      - CRM agents
      summary: Set Owner
      operationId: set_owner_api_v1_crm_agents_registry__agent__put
      parameters:
      - name: agent
        in: path
        required: true
        schema:
          type: string
          title: Agent
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/OwnerIn'
      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/registry/{agent}/owner-change:
    post:
      tags:
      - CRM agents
      summary: Owner Change
      operationId: owner_change_api_v1_crm_agents_registry__agent__owner_change_post
      parameters:
      - name: agent
        in: path
        required: true
        schema:
          type: string
          title: Agent
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/OwnerIn'
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema: {}
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
components:
  schemas:
    OwnerIn:
      properties:
        owner_staff_ref:
          type: string
          format: uuid
          title: Owner Staff Ref
      type: object
      required:
      - owner_staff_ref
      title: OwnerIn
    LanguageCheckIn:
      properties:
        language:
          type: string
          pattern: ^[a-z]{2,3}(-[A-Za-z]{2,4})?$
          title: Language
        passed:
          type: boolean
          title: Passed
      type: object
      required:
      - language
      - passed
      title: LanguageCheckIn
    EditIn:
      properties:
        args:
          anyOf:
          - additionalProperties: true
            type: object
          - type: 'null'
          title: Args
        draft:
          anyOf:
          - type: string
            maxLength: 4000
          - type: 'null'
          title: Draft
      type: object
      title: EditIn
    HTTPValidationError:
      properties:
        detail:
          items:
            $ref: '#/components/schemas/ValidationError'
          type: array
          title: Detail
      type: object
      title: HTTPValidationError
    ValidationError:
      properties:
        loc:
          items:
            anyOf:
            - type: string
            - type: integer
          type: array
          title: Location
        msg:
          type: string
          title: Message
        type:
          type: string
          title: Error Type
        input:
          title: Input
        ctx:
          type: object
          title: Context
      type: object
      required:
      - loc
      - msg
      - type
      title: ValidationError
    app__api__v1__crm_agents__RejectIn:
      properties:
        reason:
          type: string
          pattern: ^[a-z][a-z0-9_]{0,39}$
          title: Reason
      type: object
      required:
      - reason
      title: RejectIn
  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)