# FinanceGenius.AI CRM agents API

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

FinanceGenius.AI CRM agents 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 4 JSON Schema definitions. Tagged areas include CRM agents. The published artifact set on APIs.io includes an OpenAPI specification and 4 JSON Schemas.

The CRM agents API from FinanceGenius.AI — 11 operation(s) for crm agents.

## Operations (12)

| Method | Path | Summary |
|---|---|---|
| GET | `/api/v1/crm/agents/proposals` | List Proposals |
| GET | `/api/v1/crm/agents/proposals/sample` | Sample |
| GET | `/api/v1/crm/agents/proposals/{ref}` | Get Proposal |
| PATCH | `/api/v1/crm/agents/proposals/{ref}` | Edit |
| GET | `/api/v1/crm/agents/proposals/{ref}/draft` | Get Draft |
| GET | `/api/v1/crm/agents/proposals/{ref}/journey-draft` | Get Journey Draft |
| POST | `/api/v1/crm/agents/proposals/{ref}/approve` | Approve |
| POST | `/api/v1/crm/agents/proposals/{ref}/reject` | Reject |
| POST | `/api/v1/crm/agents/proposals/{ref}/language-check` | Language Check |
| GET | `/api/v1/crm/agents/registry` | Registry |
| PUT | `/api/v1/crm/agents/registry/{agent}` | Set Owner |
| POST | `/api/v1/crm/agents/registry/{agent}/owner-change` | Owner Change |

## Machine-readable artifacts (5)

- **OpenAPI** — https://artifacts.apis.io/financegenius-ai/openapi/financegenius-ai-crm-agents-api-openapi.yml
- **JSONSchema** — https://artifacts.apis.io/financegenius-ai/json-schema/financegenius-ai-edit-in-schema.json
- **JSONSchema** — https://artifacts.apis.io/financegenius-ai/json-schema/financegenius-ai-language-check-in-schema.json
- **JSONSchema** — https://artifacts.apis.io/financegenius-ai/json-schema/financegenius-ai-owner-in-schema.json
- **JSONSchema** — https://artifacts.apis.io/financegenius-ai/json-schema/financegenius-ai-app-api-v1-crm-agents-reject-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 agent controls API](https://apis.io/apis/financegenius-ai/financegenius-ai-crm-agent-controls-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 agents

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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-agents-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/financegenius-ai/.