# FinanceGenius.AI CRM console API

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

FinanceGenius.AI CRM console 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 6 JSON Schema definitions. Tagged areas include CRM console. The published artifact set on APIs.io includes an OpenAPI specification and 6 JSON Schemas.

The CRM console API from FinanceGenius.AI — 23 operation(s) for crm console.

## Operations (23)

| Method | Path | Summary |
|---|---|---|
| POST | `/api/v1/crm/console/auth/start` | Auth Start |
| POST | `/api/v1/crm/console/auth/callback` | Auth Callback |
| POST | `/api/v1/crm/console/auth/sign-out` | Auth Sign Out |
| GET | `/api/v1/crm/console/me` | Me |
| GET | `/api/v1/crm/console/roles` | Roles |
| POST | `/api/v1/crm/console/customers/search` | Customer Search |
| GET | `/api/v1/crm/console/customers/{customer_ref}` | Customer 360 |
| POST | `/api/v1/crm/console/customers/{customer_ref}/unmask` | Unmask |
| GET | `/api/v1/crm/console/inbox/threads` | Inbox Threads |
| GET | `/api/v1/crm/console/inbox/threads/{thread_id}` | Inbox Thread |
| POST | `/api/v1/crm/console/inbox/threads/{thread_id}/assign` | Inbox Assign |
| POST | `/api/v1/crm/console/inbox/threads/{thread_id}/take-over` | Inbox Take Over |
| POST | `/api/v1/crm/console/inbox/threads/{thread_id}/hand-back` | Inbox Hand Back |
| POST | `/api/v1/crm/console/inbox/threads/{thread_id}/check` | Inbox Check |
| POST | `/api/v1/crm/console/inbox/threads/{thread_id}/reply` | Inbox Reply |
| POST | `/api/v1/crm/console/inbox/threads/{thread_id}/grievance` | Inbox Grievance |
| POST | `/api/v1/crm/console/inbox/threads/{thread_id}/close` | Inbox Close |
| POST | `/api/v1/crm/console/staff` | Invite |
| POST | `/api/v1/crm/console/staff/{staff_ref}/role` | Set Role |
| POST | `/api/v1/crm/console/staff/{staff_ref}/roles/grant` | Grant Role |
| POST | `/api/v1/crm/console/staff/{staff_ref}/roles/revoke` | Revoke Role |
| POST | `/api/v1/crm/console/staff/{staff_ref}/suspend` | Suspend |
| POST | `/api/v1/crm/console/staff/{staff_ref}/reactivate` | Reactivate |

## Machine-readable artifacts (7)

- **OpenAPI** — https://artifacts.apis.io/financegenius-ai/openapi/financegenius-ai-crm-console-api-openapi.yml
- **JSONSchema** — https://artifacts.apis.io/financegenius-ai/json-schema/financegenius-ai-app-api-v1-crm-console-invite-in-schema.json
- **JSONSchema** — https://artifacts.apis.io/financegenius-ai/json-schema/financegenius-ai-callback-in-schema.json
- **JSONSchema** — https://artifacts.apis.io/financegenius-ai/json-schema/financegenius-ai-app-api-v1-crm-console-grievance-in-schema.json
- **JSONSchema** — https://artifacts.apis.io/financegenius-ai/json-schema/financegenius-ai-role-in-schema.json
- **JSONSchema** — https://artifacts.apis.io/financegenius-ai/json-schema/financegenius-ai-close-in-schema.json
- **JSONSchema** — https://artifacts.apis.io/financegenius-ai/json-schema/financegenius-ai-app-api-v1-crm-console-assign-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 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/)

## Tags

CRM console

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