FinanceGenius.AI CRM policy API
The CRM policy API from FinanceGenius.AI — 16 operation(s) for crm policy.
Work with this as data
Every API here is available over the APIs.io API and to AI agents over MCP.
MCP server
One button, every client — Claude, Cursor, VS Code and the rest.
https://apis.io/mcp
Tools for apis
7 MCP tools reach this
find_apisBrowse and filter every API in the catalog.get_api_artifactsOne API's artifacts, grouped by type.get_openapiThe primary OpenAPI for this API.find_similar_apisAPIs that look like this one.apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.resolveTurn a domain, URL or GitHub org into the provider it belongs to.find_cohortsEvery scored population of providers in the catalog.
Call it yourself
curl for this page
This API
curl "https://apis.io/api/v1/apis/financegenius-ai:financegenius-ai-crm-policy-api"
All apis
curl "https://apis.io/api/v1/apis?limit=25"Calls without X-API-Key need no key. Calls with it need a paid plan — get a key.
Get an API key
Free tier, no form to fill in. Signing in shares your email address with us — we store it to create your key and to recognise you if you sign in with another provider. See our Privacy Policy and Terms.
A second provider on the same verified email joins the account you already have.
OpenAPI Specification
openapi: 3.2.0
info:
title: Financegenius Ai CRM policy API
version: 1.0.0
description: 'Operations tagged CRM policy 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 policy
paths:
/api/v1/crm/policy/templates/authored:
get:
tags:
- CRM policy
summary: List Authored Templates
operationId: list_authored_templates_api_v1_crm_policy_templates_authored_get
responses:
'200':
description: Successful Response
content:
application/json:
schema:
additionalProperties: true
type: object
title: Response List Authored Templates Api V1 Crm Policy Templates Authored Get
post:
tags:
- CRM policy
summary: Create Authored Template
description: 'Store a console-written template: it joins the registry as a draft, ready to submit for approval.'
operationId: create_authored_template_api_v1_crm_policy_templates_authored_post
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/AuthoredIn'
required: true
responses:
'200':
description: Successful Response
content:
application/json:
schema:
additionalProperties: true
type: object
title: Response Create Authored Template Api V1 Crm Policy Templates Authored Post
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/policy/templates/authored/check:
post:
tags:
- CRM policy
summary: Check Authored Template
description: 'The builder''s live checks: the loader, R13 and the classifier on what would be stored. Writes nothing.'
operationId: check_authored_template_api_v1_crm_policy_templates_authored_check_post
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/AuthoredIn'
required: true
responses:
'200':
description: Successful Response
content:
application/json:
schema:
additionalProperties: true
type: object
title: Response Check Authored Template Api V1 Crm Policy Templates Authored Check Post
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/policy/templates/authored/{code}/{version}/withdraw:
post:
tags:
- CRM policy
summary: Withdraw Authored Template
operationId: withdraw_authored_template_api_v1_crm_policy_templates_authored__code___version__withdraw_post
parameters:
- name: code
in: path
required: true
schema:
type: string
title: Code
- name: version
in: path
required: true
schema:
type: integer
title: Version
responses:
'200':
description: Successful Response
content:
application/json:
schema:
type: object
additionalProperties: true
title: Response Withdraw Authored Template Api V1 Crm Policy Templates Authored Code Version Withdraw Post
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/policy/templates:
get:
tags:
- CRM policy
summary: List Templates
operationId: list_templates_api_v1_crm_policy_templates_get
responses:
'200':
description: Successful Response
content:
application/json:
schema:
additionalProperties: true
type: object
title: Response List Templates Api V1 Crm Policy Templates Get
/api/v1/crm/policy/templates/{code}:
get:
tags:
- CRM policy
summary: Get Template
operationId: get_template_api_v1_crm_policy_templates__code__get
parameters:
- name: code
in: path
required: true
schema:
type: string
title: Code
responses:
'200':
description: Successful Response
content:
application/json:
schema:
type: object
additionalProperties: true
title: Response Get Template Api V1 Crm Policy Templates Code Get
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/policy/templates/classify:
post:
tags:
- CRM policy
summary: Classify Draft
description: The console's live checks while drafting. Writes nothing.
operationId: classify_draft_api_v1_crm_policy_templates_classify_post
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/app__api__v1__crm_policy__DraftIn'
required: true
responses:
'200':
description: Successful Response
content:
application/json:
schema:
additionalProperties: true
type: object
title: Response Classify Draft Api V1 Crm Policy Templates Classify Post
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/policy/templates/sync:
post:
tags:
- CRM policy
summary: Sync Templates
operationId: sync_templates_api_v1_crm_policy_templates_sync_post
responses:
'200':
description: Successful Response
content:
application/json:
schema:
additionalProperties: true
type: object
title: Response Sync Templates Api V1 Crm Policy Templates Sync Post
/api/v1/crm/policy/templates/{code}/{language}/submit:
post:
tags:
- CRM policy
summary: Submit
operationId: submit_api_v1_crm_policy_templates__code___language__submit_post
parameters:
- name: code
in: path
required: true
schema:
type: string
title: Code
- name: language
in: path
required: true
schema:
type: string
title: Language
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/app__api__v1__crm_policy__ReviewIn'
responses:
'200':
description: Successful Response
content:
application/json:
schema:
type: object
additionalProperties: true
title: Response Submit Api V1 Crm Policy Templates Code Language Submit Post
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/policy/templates/{code}/{language}/approve:
post:
tags:
- CRM policy
summary: Approve
operationId: approve_api_v1_crm_policy_templates__code___language__approve_post
parameters:
- name: code
in: path
required: true
schema:
type: string
title: Code
- name: language
in: path
required: true
schema:
type: string
title: Language
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/app__api__v1__crm_policy__ReviewIn'
responses:
'200':
description: Successful Response
content:
application/json:
schema:
type: object
additionalProperties: true
title: Response Approve Api V1 Crm Policy Templates Code Language Approve Post
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/policy/templates/{code}/{language}/registrations:
post:
tags:
- CRM policy
summary: Register With Provider
operationId: register_with_provider_api_v1_crm_policy_templates__code___language__registrations_post
parameters:
- name: code
in: path
required: true
schema:
type: string
title: Code
- name: language
in: path
required: true
schema:
type: string
title: Language
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/RegistrationIn'
responses:
'200':
description: Successful Response
content:
application/json:
schema:
type: object
additionalProperties: true
title: Response Register With Provider Api V1 Crm Policy Templates Code Language Registrations Post
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/policy/journeys:
get:
tags:
- CRM policy
summary: List Journeys
operationId: list_journeys_api_v1_crm_policy_journeys_get
responses:
'200':
description: Successful Response
content:
application/json:
schema:
additionalProperties: true
type: object
title: Response List Journeys Api V1 Crm Policy Journeys Get
/api/v1/crm/policy/campaigns:
get:
tags:
- CRM policy
summary: List Campaigns
operationId: list_campaigns_api_v1_crm_policy_campaigns_get
responses:
'200':
description: Successful Response
content:
application/json:
schema:
additionalProperties: true
type: object
title: Response List Campaigns Api V1 Crm Policy Campaigns Get
/api/v1/crm/policy/check:
post:
tags:
- CRM policy
summary: Dry Run
description: What the contact policy would say for this send now. Reads only; the transaction is rolled back.
operationId: dry_run_api_v1_crm_policy_check_post
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/app__api__v1__crm_policy__CheckIn'
required: true
responses:
'200':
description: Successful Response
content:
application/json:
schema:
additionalProperties: true
type: object
title: Response Dry Run Api V1 Crm Policy Check Post
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/policy/suppressions/{customer_ref}:
get:
tags:
- CRM policy
summary: List Suppressions
operationId: list_suppressions_api_v1_crm_policy_suppressions__customer_ref__get
parameters:
- name: customer_ref
in: path
required: true
schema:
type: string
format: uuid
title: Customer Ref
responses:
'200':
description: Successful Response
content:
application/json:
schema:
type: object
additionalProperties: true
title: Response List Suppressions Api V1 Crm Policy Suppressions Customer Ref Get
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/policy/suppressions:
post:
tags:
- CRM policy
summary: Suppress
operationId: suppress_api_v1_crm_policy_suppressions_post
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/SuppressIn'
required: true
responses:
'200':
description: Successful Response
content:
application/json:
schema:
additionalProperties: true
type: object
title: Response Suppress Api V1 Crm Policy Suppressions Post
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
/api/v1/crm/policy/suppressions/{suppression_id}/lift:
post:
tags:
- CRM policy
summary: Lift
operationId: lift_api_v1_crm_policy_suppressions__suppression_id__lift_post
parameters:
- name: suppression_id
in: path
required: true
schema:
type: string
format: uuid
title: Suppression Id
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/LiftIn'
responses:
'200':
description: Successful Response
content:
application/json:
schema:
type: object
additionalProperties: true
title: Response Lift Api V1 Crm Policy Suppressions Suppression Id Lift Post
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
components:
schemas:
AuthoredText:
properties:
body:
type: string
maxLength: 1024
title: Body
email_subject:
anyOf:
- type: string
maxLength: 200
- type: 'null'
title: Email Subject
push_title:
anyOf:
- type: string
maxLength: 65
- type: 'null'
title: Push Title
push_body:
anyOf:
- type: string
maxLength: 240
- type: 'null'
title: Push Body
type: object
required:
- body
title: AuthoredText
AuthoredIn:
properties:
code:
type: string
pattern: ^[a-z][a-z0-9_]{1,63}$
title: Code
purpose:
type: string
title: Purpose
category:
type: string
enum:
- utility
- marketing
title: Category
channels:
items:
type: string
enum:
- whatsapp
- sms
- email
- push
type: array
maxItems: 4
minItems: 1
title: Channels
variables:
items:
type: string
type: array
maxItems: 3
title: Variables
text:
additionalProperties:
$ref: '#/components/schemas/AuthoredText'
type: object
title: Text
nudge_stage:
anyOf:
- type: string
- type: 'null'
title: Nudge Stage
type: object
required:
- code
- purpose
- category
- channels
- text
title: AuthoredIn
SuppressIn:
properties:
customer_ref:
type: string
format: uuid
title: Customer Ref
reason:
type: string
enum:
- customer_request
- ops_request
- dnd
title: Reason
channel:
anyOf:
- type: string
enum:
- whatsapp
- sms
- email
- push
- voice
- in_app
- type: 'null'
title: Channel
scope:
type: string
enum:
- all
- marketing
title: Scope
default: all
days:
anyOf:
- type: integer
maximum: 3650.0
minimum: 1.0
- type: 'null'
title: Days
type: object
required:
- customer_ref
- reason
title: SuppressIn
app__api__v1__crm_policy__ReviewIn:
properties:
version:
anyOf:
- type: integer
maximum: 1000.0
minimum: 1.0
- type: 'null'
title: Version
type: object
title: ReviewIn
HTTPValidationError:
properties:
detail:
items:
$ref: '#/components/schemas/ValidationError'
type: array
title: Detail
type: object
title: HTTPValidationError
ValidationError:
properties:
loc:
items:
anyOf:
- type: string
- type: integer
type: array
title: Location
msg:
type: string
title: Message
type:
type: string
title: Error Type
input:
title: Input
ctx:
type: object
title: Context
type: object
required:
- loc
- msg
- type
title: ValidationError
LiftIn:
properties:
lifted_by:
type: string
enum:
- ops_request
- customer_request
- provider_resubscribed
title: Lifted By
type: object
required:
- lifted_by
title: LiftIn
app__api__v1__crm_policy__DraftIn:
properties:
code:
type: string
pattern: ^[a-z][a-z0-9_]{1,63}$
title: Code
default: draft
purpose:
type: string
title: Purpose
category:
anyOf:
- type: string
enum:
- utility
- marketing
- authentication
- type: 'null'
title: Category
variables:
items:
type: string
type: array
maxItems: 10
title: Variables
text:
additionalProperties:
$ref: '#/components/schemas/DraftPart'
type: object
title: Text
type: object
required:
- purpose
- text
title: DraftIn
DraftPart:
properties:
body:
type: string
maxLength: 2000
title: Body
header:
type: string
maxLength: 200
title: Header
default: ''
footer:
type: string
maxLength: 200
title: Footer
default: ''
buttons:
items:
type: string
type: array
maxItems: 3
title: Buttons
email_subject:
anyOf:
- type: string
maxLength: 200
- type: 'null'
title: Email Subject
push_body:
anyOf:
- type: string
maxLength: 300
- type: 'null'
title: Push Body
type: object
required:
- body
title: DraftPart
RegistrationIn:
properties:
provider:
type: string
enum:
- dlt
- whatsapp
title: Provider
status:
type: string
enum:
- pending
- submitted
- approved
- rejected
- paused
- disabled
- expired
title: Status
version:
anyOf:
- type: integer
maximum: 1000.0
minimum: 1.0
- type: 'null'
title: Version
external_ref:
anyOf:
- type: string
pattern: ^[A-Za-z0-9_.:-]{1,80}$
- type: 'null'
title: External Ref
approved_on:
anyOf:
- type: string
format: date
- type: 'null'
title: Approved On
provider_category:
anyOf:
- type: string
enum:
- utility
- marketing
- authentication
- type: 'null'
title: Provider Category
type: object
required:
- provider
- status
title: RegistrationIn
app__api__v1__crm_policy__CheckIn:
properties:
customer_ref:
type: string
format: uuid
title: Customer Ref
purpose:
type: string
enum:
- service_updates
- credit_reminders
- marketing
title: Purpose
channel:
type: string
enum:
- whatsapp
- sms
- email
- push
- voice
- in_app
title: Channel
template:
type: string
pattern: ^[a-z][a-z0-9_]{1,63}$
title: Template
language:
type: string
enum:
- en
- hi
title: Language
default: en
version:
anyOf:
- type: integer
maximum: 1000.0
minimum: 1.0
- type: 'null'
title: Version
type: object
required:
- customer_ref
- purpose
- channel
- template
title: CheckIn
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)