Fintary Agents API

openapi: 3.2.0
info:
  title: Fintary Open API documentation Agents API
  version: '1.0'
servers:
- url: https://api.fintary.com
  description: Base URL declared by the provider in apis.yml (roadmap#122).
security:
- ApiKeyAuth: []
- BearerAuth: []
tags:
- name: Agents
paths:
  /openapi/agents/{id}:
    get:
      operationId: agents.get
      summary: Get agent by ID
      description: 'Returns a single agent''s full profile along with its upline and downline hierarchy relationships. The agent is resolved by `str_id`, `agent_code`, or `sync_id`.

        '
      tags:
      - Agents
      parameters:
      - name: id
        in: path
        required: true
        description: Agent identifier (str_id, agent_code, or sync_id)
        schema:
          type: string
      responses:
        '200':
          description: Successfully retrieved agent
          content:
            application/json:
              schema:
                allOf:
                - $ref: '#/components/schemas/OpenAPIResponseSchema'
                - type: object
                  properties:
                    data:
                      $ref: '#/components/schemas/OpenAgentDetailSchema'
        '401':
          description: Unauthorized
        '404':
          description: Agent not found
    patch:
      operationId: agents.update
      summary: Update an agent
      description: 'Updates an existing agent''s profile fields. The agent is resolved by `str_id` or `agent_code`. Only the fields supplied in the request body are changed; omitted fields are left untouched.

        '
      tags:
      - Agents
      parameters:
      - name: id
        in: path
        required: true
        description: Agent identifier (str_id or agent_code)
        schema:
          type: string
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/OpenAgentUpdateSchema'
      responses:
        '200':
          description: Agent updated successfully
          content:
            application/json:
              schema:
                allOf:
                - $ref: '#/components/schemas/OpenAPIResponseSchema'
                - type: object
                  properties:
                    data:
                      $ref: '#/components/schemas/OpenAgentDetailSchema'
        '400':
          description: Bad request - Request body is required
        '401':
          description: Unauthorized
        '404':
          description: Agent not found
  /openapi/agents/{id}/assign-upline:
    post:
      operationId: agents.assignUpline
      summary: Assign upline to an agent
      description: 'Creates an upline hierarchy relationship for the agent, optionally scoped by a start/end date range and a split percentage. The agent is resolved by `str_id`, `agent_code`, or `sync_id`. Returns the created `contact_hierarchy` `str_id`, which is required to remove the relationship via `DELETE /openapi/agents/{id}/assign-upline`.

        '
      tags:
      - Agents
      parameters:
      - name: id
        in: path
        required: true
        description: Agent identifier (str_id, agent_code, or sync_id) to assign upline to
        schema:
          type: string
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AssignUplineRequestSchema'
      responses:
        '200':
          description: Upline assigned successfully
          content:
            application/json:
              schema:
                allOf:
                - $ref: '#/components/schemas/OpenAPIResponseSchema'
                - type: object
                  properties:
                    data:
                      $ref: '#/components/schemas/AssignUplineResponseSchema'
        '400':
          description: 'Bad request. Either the request body is invalid (e.g. missing upline), or the upline relationship already exists for this agent and upline pair.

            '
        '401':
          description: Unauthorized
        '404':
          description: Agent not found or Upline agent not found
    delete:
      operationId: agents.removeUpline
      summary: Remove upline from an agent (by contact_hierarchy str_id)
      description: 'Removes the upline relationship by the contact_hierarchy str_id in the request body. Use the str_id returned when assigning upline.

        '
      tags:
      - Agents
      parameters:
      - name: id
        in: path
        required: true
        description: Agent identifier (str_id, agent_code, or sync_id) the hierarchy belongs to; must match contact_hierarchy's contact_id
        schema:
          type: string
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/RemoveUplineRequestSchema'
      responses:
        '200':
          description: Upline removed successfully
        '401':
          description: Unauthorized
        '404':
          description: Upline relationship not found
  /openapi/agents/{id}/commissions:
    get:
      operationId: agents.listCommissions
      summary: Get commissions for an agent
      description: 'Returns commission records for the agent from the `latest_commissions` analytics dataset, paginated and optionally filtered by a date range. The agent is resolved by `str_id`, `agent_code`, or `sync_id`. Any additional (non-reserved) query parameters are applied as exact-match column filters on the dataset.

        '
      tags:
      - Agents
      parameters:
      - name: id
        in: path
        required: true
        description: Agent identifier (str_id, agent_code, or sync_id)
        schema:
          type: string
      - name: page
        in: query
        required: false
        schema:
          type: integer
          minimum: 0
          default: 0
      - name: page_size
        in: query
        required: false
        schema:
          type: integer
          minimum: 1
          maximum: 5000
          default: 20
      - name: start_date
        in: query
        required: false
        description: Start date filter (ISO 8601)
        schema:
          type: string
          format: date
      - name: end_date
        in: query
        required: false
        description: End date filter (ISO 8601)
        schema:
          type: string
          format: date
      responses:
        '200':
          description: Successfully retrieved agent commissions
          content:
            application/json:
              schema:
                allOf:
                - $ref: '#/components/schemas/OpenAPIResponseSchema'
                - type: object
                  properties:
                    data:
                      $ref: '#/components/schemas/OpenAgentDatasetPage'
        '401':
          description: Unauthorized
        '404':
          description: Agent not found
  /openapi/agents/{id}/dashboard:
    get:
      operationId: agents.getDashboard
      summary: Get dashboard snapshot for an agent
      description: 'Returns a dashboard snapshot (aggregated production/commission metrics) for the agent, optionally filtered by a date range. The agent is resolved by `str_id`, `agent_code`, or `sync_id`. Any additional (non-reserved) query parameters are applied as exact-match column filters on the underlying dataset.

        '
      tags:
      - Agents
      parameters:
      - name: id
        in: path
        required: true
        description: Agent identifier (str_id, agent_code, or sync_id)
        schema:
          type: string
      - name: page
        in: query
        required: false
        schema:
          type: integer
          minimum: 0
          default: 0
      - name: page_size
        in: query
        required: false
        schema:
          type: integer
          minimum: 1
          maximum: 100
          default: 1
      - name: start_date
        in: query
        required: false
        description: Start date filter (ISO 8601)
        schema:
          type: string
          format: date
      - name: end_date
        in: query
        required: false
        description: End date filter (ISO 8601)
        schema:
          type: string
          format: date
      responses:
        '200':
          description: Successfully retrieved agent dashboard snapshot
          content:
            application/json:
              schema:
                allOf:
                - $ref: '#/components/schemas/OpenAPIResponseSchema'
                - type: object
                  properties:
                    data:
                      $ref: '#/components/schemas/OpenAgentDatasetPage'
        '401':
          description: Unauthorized
        '404':
          description: Agent not found
  /openapi/agents/{id}/payouts:
    get:
      operationId: agents.listPayouts
      summary: Get payouts for an agent
      description: 'Returns payout records for the agent from the `contact_payouts_enriched` analytics dataset, paginated and optionally filtered by a date range. The agent is resolved by `str_id`, `agent_code`, or `sync_id`. Any additional (non-reserved) query parameters are applied as exact-match column filters on the dataset.

        '
      tags:
      - Agents
      parameters:
      - name: id
        in: path
        required: true
        description: Agent identifier (str_id, agent_code, or sync_id)
        schema:
          type: string
      - name: page
        in: query
        required: false
        schema:
          type: integer
          minimum: 0
          default: 0
      - name: page_size
        in: query
        required: false
        schema:
          type: integer
          minimum: 1
          maximum: 1000
          default: 20
      - name: start_date
        in: query
        required: false
        description: Start date filter (ISO 8601)
        schema:
          type: string
          format: date
      - name: end_date
        in: query
        required: false
        description: End date filter (ISO 8601)
        schema:
          type: string
          format: date
      responses:
        '200':
          description: Successfully retrieved agent payouts
          content:
            application/json:
              schema:
                allOf:
                - $ref: '#/components/schemas/OpenAPIResponseSchema'
                - type: object
                  properties:
                    data:
                      $ref: '#/components/schemas/OpenAgentDatasetPage'
        '401':
          description: Unauthorized
        '404':
          description: Agent not found
  /openapi/agents/{id}/policies:
    get:
      operationId: agents.listPolicies
      summary: Get policies for an agent
      description: 'Returns policy records for the agent from the `contact_policies` analytics dataset, paginated, optionally filtered by a date range, and sortable via `order_by` + `sort`. The agent is resolved by `str_id`, `agent_code`, or `sync_id`. Any additional (non-reserved) query parameters are applied as exact-match column filters on the dataset.

        '
      tags:
      - Agents
      parameters:
      - name: id
        in: path
        required: true
        description: Agent identifier (str_id, agent_code, or sync_id)
        schema:
          type: string
      - name: page
        in: query
        required: false
        schema:
          type: integer
          minimum: 0
          default: 0
      - name: page_size
        in: query
        required: false
        schema:
          type: integer
          minimum: 1
          maximum: 1000
          default: 20
      - name: start_date
        in: query
        required: false
        description: Start date filter (ISO 8601)
        schema:
          type: string
          format: date
      - name: end_date
        in: query
        required: false
        description: End date filter (ISO 8601)
        schema:
          type: string
          format: date
      - name: order_by
        in: query
        required: false
        description: Column to sort by
        schema:
          type: string
      - name: sort
        in: query
        required: false
        description: Sort direction
        schema:
          type: string
          enum:
          - asc
          - desc
      responses:
        '200':
          description: Successfully retrieved agent policies
          content:
            application/json:
              schema:
                allOf:
                - $ref: '#/components/schemas/OpenAPIResponseSchema'
                - type: object
                  properties:
                    data:
                      $ref: '#/components/schemas/OpenAgentDatasetPage'
        '401':
          description: Unauthorized
        '404':
          description: Agent not found
  /openapi/agents:
    get:
      operationId: agents.list
      summary: List agents
      description: 'Returns a paginated list of agents in the account, optionally filtered by status, company name, and type. Each item includes the agent''s profile plus its upline (`parent_relationships`) and downline (`child_relationships`) hierarchy records.

        '
      tags:
      - Agents
      parameters:
      - name: status
        in: query
        required: false
        description: Filter by agent status
        schema:
          type: string
      - name: company_name
        in: query
        required: false
        description: Filter by company name
        schema:
          type: string
      - name: type
        in: query
        required: false
        description: Filter by agent type
        schema:
          type: string
      - name: page
        in: query
        required: false
        description: Page number (0-based)
        schema:
          type: integer
          minimum: 0
          default: 0
      - name: limit
        in: query
        required: false
        description: Number of items per page (1-1000)
        schema:
          type: integer
          minimum: 1
          maximum: 1000
          default: 50
      responses:
        '200':
          description: Successfully retrieved list of agents
          content:
            application/json:
              schema:
                allOf:
                - $ref: '#/components/schemas/OpenAPIResponseSchema'
                - type: object
                  properties:
                    data:
                      $ref: '#/components/schemas/OpenAgentListResponseSchema'
        '401':
          description: Unauthorized
    post:
      operationId: agents.create
      summary: Create a new agent
      description: 'Creates a new agent (contact) in the account. Supply an optional `sync_id` to correlate the agent with your external system; Fintary generates its own `str_id`. Returns the created agent''s full profile.

        '
      tags:
      - Agents
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/OpenAgentCreateSchema'
      responses:
        '201':
          description: Agent created successfully
          content:
            application/json:
              schema:
                allOf:
                - $ref: '#/components/schemas/OpenAPIResponseSchema'
                - type: object
                  properties:
                    data:
                      $ref: '#/components/schemas/OpenAgentDetailSchema'
        '400':
          description: Bad request - Request body is required
        '401':
          description: Unauthorized
components:
  schemas:
    OpenAgentUpdateSchema:
      type: object
      properties:
        first_name:
          type:
          - string
          - 'null'
        last_name:
          type:
          - string
          - 'null'
        email:
          type:
          - string
          - 'null'
          format: email
        phone:
          type:
          - string
          - 'null'
        agent_code:
          type:
          - string
          - 'null'
        company_name:
          type:
          - string
          - 'null'
        type:
          anyOf:
          - type: string
            enum:
            - Sales rep
            - Agent
            - IMO
            - Agency
          - type: array
            items:
              type: string
              enum:
              - Sales rep
              - Agent
              - IMO
              - Agency
          description: 'Type of the agent. Known values: Sales rep, Agent, IMO, Agency'
        start_date:
          type:
          - string
          - 'null'
          description: ISO datetime string
          format: date-time
        status:
          type:
          - string
          - 'null'
          enum:
          - Inactive
          - Terminated
          - active
          - archived
          - manager
          - current
          description: Status of the agent
        payout_level:
          type:
          - string
          - 'null'
        payable_status:
          type:
          - string
          - 'null'
          enum:
          - payable
          - non_payable
          - pay_to_upline
          description: Payable status of the agent
        bank_info:
          type:
          - string
          - 'null'
        notes:
          type:
          - string
          - 'null'
      description: Input for updating an existing agent
    OpenAgentDetailSchema:
      type: object
      properties:
        id:
          type: number
        str_id:
          type:
          - string
          - 'null'
        sync_id:
          type:
          - string
          - 'null'
        first_name:
          type:
          - string
          - 'null'
        last_name:
          type:
          - string
          - 'null'
        email:
          type:
          - string
          - 'null'
          format: email
        phone:
          type:
          - string
          - 'null'
        agent_code:
          type:
          - string
          - 'null'
        company_name:
          type:
          - string
          - 'null'
        type:
          anyOf:
          - type: string
            enum:
            - Sales rep
            - Agent
            - IMO
            - Agency
          - type: array
            items:
              type: string
              enum:
              - Sales rep
              - Agent
              - IMO
              - Agency
          description: 'Type of the agent. Known values: Sales rep, Agent, IMO, Agency'
        start_date:
          type:
          - string
          - 'null'
          description: ISO date string
          format: date
        status:
          type:
          - string
          - 'null'
          enum:
          - Inactive
          - Terminated
          - active
          - archived
          - manager
          - current
          description: Status of the agent
        payout_level:
          type:
          - string
          - 'null'
        payable_status:
          type:
          - string
          - 'null'
          enum:
          - payable
          - non_payable
          - pay_to_upline
          description: Payable status of the agent
        bank_info:
          type:
          - string
          - 'null'
        notes:
          type:
          - string
          - 'null'
        created_at:
          type: string
          description: ISO datetime when created
          format: date-time
        created_by:
          type:
          - string
          - 'null'
        updated_at:
          type: string
          description: ISO datetime when last updated
          format: date-time
        updated_by:
          type:
          - string
          - 'null'
        parent_relationships:
          type: array
          items:
            type: object
            properties:
              str_id:
                type:
                - string
                - 'null'
                description: Fintary-generated identifier for this hierarchy relationship (contact_hierarchy.str_id). Use when removing upline.
              start_date:
                type:
                - string
                - 'null'
                format: date-time
              end_date:
                type:
                - string
                - 'null'
                format: date-time
              split_percentage: {}
              sync_id:
                type:
                - string
                - 'null'
                description: Client system identifier for this hierarchy relationship (contact_hierarchy.sync_id).
              created_at:
                type: string
                format: date-time
              parent:
                type:
                - object
                - 'null'
                properties:
                  str_id:
                    type:
                    - string
                    - 'null'
                  sync_id:
                    type:
                    - string
                    - 'null'
                  first_name:
                    type:
                    - string
                    - 'null'
                  last_name:
                    type:
                    - string
                    - 'null'
                  email:
                    type:
                    - string
                    - 'null'
                    format: email
                  phone:
                    type:
                    - string
                    - 'null'
                  agent_code:
                    type:
                    - string
                    - 'null'
                  status:
                    type:
                    - string
                    - 'null'
                required:
                - str_id
                - sync_id
                - first_name
                - last_name
                - email
                - phone
                - agent_code
                - status
            required:
            - str_id
            - start_date
            - end_date
            - sync_id
            - created_at
            - parent
        child_relationships:
          type: array
          items:
            type: object
            properties:
              str_id:
                type:
                - string
                - 'null'
                description: Fintary-generated identifier for this hierarchy relationship (contact_hierarchy.str_id). Use when removing upline.
              start_date:
                type:
                - string
                - 'null'
                format: date-time
              end_date:
                type:
                - string
                - 'null'
                format: date-time
              split_percentage: {}
              sync_id:
                type:
                - string
                - 'null'
                description: Client system identifier for this hierarchy relationship (contact_hierarchy.sync_id).
              created_at:
                type: string
                format: date-time
              contact:
                type: object
                properties:
                  str_id:
                    type:
                    - string
                    - 'null'
                  sync_id:
                    type:
                    - string
                    - 'null'
                  first_name:
                    type:
                    - string
                    - 'null'
                  last_name:
                    type:
                    - string
                    - 'null'
                  email:
                    type:
                    - string
                    - 'null'
                    format: email
                  phone:
                    type:
                    - string
                    - 'null'
                  agent_code:
                    type:
                    - string
                    - 'null'
                  status:
                    type:
                    - string
                    - 'null'
                required:
                - str_id
                - sync_id
                - first_name
                - last_name
                - email
                - phone
                - agent_code
                - status
            required:
            - str_id
            - start_date
            - end_date
            - sync_id
            - created_at
            - contact
      required:
      - id
      - str_id
      - sync_id
      - first_name
      - last_name
      - email
      - phone
      - agent_code
      - company_name
      - type
      - start_date
      - status
      - payout_level
      - payable_status
      - bank_info
      - notes
      - created_at
      - created_by
      - updated_at
      - updated_by
      - parent_relationships
      - child_relationships
      description: Agent detail
    OpenAgentCreateSchema:
      type: object
      properties:
        first_name:
          type:
          - string
          - 'null'
        last_name:
          type:
          - string
          - 'null'
        email:
          type:
          - string
          - 'null'
          format: email
        phone:
          type:
          - string
          - 'null'
        agent_code:
          type:
          - string
          - 'null'
        company_name:
          type:
          - string
          - 'null'
        type:
          anyOf:
          - type: string
            enum:
            - Sales rep
            - Agent
            - IMO
            - Agency
          - type: array
            items:
              type: string
              enum:
              - Sales rep
              - Agent
              - IMO
              - Agency
          description: 'Type of the agent. Known values: Sales rep, Agent, IMO, Agency'
        start_date:
          type:
          - string
          - 'null'
          description: ISO datetime string
          format: date-time
        status:
          type:
          - string
          - 'null'
          enum:
          - Inactive
          - Terminated
          - active
          - archived
          - manager
          - current
          description: Status of the agent
        payout_level:
          type:
          - string
          - 'null'
        payable_status:
          type:
          - string
          - 'null'
          enum:
          - payable
          - non_payable
          - pay_to_upline
          description: Payable status of the agent
        bank_info:
          type:
          - string
          - 'null'
        notes:
          type:
          - string
          - 'null'
        sync_id:
          type: string
          minLength: 1
          description: Client system identifier for the agent. Used for syncing with external systems; Fintary generates its own str_id internally.
      description: Input for creating a new agent
    AssignUplineResponseSchema:
      type: object
      properties:
        assigned:
          type: boolean
          enum:
          - true
        str_id:
          type: string
          description: str_id of the created contact_hierarchy record; use this when removing upline
      required:
      - assigned
      - str_id
      description: Response when upline is successfully assigned
    RemoveUplineRequestSchema:
      type: object
      properties:
        str_id:
          type: string
          minLength: 1
          description: str_id of the contact_hierarchy record (returned when assigning upline)
      required:
      - str_id
      description: Request body for removing upline (by contact_hierarchy str_id)
    OpenAPIResponseSchema:
      type: object
      properties:
        success:
          type: boolean
        data: {}
        message:
          type: string
        statusCode:
          type: number
      required:
      - success
      - message
      - statusCode
    AssignUplineRequestSchema:
      type: object
      properties:
        upline:
          type: string
          minLength: 1
          description: Agent identifier (str_id or agent_code) of the upline agent
        start_date:
          type:
          - string
          - 'null'
          description: Start date of the hierarchy period
          format: date-time
        end_date:
          type:
          - string
          - 'null'
          description: End date of the hierarchy period
          format: date-time
        split_percentage:
          type:
          - number
          - 'null'
          minimum: 0
          maximum: 100
          description: Split percentage (0-100). Stored in percentage form (e.g. 80 for 80%)
      required:
      - upline
      description: Request body for assigning upline to an agent
    OpenAgentListResponseSchema:
      type: object
      properties:
        items:
          type: array
          items:
            $ref: '#/components/schemas/OpenAgentDetailSchema'
        count:
          type: integer
          minimum: 0
      required:
      - items
      - count
      description: Paginated list of agents with total count
    OpenAgentDatasetPage:
      type: object
      properties:
        rows:
          type: array
          items:
            type: object
            additionalProperties: {}
          description: Dataset rows for the current page. Columns are determined by the underlying analytics dataset and are not statically typed. Additional non-reserved query parameters are applied as column filters.
        pageRowCount:
          type: integer
          minimum: 0
          description: Number of rows returned on the current page
          example: 20
        rowCount:
          type: integer
          minimum: 0
          description: Total number of rows matching the query across all pages
          example: 137
        startDate:
          type:
          - string
          - 'null'
          format: date-time
          description: Resolved start of the date filter window, when applied
          example: '2026-01-01T00:00:00.000Z'
        endDate:
          type:
          - string
          - 'null'
          format: date-time
          description: Resolved end of the date filter window, when applied
          example: '2026-03-31T23:59:59.999Z'
        page:
          type: integer
          minimum: 0
          description: Zero-based page index returned
          example: 0
      required:
      - rows
      - pageRowCount
      - rowCount
      description: Paginated dataset rows returned by the agent commissions, payouts, policies, and dashboard endpoints. Wrapped in the standard Open API response envelope under `data`.
  securitySchemes:
    BearerAuth:
      type: http
      scheme: bearer
      bearerFormat: string
    ApiKeyAuth:
      type: apiKey
      in: header
      name: x-api-key
      description: API key for authentication