LinkSquares Finalize Workflow API

openapi: 3.0.3
info:
  title: LinkSquares API
  description: >-
    The LinkSquares API is the public REST API for the LinkSquares AI-powered
    contract lifecycle management (CLM) platform. It spans two products. Analyze
    exposes processed agreements plus the metadata, Smart Values, terms, types,
    tags, and parent/child hierarchy extracted from them, and lets you import
    DOCX/PDF documents for AI processing. Finalize lets external systems retrieve
    templates, create draft/intake/request agreements, and retrieve and approve
    tasks. All requests authenticate with an API key passed as an `x-api-key`
    header; the same token is shared across Analyze and Finalize. API access is
    gated to LinkSquares customers and keys are self-managed by Administrator
    users.


    GROUNDING NOTE: The Analyze paths in this document (under /api/analyze) are
    CONFIRMED against the public LinkSquares API Overview and Analyze API Sample
    Use Cases help-center articles, including live cURL examples. The Finalize
    paths (under /api/finalize) are MODELED from the capability-level
    descriptions in the LinkSquares API Overview - LinkSquares documents that
    Finalize can retrieve templates, retrieve and approve tasks, and create
    agreements, but the concrete request paths are behind the customer-gated API
    reference and must be confirmed before use. Request and response schemas
    throughout are modeled from documented behavior and examples, not copied
    from an official OpenAPI definition.
  version: '1.0'
  contact:
    name: LinkSquares
    url: https://linksquares.com
  license:
    name: Proprietary
    url: https://linksquares.com/saas-terms-of-service
servers:
  - url: https://api.linksquares.com
    description: LinkSquares production API gateway
security:
  - apiKeyAuth: []
tags:
  - name: Account
    description: Identity and status of the API user (confirmed).
  - name: Agreements
    description: Analyze agreements and document import/upload (confirmed).
  - name: Metadata and Smart Values
    description: Terms, Smart Values, hierarchy, and agreement types (confirmed).
  - name: Attachments
    description: Additional attachments on Analyze agreements (confirmed).
  - name: Finalize
    description: Finalize templates, tasks, and agreement creation (MODELED paths).
paths:
  /api/analyze/v1/me:
    get:
      operationId: getCurrentUser
      tags:
        - Account
      summary: Get the current API user
      description: >-
        Returns information about the user the API key is assigned to and the
        status of the server. Confirmed.
      responses:
        '200':
          description: Current user and server status.
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
        '401':
          $ref: '#/components/responses/Unauthorized'
  /api/analyze/v1/agreements:
    get:
      operationId: listAgreements
      tags:
        - Agreements
      summary: List agreements
      description: >-
        Lists the Analyze agreements the API user has permission to view.
        Supports filtering by agreement type, tag, and an updated-since date,
        and uses cursor pagination via a next_cursor value. Confirmed.
      parameters:
        - name: type
          in: query
          required: false
          description: Filter results by agreement type name.
          schema:
            type: string
        - name: tag
          in: query
          required: false
          description: Filter results by agreement tag.
          schema:
            type: string
        - name: next_cursor
          in: query
          required: false
          description: >-
            Cursor for the next page of results. In documented examples this is
            also passed as a next_cursor header.
          schema:
            type: string
      responses:
        '200':
          description: A page of agreements.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AgreementList'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '429':
          $ref: '#/components/responses/RateLimited'
    post:
      operationId: createAgreement
      tags:
        - Agreements
      summary: Create an agreement (step 1 of import)
      description: >-
        First step of the two-step import flow. POSTs the file name and metadata
        (name, agreement_type, tags, optional parent agreement id) and returns a
        presigned upload URL on 200 OK. The second step is a PUT of the binary
        DOCX/PDF to that presigned URL (an Amazon S3 upload; Base64 is not
        supported). Confirmed.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AgreementCreateInput'
      responses:
        '200':
          description: Agreement metadata created; presigned upload URL returned.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AgreementUpload'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '429':
          $ref: '#/components/responses/RateLimited'
  /api/analyze/v1/agreements/{agreement_id}:
    parameters:
      - $ref: '#/components/parameters/AgreementId'
    get:
      operationId: getAgreement
      tags:
        - Agreements
      summary: Retrieve a single agreement
      description: >-
        Retrieves the metadata and Smart Values for one processed agreement by
        its identifier. Confirmed.
      responses:
        '200':
          description: The requested agreement.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Agreement'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
  /api/analyze/v2/agreements/{agreement_id}:
    parameters:
      - $ref: '#/components/parameters/AgreementId'
    patch:
      operationId: updateAgreement
      tags:
        - Agreements
      summary: Update an agreement
      description: >-
        Updates fields on an existing agreement. Confirmed (v2).
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              additionalProperties: true
      responses:
        '200':
          description: The updated agreement.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Agreement'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
  /api/analyze/v1/agreements/{agreement_id}/hierarchy:
    parameters:
      - $ref: '#/components/parameters/AgreementId'
    get:
      operationId: getAgreementHierarchy
      tags:
        - Metadata and Smart Values
      summary: Retrieve parent/child hierarchy
      description: >-
        Returns the parent/child hierarchy tree for a given agreement as an
        unsorted JSON hash, including the IDs and names of all related
        agreements and their relationships. Confirmed.
      responses:
        '200':
          description: The hierarchy tree.
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
  /api/analyze/v1/agreements/{agreement_id}/terms:
    parameters:
      - $ref: '#/components/parameters/AgreementId'
    get:
      operationId: getAgreementTerms
      tags:
        - Metadata and Smart Values
      summary: Retrieve agreement terms
      description: >-
        Retrieves the terms (Smart Values) extracted for a single agreement.
        Confirmed.
      responses:
        '200':
          description: The agreement's terms.
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
  /api/analyze/v2/agreements/{agreement_id}/terms/{term_id}:
    parameters:
      - $ref: '#/components/parameters/AgreementId'
      - name: term_id
        in: path
        required: true
        description: The identifier of the term / Smart Value.
        schema:
          type: string
    patch:
      operationId: updateAgreementTerm
      tags:
        - Metadata and Smart Values
      summary: Update an agreement term
      description: >-
        Updates the value of a single term (Smart Value) on an agreement.
        Confirmed (v2).
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              additionalProperties: true
      responses:
        '200':
          description: The updated term.
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
  /api/analyze/v1/agreement_types:
    get:
      operationId: listAgreementTypes
      tags:
        - Metadata and Smart Values
      summary: List agreement types
      description: >-
        Lists the agreement types configured in the Analyze environment.
        Confirmed.
      responses:
        '200':
          description: A list of agreement types.
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
        '401':
          $ref: '#/components/responses/Unauthorized'
  /api/analyze/v1/agreements/{agreement_id}/attachments:
    parameters:
      - $ref: '#/components/parameters/AgreementId'
    post:
      operationId: addAgreementAttachment
      tags:
        - Attachments
      summary: Add an additional attachment
      description: >-
        Adds an additional attachment to an agreement. Confirmed (v1).
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              additionalProperties: true
      responses:
        '200':
          description: The created attachment.
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
        '401':
          $ref: '#/components/responses/Unauthorized'
  /api/analyze/v2/agreements/{agreement_id}/attachments:
    parameters:
      - $ref: '#/components/parameters/AgreementId'
    get:
      operationId: listAgreementAttachments
      tags:
        - Attachments
      summary: List additional attachments
      description: >-
        Retrieves the additional attachments on an agreement. Confirmed (v2).
      responses:
        '200':
          description: A list of attachments.
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    type: array
                    items:
                      type: object
                      additionalProperties: true
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
  /api/analyze/v2/agreements/{agreement_id}/attachments/{attachment_id}/download:
    parameters:
      - $ref: '#/components/parameters/AgreementId'
      - name: attachment_id
        in: path
        required: true
        description: The identifier of the attachment.
        schema:
          type: string
    get:
      operationId: downloadAgreementAttachment
      tags:
        - Attachments
      summary: Download an attachment
      description: >-
        Downloads a single attachment on an agreement. Confirmed (v2).
      responses:
        '200':
          description: The attachment binary or a download reference.
          content:
            application/octet-stream:
              schema:
                type: string
                format: binary
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
  /api/analyze/v1/uploads/{upload_id}:
    parameters:
      - name: upload_id
        in: path
        required: true
        description: The identifier of the upload returned by the create-agreement step.
        schema:
          type: string
    get:
      operationId: getUpload
      tags:
        - Agreements
      summary: Retrieve upload status
      description: >-
        Retrieves the status of an in-progress or completed document upload.
        Confirmed.
      responses:
        '200':
          description: The upload status.
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
  /api/finalize/v1/templates:
    get:
      operationId: listFinalizeTemplates
      tags:
        - Finalize
      summary: List Finalize templates (MODELED)
      description: >-
        MODELED PATH. Retrieves available Finalize templates and their Agreement
        Detail Questions and tokens, filterable by Draft, Intake, or Request
        Form. LinkSquares documents this capability in the API Overview; the
        exact path is behind the customer-gated API reference and must be
        confirmed.
      responses:
        '200':
          description: A list of templates.
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
        '401':
          $ref: '#/components/responses/Unauthorized'
  /api/finalize/v1/tasks:
    get:
      operationId: listFinalizeTasks
      tags:
        - Finalize
      summary: List Finalize tasks (MODELED)
      description: >-
        MODELED PATH. Retrieves the tasks associated with your LinkSquares
        environment. Documented as a capability; path not confirmed.
      responses:
        '200':
          description: A list of tasks.
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
        '401':
          $ref: '#/components/responses/Unauthorized'
  /api/finalize/v1/tasks/{task_id}:
    parameters:
      - name: task_id
        in: path
        required: true
        description: The identifier of the task.
        schema:
          type: string
    get:
      operationId: getFinalizeTask
      tags:
        - Finalize
      summary: Get a Finalize task (MODELED)
      description: >-
        MODELED PATH. Retrieves information about a specific task by ID.
        Documented as a capability; path not confirmed.
      responses:
        '200':
          description: The requested task.
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
    patch:
      operationId: approveFinalizeTask
      tags:
        - Finalize
      summary: Approve a Finalize task (MODELED)
      description: >-
        MODELED PATH. Updates the status of a single task to approved.
        Documented as a capability; path not confirmed.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              additionalProperties: true
      responses:
        '200':
          description: The updated task.
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
  /api/finalize/v1/agreements:
    post:
      operationId: createFinalizeAgreement
      tags:
        - Finalize
      summary: Create a Finalize agreement (MODELED)
      description: >-
        MODELED PATH. Creates a Draft, Intake, or Request agreement in Finalize
        from a completed template, enabling third-party systems to submit
        documents for legal review or request/draft agreements. Documented as a
        capability; path not confirmed.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              additionalProperties: true
      responses:
        '200':
          description: The created Finalize agreement.
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
        '401':
          $ref: '#/components/responses/Unauthorized'
components:
  securitySchemes:
    apiKeyAuth:
      type: apiKey
      in: header
      name: x-api-key
      description: >-
        LinkSquares API key passed as an `x-api-key` header on every request.
        Keys are self-managed by Administrator users and are shared across the
        Analyze and Finalize products.
  parameters:
    AgreementId:
      name: agreement_id
      in: path
      required: true
      description: The unique identifier (UUID) of the agreement.
      schema:
        type: string
        format: uuid
  responses:
    Unauthorized:
      description: Missing or invalid API key.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
    NotFound:
      description: The requested resource was not found.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
    RateLimited:
      description: >-
        Rate limit exceeded (documented as ~15 requests/second, burst 30);
        returns a "Rate exceeded" error.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
  schemas:
    Error:
      type: object
      properties:
        error:
          type: string
        message:
          type: string
    AgreementCreateInput:
      type: object
      required:
        - name
        - file_name
      properties:
        name:
          type: string
          description: Display name of the agreement.
        file_name:
          type: string
          description: File name of the document being imported (DOCX or PDF).
        agreement_type:
          type: string
          description: The agreement type name.
        tags:
          type: array
          items:
            type: string
        parent_id:
          type: string
          description: Optional identifier of the parent agreement.
    AgreementUpload:
      type: object
      properties:
        upload_id:
          type: string
        upload_url:
          type: string
          format: uri
          description: Presigned URL to PUT the binary document to.
    Agreement:
      type: object
      properties:
        id:
          type: string
          format: uuid
        name:
          type: string
        agreement_type:
          type: string
        tags:
          type: array
          items:
            type: string
        smart_values:
          type: object
          additionalProperties: true
        terms:
          type: object
          additionalProperties: true
      additionalProperties: true
    AgreementList:
      type: object
      properties:
        data:
          type: array
          items:
            $ref: '#/components/schemas/Agreement'
        next_cursor:
          type: string