medianfi-com

medianfi-com Onboarding API

The Onboarding API from medianfi-com — 36 operation(s) for onboarding.

GitHub OpenAPI

Operations 42

POST /onboarding/v3/quote Resolve the server-authoritative onboarding v3 price tier #
POST /onboarding/v3/offer/resolve Resolve an active custom offer from its opaque capability #
GET /onboarding/v3/flow Read or create the authenticated user's durable onboarding flow #
PATCH /onboarding/v3/flow Advance the authenticated flow to the price questions #
POST /onboarding/v3/setup-intent Create or resume the flow-bound Stripe test SetupIntent #
POST /onboarding/v3/subscribe Create or reconcile the flow-bound Stripe test subscription #
POST /onboarding/v3/test-account-activation Finish an internal test account's subscribe step on a non-Stripe comped plan #
POST /onboarding/v3/checkout-session Start a hosted Stripe Checkout purchase for the server-quoted subscription #
POST /onboarding/v3/checkout-session/complete Finalize the flow after returning from hosted Stripe Checkout #
GET /onboarding/v3/setup-state Read the authenticated company's server-authoritative setup state #
PATCH /onboarding/v3/setup-state Deep-merge one authenticated setup task slice #
PATCH /onboarding/v3/history/checkpoint Replace the authenticated owner's validated partial History draft #
POST /onboarding/v3/delegate-invites Email a time-limited setup checklist capability to a delegate #
DELETE /onboarding/v3/delegate-invites/{inviteId} Revoke a company-owned delegate capability #
POST /onboarding/v3/delegate/resolve Resolve a live delegate capability to its exact task subset #
PATCH /onboarding/v3/delegate Deep-merge one task authorized by a delegate capability #
POST /onboarding/v3/prepared-profile/requests/{requestId}/submit Mark a prepared engagement request as sent by the customer (#2560) #
GET /onboarding/v3/task-context Read server-derived provider setup context for the authenticated owner #
POST /onboarding/v3/delegate/task-context Resolve only delegate-safe provider guidance #
POST /onboarding/v3/banks/plaid/link-token Create owner-bound Plaid Link authority in sandbox #
POST /onboarding/v3/banks/plaid/exchange Exchange a sandbox Plaid token while holding initial sync #
POST /onboarding/v3/banks/commit Commit exact personal-account classifications and release one sync #
POST /onboarding/v3/documents/google-workspace/auth-url Create owner-bound Google Workspace authorization #
POST /onboarding/v3/documents/google-workspace/callback Complete owner-bound Google Workspace authorization #
POST /onboarding/v3/books/quickbooks/auth-url Create an owner-bound QuickBooks authorization #
POST /onboarding/v3/books/quickbooks/callback Complete an owner-bound QuickBooks authorization #
POST /onboarding/v3/books/xero/auth-url Create an owner-bound Xero authorization #
POST /onboarding/v3/books/xero/callback Complete an owner-bound Xero authorization #
GET /onboarding/v3/welcome-call Read real welcome-call availability or the active booking #
POST /onboarding/v3/welcome-call Book or reschedule the authenticated company owner's welcome call #
POST /onboarding/v3/welcome-call/embed Submit hosted-calendar callback evidence for verification #
GET /onboarding/v3/books-progress Read server-calculated onboarding work meters and books state #
POST /onboarding/v3/books/open Advance the authenticated onboarding flow from setup to books #
GET /companies/{companyId}/onboarding/v3/questions List the founder's persisted onboarding question inbox #
POST /companies/{companyId}/onboarding/v3/questions/{questionId}/answer Record one founder answer or skip disposition #
GET /companies/{companyId}/onboarding/v3/review-items List accountant-authored onboarding review findings #
GET /accountant/companies/{customerId}/onboarding-questions List onboarding questions for an assigned customer #
POST /accountant/companies/{customerId}/onboarding-questions Create a record-only onboarding question for an assigned customer #
GET /accountant/companies/{customerId}/onboarding-review-items List onboarding review findings for an assigned customer #
POST /accountant/companies/{customerId}/onboarding-review-items Create an onboarding review finding for an assigned customer #
PATCH /accountant/companies/{customerId}/onboarding-review-items/{itemId} Update an onboarding review finding for an assigned customer #
DELETE /accountant/companies/{customerId}/onboarding-review-items/{itemId} Delete an onboarding review finding for an assigned customer #

Specifications

⚙
OpenAPI
https://artifacts.apis.io/medianfi-com/openapi/medianfi-com-onboarding-api-openapi.yml

Schemas & Data

📊
JSONSchema
https://artifacts.apis.io/medianfi-com/json-schema/medianfi-com-practice-packet-v1-schema.json
📊
JSONSchema
https://artifacts.apis.io/medianfi-com/json-schema/medianfi-com-therapist-metrics-envelope-response-schema.json
📊
JSONSchema
https://artifacts.apis.io/medianfi-com/json-schema/medianfi-com-sub-ledger-liabilities-view-schema.json
📊
JSONSchema
https://artifacts.apis.io/medianfi-com/json-schema/medianfi-com-quick-books-chart-push-preview-schema.json
📊
JSONSchema
https://artifacts.apis.io/medianfi-com/json-schema/medianfi-com-books-overview-schema.json
📊
JSONSchema
https://artifacts.apis.io/medianfi-com/json-schema/medianfi-com-agent-client-facts-schema.json

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OpenAPI Specification

medianfi-com-onboarding-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Median Onboarding API
  version: 0.1.0
  description: Production-grade Node.js + Express API starter template
  license:
    name: Proprietary
servers:
- url: /api/v1
security: []
tags:


# --- truncated at 32 KB (160 KB total) ---
# Full source: https://artifacts.apis.io/medianfi-com/openapi/medianfi-com-onboarding-api-openapi.yml