# medianfi-com Onboarding API

**Canonical:** https://apis.io/apis/medianfi-com/medianfi-com-onboarding-api/  
**Provider:** medianfi-com — https://apis.io/providers/medianfi-com/  
**Base URL:** https://api.medianfi.com/api/v1  
**Documentation:** https://medianfi.com/docs

medianfi-com Onboarding API is one of 58 APIs that [medianfi-com](https://apis.io/providers/medianfi-com/) 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 Onboarding. The published artifact set on APIs.io includes an OpenAPI specification and 6 JSON Schemas.

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

## Operations (42)

| Method | Path | Summary |
|---|---|---|
| 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 |

## Machine-readable artifacts (7)

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

## Other medianfi-com APIs (12)

- [medianfi-com Accountant Assignments API](https://apis.io/apis/medianfi-com/medianfi-com-accountant-assignments-api/)
- [medianfi-com Accountant Documents API](https://apis.io/apis/medianfi-com/medianfi-com-accountant-documents-api/)
- [medianfi-com Accountant Portal API](https://apis.io/apis/medianfi-com/medianfi-com-accountant-portal-api/)
- [medianfi-com Accountants API](https://apis.io/apis/medianfi-com/medianfi-com-accountants-api/)
- [medianfi-com Accounting Classes API](https://apis.io/apis/medianfi-com/medianfi-com-accounting-classes-api/)
- [medianfi-com Accounting Tags API](https://apis.io/apis/medianfi-com/medianfi-com-accounting-tags-api/)
- [medianfi-com Admin API](https://apis.io/apis/medianfi-com/medianfi-com-admin-api/)
- [medianfi-com API Keys API](https://apis.io/apis/medianfi-com/medianfi-com-api-keys-api/)
- [medianfi-com AR/AP API](https://apis.io/apis/medianfi-com/medianfi-com-ar-ap-api/)
- [medianfi-com Attribution API](https://apis.io/apis/medianfi-com/medianfi-com-attribution-api/)
- [medianfi-com Auth API](https://apis.io/apis/medianfi-com/medianfi-com-auth-api/)
- [medianfi-com Bank Accounts API](https://apis.io/apis/medianfi-com/medianfi-com-bank-accounts-api/)

## Tags

Onboarding

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/medianfi-com/medianfi-com-onboarding-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/medianfi-com/.