For AI agents: a documentation index is available at the root level at /llms.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.

Partner

Overview

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Client accounts held by your firm.

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Partner

Partner
Accounts
List accounts
Create account
Get account
Delete account
Update account
Assign contacts to account
Unassign contact from account
Contacts
List contacts
Create contact
Get contact
Delete contact
Update contact
Employees
List employees
Create employee
Get employee
Delete employee
Update employee
Assign advisors (support)
Get client manager assignments
Assign advisors (client manager)
Set firm-wide (support)
Clear firm-wide (support)
Unassign advisor (support)
Set firm-wide (client manager)
Clear firm-wide (client manager)
Unassign advisor (client manager)
Meeting Notes
List meeting notes
Get meeting note
Get Meeting Artifacts
Get fact find
Register a webhook