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API Reference

People›
  • Investors28
  • Investor Notes5
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  • Internal Users21
  • User Invites14
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  • Groups10
  • User Data Capture13
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  • Onboarding Flows15
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Deals›
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Transactions›
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  • Step Config Overrides5
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Forms›
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Organisation›
  • Settings6
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  • Dashboards7
    • GETList dashboards
    • POSTCreate a dashboard
    • GETGet the caller's dashboard
    • GETRead an RSS feed
    • GETGet a dashboard
    • PATCHUpdate a dashboard
    • DELETEDelete a dashboard
  • Organisation Roles9
  • Organisation Permissions3
  • Approval Workflows6
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  • Support1
Analytics›
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Platform›
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  • MCP1
  • System4
  • Changelog
  • Support
API v2Dashboards

Organisation

Dashboards

Configurable landing dashboards the org defines for its user types.

Operations (7)

  • GETList dashboards
  • POSTCreate a dashboard
  • GETGet the caller's dashboard
  • GETRead an RSS feed
  • GETGet a dashboard
  • PATCHUpdate a dashboard
  • DELETEDelete a dashboard

Docs

  • Quickstart
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  • MCP server
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Reference

  • Investors
  • Deals
  • Transactions
  • Portfolio

More

  • Changelog
  • Support
  • API v1 (legacy)

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