Scopes
Every operation needs exactly one scope. A scope says what a token may attempt; the platform permissions of the user behind the token decide whether it actually can. Give each token only the scopes its job needs — for an AI assistant they also decide which tools it can see.
How a scope check works
After the token is authenticated and within its rate limit, every call runs these checks in order. The first one that fails ends the request with a 403:
- Is the area switched on? Administrators can disable a whole resource — every
deals:*scope, say — for the organisation in Settings → API Suite. →scope_disabled: “The deals API is disabled for this organisation.” - Does the token carry the scope? Scopes match exactly:
deals:writedoes not includedeals:read. →missing_scope: “Token lacks the deals:read scope.” - Is there a user behind it? Every token acts as someone: you for a personal token, a dedicated service identity for an organisation token. →
missing_scope: “The token has no acting user.” - Does that user still hold a qualifying permission? Each scope maps to platform permissions (listed below); the user needs any one of them, checked live on every call. →
missing_scope: “The token owner does not have permission to use the deals:read scope.”
A scope failure also carries a WWW-Authenticate header naming the missing scope, so OAuth-aware clients — including MCP clients — can ask you to grant it.
Which tokens can hold which scopes
Organisation tokens
An organisation token runs as its own service identity, whose role is given exactly the permissions of the scopes you pick — never super admin. It can hold any scope except these:
They either act on the calling user — their account, notifications, content engagement, approval inbox — or need super admin (investors:admin, internal-users:admin). Creating an organisation token with one of them is refused; use a personal token instead.
Personal tokens and OAuth sign-ins
What you can grant depends on your own access:
- Super admins and API Suite managers can grant any scope.
- Self-service API users can grant the scopes whose permissions they hold themselves, plus the scopes open to any user.
- Data-ingestion operators can grant the two
data-ingestionscopes only.
The OAuth consent screen MCP clients use applies the same rules, and leaves out anything you can't grant or that your organisation has switched off.
org-content:read, org-content:engage, banners:read, dashboards:read, approval-requests:read, notifications:read, notifications:write, account:read, account:write, support:write.Common scope sets
CRM sync
Keep investors and deals in step with Salesforce or HubSpot.
Onboarding from your portal
Create investors, send invites and follow their onboarding.
Data warehouse export
Read-only nightly export of the core records.
Read-only AI analyst
An assistant that can answer questions but change nothing.
Portfolio reporting
Valuations, positions and cash flows for client reports.
All scopes
92 scopes across 47 resources. The user behind the token needs any one of the listed permissions; super admin always qualifies.
account
Covers Account
account:readAny signed-in user.
account:writeAny signed-in user.
analytics
Covers Analytics
analytics:readView analytics
approval-requests
Covers Approval Requests
approval-requests:readAny signed-in user.
approval-requests:writeManage transaction workflows
approval-workflows
Covers Approval Workflows
approval-workflows:readChange own organisation
approval-workflows:writeChange own organisation
bookmarks
Covers Deals
bookmarks:writeBookmark opportunities
branding
Covers Branding
branding:readManage platform customisation
branding:writeManage platform customisation
cc-lists
Covers CC Lists
cc-lists:readManage distribution lists
cc-lists:writeManage distribution lists
classifications
Covers Investors, Classifications
classifications:readManage classifications or Assign classifications
classifications:writeManage classifications or Assign classifications
comments
Covers Deal Comments
comments:readManage deal settings
comments:writeManage deal settings
communications
Covers Communications
communications:readManage incoming emails
currencies
Covers Currencies
currencies:readView any user
dashboards
Covers Dashboards
dashboards:readAny signed-in user.
dashboards:writeManage platform customisation
data-ingestion
data-ingestion:readRun custom data ingestion
data-ingestion:writeRun custom data ingestion
deal-visibility
Covers Deals
deal-visibility:readView deal visibility or Manage deal visibility
deal-visibility:writeManage deal visibility
deals
Covers Deals, Locations, Deal Tab Types
deals:readManage deal settings
deals:writeManage deal settings
distribution-lists
Covers Distribution Lists
distribution-lists:readManage distribution lists
distribution-lists:writeManage distribution lists
document-templates
Covers Document Templates
document-templates:readManage document settings
document-templates:writeManage document settings
documents
Covers Document Renders, Folders, Documents, Investor Custom Folders, Document Mass Uploads, Folder Imports, Settings
documents:readManage document settings
documents:writeManage document settings
email-templates
Covers Email Templates, Email Themes, Settings
email-templates:readManage platform customisation
email-templates:writeManage platform customisation
enquiries
Covers Deal Enquiries
enquiries:readManage deal settings
enquiries:writeManage deal settings
entrepreneurs
Covers Entrepreneurs
entrepreneurs:readView connected organisations or View all organisations
entrepreneurs:writeCreate deal providers or Create organisations
feedback
Covers Deal Feedback
feedback:readManage deal settings
feedback:writeManage deal settings
forms
Covers Forms
forms:readManage the form builder
forms:writeManage the form builder
groups
Covers Groups
groups:readView any user
groups:writeCreate users or Edit any user
internal-users
Covers Internal Users
internal-users:readView any user
internal-users:writeCreate users or Edit any user
internal-users:adminSuper admin only.
investor-preferences
Covers Investor Preferences
investor-preferences:readEdit investment preference responses
investor-preferences:writeEdit investment preference responses
investors
Covers Investors
investors:readView any user
investors:writeCreate users or Edit any user
investors:adminSuper admin only.
invites
Covers User Invites
invites:readInvite users or Create users
invites:writeInvite users or Create users
jobs
Covers Jobs
jobs:readManage the API Suite
jobs:writeManage the API Suite
kyc
Covers KYC
kyc:readManage deal settings
kyc:writeManage deal settings
notes
Covers Investor Notes
notes:readView any user
notes:writeEdit any user
notifications
Covers Notifications
notifications:readAny signed-in user.
notifications:writeAny signed-in user.
notifications:adminManage distribution lists
onboarding
Covers Investors, Onboarding, Onboarding Flows, Flow Templates, Onboarding Sessions
onboarding:readView any compliance questionnaire or Manage classifications
onboarding:writeView any compliance questionnaire or Manage classifications
onboarding:adminAdminister onboarding
org-content
Covers Org Content
org-content:readAny signed-in user.
org-content:writeChange own organisation
org-content:engageAny signed-in user.
permissions
Covers Organisation Permissions
permissions:readManage roles and permissions
portfolio
Covers Portfolio
portfolio:readAccess portfolio
portfolio:writeAccess portfolio
questions
Covers Deal Q&A
questions:readManage deal settings
questions:writeManage deal settings
roles
Covers Organisation Roles, Organisation Permissions
roles:readManage roles and permissions
roles:writeManage roles and permissions
scim
scim:readView any user
scim:writeCreate users or Edit any user
settings
Covers Settings
settings:readChange own organisation or Manage platform customisation or Invite users
settings:writeChange own organisation or Manage platform customisation or Invite users
signatures
Covers Signatures
signatures:readManage document settings
support
Covers Support
support:writeAny signed-in user.
tranches
Covers Deal Tranches
tranches:readManage deal settings
tranches:writeManage deal settings
transaction-workflows
Covers Transaction Workflows, Workflow Steps, Classification Requirements, Step Config Overrides
transaction-workflows:readManage deal settings
transaction-workflows:writeManage transaction workflows
transactions
Covers Investments, Journey Events, Step Document Uploads, External Investors, Edit Requests, Audit Entries, Investor Actions, Transactions
transactions:readManage deal settings
transactions:writeManage deal settings
user-data-capture
Covers User Data Capture
user-data-capture:readView any user
user-data-capture:writeManage the form builder