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:

  1. 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.”
  2. Does the token carry the scope? Scopes match exactly: deals:write does not include deals:read. → missing_scope: “Token lacks the deals:read scope.”
  3. 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.”
  4. 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-ingestion scopes 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.

Scopes open to any user10 scopes need no platform permission — they only touch what every signed-in user can already see or do: 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:read
3 operations

Any signed-in user.

Personal tokens onlyActs as the calling user
account:write
4 operations

Any signed-in user.

Personal tokens onlyActs as the calling user

analytics

Covers Analytics

analytics:read
13 operations

View analytics

approval-requests

Covers Approval Requests

approval-requests:read
2 operations

Any signed-in user.

Personal tokens onlyActs as the calling user
approval-requests:write
0 operations

Manage transaction workflows

approval-workflows

Covers Approval Workflows

approval-workflows:read
3 operations

Change own organisation

approval-workflows:write
3 operations

Change own organisation

banners

Covers Banners

banners:read
2 operations

Any signed-in user.

banners:write
3 operations

Change own organisation

Personal tokens onlyActs as the calling user

bookmarks

Covers Deals

bookmarks:write
2 operations

Bookmark opportunities

branding

Covers Branding

branding:read
7 operations

Manage platform customisation

branding:write
12 operations

Manage platform customisation

cc-lists

Covers CC Lists

cc-lists:read
3 operations

Manage distribution lists

cc-lists:write
6 operations

Manage distribution lists

classifications

Covers Investors, Classifications

classifications:read
10 operations

Manage classifications or Assign classifications

classifications:write
11 operations

Manage classifications or Assign classifications

comments

Covers Deal Comments

comments:read
2 operations

Manage deal settings

comments:write
5 operations

Manage deal settings

communications

Covers Communications

communications:read
6 operations

Manage incoming emails

currencies

Covers Currencies

currencies:read
2 operations

View any user

dashboards

Covers Dashboards

dashboards:read
4 operations

Any signed-in user.

dashboards:write
3 operations

Manage platform customisation

data-ingestion

data-ingestion:read
0 operations

Run custom data ingestion

data-ingestion:write
0 operations

Run custom data ingestion

deal-visibility

Covers Deals

deal-visibility:read
5 operations

View deal visibility or Manage deal visibility

deal-visibility:write
10 operations

Manage deal visibility

deals

Covers Deals, Locations, Deal Tab Types

deals:read
19 operations

Manage deal settings

deals:write
36 operations

Manage deal settings

distribution-lists

Covers Distribution Lists

distribution-lists:read
5 operations

Manage distribution lists

distribution-lists:write
8 operations

Manage distribution lists

document-templates

Covers Document Templates

document-templates:read
5 operations

Manage document settings

document-templates:write
5 operations

Manage document settings

documents

Covers Document Renders, Folders, Documents, Investor Custom Folders, Document Mass Uploads, Folder Imports, Settings

documents:read
40 operations

Manage document settings

documents:write
42 operations

Manage document settings

email-templates

Covers Email Templates, Email Themes, Settings

email-templates:read
7 operations

Manage platform customisation

email-templates:write
6 operations

Manage platform customisation

enquiries

Covers Deal Enquiries

enquiries:read
2 operations

Manage deal settings

enquiries:write
5 operations

Manage deal settings

entrepreneurs

Covers Entrepreneurs

entrepreneurs:read
2 operations

View connected organisations or View all organisations

entrepreneurs:write
2 operations

Create deal providers or Create organisations

feedback

Covers Deal Feedback

feedback:read
2 operations

Manage deal settings

feedback:write
4 operations

Manage deal settings

forms

Covers Forms

forms:read
18 operations

Manage the form builder

forms:write
27 operations

Manage the form builder

groups

Covers Groups

groups:read
4 operations

View any user

groups:write
6 operations

Create users or Edit any user

internal-users

Covers Internal Users

internal-users:read
5 operations

View any user

internal-users:write
16 operations

Create users or Edit any user

internal-users:admin
0 operations

Super admin only.

Personal tokens only

investor-preferences

Covers Investor Preferences

investor-preferences:read
6 operations

Edit investment preference responses

investor-preferences:write
9 operations

Edit investment preference responses

investors

Covers Investors

investors:read
5 operations

View any user

investors:write
17 operations

Create users or Edit any user

investors:admin
0 operations

Super admin only.

Personal tokens only

invites

Covers User Invites

invites:read
3 operations

Invite users or Create users

invites:write
11 operations

Invite users or Create users

jobs

Covers Jobs

jobs:read
2 operations

Manage the API Suite

jobs:write
1 operation

Manage the API Suite

kyc

Covers KYC

kyc:read
9 operations

Manage deal settings

kyc:write
8 operations

Manage deal settings

notes

Covers Investor Notes

notes:read
2 operations

View any user

notes:write
3 operations

Edit any user

notifications

Covers Notifications

notifications:read
2 operations

Any signed-in user.

Personal tokens onlyActs as the calling user
notifications:write
3 operations

Any signed-in user.

Personal tokens onlyActs as the calling user
notifications:admin
1 operation

Manage distribution lists

onboarding

Covers Investors, Onboarding, Onboarding Flows, Flow Templates, Onboarding Sessions

onboarding:read
29 operations

View any compliance questionnaire or Manage classifications

onboarding:write
25 operations

View any compliance questionnaire or Manage classifications

onboarding:admin
6 operations

Administer onboarding

org-content

Covers Org Content

org-content:read
24 operations

Any signed-in user.

org-content:write
18 operations

Change own organisation

Personal tokens onlyActs as the calling user
org-content:engage
8 operations

Any signed-in user.

Personal tokens onlyActs as the calling user

permissions

Covers Organisation Permissions

permissions:read
2 operations

Manage roles and permissions

portfolio

Covers Portfolio

portfolio:read
113 operations

Access portfolio

portfolio:write
83 operations

Access portfolio

questions

Covers Deal Q&A

questions:read
4 operations

Manage deal settings

questions:write
7 operations

Manage deal settings

roles

Covers Organisation Roles, Organisation Permissions

roles:read
3 operations

Manage roles and permissions

roles:write
7 operations

Manage roles and permissions

scim

scim:read
0 operations

View any user

scim:write
0 operations

Create users or Edit any user

settings

Covers Settings

settings:read
1 operation

Change own organisation or Manage platform customisation or Invite users

settings:write
1 operation

Change own organisation or Manage platform customisation or Invite users

signatures

Covers Signatures

signatures:read
24 operations

Manage document settings

support

Covers Support

support:write
1 operation

Any signed-in user.

Personal tokens onlyActs as the calling user

tranches

Covers Deal Tranches

tranches:read
3 operations

Manage deal settings

tranches:write
3 operations

Manage deal settings

transaction-workflows

Covers Transaction Workflows, Workflow Steps, Classification Requirements, Step Config Overrides

transaction-workflows:read
14 operations

Manage deal settings

transaction-workflows:write
20 operations

Manage transaction workflows

transactions

Covers Investments, Journey Events, Step Document Uploads, External Investors, Edit Requests, Audit Entries, Investor Actions, Transactions

transactions:read
17 operations

Manage deal settings

transactions:write
13 operations

Manage deal settings

user-data-capture

Covers User Data Capture

user-data-capture:read
6 operations

View any user

user-data-capture:write
7 operations

Manage the form builder