API & MCP Reference

curl https://dointake.com/api/v1/me \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": {
    "id": 1,
    "name": "Your Name",
    "email": "[email protected]",
    "role": "admin",
    "actor": {
      "id": "mem_k2j9x",
      "name": "Pat Lee",
      "email": "[email protected]"
    },
    "subscription_status": "active"
  }
}

{
  "error": {
    "code": "validation_error",
    "message": "Validation failed",
    "details": {
      "email": [
        "can't be blank"
      ]
    }
  }
}

curl https://dointake.com/api/v1/clients?search=jane \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": [
    {
      "id": "cl_abc123",
      "name": "Jane Smith",
      "metadata": {
        "lead_score": 85
      },
      "email": "[email protected]",
      "updated_at": "2025-01-15T10:30:00Z",
      "tags": [
        "vip",
        "residential"
      ],
      "created_at": "2025-01-15T10:30:00Z",
      "phone": "+1234567890",
      "external_id": "contact_123",
      "external_source": "salesforce",
      "preferred_language": "en",
      "notification_preference": "email",
      "sms_consent": null,
      "email_undeliverable_at": null
    }
  ]
}

curl https://dointake.com/api/v1/clients/cl_abc123 \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": {
    "id": "cl_abc123",
    "name": "Jane Smith",
    "metadata": {
      "lead_score": 85
    },
    "email": "[email protected]",
    "updated_at": "2025-01-15T10:30:00Z",
    "tags": [
      "vip",
      "residential"
    ],
    "created_at": "2025-01-15T10:30:00Z",
    "phone": "+1234567890",
    "external_id": "contact_123",
    "external_source": "salesforce",
    "preferred_language": "en",
    "notification_preference": "external",
    "sms_consent": {
      "method": "verbal",
      "attested_at": "2025-01-15T10:28:00Z"
    },
    "email_undeliverable_at": null
  }
}

curl -X POST https://dointake.com/api/v1/clients \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"name": "Jane Smith", "email": "[email protected]"}'

{
  "data": {
    "id": "cl_abc123",
    "name": "Jane Smith",
    "metadata": {},
    "email": "[email protected]",
    "updated_at": "2025-01-15T10:30:00Z",
    "tags": [],
    "created_at": "2025-01-15T10:30:00Z",
    "phone": null,
    "external_id": null,
    "external_source": null,
    "preferred_language": "en",
    "notification_preference": "email",
    "sms_consent": null,
    "email_undeliverable_at": null
  }
}

curl -X PATCH https://dointake.com/api/v1/clients/cl_abc123 \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"name": "Jane Doe", "phone": "+1987654321"}'

{
  "data": {
    "id": "cl_abc123",
    "name": "Jane Doe",
    "metadata": {},
    "email": "[email protected]",
    "updated_at": "2025-01-20T14:00:00Z",
    "tags": [],
    "created_at": "2025-01-15T10:30:00Z",
    "phone": "+1987654321",
    "external_id": null,
    "external_source": null,
    "preferred_language": "en",
    "notification_preference": "email",
    "sms_consent": null,
    "email_undeliverable_at": null
  }
}

curl -X PUT https://dointake.com/api/v1/clients/upsert \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"email": "[email protected]", "name": "Jane Smith", "external_id": "contact_123", "external_source": "salesforce"}'

{
  "data": {
    "id": "cl_abc123",
    "name": "Jane Smith",
    "metadata": {},
    "email": "[email protected]",
    "updated_at": "2025-01-15T10:30:00Z",
    "tags": [],
    "created_at": "2025-01-15T10:30:00Z",
    "phone": null,
    "external_id": "contact_123",
    "external_source": "salesforce",
    "preferred_language": "en",
    "notification_preference": "email",
    "sms_consent": null,
    "email_undeliverable_at": null
  }
}

curl https://dointake.com/api/v1/members \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": [
    {
      "id": "mem_a1b2c3",
      "name": "Your Name",
      "email": "[email protected]",
      "role": "owner"
    },
    {
      "id": "mem_k2j9x",
      "name": "Pat Lee",
      "email": "[email protected]",
      "role": "member"
    }
  ]
}

curl "https://dointake.com/api/v1/requests?status=sent" \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": [
    {
      "id": "req_xyz789",
      "status": "sent",
      "title": "Tax Documents 2025",
      "client": {
        "id": "cl_abc123",
        "name": "Jane Smith",
        "email": "[email protected]"
      },
      "completed_at": null,
      "sent_at": "2025-01-20T09:00:00Z",
      "created_at": "2025-01-15T10:30:00Z",
      "due_date": "2025-04-15",
      "assignee": {
        "id": "mem_k2j9x",
        "name": "Pat Lee",
        "email": "[email protected]",
        "role": "member"
      },
      "item_count": 5
    }
  ]
}

curl https://dointake.com/api/v1/requests/req_xyz789 \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": {
    "id": "req_xyz789",
    "status": "sent",
    "description": "Please upload your tax documents",
    "title": "Tax Documents 2025",
    "forms": [
      {
        "id": "sub_abc123",
        "name": "Client Intake Form",
        "status": "completed",
        "completed_at": "2025-01-20T14:30:00Z",
        "submitted_ip": "203.0.113.42",
        "responses": [
          {
            "label": "Full Name",
            "type": "text",
            "value": "Jane Smith",
            "field_id": "field_1"
          },
          {
            "label": "Signature",
            "signed": true,
            "type": "signature",
            "value": null,
            "field_id": "field_2"
          }
        ]
      }
    ],
    "items": [
      {
        "id": "item_001",
        "name": "W-2 Form",
        "position": 0,
        "status": "pending",
        "description": "From your employer",
        "required": true,
        "created_at": "2025-01-15T10:30:00Z",
        "upload_count": 0
      }
    ],
    "client": {
      "id": "cl_abc123",
      "name": "Jane Smith",
      "email": "[email protected]"
    },
    "completed_at": null,
    "sent_at": "2025-01-20T09:00:00Z",
    "recipients": [],
    "created_at": "2025-01-15T10:30:00Z",
    "payments": [
      {
        "id": "pay_abc123",
        "name": "Retainer",
        "status": "paid",
        "description": null,
        "required": true,
        "currency": "usd",
        "created_at": "2025-02-01T12:00:00Z",
        "amount_cents": 150000,
        "paid_at": "2025-02-11T10:00:00Z",
        "refunded_at": null
      }
    ],
    "due_date": "2025-04-15",
    "deal_id": null,
    "assignee": {
      "id": "mem_k2j9x",
      "name": "Pat Lee",
      "email": "[email protected]",
      "role": "member"
    },
    "max_reminders": 10,
    "notify_professional_after_days": 7,
    "reminder_frequency_days": null,
    "reminder_count": 3,
    "item_count": 1,
    "last_reminder_at": "2025-02-10T09:00:00Z",
    "next_reminder_at": "2025-02-12",
    "pdf_forms": [
      {
        "id": "pfr_abc123",
        "status": "completed",
        "completed_at": "2025-01-20T15:00:00Z",
        "template_name": "Engagement Letter",
        "download_url": "https://dointake.com/downloads/tok_xyz789"
      }
    ]
  }
}

curl -X POST https://dointake.com/api/v1/requests \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"client_id": "cl_abc123", "title": "Tax Documents", "co_clients": [{"name": "John Smith", "email": "[email protected]"}], "items": [{"name": "W-2 Form"}]}'

{
  "data": {
    "id": "req_xyz789",
    "status": "pending",
    "description": null,
    "title": "Tax Documents",
    "items": [
      {
        "id": "item_001",
        "name": "W-2 Form",
        "position": 0,
        "status": "pending",
        "description": null,
        "required": true,
        "created_at": "2025-01-15T10:30:00Z",
        "upload_count": 0
      }
    ],
    "client": {
      "id": "cl_abc123",
      "name": "Jane Smith",
      "email": "[email protected]"
    },
    "locale": null,
    "completed_at": null,
    "sent_at": null,
    "recipients": [
      {
        "id": "cl_def456",
        "name": "John Smith",
        "email": "[email protected]",
        "preferred_language": null
      }
    ],
    "created_at": "2025-01-15T10:30:00Z",
    "due_date": null,
    "deal_id": null,
    "item_count": 1
  }
}

curl -X PATCH https://dointake.com/api/v1/requests/req_xyz789 \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"title": "Updated Title"}'

{
  "data": {
    "id": "req_xyz789",
    "status": "sent",
    "description": null,
    "title": "Updated Title",
    "items": [],
    "client": {
      "id": "cl_abc123",
      "name": "Jane Smith",
      "email": "[email protected]"
    },
    "completed_at": null,
    "sent_at": "2025-01-20T09:00:00Z",
    "created_at": "2025-01-15T10:30:00Z",
    "due_date": "2025-04-15",
    "deal_id": null,
    "item_count": 0
  }
}

curl -X POST https://dointake.com/api/v1/requests/req_xyz789/send \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": {
    "id": "req_xyz789",
    "status": "sent",
    "title": "Tax Documents",
    "items": [],
    "client": {
      "id": "cl_abc123",
      "name": "Jane Smith",
      "email": "[email protected]"
    },
    "completed_at": null,
    "sent_at": "2025-01-20T09:00:00Z",
    "created_at": "2025-01-15T10:30:00Z",
    "deal_id": null,
    "item_count": 0
  }
}

curl -X POST https://dointake.com/api/v1/requests/req_xyz789/complete \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": {
    "id": "req_xyz789",
    "status": "complete",
    "title": "Tax Documents",
    "items": [],
    "client": {
      "id": "cl_abc123",
      "name": "Jane Smith",
      "email": "[email protected]"
    },
    "completed_at": "2025-02-01T14:00:00Z",
    "created_at": "2025-01-15T10:30:00Z",
    "deal_id": null,
    "item_count": 0
  }
}

curl -X POST https://dointake.com/api/v1/requests/req_xyz789/cancel \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": {
    "id": "req_xyz789",
    "status": "archived",
    "title": "Tax Documents",
    "items": [],
    "client": {
      "id": "cl_abc123",
      "name": "Jane Smith",
      "email": "[email protected]"
    },
    "completed_at": null,
    "created_at": "2025-01-15T10:30:00Z",
    "deal_id": null,
    "item_count": 0
  }
}

curl -X POST https://dointake.com/api/v1/requests/req_xyz789/reopen \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": {
    "id": "req_xyz789",
    "status": "in_progress",
    "title": "Tax Documents",
    "items": [],
    "client": {
      "id": "cl_abc123",
      "name": "Jane Smith",
      "email": "[email protected]"
    },
    "completed_at": null,
    "created_at": "2025-01-15T10:30:00Z",
    "deal_id": null,
    "item_count": 0
  }
}

curl https://dointake.com/api/v1/requests/req_xyz789/reminders \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": [
    {
      "sent_at": "2025-02-01T09:00:00Z",
      "recipient_email": "[email protected]",
      "urgency": "friendly",
      "recipient_type": "client",
      "pending_items": [
        "W-2 Form",
        "1099 Form"
      ]
    },
    {
      "sent_at": "2025-02-04T09:00:00Z",
      "recipient_email": "[email protected]",
      "urgency": "urgent",
      "recipient_type": "client",
      "pending_items": [
        "W-2 Form"
      ]
    },
    {
      "sent_at": "2025-02-08T09:00:00Z",
      "recipient_email": "[email protected]",
      "urgency": "overdue",
      "recipient_type": "professional_overdue",
      "pending_items": []
    }
  ]
}

curl -X POST https://dointake.com/api/v1/requests/req_xyz789/recipients \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"name": "John Smith", "email": "[email protected]"}'

{
  "data": {
    "id": "cl_def456",
    "name": "John Smith",
    "email": "[email protected]",
    "preferred_language": null
  }
}

curl -X DELETE https://dointake.com/api/v1/requests/req_xyz789/recipients/cl_def456 \
  -H "Authorization: Bearer YOUR_API_KEY"

204 No Content

curl https://dointake.com/api/v1/requests/req_xyz789/items \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": [
    {
      "id": "item_001",
      "name": "W-2 Form",
      "position": 0,
      "status": "pending",
      "description": "From your employer",
      "required": true,
      "created_at": "2025-01-15T10:30:00Z",
      "review_note": null,
      "review_status": null,
      "upload_count": 0
    }
  ]
}

curl -X POST https://dointake.com/api/v1/requests/req_xyz789/items \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"name": "W-2 Form", "description": "From your employer"}'

{
  "data": {
    "id": "item_002",
    "name": "W-2 Form",
    "position": 1,
    "status": "pending",
    "description": "From your employer",
    "required": true,
    "created_at": "2025-01-15T10:30:00Z",
    "review_note": null,
    "review_status": null,
    "upload_count": 0
  }
}

curl -X PATCH https://dointake.com/api/v1/items/itm_abc123 \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"review_status": "in_review"}'

{
  "data": {
    "id": "itm_abc123",
    "name": "W-2 Form",
    "position": 0,
    "status": "received",
    "description": "From your employer",
    "required": true,
    "created_at": "2025-01-15T10:30:00Z",
    "review_note": null,
    "review_status": "in_review",
    "upload_count": 1
  }
}

curl -X POST https://dointake.com/api/v1/items/itm_abc123/re-request \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": {
    "id": "itm_abc123",
    "name": "W-2 Form",
    "position": 0,
    "status": "pending",
    "description": "From your employer",
    "required": true,
    "created_at": "2025-01-15T10:30:00Z",
    "review_note": null,
    "review_status": null,
    "upload_count": 1
  }
}

curl https://dointake.com/api/v1/requests/req_xyz789/uploads \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": [
    {
      "id": "upl_001",
      "status": "processed",
      "file_size": 245000,
      "source": "portal",
      "content_type": "application/pdf",
      "created_at": "2025-01-20T14:30:00Z",
      "original_filename": "w2-2025.pdf",
      "ai_classification": "W-2",
      "ai_confidence": 0.97,
      "ai_quality_issues": [],
      "ai_mismatch": null,
      "submitted_ip": "203.0.113.42",
      "page_number": 1,
      "assignment_method": "ai",
      "ai_quality_ok": true,
      "document_copy_url": null,
      "document_copy_status": null,
      "file_url": "https://storage.googleapis.com/…signed…",
      "item_id": "item_001"
    }
  ]
}

curl https://dointake.com/api/v1/uploads/upl_001 \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": {
    "id": "upl_001",
    "status": "classified",
    "file_size": 1245000,
    "source": "portal",
    "content_type": "image/jpeg",
    "created_at": "2025-01-20T14:30:00Z",
    "original_filename": "w2-photo.jpg",
    "ai_classification": "W-2",
    "ai_confidence": 0.97,
    "ai_quality_issues": [
      "hard_to_read"
    ],
    "ai_mismatch": null,
    "submitted_ip": "203.0.113.42",
    "page_number": 1,
    "assignment_method": "ai",
    "ai_quality_ok": false,
    "document_copy_url": "https://storage.googleapis.com/…signed…",
    "document_copy_status": "ready",
    "file_url": "https://storage.googleapis.com/…signed…",
    "item_id": "itm_abc123"
  }
}

curl -X POST https://dointake.com/api/v1/uploads/upl_001/document_copy \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": {
    "id": "upl_001",
    "status": "classified",
    "file_size": 1245000,
    "source": "portal",
    "content_type": "image/jpeg",
    "created_at": "2025-01-20T14:30:00Z",
    "original_filename": "w2-photo.jpg",
    "ai_classification": "W-2",
    "ai_confidence": 0.97,
    "ai_quality_issues": [
      "hard_to_read"
    ],
    "ai_mismatch": null,
    "submitted_ip": "203.0.113.42",
    "page_number": 1,
    "assignment_method": "ai",
    "ai_quality_ok": false,
    "document_copy_url": null,
    "document_copy_status": "processing",
    "file_url": "https://storage.googleapis.com/…signed…",
    "item_id": "itm_abc123"
  }
}

curl -X PATCH https://dointake.com/api/v1/uploads/upl_001 \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"item_id": "itm_abc123"}'

{
  "data": {
    "id": "upl_001",
    "status": "classified",
    "file_size": 245000,
    "source": "portal",
    "content_type": "application/pdf",
    "created_at": "2025-01-20T14:30:00Z",
    "original_filename": "w2-2025.pdf",
    "ai_classification": "W-2",
    "ai_confidence": 0.97,
    "ai_quality_issues": [],
    "ai_mismatch": null,
    "submitted_ip": "203.0.113.42",
    "page_number": 1,
    "assignment_method": "firm",
    "ai_quality_ok": true,
    "document_copy_url": null,
    "document_copy_status": null,
    "file_url": "https://storage.googleapis.com/…signed…",
    "item_id": "itm_abc123"
  }
}

curl -X POST https://dointake.com/api/v1/items/itm_abc123/uploads \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -F "[email protected]"

{
  "data": {
    "id": "upl_002",
    "status": "classified",
    "file_size": 182000,
    "source": "api",
    "content_type": "application/pdf",
    "created_at": "2025-01-21T09:15:00Z",
    "original_filename": "bank-statement.pdf",
    "ai_classification": null,
    "ai_confidence": null,
    "ai_quality_issues": [],
    "ai_mismatch": null,
    "submitted_ip": "198.51.100.7",
    "page_number": 1,
    "assignment_method": "firm",
    "ai_quality_ok": null,
    "document_copy_url": null,
    "document_copy_status": null,
    "file_url": "https://storage.googleapis.com/…signed…",
    "item_id": "itm_abc123"
  }
}

curl https://dointake.com/api/v1/requests/req_xyz789/export \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -o request-files.zip

(binary zip archive)

curl https://dointake.com/api/v1/deals/deal_abc123/export \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -o deal-files.zip

(binary zip archive)

curl https://dointake.com/api/v1/form-templates \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": [
    {
      "id": "tmpl_abc123",
      "name": "Client Intake",
      "description": "Basic client information form",
      "updated_at": "2025-01-15T10:30:00Z",
      "created_at": "2025-01-15T10:30:00Z",
      "field_count": 5
    }
  ]
}

curl https://dointake.com/api/v1/form-templates/tmpl_abc123 \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": {
    "id": "tmpl_abc123",
    "name": "Client Intake",
    "description": "Basic client information form",
    "fields": [
      {
        "id": 1,
        "label": "Full Legal Name",
        "position": 0,
        "type": "text",
        "config": {
          "validation": "none"
        },
        "description": null,
        "required": true
      },
      {
        "id": 2,
        "label": "Email Address",
        "position": 1,
        "type": "email",
        "config": {
          "validation": "email"
        },
        "description": null,
        "required": true
      },
      {
        "id": 3,
        "label": "Filing Status",
        "position": 2,
        "type": "select",
        "config": {
          "options": [
            "Single",
            "Married",
            "Head of Household"
          ]
        },
        "description": "Select your tax filing status",
        "required": true
      }
    ],
    "updated_at": "2025-01-15T10:30:00Z",
    "created_at": "2025-01-15T10:30:00Z"
  }
}

curl -X POST https://dointake.com/api/v1/form-templates \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"name": "Client Intake", "fields": [{"type": "text", "label": "Full Name", "required": true}, {"type": "email", "label": "Email", "config": {"validation": "email"}}]}'

{
  "data": {
    "id": "tmpl_abc123",
    "name": "Client Intake",
    "description": null,
    "fields": [
      {
        "id": 1,
        "label": "Full Name",
        "position": 0,
        "type": "text",
        "config": {
          "validation": "none"
        },
        "description": null,
        "required": true
      },
      {
        "id": 2,
        "label": "Email",
        "position": 1,
        "type": "email",
        "config": {
          "validation": "email"
        },
        "description": null,
        "required": false
      }
    ],
    "updated_at": "2025-01-15T10:30:00Z",
    "created_at": "2025-01-15T10:30:00Z"
  }
}

curl -X DELETE https://dointake.com/api/v1/form-templates/tmpl_abc123 \
  -H "Authorization: Bearer YOUR_API_KEY"

204 No Content

curl -X POST https://dointake.com/api/v1/form-templates/tmpl_abc123/fields \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"type": "select", "label": "State", "config": {"options": ["CA", "NY", "TX"]}}'

{
  "data": {
    "id": 4,
    "label": "State",
    "position": 3,
    "type": "select",
    "config": {
      "options": [
        "CA",
        "NY",
        "TX"
      ]
    },
    "description": null,
    "required": false
  }
}

curl -X PATCH https://dointake.com/api/v1/form-templates/tmpl_abc123/fields/4 \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"label": "Updated Label", "required": true}'

{
  "data": {
    "id": 4,
    "label": "Updated Label",
    "position": 3,
    "type": "select",
    "config": {
      "options": [
        "CA",
        "NY",
        "TX"
      ]
    },
    "description": null,
    "required": true
  }
}

curl -X DELETE https://dointake.com/api/v1/form-templates/tmpl_abc123/fields/4 \
  -H "Authorization: Bearer YOUR_API_KEY"

204 No Content

curl -X POST https://dointake.com/api/v1/requests/req_xyz789/forms \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"template_id": "tmpl_abc123"}'

{
  "data": {
    "id": "sub_def456",
    "fields": [
      {
        "id": "1",
        "label": "Full Name",
        "position": 0,
        "type": "text",
        "config": {},
        "required": true
      },
      {
        "id": "2",
        "label": "Email",
        "position": 1,
        "type": "email",
        "config": {
          "validation": "email"
        },
        "required": true
      }
    ],
    "completed": false,
    "completed_at": null,
    "template_name": "Client Intake",
    "created_at": "2025-01-20T09:00:00Z"
  }
}

curl https://dointake.com/api/v1/requests/req_xyz789/forms \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": [
    {
      "id": "sub_def456",
      "fields": [
        {
          "id": "1",
          "label": "Full Name",
          "position": 0,
          "type": "text",
          "config": {},
          "required": true
        }
      ],
      "completed": true,
      "completed_at": "2025-01-21T15:00:00Z",
      "template_name": "Client Intake",
      "created_at": "2025-01-20T09:00:00Z",
      "responses": [
        {
          "label": "Full Name",
          "type": "text",
          "value": "Jane Smith",
          "field_id": "1"
        }
      ]
    }
  ]
}

curl -X DELETE https://dointake.com/api/v1/requests/req_xyz789/forms/sub_def456 \
  -H "Authorization: Bearer YOUR_API_KEY"

204 No Content

curl https://dointake.com/api/v1/pdf-templates \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": [
    {
      "id": "ptl_abc123",
      "name": "W-9 Form",
      "filename": "w9.pdf",
      "file_size": 85432,
      "created_at": "2025-02-01T10:00:00Z",
      "page_count": 1,
      "has_native_fields": true,
      "custom_field_count": 0,
      "native_field_count": 12
    }
  ]
}

curl https://dointake.com/api/v1/pdf-templates/ptl_abc123 \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": {
    "id": "ptl_abc123",
    "name": "W-9 Form",
    "filename": "w9.pdf",
    "file_size": 85432,
    "content_type": "application/pdf",
    "created_at": "2025-02-01T10:00:00Z",
    "native_field_definitions": [
      {
        "name": "topmostSubform[0].Page1[0].f1_1[0]",
        "type": "Text"
      }
    ],
    "page_count": 1,
    "has_native_fields": true,
    "custom_field_definitions": [],
    "editor_url": "https://dointake.com/dashboard/pdf-templates/ptl_abc123"
  }
}

curl -X POST https://dointake.com/api/v1/pdf-templates \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -F "[email protected]"

{
  "data": {
    "id": "ptl_def456",
    "name": "w9",
    "filename": "w9.pdf",
    "file_size": 85432,
    "content_type": "application/pdf",
    "created_at": "2025-02-01T10:00:00Z",
    "native_field_definitions": [
      {
        "name": "topmostSubform[0].Page1[0].f1_1[0]",
        "type": "Text"
      }
    ],
    "page_count": 1,
    "has_native_fields": true,
    "custom_field_definitions": [],
    "editor_url": "https://dointake.com/dashboard/pdf-templates/ptl_def456"
  }
}

curl -X DELETE https://dointake.com/api/v1/pdf-templates/ptl_abc123 \
  -H "Authorization: Bearer YOUR_API_KEY"

204 No Content

curl -X POST https://dointake.com/api/v1/requests/req_xyz789/pdf-fills \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "pdf_template_id": "ptl_abc123",
    "signers": [
      {"client_id": "cl_husband1", "role_label": "Husband"},
      {"client_id": "cl_wife1", "role_label": "Wife"},
      {"owner": true, "role_label": "Attorney"}
    ],
    "field_assignments": {"2": 0, "3": 1, "4": 2}
  }'

{
  "data": {
    "id": "pfr_ghi789",
    "status": "pending",
    "completed_at": null,
    "template_id": "ptl_abc123",
    "template_name": "Service Agreement",
    "created_at": "2025-02-01T12:00:00Z",
    "completed_upload_id": null,
    "signatures_count": 0,
    "signers": [
      {
        "id": "pfs_aaa111",
        "owner": false,
        "status": "pending",
        "signed_at": null,
        "client_id": "cl_husband1",
        "role_label": "Husband"
      },
      {
        "id": "pfs_bbb222",
        "owner": false,
        "status": "pending",
        "signed_at": null,
        "client_id": "cl_wife1",
        "role_label": "Wife"
      },
      {
        "id": "pfs_ccc333",
        "owner": true,
        "status": "pending",
        "signed_at": null,
        "client_id": null,
        "role_label": "Attorney"
      }
    ],
    "has_native_fields": false
  }
}

curl https://dointake.com/api/v1/requests/req_xyz789/pdf-fills \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": [
    {
      "id": "pfr_ghi789",
      "status": "completed",
      "completed_at": "2025-02-02T09:30:00Z",
      "template_id": "ptl_abc123",
      "template_name": "W-9 Form",
      "created_at": "2025-02-01T12:00:00Z",
      "completed_upload_id": "upl_xyz123",
      "signatures_count": 2,
      "signers": [
        {
          "id": "pfs_aaa111",
          "owner": false,
          "status": "signed",
          "signed_at": "2025-02-02T09:30:00Z",
          "client_id": "cl_abc123",
          "role_label": null
        }
      ],
      "has_native_fields": true
    }
  ]
}

curl -X DELETE https://dointake.com/api/v1/requests/req_xyz789/pdf-fills/pfr_ghi789 \
  -H "Authorization: Bearer YOUR_API_KEY"

204 No Content

curl https://dointake.com/api/v1/requests/req_xyz789/pdf-fills/pfr_ghi789/signatures \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": [
    {
      "signed_at": "2025-02-02T09:29:55Z",
      "user_agent": "Mozilla/5.0",
      "ip_address": "203.0.113.42",
      "field_name": "borrower_signature",
      "signer_id": "pfs_aaa111",
      "signature_hash": "9f86d081884c7d659a2feaa0c55ad015a3bf4f1b2b0b822cd15d6c15b0f00a08",
      "signer_email": "[email protected]",
      "signer_name": "Jane Borrower"
    }
  ]
}

curl -X POST https://dointake.com/api/v1/requests/req_xyz789/payments \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Retainer",
    "amount_cents": 150000,
    "description": "Initial retainer for Chapter 7 filing"
  }'

{
  "data": {
    "id": "pay_abc123",
    "name": "Retainer",
    "status": "pending",
    "description": "Initial retainer for Chapter 7 filing",
    "required": true,
    "currency": "usd",
    "created_at": "2026-08-18T12:00:00Z",
    "amount_cents": 150000,
    "paid_at": null,
    "refunded_at": null
  }
}

curl https://dointake.com/api/v1/requests/req_xyz789/payments \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": [
    {
      "id": "pay_abc123",
      "name": "Retainer",
      "status": "paid",
      "description": null,
      "required": true,
      "currency": "usd",
      "created_at": "2026-08-18T12:00:00Z",
      "amount_cents": 150000,
      "paid_at": "2026-08-18T14:30:00Z",
      "refunded_at": null
    }
  ]
}

curl -X DELETE https://dointake.com/api/v1/requests/req_xyz789/payments/pay_abc123 \
  -H "Authorization: Bearer YOUR_API_KEY"

204 No Content

curl -X POST https://dointake.com/api/v1/requests/req_xyz789/payments/pay_abc123/refund \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": {
    "id": "pay_abc123",
    "name": "Retainer",
    "status": "refunded",
    "description": null,
    "required": true,
    "currency": "usd",
    "created_at": "2026-08-18T12:00:00Z",
    "amount_cents": 150000,
    "paid_at": "2026-08-18T14:30:00Z",
    "refunded_at": "2026-08-19T09:00:00Z"
  }
}

curl https://dointake.com/api/v1/deals \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": [
    {
      "id": "deal_001",
      "name": "123 Main St Closing",
      "status": "active",
      "metadata": {},
      "created_at": "2025-01-15T10:30:00Z",
      "assignee": {
        "id": "mem_k2j9x",
        "name": "Pat Lee",
        "email": "[email protected]",
        "role": "member"
      },
      "external_id": "opp_456",
      "external_source": "salesforce",
      "property_address": "123 Main St, Springfield, IL 62701",
      "party_count": 3
    }
  ]
}

curl https://dointake.com/api/v1/deals/deal_001 \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": {
    "id": "deal_001",
    "name": "123 Main St Closing",
    "status": "active",
    "description": "Residential purchase",
    "metadata": {},
    "created_at": "2025-01-15T10:30:00Z",
    "assignee": {
      "id": "mem_k2j9x",
      "name": "Pat Lee",
      "email": "[email protected]",
      "role": "member"
    },
    "external_id": "opp_456",
    "external_source": "salesforce",
    "parties": [
      {
        "id": "pty_001",
        "position": 0,
        "requests": [
          {
            "id": "req_xyz789",
            "status": "sent",
            "title": "Buyer Documents",
            "item_count": 5
          }
        ],
        "client": {
          "id": "cl_abc123",
          "name": "Jane Smith",
          "email": "[email protected]"
        },
        "role": "Buyer",
        "created_at": "2025-01-15T10:30:00Z",
        "cc_emails": [],
        "delegate_to_id": null,
        "external_id": null,
        "external_source": null
      }
    ],
    "property_address": "123 Main St, Springfield, IL 62701",
    "party_count": 1
  }
}

curl -X POST https://dointake.com/api/v1/deals \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"name": "123 Main St Closing"}'

{
  "data": {
    "id": "deal_002",
    "name": "123 Main St Closing",
    "status": "active",
    "description": null,
    "metadata": {},
    "created_at": "2025-01-15T10:30:00Z",
    "assignee": {
      "id": "mem_k2j9x",
      "name": "Pat Lee",
      "email": "[email protected]",
      "role": "member"
    },
    "external_id": null,
    "external_source": null,
    "parties": [],
    "property_address": null,
    "party_count": 0
  }
}

curl -X PATCH https://dointake.com/api/v1/deals/deal_001 \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"name": "456 Oak Ave Closing"}'

{
  "data": {
    "id": "deal_001",
    "name": "456 Oak Ave Closing",
    "status": "active",
    "description": "Residential purchase",
    "metadata": {},
    "created_at": "2025-01-15T10:30:00Z",
    "assignee": {
      "id": "mem_k2j9x",
      "name": "Pat Lee",
      "email": "[email protected]",
      "role": "member"
    },
    "external_id": null,
    "external_source": null,
    "parties": [],
    "property_address": null,
    "party_count": 1
  }
}

curl -X PUT https://dointake.com/api/v1/deals/upsert \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"name": "123 Main St Closing", "external_id": "opp_456", "external_source": "salesforce", "property_address": "123 Main St, Springfield, IL 62701"}'

{
  "data": {
    "id": "deal_002",
    "name": "123 Main St Closing",
    "status": "active",
    "description": null,
    "metadata": {},
    "created_at": "2025-01-15T10:30:00Z",
    "assignee": {
      "id": "mem_k2j9x",
      "name": "Pat Lee",
      "email": "[email protected]",
      "role": "member"
    },
    "external_id": "opp_456",
    "external_source": "salesforce",
    "parties": [],
    "property_address": "123 Main St, Springfield, IL 62701",
    "party_count": 0
  }
}

curl -X POST https://dointake.com/api/v1/deals/dispatch \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"template_id": "dtpl_abc123", "name": "Smith Purchase", "auto_send": true, "parties": [{"role": "Borrower", "client": {"email": "[email protected]", "name": "Jane Smith"}}]}'

{
  "data": {
    "id": "deal_xyz789",
    "name": "Smith Purchase",
    "status": "active",
    "description": null,
    "metadata": {},
    "created_at": "2025-01-15T10:30:00Z",
    "assignee": {
      "id": "mem_k2j9x",
      "name": "Pat Lee",
      "email": "[email protected]",
      "role": "member"
    },
    "external_id": null,
    "external_source": null,
    "parties": [
      {
        "id": "pty_001",
        "position": 0,
        "requests": [
          {
            "id": "req_abc789",
            "status": "sent",
            "title": "Borrower — Documents",
            "item_count": 3
          }
        ],
        "client": {
          "id": "cl_abc123",
          "name": "Jane Smith",
          "email": "[email protected]"
        },
        "role": "Borrower",
        "created_at": "2025-01-15T10:30:00Z",
        "cc_emails": [],
        "delegate_to_id": null,
        "external_id": null,
        "external_source": null
      }
    ],
    "property_address": null,
    "party_count": 1
  }
}

curl https://dointake.com/api/v1/deal-templates \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": [
    {
      "id": "dtpl_abc123",
      "name": "Mortgage Loan",
      "description": "Standard mortgage loan closing workflow",
      "created_at": "2025-01-15T10:30:00Z",
      "is_system": true,
      "party_count": 10
    }
  ]
}

curl https://dointake.com/api/v1/deal-templates/dtpl_abc123 \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": {
    "id": "dtpl_abc123",
    "name": "Mortgage Loan",
    "description": "Standard mortgage loan closing workflow",
    "created_at": "2025-01-15T10:30:00Z",
    "parties": [
      {
        "position": 0,
        "role": "Borrower",
        "document_types": [
          {
            "id": 1,
            "name": "Pay Stub"
          }
        ],
        "form_templates": [
          {
            "id": "ftpl_abc123",
            "name": "Personal Info"
          }
        ],
        "pdf_templates": [
          {
            "id": "ptl_abc123",
            "name": "W-9 Form"
          }
        ]
      },
      {
        "position": 1,
        "role": "Escrow",
        "document_types": [],
        "form_templates": [],
        "pdf_templates": []
      }
    ],
    "is_system": true,
    "party_count": 2
  }
}

curl -X POST https://dointake.com/api/v1/deals \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"name": "Smith Purchase", "template_id": "dtpl_abc123"}'

{
  "data": {
    "id": "deal_xyz789",
    "name": "Smith Purchase",
    "status": "draft",
    "description": null,
    "metadata": {},
    "created_at": "2025-01-15T10:30:00Z",
    "assignee": {
      "id": "mem_k2j9x",
      "name": "Pat Lee",
      "email": "[email protected]",
      "role": "member"
    },
    "external_id": null,
    "external_source": null,
    "parties": [
      {
        "id": "pty_001",
        "position": 0,
        "requests": [],
        "client": null,
        "role": "Borrower",
        "created_at": "2025-01-15T10:30:00Z",
        "cc_emails": [],
        "delegate_to_id": null,
        "external_id": null,
        "external_source": null
      },
      {
        "id": "pty_002",
        "position": 1,
        "requests": [],
        "client": null,
        "role": "Escrow",
        "created_at": "2025-01-15T10:30:00Z",
        "cc_emails": [],
        "delegate_to_id": null,
        "external_id": null,
        "external_source": null
      }
    ],
    "property_address": null,
    "party_count": 2
  }
}

curl -X POST https://dointake.com/api/v1/deals/deal_xyz789/parties/pty_001/requests/from-template \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": {
    "id": "req_abc789",
    "status": "draft",
    "title": "Borrower — Documents",
    "items": [
      {
        "id": "item_001",
        "name": "Pay Stub",
        "status": "pending"
      }
    ],
    "client": {
      "id": "cli_abc123",
      "name": "Jane Smith",
      "email": "[email protected]"
    },
    "created_at": "2025-01-15T10:30:00Z"
  }
}

curl https://dointake.com/api/v1/deals/deal_001/parties \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": [
    {
      "id": "pty_001",
      "position": 0,
      "client": {
        "id": "cl_abc123",
        "name": "Jane Smith",
        "email": "[email protected]"
      },
      "role": "Buyer",
      "created_at": "2025-01-15T10:30:00Z",
      "cc_emails": [
        "[email protected]"
      ],
      "delegate_to_id": null,
      "external_id": null,
      "external_source": null
    }
  ]
}

curl -X POST https://dointake.com/api/v1/deals/deal_001/parties \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"role": "Seller", "client_id": "cl_def456", "cc_emails": ["[email protected]"]}'

{
  "data": {
    "id": "pty_002",
    "position": 1,
    "client": {
      "id": "cl_def456",
      "name": "Bob Jones",
      "email": "[email protected]"
    },
    "role": "Seller",
    "created_at": "2025-01-15T10:30:00Z",
    "cc_emails": [
      "[email protected]"
    ],
    "delegate_to_id": null,
    "external_id": null,
    "external_source": null
  }
}

curl -X PATCH https://dointake.com/api/v1/parties/pty_001 \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"delegate_to_id": "pty_002"}'

{
  "data": {
    "id": "pty_001",
    "position": 0,
    "client": {
      "id": "cl_abc123",
      "name": "Jane Smith",
      "email": "[email protected]"
    },
    "role": "Primary Buyer",
    "created_at": "2025-01-15T10:30:00Z",
    "cc_emails": [
      "[email protected]",
      "[email protected]"
    ],
    "delegate_to_id": "pty_002",
    "external_id": null,
    "external_source": null
  }
}

curl https://dointake.com/api/v1/activity?deal_id=deal_abc123 \
  -H "Authorization: Bearer sk_live_..."

{
  "data": [
    {
      "id": "act_x1y2z3a4b5",
      "metadata": {
        "client_name": "Jane Doe",
        "request_title": "Tax Documents 2025"
      },
      "request_id": "req_abc123",
      "deal_id": "deal_abc123",
      "event_type": "request.sent",
      "resource_id": "req_abc123",
      "resource_type": "request",
      "party_id": "pty_def456",
      "occurred_at": "2025-03-15T10:30:00Z"
    }
  ]
}

curl https://dointake.com/api/v1/webhooks \
  -H "Authorization: Bearer YOUR_API_KEY"

{
  "data": [
    {
      "active": true,
      "id": "wh_001",
      "events": [
        "request.completed",
        "document.uploaded"
      ],
      "description": "Production webhook",
      "url": "https://example.com/webhook",
      "created_at": "2025-01-15T10:30:00Z"
    }
  ]
}

curl -X POST https://dointake.com/api/v1/webhooks \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"url": "https://example.com/webhook", "events": ["request.completed"]}'

{
  "data": {
    "active": true,
    "id": "wh_002",
    "events": [
      "request.completed"
    ],
    "description": null,
    "secret": "whsec_abc123...",
    "url": "https://example.com/webhook",
    "created_at": "2025-01-15T10:30:00Z"
  }
}

curl -X PATCH https://dointake.com/api/v1/webhooks/wh_001 \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"active": false}'

{
  "data": {
    "active": false,
    "id": "wh_001",
    "events": [
      "request.completed",
      "document.uploaded"
    ],
    "description": "Production webhook",
    "url": "https://example.com/webhook",
    "created_at": "2025-01-15T10:30:00Z"
  }
}

curl -X DELETE https://dointake.com/api/v1/webhooks/wh_001 \
  -H "Authorization: Bearer YOUR_API_KEY"

# 204 No Content

const crypto = require('crypto');

function verifyWebhook(rawBody, signatureHeader, secret) {
  const parts = Object.fromEntries(
    signatureHeader.split(',').map((p) => p.split('='))
  );
  const expected = crypto
    .createHmac('sha256', secret)
    .update(`${parts.t}.${rawBody}`)
    .digest('hex');
  return crypto.timingSafeEqual(
    Buffer.from(parts.v1),
    Buffer.from(expected)
  );
}

import hmac, hashlib

def verify_webhook(raw_body, signature_header, secret):
    parts = dict(p.split("=", 1) for p in signature_header.split(","))
    signed_payload = f"{parts['t']}.{raw_body}"
    expected = hmac.new(
        secret.encode(),
        signed_payload.encode(),
        hashlib.sha256
    ).hexdigest()
    return hmac.compare_digest(parts["v1"], expected)

require 'openssl'

def verify_webhook(raw_body, signature_header, secret)
  parts = signature_header.split(',').to_h { |p| p.split('=', 2) }
  expected = OpenSSL::HMAC.hexdigest(
    'sha256', secret, "#{parts['t']}.#{raw_body}"
  )
  Rack::Utils.secure_compare(parts['v1'], expected)
end

function verifyWebhook($rawBody, $signatureHeader, $secret) {
    $parts = [];
    foreach (explode(',', $signatureHeader) as $pair) {
        [$k, $v] = explode('=', $pair, 2);
        $parts[$k] = $v;
    }
    $expected = hash_hmac('sha256', $parts['t'] . '.' . $rawBody, $secret);
    return hash_equals($expected, $parts['v1']);
}