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API Cookbook

MCP Setup

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Auth

Setup
POST
Get API Access Token

Usage

Error Handling

Budgets

GET
Get budgets

Companies

GET
Get companies
POST
Create company
PATCH
Update company
POST
Upload company logo

Custom Columns

GET
Get custom column values
GET
Get custom column options
PUT
Update custom column values

Custom Metrics

GET
Get custom metrics
deprecated

Documents

GET
Get documents
POST
Create document
GET
Download document

Funds

GET
Get funds

Information Reports

GET
Get information reports

Information Requests

GET
Get information requests

Investment Details (Beta)

POST
Get financing events
POST
Get share classes
POST
Get transactions
POST
Get securities
POST
Add share classes
POST
Add financing rounds
PUT
Upsert overrides
POST
Add transactions
POST
Add securities

Metrics

GET
Get metrics
POST
Create metrics
GET
Get metrics options
DEL
Delete a specific metric.

Notes

GET
Get notes
POST
Create notes

Users

GET
Get users

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Setup and Configuration Local Installation Documentation MCP

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