Account Documents

List of valid attributes:

Attribute	Description	Specifics
account_id	ID of the account an account-document belongs to	Cannot be set
created_at	Timestamp of document creation	Cannot be set
extension	File extension, e.g. pdf	Required field. Must be either docx, csv, pdf or txt, Cannot be updated
name	Name for a document	Required field
upload_status	File upload status	Can only be set on update. Must be either uploading, success or error
vectorization_status	Vectorization status of a document	Can only be set on update. Must be either non_vectorized, succeeded or failed

Meta data: Permissions

Group	Description
actions	Contains permissions to edit or delete an account document

Meta data: Upload URL

Parameter	Allowed values	Description
download_url	true/false	When passing true on GET endpoints, it generates a temporary URL to use for downloading the account document
upload_url	true/false	When passing true on CREATE endpoint, it generates a temporary URL to use for uploading the account document

Create

Example request:

{
  "data": {
    "type": "account_document",
    "data": {
      "attributes": {
        "extension": "pdf",
        "name": "Account Document Name"
      }
    }
  }
}

Example response:

{
  "data": {
    "id": "66370ab1-8d08-4a03-b0ac-4ba83c8f101d",
    "type": "account_document",
    "attributes": {
      ...
    }
  }
}

On success, this endpoint creates a new account document with upload_status = "uploading" and vectorization_status = "not_vectorized". Also generates a presigned URL for uploading the document, if upload_url meta is passed.

HTTP Request

POST /api/v1/account_documents

Update

Example request:

{
  "data": {
    "type": "account_document",
    "data": {
      "attributes": {
        "name": "Document Name",
        "upload_status": "success"
      }
    }
  }
}

Example response:

{
  "data": {
    "id": "52370ab1-7d08-4a03-b0ac-4ba63c8f209d",
    "type": "account_document",
    "attributes": {
      ...
    }
  }
}

On success, this endpoint updates the account document with the given ID and returns it.

HTTP Request

PUT /api/v1/account_documents/:account_document_id

URL Parameters

Parameter	Description
account_document_id	The ID of the account document to update

List

Example response:

{
  "data": [
    {
      "id": "0a7cd22a-ceab-4b38-a6a2-1ea9e550ca53",
      "type": "account_document",
      "attributes": {
        ...
      }
    },
    {
      ...
    }
  ]
}

This endpoint returns all account documents.

HTTP Request

GET /api/v1/account_documents

Show

Example response:

{
  "data": {
    "id": "3aab0a84-8ed3-4ddf-8572-f1799bb60e0a",
    "type": "account_document",
    "attributes": {
      ...
    }
  }
}

This endpoint returns an account document.

HTTP Request

GET /api/v1/account_documents/:account_document_id

URL Parameters

Parameter	Description
account_document_id	The ID of the account document to return

Delete

Example response:

{
  "data": {
    "id": "bfcde02e-7e9e-4706-9504-ae0cecd5019c",
    "type": "account_document",
    "attributes": {
      ...
    }
  }
}

This endpoint deletes an account document with the given ID.

HTTP Request

DELETE /api/v1/account_documents/:account_document_id

URL Parameters

Parameter	Description
account_document_id	The ID of the account document to delete

Vectorize

Example response:

{
  "data": {
    "id": "bfcde02e-7e9e-4706-9504-ae0cecd5019c",
    "type": "account_document",
    "attributes": {
      "vectorization_status": "succeeded",
      ...
    }
  }
}

This endpoint vectorizes an account document with the given ID and thus makes the information available to AI-agent @Pulse.

HTTP Request

CREATE /api/v1/account_documents/:account_document_id/vectorize

URL Parameters

Parameter	Description
account_document_id	The ID of the account document to vectorize

De-vectorize

Example response:

{
  "data": {
    "id": "bfcde02e-7e9e-4706-9504-ae0cecd5019c",
    "type": "account_document",
    "attributes": {
      "vectorization_status": "not_vectorized",
      ...
    }
  }
}

This endpoint de-vectorizes an account document with the given ID. This means that the information contained in this document is no longer available to the AI-agent @Pulse.

HTTP Request

DELETE /api/v1/account_documents/:account_document_id/vectorize

URL Parameters

Parameter	Description
account_document_id	The ID of the account document to de-vectorize