# Dolfin AI

## Docs

- [Chat with AP agent](https://docs.dolfinai.co/api-reference/agent/chat-with-ap-agent.md): Agent - AP
- [Chat with AR agent](https://docs.dolfinai.co/api-reference/agent/chat-with-ar-agent.md): Agent - AR
- [Delete conversation](https://docs.dolfinai.co/api-reference/agent/delete-conversation.md): Hard-deletes the conversation and cascades to its messages.
- [Get agent conversation](https://docs.dolfinai.co/api-reference/agent/get-agent-conversation.md): Returns the conversation's metadata. For message history use GET /agent/conversations/{id}/messages.
- [List agent conversations](https://docs.dolfinai.co/api-reference/agent/list-agent-conversations.md): Returns the caller's conversations ordered by most recent activity. Filter by `agentType` to scope to AR, AP, or All.
- [List conversation messages](https://docs.dolfinai.co/api-reference/agent/list-conversation-messages.md): Paged message history for a conversation — useful for long conversations where the detail endpoint's inline messages would be too large.
- [Rename conversation](https://docs.dolfinai.co/api-reference/agent/rename-conversation.md): Updates the conversation title. Pass an empty string to restore the auto-generated title on the next message.
- [Create auth code](https://docs.dolfinai.co/api-reference/auth/create-auth-code.md): Issue a short-lived authorisation code that a user can exchange for an access token.
- [Exchange code](https://docs.dolfinai.co/api-reference/auth/exchange-code.md): Exchange a short-lived authorisation code for a fresh access token.
- [Get bank-detail field profile for a country](https://docs.dolfinai.co/api-reference/bank-details/get-bank-detail-field-profile-for-a-country.md): Returns per-field requirements, labels, patterns and payment-rail capabilities for the given ISO 3166-1 alpha-2 country code.
- [List supported bank-detail countries](https://docs.dolfinai.co/api-reference/bank-details/list-supported-bank-detail-countries.md): Returns the list of countries for which structured bank-detail profiles are available.
- [Validate bank details](https://docs.dolfinai.co/api-reference/bank-details/validate-bank-details.md): Returns per-field validation errors for a BankDetails payload. Pure format/checksum check — no database lookup.
- [Approve bill](https://docs.dolfinai.co/api-reference/bills/approve-bill.md): Approve a bill. Only bills in NeedsApproval state.
- [Confirm bill paid](https://docs.dolfinai.co/api-reference/bills/confirm-bill-paid.md): Confirm that a scheduled bill has been paid.
- [Get bill](https://docs.dolfinai.co/api-reference/bills/get-bill.md): Retrieve a single bill with its full detail including line items and supplier.
- [Get bill file URL](https://docs.dolfinai.co/api-reference/bills/get-bill-file-url.md): Generate a short-lived signed URL for the bill's uploaded document.
- [List bills](https://docs.dolfinai.co/api-reference/bills/list-bills.md): List bills for the organisation with optional state, supplier, invoice number, and date filtering.
- [Patch bill](https://docs.dolfinai.co/api-reference/bills/patch-bill.md): Update extracted fields on a bill during review. Only bills in PendingReview state can be edited.
- [Reject bill](https://docs.dolfinai.co/api-reference/bills/reject-bill.md): Reject a bill with an optional reason. Only bills in NeedsApproval state.
- [Reopen rejected bill](https://docs.dolfinai.co/api-reference/bills/reopen-rejected-bill.md): Re-open a rejected bill for editing. Only bills in Rejected state.
- [Retry bill OCR](https://docs.dolfinai.co/api-reference/bills/retry-bill-ocr.md): Retry OCR processing for a bill in OcrFailed state.
- [Schedule bill payment](https://docs.dolfinai.co/api-reference/bills/schedule-bill-payment.md): Schedule a payment date and method for an approved bill.
- [Submit bill review](https://docs.dolfinai.co/api-reference/bills/submit-bill-review.md): Submit a reviewed bill for approval. Only bills in PendingReview state.
- [Upload bill](https://docs.dolfinai.co/api-reference/bills/upload-bill.md): Upload a PDF or image file to create a new bill. OCR processing is queued asynchronously.
- [Disable currency](https://docs.dolfinai.co/api-reference/currencies/disable-currency.md): Remove a currency from the organisation's enabled set.
- [Enable currency](https://docs.dolfinai.co/api-reference/currencies/enable-currency.md): Enable a currency for use within the current organisation.
- [List available currencies](https://docs.dolfinai.co/api-reference/currencies/list-available-currencies.md): List all supported currencies available to be enabled by any organisation.
- [List organisation currencies](https://docs.dolfinai.co/api-reference/currencies/list-organisation-currencies.md): List the currencies currently enabled for the organisation.
- [Create customer](https://docs.dolfinai.co/api-reference/customers/create-customer.md): Create a new customer record for the organisation.
- [Delete customer](https://docs.dolfinai.co/api-reference/customers/delete-customer.md): Delete a customer, failing if the customer has associated invoices.
- [Get customer](https://docs.dolfinai.co/api-reference/customers/get-customer.md): Retrieve a single customer by its identifier.
- [List customers](https://docs.dolfinai.co/api-reference/customers/list-customers.md): List customers for the organisation with optional name or email filtering and cursor-based pagination.
- [Update customer](https://docs.dolfinai.co/api-reference/customers/update-customer.md): Replace all mutable fields on an existing customer.
- [List industries](https://docs.dolfinai.co/api-reference/industries/list-industries.md): List all available industry classifications.
- [API Reference](https://docs.dolfinai.co/api-reference/introduction.md): Complete reference for the Dolfin API
- [Create invoice](https://docs.dolfinai.co/api-reference/invoices/create-invoice.md): Create a new invoice with line items for the organisation.
- [Get invoice](https://docs.dolfinai.co/api-reference/invoices/get-invoice.md): Retrieve a single invoice with its full line-item detail.
- [Get invoice PDF](https://docs.dolfinai.co/api-reference/invoices/get-invoice-pdf.md): Generate and download a PDF rendering of the invoice. Includes a scan-to-pay QR when the organisation's payment account is active.
- [List invoices](https://docs.dolfinai.co/api-reference/invoices/list-invoices.md): List invoices for the organisation with optional status, customer, and date filtering.
- [List payments for an invoice](https://docs.dolfinai.co/api-reference/invoices/list-payments-for-an-invoice.md): Returns all recorded payments against the invoice — both Stripe-originated (via webhook) and SMB-recorded manual payments. Ordered newest first.
- [Patch invoice](https://docs.dolfinai.co/api-reference/invoices/patch-invoice.md): Partially update an invoice's fields or line items.
- [Record a manual payment against an invoice](https://docs.dolfinai.co/api-reference/invoices/record-a-manual-payment-against-an-invoice.md): Used when the customer pays off-platform (bank transfer, cash, cheque). Dispatches MarkInvoicePaid with Source=Manual — the saga handles the state transition (PartiallyPaid or Paid) via the same path as Stripe-originated payments.
- [Send invoice](https://docs.dolfinai.co/api-reference/invoices/send-invoice.md): Mark an invoice as sent and deliver it to the customer.
- [Void invoice](https://docs.dolfinai.co/api-reference/invoices/void-invoice.md): Void an invoice. Dispatches VoidInvoice to the saga — the row is retained with Status = Void.
- [Create organisation](https://docs.dolfinai.co/api-reference/organisations/create-organisation.md): Create a new organisation under a client, assigning it an industry classification.
- [Get organisation](https://docs.dolfinai.co/api-reference/organisations/get-organisation.md): Retrieve a single organisation by its identifier.
- [List organisations](https://docs.dolfinai.co/api-reference/organisations/list-organisations.md): List organisations belonging to the authenticated client.
- [Patch organisation](https://docs.dolfinai.co/api-reference/organisations/patch-organisation.md): Partially update an organisation's profile, settings, or bank details.
- [Update organisation](https://docs.dolfinai.co/api-reference/organisations/update-organisation.md): Replace all mutable fields on an existing organisation.
- [Create payment account onboarding link](https://docs.dolfinai.co/api-reference/payments/create-payment-account-onboarding-link.md): Returns a short-lived Stripe-hosted onboarding URL. The Client redirects the SMB to this URL; Stripe collects KYC and redirects back to the supplied ReturnUrl. Use this as an alternative to the embedded-components session when the Client does not want to embed Stripe.js. The returned link is single-…
- [Create payment account onboarding session](https://docs.dolfinai.co/api-reference/payments/create-payment-account-onboarding-session.md): Returns a short-lived client secret that the frontend hands to Stripe's embedded ConnectAccountOnboarding component. The secret is single-use and expires; call this endpoint each time the onboarding component is mounted.
- [Create payment checkout session](https://docs.dolfinai.co/api-reference/payments/create-payment-checkout-session.md): Creates a Stripe PaymentIntent on the organisation's connected account via direct charge. Revenue share is applied via application_fee_amount. Returns the client_secret for Stripe.js to confirm the payment on the hosted payment page.
- [Enable payment account](https://docs.dolfinai.co/api-reference/payments/enable-payment-account.md): Creates a Stripe Connect account for the organisation. Returns the account identifier and initial status. Idempotent — returns existing account if one is already attached.
- [Get payment account status](https://docs.dolfinai.co/api-reference/payments/get-payment-account-status.md): Returns the current payment account status for the organisation. Refreshes from the payment provider when the stored status is not yet Active so the UI can reflect live onboarding progress without waiting for a webhook.
- [Get public invoice view](https://docs.dolfinai.co/api-reference/payments/get-public-invoice-view.md): Anonymous endpoint that returns the minimal invoice data needed to render the public payment page. Requires a valid, unexpired, unused payment token.
- [Reset payment account](https://docs.dolfinai.co/api-reference/payments/reset-payment-account.md): Clears the stored payment account so onboarding can be restarted. Only permitted when the account is currently Disconnected.
- [Create product](https://docs.dolfinai.co/api-reference/products/create-product.md): Create a new product or service that can be added to invoice line items.
- [Delete product](https://docs.dolfinai.co/api-reference/products/delete-product.md): Delete a product, failing if it is referenced by any invoice line item.
- [Get product](https://docs.dolfinai.co/api-reference/products/get-product.md): Retrieve a single product by its identifier.
- [List products](https://docs.dolfinai.co/api-reference/products/list-products.md): List products for the organisation with optional name and type filtering.
- [Update product](https://docs.dolfinai.co/api-reference/products/update-product.md): Replace all mutable fields on an existing product.
- [Create supplier](https://docs.dolfinai.co/api-reference/suppliers/create-supplier.md): Create a new supplier for the organisation.
- [Get supplier](https://docs.dolfinai.co/api-reference/suppliers/get-supplier.md): Retrieve a single supplier by ID.
- [List suppliers](https://docs.dolfinai.co/api-reference/suppliers/list-suppliers.md): List suppliers for the organisation with optional name or email filtering and cursor-based pagination.
- [Patch supplier](https://docs.dolfinai.co/api-reference/suppliers/patch-supplier.md): Partially update a supplier's details.
- [Create tax rate](https://docs.dolfinai.co/api-reference/taxrates/create-tax-rate.md): Create a new tax rate for the organisation.
- [Delete tax rate](https://docs.dolfinai.co/api-reference/taxrates/delete-tax-rate.md): Delete a tax rate from the organisation.
- [Get tax rate](https://docs.dolfinai.co/api-reference/taxrates/get-tax-rate.md): Retrieve a single tax rate by its identifier.
- [List tax rates](https://docs.dolfinai.co/api-reference/taxrates/list-tax-rates.md): List tax rates for the organisation with optional code filtering.
- [Update tax rate](https://docs.dolfinai.co/api-reference/taxrates/update-tax-rate.md): Replace all mutable fields on an existing tax rate.
- [Create user](https://docs.dolfinai.co/api-reference/users/create-user.md): Add a user to an organisation, creating the user account if it does not already exist.
- [Get user](https://docs.dolfinai.co/api-reference/users/get-user.md): Retrieve a user and their organisation memberships.
- [List organisation users](https://docs.dolfinai.co/api-reference/users/list-organisation-users.md): List users belonging to a specific organisation.
- [Dolfin API is live](https://docs.dolfinai.co/changelog/2026-04-14.md): Accounts receivable, invoicing, and the AR Agent are now available through the Dolfin API.
- [Accounts Payable is live](https://docs.dolfinai.co/changelog/2026-04-24.md): Bill processing, the AP Agent, supplier management, and payments are now available through the Dolfin API.
- [Authentication](https://docs.dolfinai.co/guides/authentication.md): How to authenticate with the Dolfin API
- [Client Integration](https://docs.dolfinai.co/guides/client-integration.md): End-to-end flow for provisioning organisations, users, and generating session tokens
- [Quick Start - AP](https://docs.dolfinai.co/guides/quick-start-ap.md): Upload and approve your first bill in four API calls
- [Quick Start - AP Agent](https://docs.dolfinai.co/guides/quick-start-ap-agent.md): Review and approve a bill using the conversational AP Agent
- [Quick Start - AR](https://docs.dolfinai.co/guides/quick-start-ar.md): Send your first invoice in four API calls
- [Quick Start - AR Agent](https://docs.dolfinai.co/guides/quick-start-ar-agent.md): Send your first invoice using the conversational AR Agent
- [Quick Start - Expenses](https://docs.dolfinai.co/guides/quick-start-expenses.md): Submit your first expense using direct API calls
- [Quick Start - MCP](https://docs.dolfinai.co/guides/quick-start-mcp.md): Connect Dolfin to Claude, Cursor, and other MCP-compatible clients
- [Quick Start - Payroll](https://docs.dolfinai.co/guides/quick-start-payroll.md): Run your first payroll using direct API calls
- [Dolfin API Documentation](https://docs.dolfinai.co/index.md): Agentic Financial Operations API, embedded in your platform

## OpenAPI Specs

- [openapi](https://docs.dolfinai.co/api-reference/openapi.json)