# API reference

> The Ownrecord REST API: conventions, every operation, error codes and event types, generated from the operation registry.

Every capability of Ownrecord is one **operation**. Each operation is available in the console, as a REST endpoint and as a tool of the MCP server, with the same input, permission, risk tier and audit trail. This reference is generated from the operation registry, so it always matches the API.

## Base URL and authentication

All endpoints live under `https://ownrecord.io/api/v1` and speak JSON only. Authenticate with an API key in the `Authorization` header: `Authorization: Bearer or_test_…`. The key decides where a call acts: a brand key acts on its brand, an entity key on its legal entity and its brands, an organization key on the whole organization. It also decides the mode: test keys see test data only, live keys live data only. An organization or entity key that calls a brand or entity operation names its target with `Ownrecord-Brand: brd_…` or `Ownrecord-Entity: ent_…`. A target outside the key's reach answers [`resource_not_found`](https://ownrecord.io/docs/reference/errors.md#resource_not_found).

## Versions

The current version is `2026-10-01`. Send `Ownrecord-Version: 2026-10-01` to pin it per request; without the header, your account's pinned version answers. Every response says which version answered in its `Ownrecord-Version` header.

## Requests

`GET` requests take their input in the query string; `POST`, `PUT`, `PATCH` and `DELETE` requests in a JSON body (`Content-Type: application/json`). Path parameters such as `{id}` are part of the input too. A field that repeats a path parameter with a different value is refused. Repeat a query parameter, or add `[]` to its name, to send a list: `?status=active&status=expired`.

## Responses

Responses are JSON. Resource fields use camelCase names, for example `lookupKey`; list and error envelopes use snake_case. Money is an object with integer **micros** (millionths of the currency's major unit) as a string and an ISO 4217 currency: `{ "amount": "12500000", "currency": "EUR" }` is €12.50. Dates are ISO 8601 in UTC.

Every response carries an `Ownrecord-Request-Id` header. Quote it when you contact support.

## Idempotency

Every `POST` needs an `Idempotency-Key` header, for example a UUID; `PUT`, `PATCH` and `DELETE` accept one. Retrying with the same key and the same request returns the first response without doing anything twice. The same key with a different request is refused with [`idempotency_key_reused`](https://ownrecord.io/docs/reference/errors.md#idempotency_key_reused). Keys are kept for 24 hours.

## Dry runs

Send `Ownrecord-Dry-Run: true` to preview an operation that supports it: Ownrecord runs every check and computes the result and its effects, then rolls everything back. Nothing is saved or sent, and the response carries `Ownrecord-Dry-Run: true`. Dry-run every financial or compliance action first. When the real call would wait for a person's approval (your organization's approval policy, or an agent's or app's amount limits), the dry run still answers with the result and adds `Ownrecord-Approval-Required: true`: the real call will answer HTTP 202 with an approval request instead of running.

## Lists and pagination

List operations return `{ "object": "list", "data": [...], "has_more": true, "next_cursor": "…" }`, newest first. Ask for up to 100 items with `limit`, and for the next page with `starting_after` set to the previous page's `next_cursor`.

## Errors

Errors return an HTTP status and a body like this one:

```json
{
  "error": {
    "type": "invalid_request",
    "code": "validation_failed",
    "message": "The request is invalid.",
    "param": "name",
    "remediation": "Fix the fields listed in `details.issues` and send the request again.",
    "docs_url": "https://ownrecord.io/docs/reference/errors#validation_failed",
    "retryable": false,
    "request_id": "1b4e28ba-2fa1-41d2-883f-0016d3cca427",
    "details": {
      "issues": [
        {
          "path": "name",
          "message": "Too small",
          "code": "too_small"
        }
      ]
    }
  }
}
```

`code` is stable and listed in the [error codes](https://ownrecord.io/docs/reference/errors.md); `remediation` says what to do next, and `retryable` whether the same request can succeed later.

### Common errors

Any operation can return these, depending on how it is called:

| Code                                                                                                 | HTTP status | Meaning                                                         |
| ---------------------------------------------------------------------------------------------------- | ----------- | --------------------------------------------------------------- |
| [`validation_failed`](https://ownrecord.io/docs/reference/errors.md#validation_failed)               | 400         | The request is invalid.                                         |
| [`invalid_json`](https://ownrecord.io/docs/reference/errors.md#invalid_json)                         | 400         | The request body must be a JSON object.                         |
| [`unsupported_media_type`](https://ownrecord.io/docs/reference/errors.md#unsupported_media_type)     | 415         | The request body must be JSON.                                  |
| [`api_version_unsupported`](https://ownrecord.io/docs/reference/errors.md#api_version_unsupported)   | 400         | This API version doesn't exist.                                 |
| [`route_not_found`](https://ownrecord.io/docs/reference/errors.md#route_not_found)                   | 404         | There is no API endpoint at this path.                          |
| [`method_not_allowed`](https://ownrecord.io/docs/reference/errors.md#method_not_allowed)             | 405         | This endpoint doesn't support this HTTP method.                 |
| [`authentication_required`](https://ownrecord.io/docs/reference/errors.md#authentication_required)   | 401         | Authentication is required.                                     |
| [`api_key_invalid`](https://ownrecord.io/docs/reference/errors.md#api_key_invalid)                   | 401         | The API key is invalid, expired or revoked.                     |
| [`permission_denied`](https://ownrecord.io/docs/reference/errors.md#permission_denied)               | 403         | You don't have permission to do this.                           |
| [`scope_required`](https://ownrecord.io/docs/reference/errors.md#scope_required)                     | 400         | This operation needs a different scope than the request has.    |
| [`resource_not_found`](https://ownrecord.io/docs/reference/errors.md#resource_not_found)             | 404         | The requested object does not exist or is not visible to you.   |
| [`idempotency_key_required`](https://ownrecord.io/docs/reference/errors.md#idempotency_key_required) | 400         | An Idempotency-Key header is required on POST requests.         |
| [`idempotency_key_reused`](https://ownrecord.io/docs/reference/errors.md#idempotency_key_reused)     | 409         | This Idempotency-Key was already used with a different request. |
| [`idempotency_in_progress`](https://ownrecord.io/docs/reference/errors.md#idempotency_in_progress)   | 409         | A request with this Idempotency-Key is still being processed.   |
| [`dry_run_not_supported`](https://ownrecord.io/docs/reference/errors.md#dry_run_not_supported)       | 400         | This operation doesn't support dry runs.                        |
| [`mode_not_supported`](https://ownrecord.io/docs/reference/errors.md#mode_not_supported)             | 400         | This operation isn't available in this mode (test or live).     |
| [`entitlement_required`](https://ownrecord.io/docs/reference/errors.md#entitlement_required)         | 403         | Your plan doesn't include this.                                 |
| [`rate_limited`](https://ownrecord.io/docs/reference/errors.md#rate_limited)                         | 429         | Too many requests.                                              |
| [`internal_error`](https://ownrecord.io/docs/reference/errors.md#internal_error)                     | 500         | Something went wrong on our side.                               |

## Rate limits

Each API key may make a number of requests per second set by your plan. Public endpoints that need no key are limited per IP address. Over the limit, the API answers `429` with [`rate_limited`](https://ownrecord.io/docs/reference/errors.md#rate_limited): wait for `retry_after_ms` (or the `Retry-After` header, in seconds), then retry with backoff.

## Machine-readable

The OpenAPI 3.1 document of the API is at [/api/v1/openapi.json](https://ownrecord.io/api/v1/openapi.json). Each operation's `operationId` is its operation ID, and `x-ownrecord-*` fields give its scope, permission, risk tier and MCP tool.

## Operations

### Agents

| Operation                                                                                          | REST                              | MCP tool               | Risk tier  |
| -------------------------------------------------------------------------------------------------- | --------------------------------- | ---------------------- | ---------- |
| [List an agent's activity](https://ownrecord.io/docs/reference/agents-activity.md)                 | `GET /agents/{id}/activity`       | `agents_activity`      | `read`     |
| [Create an org agent](https://ownrecord.io/docs/reference/agents-create.md)                        | `POST /agents`                    | `agents_create`        | `security` |
| [Get an org agent](https://ownrecord.io/docs/reference/agents-get.md)                              | `GET /agents/{id}`                | `agents_get`           | `read`     |
| [List org agents](https://ownrecord.io/docs/reference/agents-list.md)                              | `GET /agents`                     | `agents_list`          | `read`     |
| [Pause an org agent](https://ownrecord.io/docs/reference/agents-pause.md)                          | `POST /agents/{id}/pause`         | `agents_pause`         | `security` |
| [Resume a paused org agent](https://ownrecord.io/docs/reference/agents-resume.md)                  | `POST /agents/{id}/resume`        | `agents_resume`        | `security` |
| [Revoke an org agent](https://ownrecord.io/docs/reference/agents-revoke.md)                        | `POST /agents/{id}/revoke`        | `agents_revoke`        | `security` |
| [Rotate an org agent's client secret](https://ownrecord.io/docs/reference/agents-rotate-secret.md) | `POST /agents/{id}/rotate_secret` | `agents_rotate_secret` | `security` |
| [Update an org agent](https://ownrecord.io/docs/reference/agents-update.md)                        | `PATCH /agents/{id}`              | `agents_update`        | `security` |

### Alert settings

| Operation                                                                                                      | REST                                            | MCP tool                               | Risk tier  |
| -------------------------------------------------------------------------------------------------------------- | ----------------------------------------------- | -------------------------------------- | ---------- |
| [Get the alert settings](https://ownrecord.io/docs/reference/alert-settings-get.md)                            | `GET /alert_settings`                           | `alert_settings_get`                   | `read`     |
| [Slack alerts: add a channel](https://ownrecord.io/docs/reference/alert-settings-slack-channels-create.md)     | `POST /alert_settings/slack_channels`           | `alert_settings_slack_channels_create` | `security` |
| [Slack alerts: remove a channel](https://ownrecord.io/docs/reference/alert-settings-slack-channels-delete.md)  | `DELETE /alert_settings/slack_channels/{id}`    | `alert_settings_slack_channels_delete` | `write`    |
| [Slack alerts: send a test message](https://ownrecord.io/docs/reference/alert-settings-slack-channels-test.md) | `POST /alert_settings/slack_channels/{id}/test` | `alert_settings_slack_channels_test`   | `write`    |
| [Update the alert settings](https://ownrecord.io/docs/reference/alert-settings-update.md)                      | `PATCH /alert_settings`                         | `alert_settings_update`                | `write`    |

### Alerts

| Operation                                                                         | REST                            | MCP tool             | Risk tier |
| --------------------------------------------------------------------------------- | ------------------------------- | -------------------- | --------- |
| [Acknowledge an alert](https://ownrecord.io/docs/reference/alerts-acknowledge.md) | `POST /alerts/{id}/acknowledge` | `alerts_acknowledge` | `write`   |
| [Get an alert](https://ownrecord.io/docs/reference/alerts-get.md)                 | `GET /alerts/{id}`              | `alerts_get`         | `read`    |
| [List alerts](https://ownrecord.io/docs/reference/alerts-list.md)                 | `GET /alerts`                   | `alerts_list`        | `read`    |
| [Resolve an alert](https://ownrecord.io/docs/reference/alerts-resolve.md)         | `POST /alerts/{id}/resolve`     | `alerts_resolve`     | `write`   |

### Announcements

| Operation                                                                                           | REST                         | MCP tool                     | Risk tier |
| --------------------------------------------------------------------------------------------------- | ---------------------------- | ---------------------------- | --------- |
| [List the current announcements](https://ownrecord.io/docs/reference/announcements-list-current.md) | `GET /announcements/current` | `announcements_list_current` | `read`    |

### API keys

| Operation                                                                   | REST                         | MCP tool          | Risk tier  |
| --------------------------------------------------------------------------- | ---------------------------- | ----------------- | ---------- |
| [Create an API key](https://ownrecord.io/docs/reference/api-keys-create.md) | `POST /api_keys`             | `api_keys_create` | `security` |
| [Get an API key](https://ownrecord.io/docs/reference/api-keys-get.md)       | `GET /api_keys/{id}`         | `api_keys_get`    | `read`     |
| [List API keys](https://ownrecord.io/docs/reference/api-keys-list.md)       | `GET /api_keys`              | `api_keys_list`   | `read`     |
| [Revoke an API key](https://ownrecord.io/docs/reference/api-keys-revoke.md) | `POST /api_keys/{id}/revoke` | `api_keys_revoke` | `security` |
| [Rename an API key](https://ownrecord.io/docs/reference/api-keys-update.md) | `PATCH /api_keys/{id}`       | `api_keys_update` | `security` |

### App installations

| Operation                                                                                              | REST                                    | MCP tool                         | Risk tier  |
| ------------------------------------------------------------------------------------------------------ | --------------------------------------- | -------------------------------- | ---------- |
| [List an installed app's activity](https://ownrecord.io/docs/reference/app-installations-activity.md)  | `GET /app_installations/{id}/activity`  | `app_installations_activity`     | `read`     |
| [Install an app (consent)](https://ownrecord.io/docs/reference/app-installations-create.md)            | `POST /app_installations`               | `app_installations_create`       | `security` |
| [Ask for an agent the app owns](https://ownrecord.io/docs/reference/app-installations-create-agent.md) | `POST /app_installations/{id}/agents`   | `app_installations_create_agent` | `security` |
| [Get an installed app](https://ownrecord.io/docs/reference/app-installations-get.md)                   | `GET /app_installations/{id}`           | `app_installations_get`          | `read`     |
| [List installed apps](https://ownrecord.io/docs/reference/app-installations-list.md)                   | `GET /app_installations`                | `app_installations_list`         | `read`     |
| [Pause an installed app](https://ownrecord.io/docs/reference/app-installations-pause.md)               | `POST /app_installations/{id}/pause`    | `app_installations_pause`        | `security` |
| [Re-assign an installed app](https://ownrecord.io/docs/reference/app-installations-reassign.md)        | `POST /app_installations/{id}/reassign` | `app_installations_reassign`     | `security` |
| [Resume a paused app](https://ownrecord.io/docs/reference/app-installations-resume.md)                 | `POST /app_installations/{id}/resume`   | `app_installations_resume`       | `security` |
| [Uninstall an app](https://ownrecord.io/docs/reference/app-installations-revoke.md)                    | `POST /app_installations/{id}/revoke`   | `app_installations_revoke`       | `security` |
| [Narrow an installed app's access](https://ownrecord.io/docs/reference/app-installations-update.md)    | `PATCH /app_installations/{id}`         | `app_installations_update`       | `security` |

### Approval policies

| Operation                                                                                                       | REST                                     | MCP tool                             | Risk tier  |
| --------------------------------------------------------------------------------------------------------------- | ---------------------------------------- | ------------------------------------ | ---------- |
| [Get the approval policy](https://ownrecord.io/docs/reference/approval-policies-get.md)                         | `GET /approval_policy`                   | `approval_policies_get`              | `read`     |
| [Delete an approval policy override](https://ownrecord.io/docs/reference/approval-policies-overrides-delete.md) | `DELETE /approval_policy/overrides/{id}` | `approval_policies_overrides_delete` | `security` |
| [Set an approval policy override](https://ownrecord.io/docs/reference/approval-policies-overrides-set.md)       | `PUT /approval_policy/overrides`         | `approval_policies_overrides_set`    | `security` |
| [Update the approval policy](https://ownrecord.io/docs/reference/approval-policies-update.md)                   | `PATCH /approval_policy`                 | `approval_policies_update`           | `security` |

### Approvals

| Operation                                                                               | REST                           | MCP tool            | Risk tier  |
| --------------------------------------------------------------------------------------- | ------------------------------ | ------------------- | ---------- |
| [Approve an approval request](https://ownrecord.io/docs/reference/approvals-approve.md) | `POST /approvals/{id}/approve` | `approvals_approve` | `security` |
| [Get an approval request](https://ownrecord.io/docs/reference/approvals-get.md)         | `GET /approvals/{id}`          | `approvals_get`     | `read`     |
| [List approval requests](https://ownrecord.io/docs/reference/approvals-list.md)         | `GET /approvals`               | `approvals_list`    | `read`     |
| [Reject an approval request](https://ownrecord.io/docs/reference/approvals-reject.md)   | `POST /approvals/{id}/reject`  | `approvals_reject`  | `write`    |

### Apps

| Operation                                                                                             | REST                               | MCP tool                | Risk tier  |
| ----------------------------------------------------------------------------------------------------- | ---------------------------------- | ----------------------- | ---------- |
| [Register an app](https://ownrecord.io/docs/reference/apps-create.md)                                 | `POST /apps`                       | `apps_create`           | `security` |
| [Disable a registered app](https://ownrecord.io/docs/reference/apps-disable.md)                       | `POST /apps/{id}/disable`          | `apps_disable`          | `security` |
| [Get a registered app](https://ownrecord.io/docs/reference/apps-get.md)                               | `GET /apps/{id}`                   | `apps_get`              | `read`     |
| [List an app's installations](https://ownrecord.io/docs/reference/apps-installations.md)              | `GET /apps/{id}/installations`     | `apps_installations`    | `read`     |
| [List the organization's registered apps](https://ownrecord.io/docs/reference/apps-list.md)           | `GET /apps`                        | `apps_list`             | `read`     |
| [Get an app's listing](https://ownrecord.io/docs/reference/apps-listing-get.md)                       | `GET /apps/{id}/listing`           | `apps_listing_get`      | `read`     |
| [Submit an app for listing](https://ownrecord.io/docs/reference/apps-listing-submit.md)               | `POST /apps/{id}/listing`          | `apps_listing_submit`   | `write`    |
| [Withdraw an app's listing application](https://ownrecord.io/docs/reference/apps-listing-withdraw.md) | `POST /apps/{id}/listing/withdraw` | `apps_listing_withdraw` | `write`    |
| [Rotate a registered app's client secret](https://ownrecord.io/docs/reference/apps-rotate-secret.md)  | `POST /apps/{id}/rotate_secret`    | `apps_rotate_secret`    | `security` |
| [Update a registered app](https://ownrecord.io/docs/reference/apps-update.md)                         | `PATCH /apps/{id}`                 | `apps_update`           | `security` |

### Assistant

| Operation                                                                                                             | REST                                                                         | MCP tool                             | Risk tier  |
| --------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------- | ------------------------------------ | ---------- |
| [Delete one of your assistant conversations](https://ownrecord.io/docs/reference/assistant-conversations-delete.md)   | `DELETE /assistant/conversations/{id}`                                       | `assistant_conversations_delete`     | `write`    |
| [Get one of your assistant conversations](https://ownrecord.io/docs/reference/assistant-conversations-get.md)         | `GET /assistant/conversations/{id}`                                          | `assistant_conversations_get`        | `read`     |
| [List your assistant conversations](https://ownrecord.io/docs/reference/assistant-conversations-list.md)              | `GET /assistant/conversations`                                               | `assistant_conversations_list`       | `read`     |
| [Rate an assistant answer](https://ownrecord.io/docs/reference/assistant-messages-rate.md)                            | `POST /assistant/conversations/{conversationId}/messages/{messageId}/rating` | `assistant_messages_rate`            | `write`    |
| [Get the assistant's platform settings](https://ownrecord.io/docs/reference/assistant-platform-settings-get.md)       | `GET /platform/assistant/settings`                                           | `assistant_platform_settings_get`    | `read`     |
| [Update the assistant's platform settings](https://ownrecord.io/docs/reference/assistant-platform-settings-update.md) | `PATCH /platform/assistant/settings`                                         | `assistant_platform_settings_update` | `security` |
| [Get the organization's assistant settings](https://ownrecord.io/docs/reference/assistant-settings-get.md)            | `GET /assistant/settings`                                                    | `assistant_settings_get`             | `read`     |
| [Update the organization's assistant settings](https://ownrecord.io/docs/reference/assistant-settings-update.md)      | `PATCH /assistant/settings`                                                  | `assistant_settings_update`          | `security` |

### Audit log

| Operation                                                                                     | REST                    | MCP tool           | Risk tier |
| --------------------------------------------------------------------------------------------- | ----------------------- | ------------------ | --------- |
| [Export the audit log as CSV](https://ownrecord.io/docs/reference/audit-log-export.md)        | `GET /audit_log/export` | `audit_log_export` | `read`    |
| [List audit log entries](https://ownrecord.io/docs/reference/audit-log-list.md)               | `GET /audit_log`        | `audit_log_list`   | `read`    |
| [Verify the audit log's hash chains](https://ownrecord.io/docs/reference/audit-log-verify.md) | `GET /audit_log/verify` | `audit_log_verify` | `read`    |

### Authorizations

| Operation                                                                                                  | REST                               | MCP tool                          | Risk tier    |
| ---------------------------------------------------------------------------------------------------------- | ---------------------------------- | --------------------------------- | ------------ |
| [Record an authorization](https://ownrecord.io/docs/reference/authorizations-create.md)                    | `POST /authorizations`             | `authorizations_create`           | `compliance` |
| [Upload an authorization document](https://ownrecord.io/docs/reference/authorizations-documents-upload.md) | `POST /authorizations/documents`   | `authorizations_documents_upload` | `write`      |
| [Get an authorization](https://ownrecord.io/docs/reference/authorizations-get.md)                          | `GET /authorizations/{id}`         | `authorizations_get`              | `read`       |
| [List authorizations](https://ownrecord.io/docs/reference/authorizations-list.md)                          | `GET /authorizations`              | `authorizations_list`             | `read`       |
| [Revoke an authorization](https://ownrecord.io/docs/reference/authorizations-revoke.md)                    | `POST /authorizations/{id}/revoke` | `authorizations_revoke`           | `compliance` |
| [Update an authorization](https://ownrecord.io/docs/reference/authorizations-update.md)                    | `PATCH /authorizations/{id}`       | `authorizations_update`           | `compliance` |

### Bank statements

| Operation                                                                                                       | REST                                      | MCP tool                         | Risk tier   |
| --------------------------------------------------------------------------------------------------------------- | ----------------------------------------- | -------------------------------- | ----------- |
| [Import a bank statement](https://ownrecord.io/docs/reference/bank-statements-imports-create.md)                | `POST /bank_statements/imports`           | `bank_statements_imports_create` | `financial` |
| [Get a bank statement import](https://ownrecord.io/docs/reference/bank-statements-imports-get.md)               | `GET /bank_statements/imports/{id}`       | `bank_statements_imports_get`    | `read`      |
| [List bank statement imports](https://ownrecord.io/docs/reference/bank-statements-imports-list.md)              | `GET /bank_statements/imports`            | `bank_statements_imports_list`   | `read`      |
| [Ignore a bank statement line](https://ownrecord.io/docs/reference/bank-statements-lines-ignore.md)             | `POST /bank_statements/lines/{id}/ignore` | `bank_statements_lines_ignore`   | `write`     |
| [List bank statement lines](https://ownrecord.io/docs/reference/bank-statements-lines-list.md)                  | `GET /bank_statements/lines`              | `bank_statements_lines_list`     | `read`      |
| [Match a bank statement line to an invoice](https://ownrecord.io/docs/reference/bank-statements-lines-match.md) | `POST /bank_statements/lines/{id}/match`  | `bank_statements_lines_match`    | `financial` |

### Brands

| Operation                                                                                           | REST                                      | MCP tool                   | Risk tier  |
| --------------------------------------------------------------------------------------------------- | ----------------------------------------- | -------------------------- | ---------- |
| [Create a brand](https://ownrecord.io/docs/reference/brands-create.md)                              | `POST /brands`                            | `brands_create`            | `write`    |
| [Add a custom domain to a brand](https://ownrecord.io/docs/reference/brands-domains-add.md)         | `POST /brands/{id}/domains`               | `brands_domains_add`       | `write`    |
| [List a brand's custom domains](https://ownrecord.io/docs/reference/brands-domains-list.md)         | `GET /brands/{id}/domains`                | `brands_domains_list`      | `read`     |
| [Remove a custom domain from a brand](https://ownrecord.io/docs/reference/brands-domains-remove.md) | `DELETE /brands/{id}/domains/{host}`      | `brands_domains_remove`    | `write`    |
| [Check a custom domain again](https://ownrecord.io/docs/reference/brands-domains-verify.md)         | `POST /brands/{id}/domains/{host}/verify` | `brands_domains_verify`    | `write`    |
| [Get a brand](https://ownrecord.io/docs/reference/brands-get.md)                                    | `GET /brands/{id}`                        | `brands_get`               | `read`     |
| [Take a brand live](https://ownrecord.io/docs/reference/brands-go-live.md)                          | `POST /brands/{id}/go_live`               | `brands_go_live`           | `security` |
| [Get a brand's go-live checklist](https://ownrecord.io/docs/reference/brands-go-live-checklist.md)  | `GET /brands/{id}/go_live_checklist`      | `brands_go_live_checklist` | `read`     |
| [List brands](https://ownrecord.io/docs/reference/brands-list.md)                                   | `GET /brands`                             | `brands_list`              | `read`     |
| [Update a brand](https://ownrecord.io/docs/reference/brands-update.md)                              | `PATCH /brands/{id}`                      | `brands_update`            | `write`    |

### Checkout

| Operation                                                                                                        | REST                                                           | MCP tool                                | Risk tier   |
| ---------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------- | --------------------------------------- | ----------- |
| [Add the payment method](https://ownrecord.io/docs/reference/checkout-hosted-attach-payment-method.md)           | `POST /public/checkout_sessions/{sessionId}/payment_method`    | `checkout_hosted_attach_payment_method` | `write`     |
| [Confirm the payment](https://ownrecord.io/docs/reference/checkout-hosted-confirm.md)                            | `POST /public/checkout_sessions/{sessionId}/confirm`           | `checkout_hosted_confirm`               | `financial` |
| [Confirm a waitlist sign-up](https://ownrecord.io/docs/reference/checkout-hosted-confirm-waitlist.md)            | `POST /public/checkout_sessions/{sessionId}/waitlist/confirm`  | `checkout_hosted_confirm_waitlist`      | `write`     |
| [Get a hosted checkout](https://ownrecord.io/docs/reference/checkout-hosted-get.md)                              | `GET /public/checkout_sessions/{sessionId}`                    | `checkout_hosted_get`                   | `read`      |
| [Join the waitlist](https://ownrecord.io/docs/reference/checkout-hosted-join-waitlist.md)                        | `POST /public/checkout_sessions/{sessionId}/waitlist`          | `checkout_hosted_join_waitlist`         | `write`     |
| [Leave the waitlist](https://ownrecord.io/docs/reference/checkout-hosted-leave-waitlist.md)                      | `POST /public/checkout_sessions/{sessionId}/waitlist/leave`    | `checkout_hosted_leave_waitlist`        | `write`     |
| [Get the payment component's secret](https://ownrecord.io/docs/reference/checkout-hosted-payment-secret.md)      | `GET /public/checkout_sessions/{sessionId}/payment_secret`     | `checkout_hosted_payment_secret`        | `read`      |
| [Continue to checkout from the waitlist](https://ownrecord.io/docs/reference/checkout-hosted-resume-waitlist.md) | `POST /public/checkout_sessions/{sessionId}/waitlist/checkout` | `checkout_hosted_resume_waitlist`       | `write`     |
| [Start the payment step](https://ownrecord.io/docs/reference/checkout-hosted-start-payment.md)                   | `POST /public/checkout_sessions/{sessionId}/payment`           | `checkout_hosted_start_payment`         | `write`     |
| [Submit the customer's details](https://ownrecord.io/docs/reference/checkout-hosted-submit-details.md)           | `POST /public/checkout_sessions/{sessionId}/details`           | `checkout_hosted_submit_details`        | `write`     |
| [Create a checkout session](https://ownrecord.io/docs/reference/checkout-sessions-create.md)                     | `POST /checkout/sessions`                                      | `checkout_sessions_create`              | `write`     |
| [Expire a checkout session](https://ownrecord.io/docs/reference/checkout-sessions-expire.md)                     | `POST /checkout/sessions/{id}/expire`                          | `checkout_sessions_expire`              | `write`     |
| [Get a checkout session](https://ownrecord.io/docs/reference/checkout-sessions-get.md)                           | `GET /checkout/sessions/{id}`                                  | `checkout_sessions_get`                 | `read`      |

### Compliance

| Operation                                                                         | REST                       | MCP tool                     | Risk tier |
| --------------------------------------------------------------------------------- | -------------------------- | ---------------------------- | --------- |
| [Compliance overview](https://ownrecord.io/docs/reference/compliance-overview.md) | `GET /compliance/overview` | `entity_compliance_overview` | `read`    |

### Coupons

| Operation                                                                  | REST                         | MCP tool          | Risk tier |
| -------------------------------------------------------------------------- | ---------------------------- | ----------------- | --------- |
| [Archive a coupon](https://ownrecord.io/docs/reference/coupons-archive.md) | `POST /coupons/{id}/archive` | `coupons_archive` | `write`   |
| [Create a coupon](https://ownrecord.io/docs/reference/coupons-create.md)   | `POST /coupons`              | `coupons_create`  | `write`   |
| [Get a coupon](https://ownrecord.io/docs/reference/coupons-get.md)         | `GET /coupons/{id}`          | `coupons_get`     | `read`    |
| [List coupons](https://ownrecord.io/docs/reference/coupons-list.md)        | `GET /coupons`               | `coupons_list`    | `read`    |
| [Update a coupon](https://ownrecord.io/docs/reference/coupons-update.md)   | `PATCH /coupons/{id}`        | `coupons_update`  | `write`   |

### Credit grants

| Operation                                                                                        | REST                        | MCP tool               | Risk tier   |
| ------------------------------------------------------------------------------------------------ | --------------------------- | ---------------------- | ----------- |
| [Grant promo or adjustment credits](https://ownrecord.io/docs/reference/credit-grants-create.md) | `POST /wallets/{id}/grants` | `credit_grants_create` | `financial` |
| [List a wallet's credit grants](https://ownrecord.io/docs/reference/credit-grants-list.md)       | `GET /wallets/{id}/grants`  | `credit_grants_list`   | `read`      |

### Credit notes

| Operation                                                                             | REST                         | MCP tool            | Risk tier |
| ------------------------------------------------------------------------------------- | ---------------------------- | ------------------- | --------- |
| [Get a credit note](https://ownrecord.io/docs/reference/credit-notes-get.md)          | `GET /credit_notes/{id}`     | `credit_notes_get`  | `read`    |
| [List credit notes](https://ownrecord.io/docs/reference/credit-notes-list.md)         | `GET /credit_notes`          | `credit_notes_list` | `read`    |
| [Download a credit note PDF](https://ownrecord.io/docs/reference/credit-notes-pdf.md) | `GET /credit_notes/{id}/pdf` | `credit_notes_pdf`  | `read`    |

### Customers

| Operation                                                                                                                | REST                                                        | MCP tool                                      | Risk tier   |
| ------------------------------------------------------------------------------------------------------------------------ | ----------------------------------------------------------- | --------------------------------------------- | ----------- |
| [Create a customer](https://ownrecord.io/docs/reference/customers-create.md)                                             | `POST /customers`                                           | `customers_create`                            | `write`     |
| [Adjust a customer's credit balance](https://ownrecord.io/docs/reference/customers-credit-balance-adjustments-create.md) | `POST /customers/{id}/credit_balance/adjustments`           | `customers_credit_balance_adjustments_create` | `financial` |
| [Get a customer's credit balance](https://ownrecord.io/docs/reference/customers-credit-balance-get.md)                   | `GET /customers/{id}/credit_balance`                        | `customers_credit_balance_get`                | `read`      |
| [Delete a customer](https://ownrecord.io/docs/reference/customers-delete.md)                                             | `DELETE /customers/{id}`                                    | `customers_delete`                            | `write`     |
| [Override an entitlement](https://ownrecord.io/docs/reference/customers-entitlement-overrides-create.md)                 | `POST /customers/{id}/entitlement_overrides`                | `customers_entitlement_overrides_create`      | `write`     |
| [Delete an entitlement override](https://ownrecord.io/docs/reference/customers-entitlement-overrides-delete.md)          | `DELETE /customers/{id}/entitlement_overrides/{overrideId}` | `customers_entitlement_overrides_delete`      | `write`     |
| [List a customer's entitlement overrides](https://ownrecord.io/docs/reference/customers-entitlement-overrides-list.md)   | `GET /customers/{id}/entitlement_overrides`                 | `customers_entitlement_overrides_list`        | `read`      |
| [Get a customer's entitlements](https://ownrecord.io/docs/reference/customers-entitlements-get.md)                       | `GET /customers/{id}/entitlements`                          | `customers_entitlements_get`                  | `read`      |
| [List a customer's location evidence](https://ownrecord.io/docs/reference/customers-evidence-sets-list.md)               | `GET /customers/{id}/evidence_sets`                         | `customers_evidence_sets_list`                | `read`      |
| [Get a customer](https://ownrecord.io/docs/reference/customers-get.md)                                                   | `GET /customers/{id}`                                       | `customers_get`                               | `read`      |
| [List customers](https://ownrecord.io/docs/reference/customers-list.md)                                                  | `GET /customers`                                            | `customers_list`                              | `read`      |
| [Add a tax ID to a customer](https://ownrecord.io/docs/reference/customers-tax-ids-add.md)                               | `POST /customers/{id}/tax_ids`                              | `customers_tax_ids_add`                       | `write`     |
| [Remove a tax ID from a customer](https://ownrecord.io/docs/reference/customers-tax-ids-delete.md)                       | `DELETE /customers/{id}/tax_ids/{taxIdId}`                  | `customers_tax_ids_delete`                    | `write`     |
| [Update a customer](https://ownrecord.io/docs/reference/customers-update.md)                                             | `PATCH /customers/{id}`                                     | `customers_update`                            | `write`     |

### Discounts

| Operation                                                                 | REST                     | MCP tool           | Risk tier   |
| ------------------------------------------------------------------------- | ------------------------ | ------------------ | ----------- |
| [End a discount](https://ownrecord.io/docs/reference/discounts-delete.md) | `DELETE /discounts/{id}` | `discounts_delete` | `financial` |
| [List discounts](https://ownrecord.io/docs/reference/discounts-list.md)   | `GET /discounts`         | `discounts_list`   | `read`      |

### Disputes

| Operation                                                                                                       | REST                                  | MCP tool                   | Risk tier   |
| --------------------------------------------------------------------------------------------------------------- | ------------------------------------- | -------------------------- | ----------- |
| [Build a dispute's evidence pack](https://ownrecord.io/docs/reference/disputes-evidence-build.md)               | `POST /disputes/{id}/evidence`        | `disputes_evidence_build`  | `write`     |
| [Get a dispute's evidence pack](https://ownrecord.io/docs/reference/disputes-evidence-get.md)                   | `GET /disputes/{id}/evidence`         | `disputes_evidence_get`    | `read`      |
| [Get a dispute](https://ownrecord.io/docs/reference/disputes-get.md)                                            | `GET /disputes/{id}`                  | `disputes_get`             | `read`      |
| [List disputes](https://ownrecord.io/docs/reference/disputes-list.md)                                           | `GET /disputes`                       | `disputes_list`            | `read`      |
| [Submit a dispute's evidence to the processor](https://ownrecord.io/docs/reference/disputes-submit-evidence.md) | `POST /disputes/{id}/submit_evidence` | `disputes_submit_evidence` | `financial` |
| [Update a dispute's notes or assignee](https://ownrecord.io/docs/reference/disputes-update.md)                  | `PATCH /disputes/{id}`                | `disputes_update`          | `write`     |

### Einvoice

| Operation                                                                                          | REST                     | MCP tool                   | Risk tier |
| -------------------------------------------------------------------------------------------------- | ------------------------ | -------------------------- | --------- |
| [Get the e-invoicing settings](https://ownrecord.io/docs/reference/einvoice-settings-get.md)       | `GET /einvoice/settings` | `einvoice_settings_get`    | `read`    |
| [Update the e-invoicing settings](https://ownrecord.io/docs/reference/einvoice-settings-update.md) | `PUT /einvoice/settings` | `einvoice_settings_update` | `write`   |

### Einvoices

| Operation                                                                    | REST                         | MCP tool          | Risk tier |
| ---------------------------------------------------------------------------- | ---------------------------- | ----------------- | --------- |
| [Get an e-invoice](https://ownrecord.io/docs/reference/einvoices-get.md)     | `GET /einvoices/{id}`        | `einvoices_get`   | `read`    |
| [List e-invoices](https://ownrecord.io/docs/reference/einvoices-list.md)     | `GET /einvoices`             | `einvoices_list`  | `read`    |
| [Retry an e-invoice](https://ownrecord.io/docs/reference/einvoices-retry.md) | `POST /einvoices/{id}/retry` | `einvoices_retry` | `write`   |

### Email preferences

| Operation                                                                                        | REST                       | MCP tool                   | Risk tier |
| ------------------------------------------------------------------------------------------------ | -------------------------- | -------------------------- | --------- |
| [Get your email preferences](https://ownrecord.io/docs/reference/email-preferences-get.md)       | `GET /email_preferences`   | `email_preferences_get`    | `read`    |
| [Update your email preferences](https://ownrecord.io/docs/reference/email-preferences-update.md) | `PATCH /email_preferences` | `email_preferences_update` | `write`   |

### Entities

| Operation                                                                                                             | REST                                   | MCP tool                           | Risk tier |
| --------------------------------------------------------------------------------------------------------------------- | -------------------------------------- | ---------------------------------- | --------- |
| [Create a legal entity](https://ownrecord.io/docs/reference/entities-create.md)                                       | `POST /entities`                       | `entities_create`                  | `write`   |
| [Get a legal entity](https://ownrecord.io/docs/reference/entities-get.md)                                             | `GET /entities/{id}`                   | `entities_get`                     | `read`    |
| [List legal entities](https://ownrecord.io/docs/reference/entities-list.md)                                           | `GET /entities`                        | `entities_list`                    | `read`    |
| [Upload a registry extract for verification](https://ownrecord.io/docs/reference/entities-registry-extract-upload.md) | `POST /entities/{id}/registry_extract` | `entities_registry_extract_upload` | `write`   |
| [Update a legal entity](https://ownrecord.io/docs/reference/entities-update.md)                                       | `PATCH /entities/{id}`                 | `entities_update`                  | `write`   |
| [Verify a legal entity's tax ID](https://ownrecord.io/docs/reference/entities-verify.md)                              | `POST /entities/{id}/verify`           | `entities_verify`                  | `write`   |

### Entitlements

| Operation                                                                          | REST                      | MCP tool             | Risk tier |
| ---------------------------------------------------------------------------------- | ------------------------- | -------------------- | --------- |
| [Check one entitlement](https://ownrecord.io/docs/reference/entitlements-check.md) | `GET /entitlements/check` | `entitlements_check` | `read`    |

### Events

| Operation                                                                 | REST               | MCP tool      | Risk tier |
| ------------------------------------------------------------------------- | ------------------ | ------------- | --------- |
| [Get an event](https://ownrecord.io/docs/reference/events-get.md)         | `GET /events/{id}` | `events_get`  | `read`    |
| [Read the event feed](https://ownrecord.io/docs/reference/events-list.md) | `GET /events`      | `events_list` | `read`    |

### Exports

| Operation                                                                                       | REST                      | MCP tool                 | Risk tier |
| ----------------------------------------------------------------------------------------------- | ------------------------- | ------------------------ | --------- |
| [Request an accounting export](https://ownrecord.io/docs/reference/exports-create.md)           | `POST /exports`           | `exports_create`         | `write`   |
| [Get an accounting export](https://ownrecord.io/docs/reference/exports-get.md)                  | `GET /exports/{id}`       | `exports_get`            | `read`    |
| [Get the general-ledger mapping](https://ownrecord.io/docs/reference/exports-gl-mapping-get.md) | `GET /exports/gl_mapping` | `exports_gl_mapping_get` | `read`    |
| [Set the general-ledger mapping](https://ownrecord.io/docs/reference/exports-gl-mapping-set.md) | `PUT /exports/gl_mapping` | `exports_gl_mapping_set` | `write`   |
| [List accounting exports](https://ownrecord.io/docs/reference/exports-list.md)                  | `GET /exports`            | `exports_list`           | `read`    |

### Features

| Operation                                                                  | REST                   | MCP tool          | Risk tier |
| -------------------------------------------------------------------------- | ---------------------- | ----------------- | --------- |
| [Create a feature](https://ownrecord.io/docs/reference/features-create.md) | `POST /features`       | `features_create` | `write`   |
| [List features](https://ownrecord.io/docs/reference/features-list.md)      | `GET /features`        | `features_list`   | `read`    |
| [Update a feature](https://ownrecord.io/docs/reference/features-update.md) | `PATCH /features/{id}` | `features_update` | `write`   |

### Filing periods

| Operation                                                                                                  | REST                                       | MCP tool                          | Risk tier    |
| ---------------------------------------------------------------------------------------------------------- | ------------------------------------------ | --------------------------------- | ------------ |
| [Filing calendar](https://ownrecord.io/docs/reference/filing-periods-calendar.md)                          | `GET /filing_calendar`                     | `filing_periods_calendar`         | `read`       |
| [Upload a filing document](https://ownrecord.io/docs/reference/filing-periods-documents-upload.md)         | `POST /filing_periods/{id}/documents`      | `filing_periods_documents_upload` | `write`      |
| [Get a filing period](https://ownrecord.io/docs/reference/filing-periods-get.md)                           | `GET /filing_periods/{id}`                 | `filing_periods_get`              | `read`       |
| [List filing periods](https://ownrecord.io/docs/reference/filing-periods-list.md)                          | `GET /filing_periods`                      | `filing_periods_list`             | `read`       |
| [Lock a filing period](https://ownrecord.io/docs/reference/filing-periods-lock.md)                         | `POST /filing_periods/{id}/lock`           | `filing_periods_lock`             | `compliance` |
| [Mark a return paid](https://ownrecord.io/docs/reference/filing-periods-mark-paid.md)                      | `POST /filing_periods/{id}/mark_paid`      | `filing_periods_mark_paid`        | `compliance` |
| [Get a filing package](https://ownrecord.io/docs/reference/filing-periods-package.md)                      | `GET /filing_periods/{id}/package`         | `filing_periods_package`          | `read`       |
| [Prepare a filing period's report](https://ownrecord.io/docs/reference/filing-periods-prepare.md)          | `POST /filing_periods/{id}/prepare`        | `filing_periods_prepare`          | `write`      |
| [Download a filing report](https://ownrecord.io/docs/reference/filing-periods-report.md)                   | `GET /filing_periods/{id}/report/{format}` | `filing_periods_report`           | `read`       |
| [List filing schedules](https://ownrecord.io/docs/reference/filing-periods-schedules.md)                   | `GET /filing_schedules`                    | `filing_periods_schedules`        | `read`       |
| [Set a registration's filing schedule](https://ownrecord.io/docs/reference/filing-periods-set-schedule.md) | `POST /filing_schedules/{regimeId}`        | `filing_periods_set_schedule`     | `compliance` |
| [Mark a return submitted](https://ownrecord.io/docs/reference/filing-periods-submit.md)                    | `POST /filing_periods/{id}/submit`         | `filing_periods_submit`           | `compliance` |

### Invitations

| Operation                                                                                       | REST                            | MCP tool             | Risk tier  |
| ----------------------------------------------------------------------------------------------- | ------------------------------- | -------------------- | ---------- |
| [Accept an invitation](https://ownrecord.io/docs/reference/invitations-accept.md)               | `POST /invitations/accept`      | `invitations_accept` | `write`    |
| [Invite someone to the organization](https://ownrecord.io/docs/reference/invitations-create.md) | `POST /invitations`             | `invitations_create` | `security` |
| [List invitations](https://ownrecord.io/docs/reference/invitations-list.md)                     | `GET /invitations`              | `invitations_list`   | `read`     |
| [Look up an invitation](https://ownrecord.io/docs/reference/invitations-lookup.md)              | `POST /invitations/lookup`      | `invitations_lookup` | `read`     |
| [Revoke an invitation](https://ownrecord.io/docs/reference/invitations-revoke.md)               | `POST /invitations/{id}/revoke` | `invitations_revoke` | `security` |

### Invoice items

| Operation                                                                             | REST                         | MCP tool               | Risk tier |
| ------------------------------------------------------------------------------------- | ---------------------------- | ---------------------- | --------- |
| [Create an invoice item](https://ownrecord.io/docs/reference/invoice-items-create.md) | `POST /invoice_items`        | `invoice_items_create` | `write`   |
| [Delete an invoice item](https://ownrecord.io/docs/reference/invoice-items-delete.md) | `DELETE /invoice_items/{id}` | `invoice_items_delete` | `write`   |
| [List invoice items](https://ownrecord.io/docs/reference/invoice-items-list.md)       | `GET /invoice_items`         | `invoice_items_list`   | `read`    |

### Invoices

| Operation                                                                                           | REST                                     | MCP tool                      | Risk tier   |
| --------------------------------------------------------------------------------------------------- | ---------------------------------------- | ----------------------------- | ----------- |
| [Create a draft invoice](https://ownrecord.io/docs/reference/invoices-create.md)                    | `POST /invoices`                         | `invoices_create`             | `write`     |
| [Finalize a draft invoice](https://ownrecord.io/docs/reference/invoices-finalize.md)                | `POST /invoices/{id}/finalize`           | `invoices_finalize`           | `write`     |
| [Get an invoice](https://ownrecord.io/docs/reference/invoices-get.md)                               | `GET /invoices/{id}`                     | `invoices_get`                | `read`      |
| [Get an invoice for its hosted page](https://ownrecord.io/docs/reference/invoices-hosted-get.md)    | `GET /public/invoices/{invoiceId}`       | `invoices_hosted_get`         | `read`      |
| [Pay an invoice by card](https://ownrecord.io/docs/reference/invoices-hosted-pay.md)                | `POST /public/invoices/{invoiceId}/pay`  | `invoices_hosted_pay`         | `financial` |
| [List invoices](https://ownrecord.io/docs/reference/invoices-list.md)                               | `GET /invoices`                          | `invoices_list`               | `read`      |
| [Mark an invoice paid](https://ownrecord.io/docs/reference/invoices-mark-paid.md)                   | `POST /invoices/{id}/mark_paid`          | `invoices_mark_paid`          | `financial` |
| [Mark an invoice uncollectible](https://ownrecord.io/docs/reference/invoices-mark-uncollectible.md) | `POST /invoices/{id}/mark_uncollectible` | `invoices_mark_uncollectible` | `financial` |
| [Download an invoice PDF](https://ownrecord.io/docs/reference/invoices-pdf.md)                      | `GET /invoices/{id}/pdf`                 | `invoices_pdf`                | `read`      |
| [Send an invoice for payment](https://ownrecord.io/docs/reference/invoices-send.md)                 | `POST /invoices/{id}/send`               | `invoices_send`               | `write`     |
| [Preview a subscription's next invoice](https://ownrecord.io/docs/reference/invoices-upcoming.md)   | `GET /invoices/upcoming`                 | `invoices_upcoming`           | `read`      |
| [Update an invoice](https://ownrecord.io/docs/reference/invoices-update.md)                         | `PATCH /invoices/{id}`                   | `invoices_update`             | `write`     |
| [Void an invoice](https://ownrecord.io/docs/reference/invoices-void.md)                             | `POST /invoices/{id}/void`               | `invoices_void`               | `financial` |

### Knowledge

| Operation                                                                                                        | REST                                       | MCP tool                         | Risk tier |
| ---------------------------------------------------------------------------------------------------------------- | ------------------------------------------ | -------------------------------- | --------- |
| [List the demand index](https://ownrecord.io/docs/reference/knowledge-demand-list.md)                            | `GET /tax/knowledge/demand`                | `knowledge_demand_list`          | `read`    |
| [List tax jurisdictions and their coverage](https://ownrecord.io/docs/reference/knowledge-jurisdictions-list.md) | `GET /tax/knowledge/jurisdictions`         | `knowledge_jurisdictions_list`   | `read`    |
| [Get a playbook](https://ownrecord.io/docs/reference/knowledge-playbooks-get.md)                                 | `GET /tax/knowledge/playbooks/{id}`        | `knowledge_playbooks_get`        | `read`    |
| [List playbooks](https://ownrecord.io/docs/reference/knowledge-playbooks-list.md)                                | `GET /tax/knowledge/playbooks`             | `knowledge_playbooks_list`       | `read`    |
| [List tax rates](https://ownrecord.io/docs/reference/knowledge-rates-list.md)                                    | `GET /tax/knowledge/rates`                 | `knowledge_rates_list`           | `read`    |
| [Get a tax regime](https://ownrecord.io/docs/reference/knowledge-regimes-get.md)                                 | `GET /tax/knowledge/regimes/{id}`          | `knowledge_regimes_get`          | `read`    |
| [List tax regimes](https://ownrecord.io/docs/reference/knowledge-regimes-list.md)                                | `GET /tax/knowledge/regimes`               | `knowledge_regimes_list`         | `read`    |
| [Get a research wave report](https://ownrecord.io/docs/reference/knowledge-research-reports-get.md)              | `GET /tax/knowledge/research/reports/{id}` | `knowledge_research_reports_get` | `read`    |
| [Get the research schedule](https://ownrecord.io/docs/reference/knowledge-research-get.md)                       | `GET /tax/knowledge/research`              | `knowledge_research_get`         | `read`    |
| [Open a knowledge review item](https://ownrecord.io/docs/reference/knowledge-review-items-create.md)             | `POST /tax/knowledge/review_items`         | `knowledge_review_items_create`  | `write`   |
| [Get a knowledge review item](https://ownrecord.io/docs/reference/knowledge-review-items-get.md)                 | `GET /tax/knowledge/review_items/{id}`     | `knowledge_review_items_get`     | `read`    |
| [List knowledge review items](https://ownrecord.io/docs/reference/knowledge-review-items-list.md)                | `GET /tax/knowledge/review_items`          | `knowledge_review_items_list`    | `read`    |
| [Update a knowledge review item](https://ownrecord.io/docs/reference/knowledge-review-items-update.md)           | `PATCH /tax/knowledge/review_items/{id}`   | `knowledge_review_items_update`  | `write`   |
| [Get the loaded tax knowledge](https://ownrecord.io/docs/reference/knowledge-state-get.md)                       | `GET /tax/knowledge`                       | `knowledge_state_get`            | `read`    |

### Leads

| Operation                                                                                | REST                             | MCP tool       | Risk tier |
| ---------------------------------------------------------------------------------------- | -------------------------------- | -------------- | --------- |
| [Send a sales enquiry to Ownrecord](https://ownrecord.io/docs/reference/leads-create.md) | `POST /public/{brandSlug}/leads` | `leads_create` | `write`   |

### Leases

| Operation                                                                  | REST                        | MCP tool        | Risk tier |
| -------------------------------------------------------------------------- | --------------------------- | --------------- | --------- |
| [Lease wallet funds](https://ownrecord.io/docs/reference/leases-create.md) | `POST /wallets/{id}/leases` | `leases_create` | `write`   |
| [Get a lease](https://ownrecord.io/docs/reference/leases-get.md)           | `GET /leases/{id}`          | `leases_get`    | `read`    |
| [Settle a lease](https://ownrecord.io/docs/reference/leases-settle.md)     | `POST /leases/{id}/settle`  | `leases_settle` | `write`   |

### Ledger

| Operation                                                                                             | REST                            | MCP tool                    | Risk tier   |
| ----------------------------------------------------------------------------------------------------- | ------------------------------- | --------------------------- | ----------- |
| [Get a ledger account](https://ownrecord.io/docs/reference/ledger-accounts-get.md)                    | `GET /ledger/accounts/{id}`     | `ledger_accounts_get`       | `read`      |
| [List ledger accounts](https://ownrecord.io/docs/reference/ledger-accounts-list.md)                   | `GET /ledger/accounts`          | `ledger_accounts_list`      | `read`      |
| [Create a manual ledger adjustment](https://ownrecord.io/docs/reference/ledger-adjustments-create.md) | `POST /ledger/adjustments`      | `ledger_adjustments_create` | `financial` |
| [Get a ledger transaction](https://ownrecord.io/docs/reference/ledger-transactions-get.md)            | `GET /ledger/transactions/{id}` | `ledger_transactions_get`   | `read`      |
| [List ledger transactions](https://ownrecord.io/docs/reference/ledger-transactions-list.md)           | `GET /ledger/transactions`      | `ledger_transactions_list`  | `read`      |
| [Get the trial balance](https://ownrecord.io/docs/reference/ledger-trial-balance.md)                  | `GET /ledger/trial_balance`     | `ledger_trial_balance`      | `read`      |

### Legal

| Operation                                                                               | REST                     | MCP tool               | Risk tier |
| --------------------------------------------------------------------------------------- | ------------------------ | ---------------------- | --------- |
| [Accept the terms or the DPA](https://ownrecord.io/docs/reference/legal-accept.md)      | `POST /legal_acceptance` | `legal_accept`         | `write`   |
| [Get the legal acceptance](https://ownrecord.io/docs/reference/legal-acceptance-get.md) | `GET /legal_acceptance`  | `legal_acceptance_get` | `read`    |

### Members

| Operation                                                                                | REST                   | MCP tool         | Risk tier  |
| ---------------------------------------------------------------------------------------- | ---------------------- | ---------------- | ---------- |
| [List members](https://ownrecord.io/docs/reference/members-list.md)                      | `GET /members`         | `members_list`   | `read`     |
| [Remove a member](https://ownrecord.io/docs/reference/members-remove.md)                 | `DELETE /members/{id}` | `members_remove` | `security` |
| [Change a member's role or scope](https://ownrecord.io/docs/reference/members-update.md) | `PATCH /members/{id}`  | `members_update` | `security` |

### OAuth connections

| Operation                                                                                                             | REST                                  | MCP tool                   | Risk tier  |
| --------------------------------------------------------------------------------------------------------------------- | ------------------------------------- | -------------------------- | ---------- |
| [Connect an MCP client to an organization (consent)](https://ownrecord.io/docs/reference/oauth-connections-create.md) | `POST /oauth_connections`             | `oauth_connections_create` | `security` |
| [List your connected OAuth clients](https://ownrecord.io/docs/reference/oauth-connections-list.md)                    | `GET /oauth_connections`              | `oauth_connections_list`   | `read`     |
| [Disconnect an OAuth client](https://ownrecord.io/docs/reference/oauth-connections-revoke.md)                         | `POST /oauth_connections/{id}/revoke` | `oauth_connections_revoke` | `security` |

### Onboarding

| Operation                                                                                                    | REST                            | MCP tool                  | Risk tier |
| ------------------------------------------------------------------------------------------------------------ | ------------------------------- | ------------------------- | --------- |
| [Get the onboarding checklist](https://ownrecord.io/docs/reference/onboarding-get.md)                        | `GET /onboarding`               | `onboarding_get`          | `read`    |
| [Skip, resume or confirm an onboarding step](https://ownrecord.io/docs/reference/onboarding-steps-update.md) | `POST /onboarding/steps/{step}` | `onboarding_steps_update` | `write`   |

### Organizations

| Operation                                                                                            | REST                                             | MCP tool                     | Risk tier  |
| ---------------------------------------------------------------------------------------------------- | ------------------------------------------------ | ---------------------------- | ---------- |
| [Close the organization](https://ownrecord.io/docs/reference/organizations-close.md)                 | `POST /organizations/{id}/close`                 | `organizations_close`        | `security` |
| [Get the organization's closure](https://ownrecord.io/docs/reference/organizations-closure-get.md)   | `GET /organizations/{id}/closure`                | `organizations_closure_get`  | `read`     |
| [Create an organization](https://ownrecord.io/docs/reference/organizations-create.md)                | `POST /organizations`                            | `organizations_create`       | `write`    |
| [Export the organization's data](https://ownrecord.io/docs/reference/organizations-export.md)        | `POST /organizations/{id}/exports`               | `organizations_export`       | `security` |
| [List the organization's exports](https://ownrecord.io/docs/reference/organizations-exports-list.md) | `GET /organizations/{id}/exports`                | `organizations_exports_list` | `read`     |
| [Get the organization](https://ownrecord.io/docs/reference/organizations-get.md)                     | `GET /organizations/{id}`                        | `organizations_get`          | `read`     |
| [List your organizations](https://ownrecord.io/docs/reference/organizations-list-mine.md)            | `GET /organizations`                             | `organizations_list_mine`    | `read`     |
| [Lift an abuse suspension](https://ownrecord.io/docs/reference/organizations-reinstate.md)           | `POST /platform/organizations/{orgId}/reinstate` | `organizations_reinstate`    | `security` |
| [Suspend an organization for abuse](https://ownrecord.io/docs/reference/organizations-suspend.md)    | `POST /platform/organizations/{orgId}/suspend`   | `organizations_suspend`      | `security` |
| [Update the organization](https://ownrecord.io/docs/reference/organizations-update.md)               | `PATCH /organizations/{id}`                      | `organizations_update`       | `write`    |

### Ownership transfers

| Operation                                                                                                    | REST                               | MCP tool                        | Risk tier  |
| ------------------------------------------------------------------------------------------------------------ | ---------------------------------- | ------------------------------- | ---------- |
| [Accept ownership of an organization](https://ownrecord.io/docs/reference/ownership-transfers-accept.md)     | `POST /ownership_transfers/accept` | `ownership_transfers_accept`    | `security` |
| [Cancel the open offer of ownership](https://ownrecord.io/docs/reference/ownership-transfers-cancel.md)      | `POST /ownership_transfers/cancel` | `ownership_transfers_cancel`    | `write`    |
| [Offer ownership to another member](https://ownrecord.io/docs/reference/ownership-transfers-create.md)       | `POST /ownership_transfers`        | `ownership_transfers_create`    | `security` |
| [Get the open offer of ownership](https://ownrecord.io/docs/reference/ownership-transfers-get.md)            | `GET /ownership_transfers/current` | `ownership_transfers_get`       | `read`     |
| [List the offers of ownership for you](https://ownrecord.io/docs/reference/ownership-transfers-list-mine.md) | `GET /ownership_transfers/mine`    | `ownership_transfers_list_mine` | `read`     |

### Partner terms

| Operation                                                                                    | REST                             | MCP tool               | Risk tier |
| -------------------------------------------------------------------------------------------- | -------------------------------- | ---------------------- | --------- |
| [Accept the partner terms](https://ownrecord.io/docs/reference/partner-terms-accept.md)      | `POST /partner_terms_acceptance` | `partner_terms_accept` | `write`   |
| [Get the partner terms acceptance](https://ownrecord.io/docs/reference/partner-terms-get.md) | `GET /partner_terms_acceptance`  | `partner_terms_get`    | `read`    |

### Payment methods

| Operation                                                                                               | REST                                          | MCP tool                      | Risk tier |
| ------------------------------------------------------------------------------------------------------- | --------------------------------------------- | ----------------------------- | --------- |
| [Detach a payment method](https://ownrecord.io/docs/reference/payment-methods-delete.md)                | `DELETE /payment_methods/{id}`                | `payment_methods_delete`      | `write`   |
| [Get a payment method](https://ownrecord.io/docs/reference/payment-methods-get.md)                      | `GET /payment_methods/{id}`                   | `payment_methods_get`         | `read`    |
| [List a customer's payment methods](https://ownrecord.io/docs/reference/payment-methods-list.md)        | `GET /customers/{customerId}/payment_methods` | `payment_methods_list`        | `read`    |
| [Make a payment method the default](https://ownrecord.io/docs/reference/payment-methods-set-default.md) | `POST /payment_methods/{id}/set_default`      | `payment_methods_set_default` | `write`   |

### Platform billing

| Operation                                                                                                              | REST                                                   | MCP tool                                  | Risk tier   |
| ---------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------ | ----------------------------------------- | ----------- |
| [Change the organization's Ownrecord plan](https://ownrecord.io/docs/reference/platform-billing-change-plan.md)        | `POST /platform_billing/plan`                          | `platform_billing_change_plan`            | `financial` |
| [Get the organization's Ownrecord plan](https://ownrecord.io/docs/reference/platform-billing-get.md)                   | `GET /platform_billing`                                | `platform_billing_get`                    | `read`      |
| [Get an organization's unpaid-plan escalation](https://ownrecord.io/docs/reference/platform-billing-holds-get.md)      | `GET /platform/organizations/{orgId}/billing_hold`     | `platform_billing_holds_get`              | `read`      |
| [Lift a hold on an organization's escalation](https://ownrecord.io/docs/reference/platform-billing-holds-lift.md)      | `DELETE /platform/organizations/{orgId}/billing_hold`  | `platform_billing_holds_lift`             | `write`     |
| [Hold an organization's unpaid-plan escalation](https://ownrecord.io/docs/reference/platform-billing-holds-set.md)     | `PUT /platform/organizations/{orgId}/billing_hold`     | `platform_billing_holds_set`              | `write`     |
| [Remove an organization's plan override](https://ownrecord.io/docs/reference/platform-billing-plan-override-remove.md) | `DELETE /platform/organizations/{orgId}/plan_override` | `platform_billing_plan_override_remove`   | `security`  |
| [Override an organization's plan](https://ownrecord.io/docs/reference/platform-billing-plan-override-set.md)           | `PUT /platform/organizations/{orgId}/plan_override`    | `platform_billing_plan_override_set`      | `security`  |
| [Open the Ownrecord billing portal](https://ownrecord.io/docs/reference/platform-billing-portal-sessions-create.md)    | `POST /platform_billing/portal_sessions`               | `platform_billing_portal_sessions_create` | `security`  |
| [Get the platform billing settings](https://ownrecord.io/docs/reference/platform-billing-settings-get.md)              | `GET /platform/billing_settings`                       | `platform_billing_settings_get`           | `read`      |
| [Change the platform billing thresholds](https://ownrecord.io/docs/reference/platform-billing-settings-update.md)      | `PATCH /platform/billing_settings`                     | `platform_billing_settings_update`        | `write`     |

### Platform

| Operation                                                                                                                | REST                                                     | MCP tool                          | Risk tier  |
| ------------------------------------------------------------------------------------------------------------------------ | -------------------------------------------------------- | --------------------------------- | ---------- |
| [Create an announcement](https://ownrecord.io/docs/reference/platform-announcements-create.md)                           | `POST /platform/announcements`                           | `platform_announcements_create`   | `write`    |
| [End an announcement](https://ownrecord.io/docs/reference/platform-announcements-end.md)                                 | `POST /platform/announcements/{id}/end`                  | `platform_announcements_end`      | `write`    |
| [List announcements](https://ownrecord.io/docs/reference/platform-announcements-list.md)                                 | `GET /platform/announcements`                            | `platform_announcements_list`     | `read`     |
| [Approve, reject or ask for changes to a listed app](https://ownrecord.io/docs/reference/platform-app-reviews-decide.md) | `POST /platform/app_reviews/{id}/decide`                 | `platform_app_reviews_decide`     | `write`    |
| [Get a listed app's review](https://ownrecord.io/docs/reference/platform-app-reviews-get.md)                             | `GET /platform/app_reviews/{id}`                         | `platform_app_reviews_get`        | `read`     |
| [List listed apps waiting for review](https://ownrecord.io/docs/reference/platform-app-reviews-list.md)                  | `GET /platform/app_reviews`                              | `platform_app_reviews_list`       | `read`     |
| [Get an app in the platform console](https://ownrecord.io/docs/reference/platform-apps-get.md)                           | `GET /platform/apps/{id}`                                | `platform_apps_get`               | `read`     |
| [List apps in the platform console](https://ownrecord.io/docs/reference/platform-apps-list.md)                           | `GET /platform/apps`                                     | `platform_apps_list`              | `read`     |
| [Reinstate a suspended app](https://ownrecord.io/docs/reference/platform-apps-reinstate.md)                              | `POST /platform/apps/{id}/reinstate`                     | `platform_apps_reinstate`         | `security` |
| [Suspend an app everywhere](https://ownrecord.io/docs/reference/platform-apps-suspend.md)                                | `POST /platform/apps/{id}/suspend`                       | `platform_apps_suspend`           | `security` |
| [Record an AUP report](https://ownrecord.io/docs/reference/platform-aup-reports-create.md)                               | `POST /platform/aup_reports`                             | `platform_aup_reports_create`     | `write`    |
| [Resolve an AUP report](https://ownrecord.io/docs/reference/platform-aup-reports-resolve.md)                             | `POST /platform/aup_reports/{orgId}/{n}/resolve`         | `platform_aup_reports_resolve`    | `write`    |
| [Get maintenance mode](https://ownrecord.io/docs/reference/platform-maintenance-get.md)                                  | `GET /platform/maintenance`                              | `platform_maintenance_get`        | `read`     |
| [Turn maintenance mode on or off](https://ownrecord.io/docs/reference/platform-maintenance-set.md)                       | `POST /platform/maintenance`                             | `platform_maintenance_set`        | `security` |
| [Add a staff note to an organization](https://ownrecord.io/docs/reference/platform-organizations-add-note.md)            | `POST /platform/organizations/{id}/notes`                | `platform_organizations_add_note` | `write`    |
| [Get an organization (platform view)](https://ownrecord.io/docs/reference/platform-organizations-get.md)                 | `GET /platform/organizations/{id}`                       | `platform_organizations_get`      | `read`     |
| [List and search organizations](https://ownrecord.io/docs/reference/platform-organizations-list.md)                      | `GET /platform/organizations`                            | `platform_organizations_list`     | `read`     |
| [Get the platform console overview](https://ownrecord.io/docs/reference/platform-overview-get.md)                        | `GET /platform/overview`                                 | `platform_overview_get`           | `read`     |
| [Get risk and abuse signals](https://ownrecord.io/docs/reference/platform-risk-get.md)                                   | `GET /platform/risk`                                     | `platform_risk_get`               | `read`     |
| [List platform staff](https://ownrecord.io/docs/reference/platform-staff-list.md)                                        | `GET /platform/staff`                                    | `platform_staff_list`             | `read`     |
| [Give or remove a platform role](https://ownrecord.io/docs/reference/platform-staff-set-role.md)                         | `POST /platform/staff`                                   | `platform_staff_set_role`         | `security` |
| [Get the platform's operational health](https://ownrecord.io/docs/reference/platform-system-get.md)                      | `GET /platform/system`                                   | `platform_system_get`             | `read`     |
| [Disable an account and end its sessions](https://ownrecord.io/docs/reference/platform-users-disable.md)                 | `POST /platform/users/{userId}/disable`                  | `platform_users_disable`          | `security` |
| [Enable a disabled account](https://ownrecord.io/docs/reference/platform-users-enable.md)                                | `POST /platform/users/{userId}/enable`                   | `platform_users_enable`           | `security` |
| [Look up an account](https://ownrecord.io/docs/reference/platform-users-lookup.md)                                       | `POST /platform/users/lookup`                            | `platform_users_lookup`           | `read`     |
| [Look up a user's sign-in activity](https://ownrecord.io/docs/reference/platform-users-sign-ins-list.md)                 | `POST /platform/users/sign_ins`                          | `platform_users_sign_ins_list`    | `read`     |
| [Approve or reject a legal entity's verification](https://ownrecord.io/docs/reference/platform-verifications-decide.md)  | `POST /platform/verifications/{orgId}/{entityId}/decide` | `platform_verifications_decide`   | `write`    |
| [Get a legal entity's verification](https://ownrecord.io/docs/reference/platform-verifications-get.md)                   | `GET /platform/verifications/{orgId}/{entityId}`         | `platform_verifications_get`      | `read`     |
| [List legal entities waiting for document review](https://ownrecord.io/docs/reference/platform-verifications-list.md)    | `GET /platform/verifications`                            | `platform_verifications_list`     | `read`     |

### Portal

| Operation                                                                                                                                  | REST                                                                      | MCP tool                                       | Risk tier   |
| ------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------- | ---------------------------------------------- | ----------- |
| [Get your customer account](https://ownrecord.io/docs/reference/portal-account-get.md)                                                     | `GET /portal/me`                                                          | `portal_account_get`                           | `read`      |
| [Get a brand's customer portal](https://ownrecord.io/docs/reference/portal-brand-get.md)                                                   | `GET /public/{brandSlug}/portal`                                          | `portal_brand_get`                             | `read`      |
| [Get your credit balance](https://ownrecord.io/docs/reference/portal-credit-balance-get.md)                                                | `GET /portal/me/credit_balance`                                           | `portal_credit_balance_get`                    | `read`      |
| [List your credit notes](https://ownrecord.io/docs/reference/portal-credit-notes-list.md)                                                  | `GET /portal/me/credit_notes`                                             | `portal_credit_notes_list`                     | `read`      |
| [List the credit packs you can buy](https://ownrecord.io/docs/reference/portal-credit-packs-list.md)                                       | `GET /portal/me/credit_packs`                                             | `portal_credit_packs_list`                     | `read`      |
| [Export your data](https://ownrecord.io/docs/reference/portal-export-get.md)                                                               | `GET /portal/me/export`                                                   | `portal_export_get`                            | `read`      |
| [Get one of your invoices](https://ownrecord.io/docs/reference/portal-invoices-get.md)                                                     | `GET /portal/me/invoices/{invoiceId}`                                     | `portal_invoices_get`                          | `read`      |
| [List your invoices](https://ownrecord.io/docs/reference/portal-invoices-list.md)                                                          | `GET /portal/me/invoices`                                                 | `portal_invoices_list`                         | `read`      |
| [Pay one of your invoices by card](https://ownrecord.io/docs/reference/portal-invoices-pay.md)                                             | `POST /portal/me/invoices/{invoiceId}/pay`                                | `portal_invoices_pay`                          | `financial` |
| [Email a customer a portal sign-in link](https://ownrecord.io/docs/reference/portal-login-links-request.md)                                | `POST /public/{brandSlug}/portal/login_links`                             | `portal_login_links_request`                   | `write`     |
| [Remove a payment method](https://ownrecord.io/docs/reference/portal-payment-methods-delete.md)                                            | `DELETE /portal/me/payment_methods/{paymentMethodId}`                     | `portal_payment_methods_delete`                | `write`     |
| [List your payment methods](https://ownrecord.io/docs/reference/portal-payment-methods-list.md)                                            | `GET /portal/me/payment_methods`                                          | `portal_payment_methods_list`                  | `read`      |
| [Make a payment method your default](https://ownrecord.io/docs/reference/portal-payment-methods-set-default.md)                            | `POST /portal/me/payment_methods/{paymentMethodId}/set_default`           | `portal_payment_methods_set_default`           | `write`     |
| [Add a payment method](https://ownrecord.io/docs/reference/portal-payment-methods-setup.md)                                                | `POST /portal/me/payment_methods/setup`                                   | `portal_payment_methods_setup`                 | `write`     |
| [Charge your default card for all your subscriptions](https://ownrecord.io/docs/reference/portal-payment-methods-use-for-subscriptions.md) | `POST /portal/me/payment_methods/{paymentMethodId}/use_for_subscriptions` | `portal_payment_methods_use_for_subscriptions` | `write`     |
| [Generate a customer portal link](https://ownrecord.io/docs/reference/portal-sessions-create.md)                                           | `POST /portal/sessions`                                                   | `portal_sessions_create`                       | `security`  |
| [Sign in to the customer portal with a link](https://ownrecord.io/docs/reference/portal-sessions-redeem.md)                                | `POST /public/portal_sessions/{portalSessionId}/redeem`                   | `portal_sessions_redeem`                       | `security`  |
| [Sign out of the customer portal](https://ownrecord.io/docs/reference/portal-sessions-revoke.md)                                           | `DELETE /portal/me/session`                                               | `portal_sessions_revoke`                       | `write`     |
| [Apply a promotion code to your subscription](https://ownrecord.io/docs/reference/portal-subscriptions-apply-promotion-code.md)            | `POST /portal/me/subscriptions/{subscriptionId}/promotion_code`           | `portal_subscriptions_apply_promotion_code`    | `financial` |
| [Cancel your subscription](https://ownrecord.io/docs/reference/portal-subscriptions-cancel.md)                                             | `POST /portal/me/subscriptions/{subscriptionId}/cancel`                   | `portal_subscriptions_cancel`                  | `financial` |
| [Get one of your subscriptions](https://ownrecord.io/docs/reference/portal-subscriptions-get.md)                                           | `GET /portal/me/subscriptions/{subscriptionId}`                           | `portal_subscriptions_get`                     | `read`      |
| [List your subscriptions](https://ownrecord.io/docs/reference/portal-subscriptions-list.md)                                                | `GET /portal/me/subscriptions`                                            | `portal_subscriptions_list`                    | `read`      |
| [Preview a plan or quantity change](https://ownrecord.io/docs/reference/portal-subscriptions-preview-change.md)                            | `POST /portal/me/subscriptions/{subscriptionId}/preview_change`           | `portal_subscriptions_preview_change`          | `read`      |
| [Keep your subscription](https://ownrecord.io/docs/reference/portal-subscriptions-reactivate.md)                                           | `POST /portal/me/subscriptions/{subscriptionId}/reactivate`               | `portal_subscriptions_reactivate`              | `write`     |
| [Choose the card a subscription charges](https://ownrecord.io/docs/reference/portal-subscriptions-set-payment-method.md)                   | `POST /portal/me/subscriptions/{subscriptionId}/payment_method`           | `portal_subscriptions_set_payment_method`      | `write`     |
| [Switch plan or change the quantity](https://ownrecord.io/docs/reference/portal-subscriptions-update.md)                                   | `POST /portal/me/subscriptions/{subscriptionId}`                          | `portal_subscriptions_update`                  | `financial` |
| [Update your billing details](https://ownrecord.io/docs/reference/portal-tax-details-update.md)                                            | `PATCH /portal/me/tax_details`                                            | `portal_tax_details_update`                    | `write`     |
| [Add a tax ID to your account](https://ownrecord.io/docs/reference/portal-tax-ids-add.md)                                                  | `POST /portal/me/tax_ids`                                                 | `portal_tax_ids_add`                           | `write`     |
| [Remove a tax ID from your account](https://ownrecord.io/docs/reference/portal-tax-ids-delete.md)                                          | `DELETE /portal/me/tax_ids/{taxIdId}`                                     | `portal_tax_ids_delete`                        | `write`     |
| [Set up auto-reload](https://ownrecord.io/docs/reference/portal-wallets-auto-reload-update.md)                                             | `POST /portal/me/wallets/{walletId}/auto_reload`                          | `portal_wallets_auto_reload_update`            | `write`     |
| [List your wallets and balances](https://ownrecord.io/docs/reference/portal-wallets-list.md)                                               | `GET /portal/me/wallets`                                                  | `portal_wallets_list`                          | `read`      |
| [Top up your credits](https://ownrecord.io/docs/reference/portal-wallets-top-up.md)                                                        | `POST /portal/me/wallets/top_up`                                          | `portal_wallets_top_up`                        | `write`     |
| [List your wallet's history](https://ownrecord.io/docs/reference/portal-wallets-transactions-list.md)                                      | `GET /portal/me/wallets/{walletId}/transactions`                          | `portal_wallets_transactions_list`             | `read`      |

### Prices

| Operation                                                                                     | REST                                | MCP tool                 | Risk tier |
| --------------------------------------------------------------------------------------------- | ----------------------------------- | ------------------------ | --------- |
| [Archive a price](https://ownrecord.io/docs/reference/prices-archive.md)                      | `POST /prices/{id}/archive`         | `prices_archive`         | `write`   |
| [Create a price](https://ownrecord.io/docs/reference/prices-create.md)                        | `POST /prices`                      | `prices_create`          | `write`   |
| [Get a price](https://ownrecord.io/docs/reference/prices-get.md)                              | `GET /prices/{id}`                  | `prices_get`             | `read`    |
| [List prices](https://ownrecord.io/docs/reference/prices-list.md)                             | `GET /prices`                       | `prices_list`            | `read`    |
| [Move a lookup key to a price](https://ownrecord.io/docs/reference/prices-move-lookup-key.md) | `POST /prices/{id}/move_lookup_key` | `prices_move_lookup_key` | `write`   |
| [Update a price](https://ownrecord.io/docs/reference/prices-update.md)                        | `PATCH /prices/{id}`                | `prices_update`          | `write`   |

### Processor connections

| Operation                                                                                                                     | REST                                          | MCP tool                               | Risk tier  |
| ----------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------- | -------------------------------------- | ---------- |
| [Connect a payment processor](https://ownrecord.io/docs/reference/processor-connections-create.md)                            | `POST /processor_connections`                 | `processor_connections_create`         | `security` |
| [Disconnect a processor connection](https://ownrecord.io/docs/reference/processor-connections-disconnect.md)                  | `POST /processor_connections/{id}/disconnect` | `processor_connections_disconnect`     | `security` |
| [List a connection's webhook events](https://ownrecord.io/docs/reference/processor-connections-events-list.md)                | `GET /processor_connections/{id}/events`      | `processor_connections_events_list`    | `read`     |
| [Get a processor connection](https://ownrecord.io/docs/reference/processor-connections-get.md)                                | `GET /processor_connections/{id}`             | `processor_connections_get`            | `read`     |
| [List processor connections](https://ownrecord.io/docs/reference/processor-connections-list.md)                               | `GET /processor_connections`                  | `processor_connections_list`           | `read`     |
| [Show which processor connection serves each brand](https://ownrecord.io/docs/reference/processor-connections-routing-get.md) | `GET /processor_routing`                      | `processor_connections_routing_get`    | `read`     |
| [Set a brand's processor connections](https://ownrecord.io/docs/reference/processor-connections-routing-update.md)            | `PATCH /processor_routing/{brandId}`          | `processor_connections_routing_update` | `write`    |
| [Test a processor connection](https://ownrecord.io/docs/reference/processor-connections-test.md)                              | `POST /processor_connections/{id}/test`       | `processor_connections_test`           | `write`    |
| [Update a processor connection](https://ownrecord.io/docs/reference/processor-connections-update.md)                          | `PATCH /processor_connections/{id}`           | `processor_connections_update`         | `security` |

### Product updates

| Operation                                                                                    | REST                    | MCP tool               | Risk tier |
| -------------------------------------------------------------------------------------------- | ----------------------- | ---------------------- | --------- |
| [Send a product updates digest](https://ownrecord.io/docs/reference/product-updates-send.md) | `POST /product_updates` | `product_updates_send` | `write`   |

### Products

| Operation                                                                              | REST                                    | MCP tool                 | Risk tier |
| -------------------------------------------------------------------------------------- | --------------------------------------- | ------------------------ | --------- |
| [Archive a product](https://ownrecord.io/docs/reference/products-archive.md)           | `POST /products/{id}/archive`           | `products_archive`       | `write`   |
| [Create a product](https://ownrecord.io/docs/reference/products-create.md)             | `POST /products`                        | `products_create`        | `write`   |
| [Get a product](https://ownrecord.io/docs/reference/products-get.md)                   | `GET /products/{id}`                    | `products_get`           | `read`    |
| [List products](https://ownrecord.io/docs/reference/products-list.md)                  | `GET /products`                         | `products_list`          | `read`    |
| [Get the pricing table](https://ownrecord.io/docs/reference/products-pricing-table.md) | `GET /public/{brandSlug}/pricing_table` | `products_pricing_table` | `read`    |
| [Update a product](https://ownrecord.io/docs/reference/products-update.md)             | `PATCH /products/{id}`                  | `products_update`        | `write`   |

### Promotion codes

| Operation                                                                                  | REST                                 | MCP tool                  | Risk tier |
| ------------------------------------------------------------------------------------------ | ------------------------------------ | ------------------------- | --------- |
| [Archive a promotion code](https://ownrecord.io/docs/reference/promotion-codes-archive.md) | `POST /promotion_codes/{id}/archive` | `promotion_codes_archive` | `write`   |
| [Create a promotion code](https://ownrecord.io/docs/reference/promotion-codes-create.md)   | `POST /promotion_codes`              | `promotion_codes_create`  | `write`   |
| [Get a promotion code](https://ownrecord.io/docs/reference/promotion-codes-get.md)         | `GET /promotion_codes/{id}`          | `promotion_codes_get`     | `read`    |
| [List promotion codes](https://ownrecord.io/docs/reference/promotion-codes-list.md)        | `GET /promotion_codes`               | `promotion_codes_list`    | `read`    |
| [Update a promotion code](https://ownrecord.io/docs/reference/promotion-codes-update.md)   | `PATCH /promotion_codes/{id}`        | `promotion_codes_update`  | `write`   |

### Reconciliation

| Operation                                                                                                                | REST                                      | MCP tool                          | Risk tier |
| ------------------------------------------------------------------------------------------------------------------------ | ----------------------------------------- | --------------------------------- | --------- |
| [List the processor connections' reconciliation](https://ownrecord.io/docs/reference/reconciliation-connections-list.md) | `GET /reconciliation/connections`         | `reconciliation_connections_list` | `read`    |
| [Get a reconciliation item](https://ownrecord.io/docs/reference/reconciliation-items-get.md)                             | `GET /reconciliation/items/{id}`          | `reconciliation_items_get`        | `read`    |
| [Ignore a reconciliation item](https://ownrecord.io/docs/reference/reconciliation-items-ignore.md)                       | `POST /reconciliation/items/{id}/ignore`  | `reconciliation_items_ignore`     | `write`   |
| [List reconciliation items](https://ownrecord.io/docs/reference/reconciliation-items-list.md)                            | `GET /reconciliation/items`               | `reconciliation_items_list`       | `read`    |
| [Resolve a reconciliation item](https://ownrecord.io/docs/reference/reconciliation-items-resolve.md)                     | `POST /reconciliation/items/{id}/resolve` | `reconciliation_items_resolve`    | `write`   |
| [Reconcile a processor connection now](https://ownrecord.io/docs/reference/reconciliation-runs-create.md)                | `POST /reconciliation/runs`               | `reconciliation_runs_create`      | `write`   |

### Refunds

| Operation                                                                 | REST                | MCP tool         | Risk tier   |
| ------------------------------------------------------------------------- | ------------------- | ---------------- | ----------- |
| [Refund a payment](https://ownrecord.io/docs/reference/refunds-create.md) | `POST /refunds`     | `refunds_create` | `financial` |
| [Get a refund](https://ownrecord.io/docs/reference/refunds-get.md)        | `GET /refunds/{id}` | `refunds_get`    | `read`      |
| [List refunds](https://ownrecord.io/docs/reference/refunds-list.md)       | `GET /refunds`      | `refunds_list`   | `read`      |

### Registrations

| Operation                                                                                                                    | REST                                                  | MCP tool                                   | Risk tier    |
| ---------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------- | ------------------------------------------ | ------------ |
| [List a regime's existing customers](https://ownrecord.io/docs/reference/registrations-affected-customers.md)                | `GET /registrations/{id}/affected_customers`          | `registrations_affected_customers`         | `read`       |
| [Arm a jurisdiction](https://ownrecord.io/docs/reference/registrations-arm.md)                                               | `POST /registrations/{id}/arm`                        | `registrations_arm`                        | `compliance` |
| [Deregister a jurisdiction](https://ownrecord.io/docs/reference/registrations-deregister.md)                                 | `POST /registrations/{id}/deregister`                 | `registrations_deregister`                 | `compliance` |
| [Get a registration document](https://ownrecord.io/docs/reference/registrations-documents-get.md)                            | `GET /registrations/{id}/documents/{file}`            | `registrations_documents_get`              | `read`       |
| [Upload a registration document](https://ownrecord.io/docs/reference/registrations-documents-upload.md)                      | `POST /registrations/{id}/documents`                  | `registrations_documents_upload`           | `write`      |
| [Get a registration](https://ownrecord.io/docs/reference/registrations-get.md)                                               | `GET /registrations/{id}`                             | `registrations_get`                        | `read`       |
| [Get a registration's history](https://ownrecord.io/docs/reference/registrations-history.md)                                 | `GET /registrations/{id}/history`                     | `registrations_history`                    | `read`       |
| [List registrations](https://ownrecord.io/docs/reference/registrations-list.md)                                              | `GET /registrations`                                  | `registrations_list`                       | `read`       |
| [Mark a registration application submitted](https://ownrecord.io/docs/reference/registrations-mark-application-submitted.md) | `POST /registrations/{id}/mark_application_submitted` | `registrations_mark_application_submitted` | `compliance` |
| [Mark a jurisdiction registered](https://ownrecord.io/docs/reference/registrations-mark-registered.md)                       | `POST /registrations/{id}/mark_registered`            | `registrations_mark_registered`            | `compliance` |
| [Get a registration packet](https://ownrecord.io/docs/reference/registrations-packet.md)                                     | `GET /registrations/{id}/packet`                      | `registration_get_packet`                  | `read`       |
| [Update a registration prerequisite](https://ownrecord.io/docs/reference/registrations-update-prerequisite.md)               | `PATCH /registrations/{id}/prerequisites/{code}`      | `registrations_update_prerequisite`        | `write`      |

### Request logs

| Operation                                                                     | REST                | MCP tool            | Risk tier |
| ----------------------------------------------------------------------------- | ------------------- | ------------------- | --------- |
| [List API requests](https://ownrecord.io/docs/reference/request-logs-list.md) | `GET /request_logs` | `request_logs_list` | `read`    |

### Reservations

| Operation                                                                                | REST                              | MCP tool               | Risk tier |
| ---------------------------------------------------------------------------------------- | --------------------------------- | ---------------------- | --------- |
| [Capture a reservation](https://ownrecord.io/docs/reference/reservations-capture.md)     | `POST /reservations/{id}/capture` | `reservations_capture` | `write`   |
| [Reserve funds on a wallet](https://ownrecord.io/docs/reference/reservations-create.md)  | `POST /wallets/{id}/reservations` | `reservations_create`  | `write`   |
| [Get a reservation](https://ownrecord.io/docs/reference/reservations-get.md)             | `GET /reservations/{id}`          | `reservations_get`     | `read`    |
| [List a wallet's reservations](https://ownrecord.io/docs/reference/reservations-list.md) | `GET /wallets/{id}/reservations`  | `reservations_list`    | `read`    |
| [Release a reservation](https://ownrecord.io/docs/reference/reservations-release.md)     | `POST /reservations/{id}/release` | `reservations_release` | `write`   |

### Risk

| Operation                                                                                                  | REST                              | MCP tool                | Risk tier   |
| ---------------------------------------------------------------------------------------------------------- | --------------------------------- | ----------------------- | ----------- |
| [Block an email, card, IP range or country](https://ownrecord.io/docs/reference/risk-blocklist-create.md)  | `POST /risk/blocklist`            | `risk_blocklist_create` | `write`     |
| [Remove a blocklist entry](https://ownrecord.io/docs/reference/risk-blocklist-delete.md)                   | `DELETE /risk/blocklist/{id}`     | `risk_blocklist_delete` | `write`     |
| [List blocklist entries](https://ownrecord.io/docs/reference/risk-blocklist-list.md)                       | `GET /risk/blocklist`             | `risk_blocklist_list`   | `read`      |
| [Get a risk evaluation](https://ownrecord.io/docs/reference/risk-evaluations-get.md)                       | `GET /risk/evaluations/{id}`      | `risk_evaluations_get`  | `read`      |
| [List risk evaluations](https://ownrecord.io/docs/reference/risk-evaluations-list.md)                      | `GET /risk/evaluations`           | `risk_evaluations_list` | `read`      |
| [Approve a held payment](https://ownrecord.io/docs/reference/risk-reviews-approve.md)                      | `POST /risk/reviews/{id}/approve` | `risk_reviews_approve`  | `write`     |
| [Get a risk review](https://ownrecord.io/docs/reference/risk-reviews-get.md)                               | `GET /risk/reviews/{id}`          | `risk_reviews_get`      | `read`      |
| [List risk reviews](https://ownrecord.io/docs/reference/risk-reviews-list.md)                              | `GET /risk/reviews`               | `risk_reviews_list`     | `read`      |
| [Refund a held payment and block the customer](https://ownrecord.io/docs/reference/risk-reviews-reject.md) | `POST /risk/reviews/{id}/reject`  | `risk_reviews_reject`   | `financial` |
| [Get the risk settings](https://ownrecord.io/docs/reference/risk-settings-get.md)                          | `GET /risk/settings`              | `risk_settings_get`     | `read`      |
| [Update the risk settings](https://ownrecord.io/docs/reference/risk-settings-update.md)                    | `PATCH /risk/settings`            | `risk_settings_update`  | `write`     |

### Subscriptions

| Operation                                                                                                    | REST                                      | MCP tool                          | Risk tier   |
| ------------------------------------------------------------------------------------------------------------ | ----------------------------------------- | --------------------------------- | ----------- |
| [Cancel a subscription](https://ownrecord.io/docs/reference/subscriptions-cancel.md)                         | `POST /subscriptions/{id}/cancel`         | `subscriptions_cancel`            | `financial` |
| [Create a subscription](https://ownrecord.io/docs/reference/subscriptions-create.md)                         | `POST /subscriptions`                     | `subscriptions_create`            | `financial` |
| [Apply a coupon to a subscription](https://ownrecord.io/docs/reference/subscriptions-discounts-create.md)    | `POST /subscriptions/{id}/discounts`      | `subscriptions_discounts_create`  | `financial` |
| [List a subscription's history](https://ownrecord.io/docs/reference/subscriptions-events-list.md)            | `GET /subscriptions/{id}/events`          | `subscriptions_events_list`       | `read`      |
| [Get a subscription](https://ownrecord.io/docs/reference/subscriptions-get.md)                               | `GET /subscriptions/{id}`                 | `subscriptions_get`               | `read`      |
| [List subscriptions](https://ownrecord.io/docs/reference/subscriptions-list.md)                              | `GET /subscriptions`                      | `subscriptions_list`              | `read`      |
| [Subscription metrics](https://ownrecord.io/docs/reference/subscriptions-metrics.md)                         | `GET /subscription_metrics`               | `subscriptions_metrics`           | `read`      |
| [Migrate subscribers to a new price](https://ownrecord.io/docs/reference/subscriptions-migrations-create.md) | `POST /subscriptions/migrations`          | `subscriptions_migrations_create` | `financial` |
| [Get a price migration](https://ownrecord.io/docs/reference/subscriptions-migrations-get.md)                 | `GET /subscriptions/migrations/{id}`      | `subscriptions_migrations_get`    | `read`      |
| [List price migrations](https://ownrecord.io/docs/reference/subscriptions-migrations-list.md)                | `GET /subscriptions/migrations`           | `subscriptions_migrations_list`   | `read`      |
| [Pause a subscription](https://ownrecord.io/docs/reference/subscriptions-pause.md)                           | `POST /subscriptions/{id}/pause`          | `subscriptions_pause`             | `write`     |
| [Preview a subscription change](https://ownrecord.io/docs/reference/subscriptions-preview-change.md)         | `POST /subscriptions/{id}/preview_change` | `subscriptions_preview_change`    | `read`      |
| [Withdraw a scheduled cancellation](https://ownrecord.io/docs/reference/subscriptions-reactivate.md)         | `POST /subscriptions/{id}/reactivate`     | `subscriptions_reactivate`        | `write`     |
| [Resume a paused subscription](https://ownrecord.io/docs/reference/subscriptions-resume.md)                  | `POST /subscriptions/{id}/resume`         | `subscriptions_resume`            | `write`     |
| [Change plan or quantity of a subscription](https://ownrecord.io/docs/reference/subscriptions-update.md)     | `PATCH /subscriptions/{id}`               | `subscriptions_update`            | `financial` |

### Support access

| Operation                                                                                                               | REST                                            | MCP tool                        | Risk tier  |
| ----------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------- | ------------------------------- | ---------- |
| [Approve a support-access request](https://ownrecord.io/docs/reference/support-access-approve.md)                       | `POST /support_access_grants/{id}/approve`      | `support_access_approve`        | `security` |
| [Deny a support-access request](https://ownrecord.io/docs/reference/support-access-deny.md)                             | `POST /support_access_grants/{id}/deny`         | `support_access_deny`           | `write`    |
| [End your support access](https://ownrecord.io/docs/reference/support-access-end.md)                                    | `POST /platform/support_access_grants/{id}/end` | `support_access_end`            | `write`    |
| [Get a support-access request or grant](https://ownrecord.io/docs/reference/support-access-get.md)                      | `GET /support_access_grants/{id}`               | `support_access_get`            | `read`     |
| [List support-access requests and grants](https://ownrecord.io/docs/reference/support-access-list.md)                   | `GET /support_access_grants`                    | `support_access_list`           | `read`     |
| [List what was done under a support-access grant](https://ownrecord.io/docs/reference/support-access-list-actions.md)   | `GET /support_access_grants/{id}/actions`       | `support_access_list_actions`   | `read`     |
| [List support-access grants across organizations](https://ownrecord.io/docs/reference/support-access-list-for-staff.md) | `GET /platform/support_access_grants`           | `support_access_list_for_staff` | `read`     |
| [Request support access to an organization](https://ownrecord.io/docs/reference/support-access-request.md)              | `POST /platform/support_access_grants`          | `support_access_request`        | `write`    |
| [Revoke a support-access grant](https://ownrecord.io/docs/reference/support-access-revoke.md)                           | `POST /support_access_grants/{id}/revoke`       | `support_access_revoke`         | `write`    |
| [Change the support-access policy](https://ownrecord.io/docs/reference/support-access-update-policy.md)                 | `POST /support_access_policy`                   | `support_access_update_policy`  | `security` |

### Tasks

| Operation                                                                               | REST                               | MCP tool                 | Risk tier    |
| --------------------------------------------------------------------------------------- | ---------------------------------- | ------------------------ | ------------ |
| [Claim a compliance task](https://ownrecord.io/docs/reference/tasks-claim.md)           | `POST /tasks/{id}/claim`           | `tasks_claim`            | `write`      |
| [Claim the next task](https://ownrecord.io/docs/reference/tasks-claim-next.md)          | `POST /tasks/claim_next`           | `tasks_next`             | `write`      |
| [Comment on a task](https://ownrecord.io/docs/reference/tasks-comments-create.md)       | `POST /tasks/{id}/comments`        | `tasks_comments_create`  | `write`      |
| [List a task's comments](https://ownrecord.io/docs/reference/tasks-comments-list.md)    | `GET /tasks/{id}/comments`         | `tasks_comments_list`    | `read`       |
| [Complete a compliance task](https://ownrecord.io/docs/reference/tasks-complete.md)     | `POST /tasks/{id}/complete`        | `tasks_complete`         | `write`      |
| [Ask for a deregistration](https://ownrecord.io/docs/reference/tasks-create.md)         | `POST /tasks`                      | `tasks_create`           | `write`      |
| [Get a task document](https://ownrecord.io/docs/reference/tasks-documents-get.md)       | `GET /tasks/{id}/documents/{file}` | `tasks_documents_get`    | `read`       |
| [Upload a task document](https://ownrecord.io/docs/reference/tasks-documents-upload.md) | `POST /tasks/{id}/documents`       | `tasks_documents_upload` | `write`      |
| [Fail a compliance task](https://ownrecord.io/docs/reference/tasks-fail.md)             | `POST /tasks/{id}/fail`            | `tasks_fail`             | `write`      |
| [Get a compliance task](https://ownrecord.io/docs/reference/tasks-get.md)               | `GET /tasks/{id}`                  | `tasks_get`              | `read`       |
| [Extend a task's lease](https://ownrecord.io/docs/reference/tasks-heartbeat.md)         | `POST /tasks/{id}/heartbeat`       | `tasks_heartbeat`        | `write`      |
| [Get a task's input](https://ownrecord.io/docs/reference/tasks-inputs-get.md)           | `GET /tasks/{id}/inputs/{kind}`    | `tasks_inputs_get`       | `read`       |
| [List compliance tasks](https://ownrecord.io/docs/reference/tasks-list.md)              | `GET /tasks`                       | `tasks_list`             | `read`       |
| [Release a compliance task](https://ownrecord.io/docs/reference/tasks-release.md)       | `POST /tasks/{id}/release`         | `tasks_release`          | `write`      |
| [Submit a compliance task](https://ownrecord.io/docs/reference/tasks-submit.md)         | `POST /tasks/{id}/submit`          | `tasks_submit`           | `compliance` |
| [Update a compliance task](https://ownrecord.io/docs/reference/tasks-update.md)         | `PATCH /tasks/{id}`                | `tasks_update`           | `write`      |

### Tax

| Operation                                                                           | REST                               | MCP tool               | Risk tier |
| ----------------------------------------------------------------------------------- | ---------------------------------- | ---------------------- | --------- |
| [Quote tax for a sale](https://ownrecord.io/docs/reference/tax-quotes-create.md)    | `POST /tax/quotes`                 | `tax_quotes_create`    | `write`   |
| [Explain a tax decision](https://ownrecord.io/docs/reference/tax-quotes-explain.md) | `GET /tax/quotes/{id}/explanation` | `explain_tax_decision` | `read`    |
| [Get a tax quote](https://ownrecord.io/docs/reference/tax-quotes-get.md)            | `GET /tax/quotes/{id}`             | `tax_quotes_get`       | `read`    |

### Test clocks

| Operation                                                                          | REST                             | MCP tool              | Risk tier |
| ---------------------------------------------------------------------------------- | -------------------------------- | --------------------- | --------- |
| [Advance a test clock](https://ownrecord.io/docs/reference/test-clocks-advance.md) | `POST /test_clocks/{id}/advance` | `test_clocks_advance` | `write`   |
| [Create a test clock](https://ownrecord.io/docs/reference/test-clocks-create.md)   | `POST /test_clocks`              | `test_clocks_create`  | `write`   |
| [Delete a test clock](https://ownrecord.io/docs/reference/test-clocks-delete.md)   | `DELETE /test_clocks/{id}`       | `test_clocks_delete`  | `write`   |
| [Get a test clock](https://ownrecord.io/docs/reference/test-clocks-get.md)         | `GET /test_clocks/{id}`          | `test_clocks_get`     | `read`    |
| [List test clocks](https://ownrecord.io/docs/reference/test-clocks-list.md)        | `GET /test_clocks`               | `test_clocks_list`    | `read`    |

### Usage events

| Operation                                                                         | REST                 | MCP tool              | Risk tier |
| --------------------------------------------------------------------------------- | -------------------- | --------------------- | --------- |
| [Record usage events](https://ownrecord.io/docs/reference/usage-events-create.md) | `POST /usage_events` | `usage_events_create` | `write`   |
| [List usage events](https://ownrecord.io/docs/reference/usage-events-list.md)     | `GET /usage_events`  | `usage_events_list`   | `read`    |

### Usage

| Operation                                                                        | REST                    | MCP tool                | Risk tier |
| -------------------------------------------------------------------------------- | ----------------------- | ----------------------- | --------- |
| [List daily usage](https://ownrecord.io/docs/reference/usage-aggregates-list.md) | `GET /usage_aggregates` | `usage_aggregates_list` | `read`    |

### Users

| Operation                                                                                       | REST                             | MCP tool                | Risk tier  |
| ----------------------------------------------------------------------------------------------- | -------------------------------- | ----------------------- | ---------- |
| [Delete your user account](https://ownrecord.io/docs/reference/users-delete.md)                 | `POST /users/me/delete`          | `users_delete`          | `security` |
| [List where you're signed in](https://ownrecord.io/docs/reference/users-sessions-list.md)       | `GET /users/me/sessions`         | `users_sessions_list`   | `read`     |
| [Sign out of your other sessions](https://ownrecord.io/docs/reference/users-sessions-revoke.md) | `POST /users/me/sessions/revoke` | `users_sessions_revoke` | `security` |
| [List your sign-in activity](https://ownrecord.io/docs/reference/users-sign-ins-list.md)        | `GET /users/me/sign_ins`         | `users_sign_ins_list`   | `read`     |

### Waitlist

| Operation                                                                                               | REST                    | MCP tool                | Risk tier |
| ------------------------------------------------------------------------------------------------------- | ----------------------- | ----------------------- | --------- |
| [List the entity's demand by jurisdiction](https://ownrecord.io/docs/reference/waitlist-demand-list.md) | `GET /waitlist/demand`  | `waitlist_demand_list`  | `read`    |
| [List waitlist entries](https://ownrecord.io/docs/reference/waitlist-entries-list.md)                   | `GET /waitlist_entries` | `waitlist_entries_list` | `read`    |

### Wallets

| Operation                                                                                        | REST                             | MCP tool                    | Risk tier |
| ------------------------------------------------------------------------------------------------ | -------------------------------- | --------------------------- | --------- |
| [Open a customer's wallet](https://ownrecord.io/docs/reference/wallets-create.md)                | `POST /wallets`                  | `wallets_create`            | `write`   |
| [Get a wallet and its balance](https://ownrecord.io/docs/reference/wallets-get.md)               | `GET /wallets/{id}`              | `wallets_get`               | `read`    |
| [List wallets](https://ownrecord.io/docs/reference/wallets-list.md)                              | `GET /wallets`                   | `wallets_list`              | `read`    |
| [List a wallet's transactions](https://ownrecord.io/docs/reference/wallets-transactions-list.md) | `GET /wallets/{id}/transactions` | `wallets_transactions_list` | `read`    |
| [Update a wallet's settings or status](https://ownrecord.io/docs/reference/wallets-update.md)    | `PATCH /wallets/{id}`            | `wallets_update`            | `write`   |

### Webhook deliveries

| Operation                                                                                  | REST                                      | MCP tool                       | Risk tier |
| ------------------------------------------------------------------------------------------ | ----------------------------------------- | ------------------------------ | --------- |
| [Get a webhook delivery](https://ownrecord.io/docs/reference/webhook-deliveries-get.md)    | `GET /webhook_deliveries/{id}`            | `webhook_deliveries_get`       | `read`    |
| [List webhook deliveries](https://ownrecord.io/docs/reference/webhook-deliveries-list.md)  | `GET /webhook_deliveries`                 | `webhook_deliveries_list`      | `read`    |
| [Redeliver a webhook](https://ownrecord.io/docs/reference/webhook-deliveries-redeliver.md) | `POST /webhook_deliveries/{id}/redeliver` | `webhook_deliveries_redeliver` | `write`   |

### Webhook endpoints

| Operation                                                                                                            | REST                                         | MCP tool                          | Risk tier  |
| -------------------------------------------------------------------------------------------------------------------- | -------------------------------------------- | --------------------------------- | ---------- |
| [Create a webhook endpoint](https://ownrecord.io/docs/reference/webhook-endpoints-create.md)                         | `POST /webhook_endpoints`                    | `webhook_endpoints_create`        | `security` |
| [Delete a webhook endpoint](https://ownrecord.io/docs/reference/webhook-endpoints-delete.md)                         | `DELETE /webhook_endpoints/{id}`             | `webhook_endpoints_delete`        | `security` |
| [Get a webhook endpoint](https://ownrecord.io/docs/reference/webhook-endpoints-get.md)                               | `GET /webhook_endpoints/{id}`                | `webhook_endpoints_get`           | `read`     |
| [List webhook endpoints](https://ownrecord.io/docs/reference/webhook-endpoints-list.md)                              | `GET /webhook_endpoints`                     | `webhook_endpoints_list`          | `read`     |
| [Rotate a webhook endpoint's signing secret](https://ownrecord.io/docs/reference/webhook-endpoints-rotate-secret.md) | `POST /webhook_endpoints/{id}/rotate_secret` | `webhook_endpoints_rotate_secret` | `security` |
| [Send a test event to a webhook endpoint](https://ownrecord.io/docs/reference/webhook-endpoints-test.md)             | `POST /webhook_endpoints/{id}/test`          | `webhook_endpoints_test`          | `write`    |
| [Update a webhook endpoint](https://ownrecord.io/docs/reference/webhook-endpoints-update.md)                         | `PATCH /webhook_endpoints/{id}`              | `webhook_endpoints_update`        | `security` |