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Override an organization's plan

The platform_billing.plan_override.set operation: PUT /api/v1/platform/organizations/{orgId}/plan_override in the REST API and the platform_billing_plan_override_set tool in the MCP server.

PUT/api/v1/platform/organizations/{orgId}/plan_override

Gives an organization the entitlements of one of Ownrecord's plans (plan, a key of data/platform/plans.yaml such as growth or internal) whatever it pays for, until expiresAt or until removed (platform_billing.plan_override.remove). The override names its plan: an organization on internal isn't metered. It replaces an earlier override. Its billing (the subscription, invoices, the unpaid-plan escalation) doesn't change. Platform admins only; the reason is recorded in the organization's audit log.

At a glance

  • REST: PUT /api/v1/platform/organizations/{orgId}/plan_override
  • MCP tool: platform_billing_plan_override_set
  • Operation ID: platform_billing.plan_override.set
  • Scope: Platform
  • Permission: platform:admin
  • Risk tier: security
  • Dry run: Supported (send Ownrecord-Dry-Run: true)
  • Idempotency: Idempotency-Key optional
  • Modes: Test and live
  • Authentication: API key with the platform:admin scope
  • Fresh sign-in: In the console, a sign-in within the last 15 minutes
  • Since: M13

Request

Path parameters

FieldTypeDescription
orgIdorg_… IDThe organization (org_…).

Body

A JSON object (Content-Type: application/json):

FieldTypeRequiredDescription
planstringYesA plan key of data/platform/plans.yaml, e.g. growth.
expiresAtdate-timeNoWhen the override ends (ISO 8601, in the future); left out, it lasts until removed.
reasonstringYesWhy, for the audit log and the support team.

Response

200 OK with a JSON object:

FieldTypeDescription
object"platform_plan_override"
orgIdstring
overrideobject or null

Examples

Growth for a design partner until the end of the pilot

HTTP
PUT /api/v1/platform/organizations/org_01jbz3m4k5n6p7q8r9s0t1v2w3/plan_override
Authorization: Bearer or_test_…
Content-Type: application/json

{
  "plan": "growth",
  "expiresAt": "2027-03-31T00:00:00.000Z",
  "reason": "Design partner: Growth free until the end of the pilot"
}

Response (200):

JSON
{
  "object": "platform_plan_override",
  "orgId": "org_01jbz3m4k5n6p7q8r9s0t1v2w3",
  "override": {
    "plan": "growth",
    "planName": "Growth",
    "entitlements": {
      "api.rate_limit_rps": 100,
      "assistant.enabled": true,
      "assistant.messages_per_month": 1000,
      "audit.retention_days": 90,
      "brands.max": 3,
      "custom_domains.max": 2,
      "einvoicing.enabled": true,
      "entities.max": 2,
      "filing.reports": "full",
      "jurisdictions.registered.max": 10,
      "livemode": true,
      "members.max": 10,
      "processors.secondary": false,
      "sso.enabled": false,
      "subscriptions.enabled": true,
      "support.level": "email",
      "usage_billing.enabled": true
    },
    "reason": "Design partner: Growth free until the end of the pilot",
    "setBy": "usr_01jbz3m4k5n6p7q8r9s0t1v2w7",
    "expiresAt": "2027-03-31T00:00:00.000Z",
    "active": true
  }
}

Errors

CodeHTTP statusWhenWhat to do
validation_failed400The plan isn't one of data/platform/plans.yaml, the end date is in the past, the reason is missing, or the organization is the platform's own.Fix the fields listed in details.issues and send the request again.
resource_not_found404There is no such organization.Check the ID and that your credentials are scoped to the right organization, entity, brand and mode.
version_conflict409The organization changed at the same time; retry.Fetch the object again and retry the change.
permission_denied403Only a platform_admin overrides an organization's plan.Ask an organization owner or admin for a role or scope that allows this action.
fresh_auth_required403Your last sign-in is older than 15 minutes: sign in again first.Sign in again, then repeat the action within 15 minutes.

It can also return these common errors: api_version_unsupported, invalid_json, unsupported_media_type, authentication_required, api_key_invalid, idempotency_key_reused, idempotency_in_progress, rate_limited, internal_error.