For AI agents: a documentation index is available at the root level at /llms.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
Account Types and Case Templates
- 🌱 New endpoints to retrieve Account Types and Case Templates by ID: You can now retrieve a specific Account Type or Case Template by its public ID. Both responses include a
field-schemas array under data.attributes, where each entry describes one configured field (type, key, label, config) so you can programmatically validate that your application’s fields match what’s configured in Persona. The new endpoints require the account_type.read and case_template.read permissions, respectively. API keys created after the rollout date automatically include both permissions; API keys with explicit permission lists must add account_type.read and/or case_template.read before they can call the new endpoints.
Filings
- 🔒 Filing endpoints now require the
filing.write permission: Creating, updating, and adding objects to Filings now require API keys to have the filing.write permission. Existing API keys have been backfilled with this permission, and newly created API keys include filing.write by default. API keys with a narrow custom permission set must include filing.write to call these endpoints.
