Documentation index for AI agents (llms.txt)

Append .md to any page URL for its markdown source, or fetch llms-full.txt for the complete corpus.

Documents

Get list of documents uploaded

Returns information about supporting documents previously uploaded for this customer. For some types of document this may include the document's acceptance status or certain information extracted from it. For more information, see 'Upload customer documents' in the documentation.

GET/document_upload/{customer_id}/

Authorizations

Authorizationstringheaderrequired

You must put the word Bearer or Token in the Authorization header before your token e.g:

Authorization: Bearer <Your API token>

Examples generated from this schema may be missing the word Bearer.

Path parameters

customer_idstringrequired

The unique customer_id used to represent a customer.

Query parameters

document_typesarray

When provided, fetches documents only for the corresponding types, else fetches all

Responses

List of documents uploaded for the customer.

List of uploaded documents

Array of object
idstring<hash>required

Unique identifier for an uploaded document.

This field may be found on bank statement documents. It indicates there is an item in the included array with more information related to this document.

typestringrequired
Allowed values:bank_statementbusiness_accountsvat_returninvoicespersonal_idcustomer_broker_consentbalance_sheetprofit_and_losscompany_bylawsnif_cardmodelomanagement_accountsaged_debtor_reportbusiness_planself_assessment_tax_returnpersonal_bank_statementothercash_registercashflow_forecastoutstanding_debt_informationlist_of_shareholderscbils_questionnaire

List of objects containing additional metadata about certain documents in the data list

Array of object
idstring<hash>required

Unique identifier for the bank account.

typestringrequired
Allowed values:bank_account