Deals and documents
Underwriting data
Transaction tags, debt positions, exclusions, screening, and web research are also managed through Book routes. Those mutations feed the next analytics request, which always calculates from the Book’s current stored state and organization settings.
Underwriting configuration
Intake and organization data
CRM and connected systems
Some connection setup routes require an interactive user session because they complete OAuth or an administrator action. PAT access is enforced per route, token mode, organization membership, and user role. A
403 means the credential is valid and lacks permission for that operation.