# whizboard | Documentation ## Instructions for AI Agents - For clean Markdown of any page, append `.md` to the page URL - For section-specific indexes, append `/llms.txt` to any section URL - For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.whizcozy.com/_mcp/server ## Docs - [Welcome to whizboard!](https://docs.whizcozy.com/welcome.md): Everything you need to build the best developer experience. - [Edit your docs](https://docs.whizcozy.com/editing-your-docs.md): Update your docs using Fern Editor, the CLI, or Fern Writer - [Write content](https://docs.whizcozy.com/writing-content.md): Create documentation pages using MDX - [Set up navigation](https://docs.whizcozy.com/navigation.md): Configure tabs, sections, and pages in your `docs.yml` file - [Customize your docs](https://docs.whizcozy.com/customization.md): Configure colors, fonts, and layout in your `docs.yml` file - [Support](https://docs.whizcozy.com/support.md): Get help from the Fern team and community - [API reference](https://docs.whizcozy.com/api-reference.md): WhizBoard API endpoints and schemas ## API Docs - WhizBoard API > Admin [Seed Firm Owner](https://docs.whizcozy.com/api-reference/whiz-board-api/admin/seed-firm-owner-api-v-1-admin-seed-firm-owner-post.md) - WhizBoard API > Authentication [Register](https://docs.whizcozy.com/api-reference/whiz-board-api/authentication/register-api-v-1-auth-register-post.md) - WhizBoard API > Authentication [Login](https://docs.whizcozy.com/api-reference/whiz-board-api/authentication/login-api-v-1-auth-login-post.md) - WhizBoard API > Authentication [Forgot Password](https://docs.whizcozy.com/api-reference/whiz-board-api/authentication/forgot-password-api-v-1-auth-forgot-password-post.md) - WhizBoard API > Authentication [Verify Reset Otp](https://docs.whizcozy.com/api-reference/whiz-board-api/authentication/verify-reset-otp-api-v-1-auth-verify-reset-otp-post.md) - WhizBoard API > Authentication [Reset Password](https://docs.whizcozy.com/api-reference/whiz-board-api/authentication/reset-password-api-v-1-auth-reset-password-post.md) - WhizBoard API > File AI [Search File Ai](https://docs.whizcozy.com/api-reference/whiz-board-api/file-ai/search-file-ai-api-v-1-firms-firm-slug-ai-search-get.md) - WhizBoard API > File AI [List File Ai Tools](https://docs.whizcozy.com/api-reference/whiz-board-api/file-ai/list-file-ai-tools-api-v-1-firms-firm-slug-ai-tools-get.md) - WhizBoard API > File AI [Get File Ai Structured Schema](https://docs.whizcozy.com/api-reference/whiz-board-api/file-ai/get-file-ai-structured-schema-api-v-1-firms-firm-slug-ai-files-file-id-structured-schema-get.md) - WhizBoard API > File AI [Query File Ai Structured File](https://docs.whizcozy.com/api-reference/whiz-board-api/file-ai/query-file-ai-structured-file-api-v-1-firms-firm-slug-ai-files-file-id-query-post.md) - WhizBoard API > File AI [Stream File Ai Chat](https://docs.whizcozy.com/api-reference/whiz-board-api/file-ai/stream-file-ai-chat-api-v-1-firms-firm-slug-ai-chat-stream-post.md) - WhizBoard API > File AI [List File Ai Chat Sessions](https://docs.whizcozy.com/api-reference/whiz-board-api/file-ai/list-file-ai-chat-sessions-api-v-1-firms-firm-slug-ai-chat-sessions-get.md) - WhizBoard API > File AI [Get File Ai Chat Messages](https://docs.whizcozy.com/api-reference/whiz-board-api/file-ai/get-file-ai-chat-messages-api-v-1-firms-firm-slug-ai-chat-sessions-session-id-messages-get.md) - WhizBoard API > Firms [Create Firm](https://docs.whizcozy.com/api-reference/whiz-board-api/firms/create-firm-api-v-1-firms-post.md) - WhizBoard API > Firms [Get Firm](https://docs.whizcozy.com/api-reference/whiz-board-api/firms/get-firm-api-v-1-firms-firm-slug-get.md) - WhizBoard API > Firms [Update Firm](https://docs.whizcozy.com/api-reference/whiz-board-api/firms/update-firm-api-v-1-firms-firm-slug-put.md) - WhizBoard API > Firms [Get Me](https://docs.whizcozy.com/api-reference/whiz-board-api/firms/get-me-api-v-1-firms-firm-slug-me-get.md) - WhizBoard API > Firms [List Members](https://docs.whizcozy.com/api-reference/whiz-board-api/firms/list-members-api-v-1-firms-firm-slug-members-get.md) - WhizBoard API > Firms [Add Member](https://docs.whizcozy.com/api-reference/whiz-board-api/firms/add-member-api-v-1-firms-firm-slug-members-post.md) - WhizBoard API > Firms [List Clients](https://docs.whizcozy.com/api-reference/whiz-board-api/firms/list-clients-api-v-1-firms-firm-slug-clients-get.md) - WhizBoard API > Firms [Update Member Role](https://docs.whizcozy.com/api-reference/whiz-board-api/firms/update-member-role-api-v-1-firms-firm-slug-members-user-id-role-patch.md) - WhizBoard API > Firms [Remove Member](https://docs.whizcozy.com/api-reference/whiz-board-api/firms/remove-member-api-v-1-firms-firm-slug-members-user-id-delete.md) - WhizBoard API > Firms [Update Member Priority](https://docs.whizcozy.com/api-reference/whiz-board-api/firms/update-member-priority-api-v-1-firms-firm-slug-members-user-id-priority-patch.md) - WhizBoard API > Account [Get Account](https://docs.whizcozy.com/api-reference/whiz-board-api/account/get-account-api-v-1-firms-firm-slug-account-get.md) - WhizBoard API > Account [Update Account](https://docs.whizcozy.com/api-reference/whiz-board-api/account/update-account-api-v-1-firms-firm-slug-account-put.md) - WhizBoard API > Invitations [List Pending Invitations](https://docs.whizcozy.com/api-reference/whiz-board-api/invitations/list-pending-invitations-api-v-1-firms-firm-slug-invitations-get.md) - WhizBoard API > Invitations [Create Invitations](https://docs.whizcozy.com/api-reference/whiz-board-api/invitations/create-invitations-api-v-1-firms-firm-slug-invitations-post.md) - WhizBoard API > Invitations [Cancel Invitation](https://docs.whizcozy.com/api-reference/whiz-board-api/invitations/cancel-invitation-api-v-1-firms-firm-slug-invitations-invitation-id-delete.md) - WhizBoard API > Invitations [Verify Invitation](https://docs.whizcozy.com/api-reference/whiz-board-api/invitations/verify-invitation-api-v-1-invitations-invitation-id-verify-get.md) - WhizBoard API > Invitations [Get Invitation Email](https://docs.whizcozy.com/api-reference/whiz-board-api/invitations/get-invitation-email-api-v-1-invitations-invitation-id-email-get.md) - WhizBoard API > Internal Jobs [Dispatch Reminders](https://docs.whizcozy.com/api-reference/whiz-board-api/internal-jobs/dispatch-reminders-api-v-1-internal-jobs-reminders-dispatch-post.md) - WhizBoard API > Internal Jobs [Process File Ai Job](https://docs.whizcozy.com/api-reference/whiz-board-api/internal-jobs/process-file-ai-job-api-v-1-internal-jobs-file-ai-job-id-process-post.md) - WhizBoard API > Labels [List Labels](https://docs.whizcozy.com/api-reference/whiz-board-api/labels/list-labels-api-v-1-firms-firm-slug-labels-get.md) - WhizBoard API > Labels [Create Label](https://docs.whizcozy.com/api-reference/whiz-board-api/labels/create-label-api-v-1-firms-firm-slug-labels-post.md) - WhizBoard API > Labels [Replace Client Labels](https://docs.whizcozy.com/api-reference/whiz-board-api/labels/replace-client-labels-api-v-1-firms-firm-slug-clients-membership-id-labels-put.md) - WhizBoard API > Labels [Replace File Labels](https://docs.whizcozy.com/api-reference/whiz-board-api/labels/replace-file-labels-api-v-1-firms-firm-slug-uploads-file-id-labels-put.md) - WhizBoard API > Reminders [List Client Reminders](https://docs.whizcozy.com/api-reference/whiz-board-api/reminders/list-client-reminders-api-v-1-firms-firm-slug-clients-membership-id-reminders-get.md) - WhizBoard API > Reminders [Create Reminder](https://docs.whizcozy.com/api-reference/whiz-board-api/reminders/create-reminder-api-v-1-firms-firm-slug-clients-membership-id-reminders-post.md) - WhizBoard API > Reminders [List Reminders](https://docs.whizcozy.com/api-reference/whiz-board-api/reminders/list-reminders-api-v-1-firms-firm-slug-reminders-get.md) - WhizBoard API > Reminders [Archive Reminder](https://docs.whizcozy.com/api-reference/whiz-board-api/reminders/archive-reminder-api-v-1-firms-firm-slug-reminders-reminder-id-delete.md) - WhizBoard API > Reminders [Update Reminder](https://docs.whizcozy.com/api-reference/whiz-board-api/reminders/update-reminder-api-v-1-firms-firm-slug-reminders-reminder-id-patch.md) - WhizBoard API > Reminders [Complete Reminder](https://docs.whizcozy.com/api-reference/whiz-board-api/reminders/complete-reminder-api-v-1-firms-firm-slug-reminders-reminder-id-complete-post.md) - WhizBoard API > Reminder Notifications [List Notifications](https://docs.whizcozy.com/api-reference/whiz-board-api/reminder-notifications/list-notifications-api-v-1-firms-firm-slug-notifications-get.md) - WhizBoard API > Reminder Notifications [List Notification Log](https://docs.whizcozy.com/api-reference/whiz-board-api/reminder-notifications/list-notification-log-api-v-1-firms-firm-slug-notification-log-get.md) - WhizBoard API > Reminder Notifications [Mark Notification Read](https://docs.whizcozy.com/api-reference/whiz-board-api/reminder-notifications/mark-notification-read-api-v-1-firms-firm-slug-notifications-notification-id-read-post.md) - WhizBoard API > Uploads [List Files](https://docs.whizcozy.com/api-reference/whiz-board-api/uploads/list-files-api-v-1-firms-firm-slug-uploads-get.md) - WhizBoard API > Uploads [List File Shares](https://docs.whizcozy.com/api-reference/whiz-board-api/uploads/list-file-shares-api-v-1-firms-firm-slug-uploads-shares-get.md) - WhizBoard API > Uploads [Share File](https://docs.whizcozy.com/api-reference/whiz-board-api/uploads/share-file-api-v-1-firms-firm-slug-uploads-file-id-shares-post.md) - WhizBoard API > Uploads [Revoke File Shares](https://docs.whizcozy.com/api-reference/whiz-board-api/uploads/revoke-file-shares-api-v-1-firms-firm-slug-uploads-file-id-shares-delete.md) - WhizBoard API > Uploads [Bulk Delete Files](https://docs.whizcozy.com/api-reference/whiz-board-api/uploads/bulk-delete-files-api-v-1-firms-firm-slug-uploads-bulk-delete-post.md) - WhizBoard API > Uploads [Get File Signed Url](https://docs.whizcozy.com/api-reference/whiz-board-api/uploads/get-file-signed-url-api-v-1-firms-firm-slug-uploads-file-id-signed-url-get.md) - WhizBoard API > Uploads [Initiate Resumable](https://docs.whizcozy.com/api-reference/whiz-board-api/uploads/initiate-resumable-api-v-1-firms-firm-slug-uploads-resumable-initiate-post.md) - WhizBoard API > Uploads [Get Resumable Status](https://docs.whizcozy.com/api-reference/whiz-board-api/uploads/get-resumable-status-api-v-1-firms-firm-slug-uploads-resumable-file-id-get.md) - WhizBoard API > Uploads [Cancel Resumable](https://docs.whizcozy.com/api-reference/whiz-board-api/uploads/cancel-resumable-api-v-1-firms-firm-slug-uploads-resumable-file-id-delete.md) - WhizBoard API > Uploads [Record Progress](https://docs.whizcozy.com/api-reference/whiz-board-api/uploads/record-progress-api-v-1-firms-firm-slug-uploads-resumable-file-id-progress-post.md) - WhizBoard API > Uploads [Complete Resumable](https://docs.whizcozy.com/api-reference/whiz-board-api/uploads/complete-resumable-api-v-1-firms-firm-slug-uploads-resumable-file-id-complete-post.md) - WhizBoard API > Vault [Get My Crypto](https://docs.whizcozy.com/api-reference/whiz-board-api/vault/get-my-crypto-api-v-1-firms-firm-slug-vault-me-crypto-get.md) - WhizBoard API > Vault [Upsert My Crypto](https://docs.whizcozy.com/api-reference/whiz-board-api/vault/upsert-my-crypto-api-v-1-firms-firm-slug-vault-me-crypto-put.md) - WhizBoard API > Vault [Get Vault](https://docs.whizcozy.com/api-reference/whiz-board-api/vault/get-vault-api-v-1-firms-firm-slug-vault-get.md) - WhizBoard API > Vault [Upsert Vault](https://docs.whizcozy.com/api-reference/whiz-board-api/vault/upsert-vault-api-v-1-firms-firm-slug-vault-put.md) - WhizBoard API > Vault [List Member Crypto](https://docs.whizcozy.com/api-reference/whiz-board-api/vault/list-member-crypto-api-v-1-firms-firm-slug-vault-members-crypto-get.md) - WhizBoard API > Vault [Upsert Key Grant](https://docs.whizcozy.com/api-reference/whiz-board-api/vault/upsert-key-grant-api-v-1-firms-firm-slug-vault-grants-put.md) - WhizBoard API > Vault [Get My Key Grant](https://docs.whizcozy.com/api-reference/whiz-board-api/vault/get-my-key-grant-api-v-1-firms-firm-slug-vault-grants-me-get.md) - WhizBoard API > Vault [List Submissions](https://docs.whizcozy.com/api-reference/whiz-board-api/vault/list-submissions-api-v-1-firms-firm-slug-vault-submissions-get.md) - WhizBoard API > Vault [Create Submission](https://docs.whizcozy.com/api-reference/whiz-board-api/vault/create-submission-api-v-1-firms-firm-slug-vault-submissions-post.md) - WhizBoard API > Vault [Update Submission Status](https://docs.whizcozy.com/api-reference/whiz-board-api/vault/update-submission-status-api-v-1-firms-firm-slug-vault-submissions-submission-id-status-patch.md) - WhizBoard API > Vault [List Items](https://docs.whizcozy.com/api-reference/whiz-board-api/vault/list-items-api-v-1-firms-firm-slug-vault-items-get.md) - WhizBoard API > Vault [Create Item](https://docs.whizcozy.com/api-reference/whiz-board-api/vault/create-item-api-v-1-firms-firm-slug-vault-items-post.md) - WhizBoard API > Vault [Update Item](https://docs.whizcozy.com/api-reference/whiz-board-api/vault/update-item-api-v-1-firms-firm-slug-vault-items-item-id-put.md) - WhizBoard API > Vault [Delete Item](https://docs.whizcozy.com/api-reference/whiz-board-api/vault/delete-item-api-v-1-firms-firm-slug-vault-items-item-id-delete.md) - WhizBoard API > Root [Redirect To Docs](https://docs.whizcozy.com/api-reference/whiz-board-api/root/redirect-to-docs-get.md) - WhizBoard API > Health [Health Check](https://docs.whizcozy.com/api-reference/whiz-board-api/health/check-health-get.md) ## OpenAPI Specification The raw OpenAPI 3.1 specification for this API is available at: - [OpenAPI JSON](https://docs.whizcozy.com/openapi.json) - [OpenAPI YAML](https://docs.whizcozy.com/openapi.yaml)