API Reference

Exchange a Microsoft Entra ID access token for a Sevrel session cookie. The backend validates the Azure token against Microsoft JWKS (signature, audience, issuer, expiry). On success, sets a signed HttpOnly session cookie.

// Headers
Authorization: Bearer <azure_access_token>

// Set-Cookie header returned
// 200 OK
{
  "id": "uuid",
  "email": "user@org.com",
  "name": "Jane Doe",
  "role": "member"
}

Returns the currently authenticated user's profile, including role and organization membership.

{
  "id": "uuid",
  "email": "user@org.com",
  "name": "Jane Doe",
  "role": "member",
  "organization_id": "uuid",
  "organization_name": "Acme CRE"
}

Invalidates the session cookie and clears the server-side session.

List all active sessions for the current user, including IP address, user agent, and timestamps. Useful for security auditing.

{
  "sessions": [
    {
      "id": "uuid",
      "ip_address": "203.0.113.1",
      "user_agent": "Mozilla/5.0...",
      "created_at": "2026-03-17T08:00:00Z",
      "last_active": "2026-03-17T10:30:00Z"
    }
  ]
}

Revoke a specific session by ID. The user is signed out of that device or browser.

Revoke all active sessions for the current user across all devices. Returns the count of revoked sessions.

{ "ok": true, "revokedSessions": 3 }

Send a message and receive a streaming response via Server-Sent Events. The AI searches your connected documents, retrieves relevant sections, and streams an answer with inline citations. Supports optional file attachments.

{
  "messages": [
    { "role": "user", "content": "What is the CAM for Bal Harbour 2025?" }
  ],
  "conversation_id": "uuid (optional)",
  "attachments": ["uuid (optional)"]
}

// SSE stream
data: {"type": "thinking", "content": "Searching for CAM..."}
data: {"type": "content", "content": "The CAM charges for..."}
data: {"type": "evidence", "sources": [...]}
data: {"type": "done"}

Synchronous (non-streaming) chat endpoint. Returns the complete response with evidence in a single JSON payload.

{
  "messages": [
    { "role": "user", "content": "List all lease expirations in 2026." }
  ],
  "conversation_id": "uuid (optional)"
}

{
  "response": "Based on your documents, the following...",
  "evidence": [
    {
      "source": "Lease_TenantXYZ_2023.pdf",
      "snippet": "Lease term expires December 31, 2026...",
      "page": 3
    }
  ]
}

Upload a file attachment for use in the next chat message. Accepts PDF, DOCX, XLSX, and text files via multipart form data.

// Content-Type: multipart/form-data
// Field: file (binary)

{
  "id": "uuid",
  "filename": "report.pdf",
  "size_bytes": 245760,
  "content_type": "application/pdf"
}

List all conversations for the authenticated user. Evidence is stripped for performance — use the single conversation endpoint for full details.

{
  "conversations": [
    {
      "id": "uuid",
      "title": "CAM Analysis Q4 2025",
      "created_at": "2026-03-15T10:00:00Z",
      "message_count": 8
    }
  ]
}

Retrieve a single conversation with full message history and evidence citations.

{
  "id": "uuid",
  "title": "CAM Analysis Q4 2025",
  "messages": [...],
  "evidence": [...]
}

Create a new empty conversation.

{ "title": "Optional title" }

{ "id": "uuid", "title": "Optional title", "created_at": "..." }

Delete a conversation and all associated messages. Returns 204 No Content on success.

Browse Egnyte folder contents. Returns folders and files at the specified path, respecting your organization's base path configuration.

{
  "folders": [
    { "name": "Leases", "path": "/Shared/All/Property1/Leases" }
  ],
  "files": [
    {
      "name": "Lease_TenantA_2024.pdf",
      "path": "/Shared/All/Property1/Leases/Lease_TenantA_2024.pdf",
      "size": 524288,
      "modified": "2026-01-15T08:00:00Z"
    }
  ]
}

Full-text search across your Egnyte documents. Returns matching files with relevant text snippets.

{
  "results": [
    {
      "name": "OpEx_Budget_2025.xlsx",
      "path": "/Shared/All/Property1/Financials/OpEx_Budget_2025.xlsx",
      "snippet": "Total CAM charges for 2025: $1,245,000...",
      "score": 0.92
    }
  ]
}

Upload and ingest a local document for text extraction and use in chat. Accepts multipart form data with PDF, DOCX, XLSX, or text files.

// Content-Type: multipart/form-data
// Field: file (binary)

{
  "id": "uuid",
  "filename": "report.pdf",
  "status": "processed",
  "chunk_count": 42
}

List all available agents with their descriptions, required inputs, and pipeline step definitions.

{
  "agents": [
    {
      "slug": "loi-generator",
      "name": "LOI Generator",
      "description": "Generate letters of intent from historical patterns",
      "inputs": ["property_name", "tenant_name", "deal_terms"],
      "steps": 7
    }
  ]
}

Execute an agent pipeline. Returns a Server-Sent Events stream with step progress, intermediate results, and final artifacts.

{
  "inputs": {
    "property_name": "Pembroke Lakes Square",
    "tenant_name": "Acme Retail",
    "deal_terms": "5-year term, 2,500 SF, $45 PSF NNN"
  }
}

// SSE stream
data: {"step": 1, "status": "running", "title": "Searching historical LOIs..."}
data: {"step": 1, "status": "complete", "result": "Found 5 matching LOIs"}
data: {"step": 7, "status": "complete", "artifacts": [...]}
data: {"type": "done", "run_id": "uuid"}

Cancel a running agent pipeline.

{ "run_id": "uuid" }

Portfolio-level summary including property count, total square footage, occupancy rate, and key metrics.

{
  "properties": [...],
  "metrics": {
    "total_properties": 12,
    "total_sqft": 1250000,
    "occupancy_rate": 0.94,
    "avg_rent_psf": 42.50
  }
}

List all properties with their tenants, lease counts, and key data points.

{
  "properties": [
    {
      "id": "uuid",
      "name": "Pembroke Lakes Square",
      "address": "...",
      "sqft": 250000,
      "tenant_count": 42,
      "occupancy": 0.96
    }
  ]
}

Bulk import lease records (max 100 per request). Creates or updates leases with associated tenant and property references.

{
  "leases": [
    {
      "tenant_name": "Acme Retail",
      "property_name": "Pembroke Lakes Square",
      "start_date": "2024-01-01",
      "end_date": "2029-12-31",
      "sqft": 2500,
      "annual_rent": 112500
    }
  ]
}

Returns onboarding progress — which setup steps are complete (Egnyte connected, properties imported, first query run, etc.).

List critical dates with optional filters for property, status, and urgency.

{
  "dates": [
    {
      "id": "uuid",
      "date_type": "lease_expiration",
      "date": "2026-06-30",
      "property": "Bal Harbour Square",
      "tenant": "Luxury Brand Co",
      "status": "upcoming",
      "severity": "critical_30d",
      "days_until": 28
    }
  ]
}

Update the status of a critical date (upcoming, acknowledged, actioned, expired) with optional notes.

{
  "status": "acknowledged",
  "notes": "Renewal negotiation in progress with tenant."
}

Manually create a critical date entry.

{
  "date_type": "option_exercise",
  "date": "2026-09-15",
  "property_id": "uuid",
  "tenant_id": "uuid",
  "notes": "Tenant has 5-year renewal option"
}

Export critical dates as CSV or JSON for offline analysis or reporting.

Delete a critical date entry. Returns 204 No Content.

List query templates, optionally filtered by category (financial, lease, portfolio, due_diligence).

{
  "templates": [
    {
      "id": "uuid",
      "title": "Compare CAM Charges",
      "template_text": "Compare CAM charges for {property} across {year1} and {year2}.",
      "category": "financial",
      "is_system": true,
      "usage_count": 45
    }
  ]
}

Create a custom query template.

{
  "title": "Tenant Renewal Status",
  "template_text": "What is the renewal status for {tenant} at {property}?",
  "category": "lease"
}

Returns dropdown options for template parameters — available property names, tenant names, and fiscal years.

Aggregated portfolio overview with key performance indicators, alerts, and recent activity.

Portfolio summary including property-level occupancy, revenue, and tenant metrics.

Risk scores (0-100) per tenant with contributing factors: expiry proximity, concentration risk, renewal options, space size, and critical date counts.

{
  "tenants": [
    {
      "name": "Anchor Retail Inc",
      "risk_score": 72,
      "tier": "high",
      "factors": {
        "expiry_proximity": 0.9,
        "concentration": 0.7,
        "renewal_options": 0.3
      }
    }
  ]
}

Rent expiring by quarter for rollover analysis. Shows quarterly exposure with the peak quarter highlighted.

Tenant, property, and industry concentration metrics with auto-generated alerts when thresholds are exceeded.

Daily briefing: action-required items (within 30 days), attention items (within 90 days), and FYI items (within 365 days).

Portfolio health score (0-100) based on occupancy, data freshness, critical date coverage, and document availability.

Weekly report with per-property occupancy, revenue, upcoming expirations, and rent escalations.

Data quality indicators. Flags stale documents, missing lease data, and properties without recent updates.

Upcoming rent escalation calendar with monthly increase amounts.

Recent activity stream: queries, agent runs, document updates, and critical date changes.

Single-property deep dive with tenant list, financial metrics, critical dates, and document coverage.

Tenant deep dive across all properties: lease terms, rent details, risk factors, and related documents.

Side-by-side tenant comparison on rent, lease terms, risk scores, and space utilization.

Side-by-side property comparison on occupancy, revenue, tenant mix, and data quality.

Rent roll for a specific property showing all tenants, suite numbers, lease terms, and monthly rent.

Unified view of financial anomalies across your portfolio: NOI drift, CapEx irregularities, and rent anomalies detected by automated watchdogs.

Lease data quality checks and rent escalation compliance. Compares lease terms against actual payment data to identify discrepancies.

List all scheduled reports for the authenticated user.

Create a new scheduled report.

{
  "report_type": "weekly_summary",
  "cadence": "weekly",
  "recipients": ["user@org.com"],
  "config": { "property_ids": ["uuid"] }
}

Update a scheduled report's cadence, recipients, or configuration.

Immediately execute a scheduled report (out-of-band from its regular cadence).

Delete a scheduled report. Returns 204 No Content.

List all organizations with user counts and creation dates.

{
  "organizations": [
    {
      "id": "uuid",
      "name": "Acme CRE Partners",
      "slug": "acme-cre",
      "user_count": 8,
      "created_at": "2026-01-15T00:00:00Z"
    }
  ],
  "total": 5
}

Create a new organization.

{
  "name": "Acme CRE Partners",
  "slug": "acme-cre",
  "egnyte_domain": "acme.egnyte.com"
}

List all users in an organization with their roles.

Assign a user to an organization.

{ "user_id": "uuid" }

Update a user's role within an organization.

{ "role": "admin" }

Remove a user from an organization.

Per-organization usage statistics: query count, active users, document searches, and agent runs over the specified period.

All-organizations usage overview for platform monitoring.

Current user's organization quota and usage — query limits, user counts, and property limits based on subscription tier.

Public health check endpoint. Returns service status for the API, database, LLM, and Egnyte connections.

{
  "status": "healthy",
  "services": {
    "database": "ok",
    "llm": "ok",
    "egnyte": "ok"
  }
}