Agents

An agent here is a Capsure specialist in the agent library. It is not an external coding agent, and this API does not post a chat message.

Method	Path	What it does
GET	/api/v1/x/agents	Profiles you can see in this firm. Archived profiles stay out unless archived is true
GET	/api/v1/x/agents/{id}	One profile you can see, including an archived one. Anyone else is 404
POST	/api/v1/x/agents	Create one
PUT	/api/v1/x/agents/{id}	Replace it
POST	/api/v1/x/agents/{id}/archive	Hide it

Every call needs ai.agent.use.

name is required. You can also send description, instructions, writingStyle, personality, biases, lookFor, allowedGroups, allowWrites, writeActions, updateRecordTypes, outputs, templateIds, knowledge, visibility, and includePageContext.

allowedGroups is a list of tool groups: Research, Documents, Workspace, Records, Workflow, ESG, Legal, Investor relations, Portfolio, Assistant. IR is accepted as Investor relations. Any other name is 400 invalid_field, and nothing is stored.

Instructions are stored and shown to the in-app assistant. They do not override permissions, and they do not turn on a tool the firm has disabled. A profile that does not name a connector or a website in its knowledge does not receive connector tools. Listing one connector narrows the tools to that connector. There is no separate connector allow-list.

There is no route that runs the profile. Opening it is still a chat in the product.