generated: '2026-08-02' method: generated source: openapi/401go-openapi-original.json description: Recommended x-agentic-access execution contracts, classified heuristically from the OpenAPI. A governance starting point for exposing this API to AI agents — review and bind audience per deployment. See research/curity/agentic-governance/. summary: operations: 72 by_action_class: connected: 43 acting: 29 by_consequence: read: 43 write: 29 human_in_the_loop_required: 0 operations: - path: /affiliate-firms/ method: get operationId: affiliate_firms_list x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /affiliate-firms/{affiliate_firm_id}/affiliates/ method: get operationId: affiliate_firms_affiliates_list x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /affiliate-firms/{affiliate_firm_id}/fund-lineups/ method: get operationId: affiliate_firms_fund_lineups_list x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /affiliate-firms/{affiliate_firm_id}/pooled-plans/ method: get operationId: affiliate_firms_pooled_plans_list x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /affiliate-firms/{affiliate_firm_id}/pricing-tiers/ method: get operationId: affiliate_firms_pricing_tiers_list x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /affiliates/{affiliate_id}/pricing-tiers/ method: get operationId: affiliates_pricing_tiers_list x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /companies/ method: get operationId: companies_list x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /companies/{company_id}/company-affiliates/ method: get operationId: companies_company_affiliates_retrieve x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /companies/{company_id}/investment-options/ method: get operationId: companies_investment_options_list x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /companies/{company_id}/matches/ method: get operationId: companies_matches_retrieve x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /companies/{company_id}/participants/ method: get operationId: companies_participants_list x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /companies/{company_id}/participants/ method: post operationId: companies_participants_create x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /companies/{company_id}/participants/{participant_id}/ method: get operationId: companies_participants_retrieve x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /companies/{company_id}/participants/{participant_id}/ method: put operationId: companies_participants_update x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /companies/{company_id}/participants/{participant_id}/ method: patch operationId: companies_participants_partial_update x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /companies/{company_id}/plan-provisions/ method: get operationId: companies_plan_provisions_retrieve x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /companies/{company_id}/submit-payroll/ method: post operationId: companies_submit_payroll_create x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /investments/{investment_id}/ method: get operationId: investments_retrieve x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/advisor-models/ method: get operationId: participants_advisor_models_retrieve x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/advisor-models/ method: post operationId: participants_advisor_models_create x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /participants/{participant_id}/beneficiaries/ method: get operationId: participants_beneficiaries_list x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/beneficiaries/ method: post operationId: participants_beneficiaries_create x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /participants/{participant_id}/beneficiaries/ method: patch operationId: participants_beneficiaries_partial_update x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /participants/{participant_id}/beneficiaries/{beneficiary_id}/ method: get operationId: participants_beneficiaries_retrieve x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/beneficiaries/{beneficiary_id}/ method: put operationId: participants_beneficiaries_update x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /participants/{participant_id}/beneficiaries/{beneficiary_id}/ method: patch operationId: participants_beneficiaries_partial_update_2 x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /participants/{participant_id}/beneficiaries/{beneficiary_id}/ method: delete operationId: participants_beneficiaries_destroy x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /participants/{participant_id}/cancel-participant-rebalance/ method: post operationId: participants_cancel_participant_rebalance_create x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /participants/{participant_id}/deferrals/ method: get operationId: participants_deferrals_retrieve x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/deferrals/ method: post operationId: participants_deferrals_create x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /participants/{participant_id}/disbursements/ method: get operationId: participants_disbursements_list x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/disbursements/ method: post operationId: participants_disbursements_create x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /participants/{participant_id}/disbursements-info/ method: get operationId: participants_disbursements_info_retrieve x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/disbursements/{disbursement_id}/ method: get operationId: participants_disbursements_retrieve x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/disbursements/{disbursement_id}/ method: put operationId: participants_disbursements_update x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /participants/{participant_id}/disbursements/{disbursement_id}/ method: delete operationId: participants_disbursements_destroy x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /participants/{participant_id}/events/ method: get operationId: participants_events_retrieve x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/events/ method: post operationId: participants_events_create x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /participants/{participant_id}/investment-history/ method: get operationId: participants_investment_history_list x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/investment-options/ method: get operationId: participants_investment_options_list x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/investment-performance/ method: get operationId: participants_investment_performance_list x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/loan-requests/ method: get operationId: participants_loan_requests_list x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/loan-requests/ method: post operationId: participants_loan_requests_create x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /participants/{participant_id}/loan-requests-info/ method: get operationId: participants_loan_requests_info_retrieve x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/loan-requests-signature/{loan_request_id}/ method: put operationId: participants_loan_requests_signature_update x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /participants/{participant_id}/loan-requests/{loan_request_id}/ method: get operationId: participants_loan_requests_retrieve x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/loan-requests/{loan_request_id}/ method: put operationId: participants_loan_requests_update x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /participants/{participant_id}/loan-requests/{loan_request_id}/ method: delete operationId: participants_loan_requests_destroy x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /participants/{participant_id}/matches/ method: get operationId: participants_matches_retrieve x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/money-movement-history/ method: get operationId: participants_money_movement_history_list x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/notifications/ method: get operationId: participants_notifications_list x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/notifications/{notification_id}/ method: patch operationId: participants_notifications_partial_update x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /participants/{participant_id}/notifications/attachment/{attachment_id}/ method: get operationId: participants_notifications_attachment_retrieve x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/participant-documents/ method: get operationId: list_participant_documents x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/participant-documents/{document_name}/ method: get operationId: get_signed_participant_document_url x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/participant-setup/ method: get operationId: participants_participant_setup_retrieve x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/payroll-lines/ method: get operationId: participants_payroll_lines_list x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/portfolio/ method: get operationId: participants_portfolio_list x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/portfolio/ method: post operationId: participants_portfolio_create x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /participants/{participant_id}/portfolio-settings/ method: get operationId: participants_portfolio_settings_retrieve x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/portfolio-settings/ method: post operationId: participants_portfolio_settings_create x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /participants/{participant_id}/retirement-planning-defaults/ method: get operationId: participants_retirement_planning_defaults_retrieve x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/retirement-planning-estimate/ method: get operationId: participants_retirement_planning_estimate_list x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/rollovers/ method: get operationId: participants_rollovers_list x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/rollovers/ method: post operationId: participants_rollovers_create x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /participants/{participant_id}/rollovers/{rollover_id}/ method: get operationId: participants_rollovers_retrieve x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /participants/{participant_id}/rollovers/{rollover_id}/ method: put operationId: participants_rollovers_update x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /participants/{participant_id}/rollovers/{rollover_id}/ method: delete operationId: participants_rollovers_destroy x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /participants/{participant_id}/start-participant-rebalance/ method: post operationId: participants_start_participant_rebalance_create x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /participants/{participant_id}/totals/ method: get operationId: participants_totals_retrieve x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /plan-setup/ method: post operationId: plan_setup_create x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /plan-setup/{company_id}/ method: put operationId: plan_setup_update x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required