Companies and orders
preview_company_price quotes the whole basket at your own rates, state fees
included. A bundle can price lower than its products added one by one, so ask
for the basket rather than each product. Monthly and yearly services are quoted
separately from the up-front total. Nothing is created or charged.
Billing
Invoice links from the agent are short-lived. Open them when you get them.
Webhooks and logs
Everything else
For anything the tools above do not cover, such as a company’s tax filings, requirements, files or calendar, the agent searches the Partner API’s reads withdiscover and runs the one it needs with execute_read. Neither can
change anything.
When something goes wrong
The agent tells you what to do in words. The common cases:- The connection is no longer valid. It was revoked in the partner dashboard. Connect the agent again.
- No such record. Check the id, and check the mode. A test connection cannot see live companies, and a live one cannot see the sandbox.
- Rate limited. Wait a moment and ask again.