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Quick actions reference

A single source of truth for what each business workspace owns, which UI controls trigger it, which analytics ids track it, and how API and MCP actions must validate the same work.

Growth Hub

5

3 live · 2 guarded · 0 configured

Sales CRM

6

5 live · 1 guarded · 0 configured

Contract Hub

2

1 live · 1 guarded · 0 configured

Document Sign

3

2 live · 0 guarded · 1 configured

PDF Studio

6

3 live · 3 guarded · 0 configured

HR Suite — Payroll

8

8 live · 0 guarded · 0 configured

Projects

1

1 live · 0 guarded · 0 configured

Tasks

1

1 live · 0 guarded · 0 configured

CRM Core

1

1 live · 0 guarded · 0 configured

Contracts API

1

1 live · 0 guarded · 0 configured

Integrations

1

1 live · 0 guarded · 0 configured

Identity — Me

1

1 live · 0 guarded · 0 configured

Tenant Admin

1

1 live · 0 guarded · 0 configured

Meetings

1

1 live · 0 guarded · 0 configured

Wiki

1

1 live · 0 guarded · 0 configured

Blog

1

1 live · 0 guarded · 0 configured

Goals

1

1 live · 0 guarded · 0 configured

Marketplace

1

1 live · 0 guarded · 0 configured

Compliance

1

0 live · 1 guarded · 0 configured

Webhooks

1

1 live · 0 guarded · 0 configured

Access Control

1

1 live · 0 guarded · 0 configured

AI Platform

2

0 live · 2 guarded · 0 configured

OAuth Platform

1

1 live · 0 guarded · 0 configured

SCIM Directory Sync

1

1 live · 0 guarded · 0 configured

Connectors

1

1 live · 0 guarded · 0 configured

Privacy

1

0 live · 1 guarded · 0 configured

Automations

1

1 live · 0 guarded · 0 configured

Reporting

1

1 live · 0 guarded · 0 configured

Agent Governance

1

0 live · 1 guarded · 0 configured

Appointments

2

2 live · 0 guarded · 0 configured

Data Residency

1

0 live · 1 guarded · 0 configured

eSign API

1

1 live · 0 guarded · 0 configured

HR Suite — Operations

1

1 live · 0 guarded · 0 configured

Platform — Auth

1

1 live · 0 guarded · 0 configured

Platform — Notifications

1

1 live · 0 guarded · 0 configured

Platform — Calendar

1

1 live · 0 guarded · 0 configured

Platform — Search

1

1 live · 0 guarded · 0 configured

Platform — Onboarding

1

1 live · 0 guarded · 0 configured

Platform — Presence + Live

1

1 live · 0 guarded · 0 configured

Platform — Feedback

1

1 live · 0 guarded · 0 configured

Platform — Billing

1

1 live · 0 guarded · 0 configured

Platform — Observability

1

1 live · 0 guarded · 0 configured

Platform — Public Surfaces

1

1 live · 0 guarded · 0 configured

Time Tracking

2

1 live · 1 guarded · 0 configured

Forms Engine

1

1 live · 0 guarded · 0 configured

Booking Engine

2

2 live · 0 guarded · 0 configured

Release Notes

2

2 live · 0 guarded · 0 configured

Workspaces

1

1 live · 0 guarded · 0 configured

Profile + Me

1

1 live · 0 guarded · 0 configured

SSO

1

1 live · 0 guarded · 0 configured

Two-Factor Auth

1

1 live · 0 guarded · 0 configured

Sessions

1

1 live · 0 guarded · 0 configured

Personal Access Tokens

1

1 live · 0 guarded · 0 configured

Audit + Activity

1

1 live · 0 guarded · 0 configured

Analytics

1

1 live · 0 guarded · 0 configured

Reports

2

1 live · 1 guarded · 0 configured

Webhooks

1

1 live · 0 guarded · 0 configured

Integrations — Extras

1

1 live · 0 guarded · 0 configured

Task Platform Extras

4

3 live · 1 guarded · 0 configured

Project Platform Extras

1

1 live · 0 guarded · 0 configured

Goals Platform

1

1 live · 0 guarded · 0 configured

Meetings Platform

1

1 live · 0 guarded · 0 configured

Wiki Platform

1

1 live · 0 guarded · 0 configured

Blog Platform

1

1 live · 0 guarded · 0 configured

Automations Platform

1

0 live · 1 guarded · 0 configured

Custom Roles

1

1 live · 0 guarded · 0 configured

Undo + Trash + Quick Links

1

1 live · 0 guarded · 0 configured

Inbox + Scheduler Drift

1

1 live · 0 guarded · 0 configured

PDF Studio Platform

1

1 live · 0 guarded · 0 configured

Docs Platform

1

1 live · 0 guarded · 0 configured

Extension Errors

1

1 live · 0 guarded · 0 configured

Registry coverage scanner

How this page compares to the real surface area. The generator walks every Nest controller in apps/api/src, the OpenAPI specification, and the MCP tool catalog, then diffs them against the curated registry below.

Generated 2026-06-07T12:25:48.699Z (run node scripts/generate-action-docs.mjs to refresh).

API routes scanned

1554

In registry

100%

In OpenAPI

100%

In MCP catalog

82.2%

Combined coverage: 100%Drift: 0% (0/1554)Missing both OpenAPI and MCP: 0

No drift detected. Every scanned route appears in the registry, OpenAPI, and the MCP catalog.

Generated registry candidates (0)

No generated registry candidates. Every scanned route has a curated registry entry.

Parity rule

Any UI action listed here must have matching app API and MCP semantics: same required fields, same numeric/date bounds, same tenant and RBAC checks, same privacy posture, same traceability, and structured errors that name the field or action to fix. MCP entries marked planned are contract targets until the runtime tool is shipped.

Growth Hub

Module docs

Open standalone business modules

Module cards, list cards, quick starts, and business module nav

Live
Analytics
growth-suite.nav.*growth-suite.lane.*.opengrowth-suite.lists.*
App API
Route-only
MCP target
planned: atlas_modules_listplanned: atlas_modules_open
Validation
Navigation-only action; no mutable payload.

Growth Hub is a cross-module command center. It must route users into CRM, Contract Hub, Document Sign, or PDF Studio without owning their records.

Review business governance posture

Governance tab

Guarded
Analytics
growth-suite.subnav.growth-governance
App API
/growth-suite/governance
MCP target
planned: atlas_growth_suite_governance_summary
Validation
Read-only aggregate response; no raw customer notes, PDF text, or provider payloads.

Used to explain RBAC, delegated access, audit, and evidence posture across modules.

Search Growth Hub action catalog

Growth Hub action search, category filters, API/MCP details, validation notes, and route links

Live
Analytics
growth-hub.action-catalog.searchgrowth-hub.action-catalog.category.*
App API
/docs/actions/growth-suite/governance
MCP target
planned: atlas_growth_hub_actions_listplanned: atlas_growth_hub_actions_describe
Validation
Catalog-only action; no mutable payload.Every listed hub action must include UI control, validation, API route or navigation boundary, and MCP tool metadata.

Makes Growth Hub operable as a command center: users can search dashboard, module launcher, lists, governance, analytics, and optional handoff actions without guessing which module owns the work.

Review Growth Hub summary, evidence, and object search

Growth Hub summary cards, object search, and evidence export controls

Live
Analytics
growth-suite.summary.*growth-suite.objects.searchgrowth-suite.evidence.export
App API
/growth-suite/summary/growth-suite/objects/search/growth-suite/evidence/export.jsonl
MCP target
atlas_growth_suite_summaryplanned: atlas_growth_suite_objects_search
Validation
Read-only aggregate posture for summary calls.Object search results are tenant-scoped and snippet-bounded.Evidence export emits retained aggregate proof, not raw provider payloads.

Closes the Growth Hub command-center readback routes that operators use to inspect summary posture, searchable CRM/PDF/signing objects, and retained evidence bundles.

Run guided rescue, signer reminder, and PDF risk actions

Growth Hub action catalog buttons and guarded recommendation drawers

Guarded
Analytics
growth-suite.actions.*growth-suite.next-best-action.*
App API
/growth-suite/actions/agreements/{id}/remind-signers/growth-suite/actions/at-risk-accounts/{id}/recover/growth-suite/actions/pdf/{id}/review-risk/growth-suite/actions/stale-deals/{id}/rescue
MCP target
atlas_crm_at_risk_accounts_recoveratlas_crm_stale_deals_rescueplanned: atlas_growth_suite_guided_actions_run
Validation
Target record must exist in the active tenant.Every mutating action is explicit, bounded, and evidence-stamped.Signer reminders and recovery actions cannot expose provider secrets or raw PDF text.

Groups the cross-module next-best-action endpoints for stale deals, at-risk accounts, signer reminders, and PDF risk review so action docs track the live controls instead of leaving route drift hidden.

Sales CRM

Module docs

Create CRM account

Account name field and Create button

Live
Analytics
growth-suite.crm.create-account.*
App API
/growth-suite/crm/accounts
MCP target
atlas_crm_accounts_create
Validation
Required bounded account name.Tenant-scoped write authorization.

Creates a native Atlas account record without requiring Salesforce or HubSpot.

Create CRM deal

Account picker, deal name, amount, expected close picker, and Create button

Live
Analytics
growth-suite.crm.create-deal.*
App API
/growth-suite/crm/deals
MCP target
atlas_crm_deals_create
Validation
Required CRM account id.Required bounded deal name.Required non-negative money draft converted to integer cents.Required after-now expected-close ISO instant.

Deal creation is intentionally customer-scoped. PDF, signing, and contract links stay optional.

Log customer activity

Account/deal pickers, activity note, and Log button

Live
Analytics
growth-suite.crm.create-activity.*growth-suite.crm.activity.*
App API
/growth-suite/crm/activities
MCP target
atlas_create_crm_activity
Validation
Required activity subject.At least one valid CRM account or deal reference.Bounded text payload.

Activity logs attach to CRM context only and do not create PDF/signing side effects.

Dry-run import, commit, rollback, and merge duplicates

Import and Merge tabs

Guarded
Analytics
growth-suite.crm.import.*growth-suite.crm.duplicate-governance.*
App API
/growth-suite/crm/imports/dry-run/growth-suite/crm/imports/commit/growth-suite/crm/imports/:id/rollback/growth-suite/crm/duplicates/*
MCP target
atlas_crm_imports_dry_runatlas_crm_imports_commitatlas_crm_import_review_items_decideatlas_crm_imports_rollback_previewatlas_crm_imports_rollbackatlas_crm_duplicates_merge_previewatlas_crm_duplicates_mergeatlas_crm_duplicates_bulk_merge_previewatlas_crm_duplicates_bulk_merge
Validation
Dry-run before mutation.Expected fingerprint/package hash on commit or merge.Idempotent import and rollback behavior.

Bulk CRM changes must keep conflict review and rollback visible before destructive decisions.

Search CRM action catalog

CRM action search, category filters, API/MCP details, validation notes, and route links

Live
Analytics
sales-crm.action-catalog.searchsales-crm.action-catalog.category.*
App API
/growth-suite/crm/*
MCP target
planned: atlas_crm_actions_listplanned: atlas_crm_actions_describe
Validation
Catalog-only action; no mutable payload.Every listed CRM action must include UI control, validation, API route or navigation boundary, and MCP tool metadata.

Makes Sales CRM operable as a standalone workspace: users can search account, contact, deal, activity, forecast, import, merge, rollback, and optional handoff actions without knowing the page layout.

Run sales forecast v2

Forecast command center and Monte Carlo forecast action

Live
Analytics
sales.forecast.v2.*growth-suite.crm.forecast-v2.*
App API
/v1/sales/forecast/v2
MCP target
planned: atlas_sales_forecast_v2_run
Validation
Forecast inputs are tenant-scoped aggregate pipeline records.Money values are integer cents.Scenario output is evidence-stamped and deterministic under fixtures.

Maps the v2 sales forecast endpoint that supports the CRM forecast command center.

Contract Hub

Module docs

Create and manage contract packets

Packet builder, lifecycle header, obligation ledger, and approval panels

Guarded
Analytics
growth-suite.contracts.packet-builder.*growth-suite.contracts.header.*
App API
/growth-suite/contracts/*
MCP target
planned: atlas_contracts_packets_createplanned: atlas_contracts_packets_update
Validation
Date-only fields use Atlas date picker payloads.Money and packet metadata use bounded schemas.High-risk actions require RBAC and audit reason.

Contract Hub can reference CRM, signing, and PDF records, but contract lifecycle is standalone.

Search Contract Hub action catalog

Contract action search, category filters, API/MCP details, validation notes, and route links

Live
Analytics
contract-hub.action-catalog.searchcontract-hub.action-catalog.category.*
App API
/growth-suite/contracts/*/growth-suite/approvals/*
MCP target
planned: atlas_contracts_actions_listplanned: atlas_contracts_actions_describe
Validation
Catalog-only action; no mutable payload.Every listed contract action must include UI control, validation, API route or navigation boundary, and MCP tool metadata.

Makes Contract Hub operable as a standalone lifecycle workspace: users can search packets, renewals, approvals, obligations, redlines, remediation, evidence, and optional handoffs without depending on CRM navigation.

Document Sign

Module docs

Prepare and route signing envelope

Envelope form, recipient fields, routing controls, send/reminder buttons

Configured
Analytics
growth-suite.agreements.create-envelope.*growth-suite.agreements.routing*
App API
/growth-suite/agreements/envelopes/*
MCP target
planned: atlas_sign_envelopes_createplanned: atlas_sign_envelopes_send
Validation
Required envelope title and signer email.Opaque signing tokens only.Provider-backed send remains disabled until credentials and scopes are configured.

Document Sign owns signer routing and audit evidence, not PDF editing.

Search Document Sign action catalog

Signing action search, category filters, API/MCP details, validation notes, and route links

Live
Analytics
document-sign.action-catalog.searchdocument-sign.action-catalog.category.*
App API
/growth-suite/agreements/*
MCP target
planned: atlas_sign_actions_listplanned: atlas_sign_actions_describe
Validation
Catalog-only action; no mutable payload.Every listed signing action must include UI control, validation, API route or navigation boundary, and MCP tool metadata.

Makes Document Sign operable as a standalone signing workspace: users can search envelopes, recipients, sessions, templates, fields, lifecycle, evidence, and optional handoffs without using Sales CRM.

Complete public signing ceremony and certificate download

Public signing view, decline/sign buttons, and certificate download

Live
Analytics
growth-suite.signing.public.*document-sign.public-ceremony.*
App API
/growth-suite/signing/*
MCP target
planned: atlas_signing_public_ceremony_status
Validation
Opaque token only; no tenant ids in the public route.Sign/decline mutations require ceremony state validation.Certificate downloads return evidence artifacts only after authorization checks.

Maps the public signing token route family, including ceremony reads, sign/decline decisions, and completion certificate download.

PDF Studio

Module docs

Create or upload standalone PDF

PDF name, page count, risk flag, source upload, and optional connected workflow expander

Live
Analytics
growth-suite.pdf.create-document.*growth-suite.pdf.upload-source.*
App API
/growth-suite/pdf/documents/growth-suite/pdf/documents/:id/upload-ticket
MCP target
planned: atlas_pdf_documents_createplanned: atlas_pdf_documents_upload_source
Validation
Required bounded PDF name.Whole-number page count only.PDF upload must be non-empty and type-checked.CRM/deal/envelope ids stay null unless the user explicitly chooses them.

This is the key standalone PDF boundary: no customer, deal, contract, or signing context is required.

Run PDF operation

Document workbench operation buttons

Guarded
Analytics
growth-suite.pdf.queue-*growth-suite.pdf.run-operation
App API
/growth-suite/pdf/operations/growth-suite/pdf/operations/queue
MCP target
atlas_pdf_operations_createatlas_pdf_operations_queue
Validation
Operation-specific payload schema.Source readiness checks before mutation.Unsafe permanent redaction fails closed.Returns operation ids/status and artifact metadata, not raw PDF bytes.

Covers organize, edit, annotate, OCR, extract, redact, protect, compare, convert, compress, sign, and export workflows.

Search PDF tool catalog

PDF tool search, category filters, API/MCP details, and route links

Live
Analytics
pdf-studio.tool-catalog.searchpdf-studio.tool-catalog.category.*
App API
/growth-suite/pdf/documents/*/growth-suite/pdf/operations/*
MCP target
planned: atlas_pdf_tools_listplanned: atlas_pdf_tools_describe
Validation
Catalog-only action; no mutable payload.Every listed PDF tool must include UI control, validation, API route, and MCP tool metadata.

Makes PDF Studio operable like a standalone PDF website: users can search for merge, split, OCR, redact, forms, stamps, compression, export, and evidence without knowing where Atlas placed the button.

Preview, comment, review, and export artifacts

Preview source, comments, download source/artifacts, split packages, and evidence rows

Live
Analytics
growth-suite.pdf.preview-sourcegrowth-suite.pdf.comments.*growth-suite.pdf.download-*
App API
/growth-suite/pdf/documents/:id/source/growth-suite/pdf/operations/:id/artifact
MCP target
planned: atlas_pdf_documents_previewplanned: atlas_pdf_comments_createplanned: atlas_pdf_artifacts_download
Validation
Artifact access is authenticated.Comments are bounded text.Download posture returns authorized artifacts and hash/evidence metadata.

Export remains file-first; optional signing/contract/CRM handoff is an explicit navigation decision.

Manage PDF stamp assets, templates, and annotation cleanup

Stamp asset library, template editor, thumbnail actions, and bulk cleanup preview

Guarded
Analytics
growth-suite.pdf.stamp-assets.*growth-suite.pdf.stamp-templates.*
App API
/growth-suite/pdf/stamp-assets/*/growth-suite/pdf/stamp-templates/*/growth-suite/pdf/stamp-annotations/*
MCP target
planned: atlas_pdf_stamp_assets_manageplanned: atlas_pdf_stamp_templates_manage
Validation
Uploads use signed tickets and finalized metadata.Archive/restore operations are reversible and audit-stamped.Bulk annotation removal requires preview before mutation.

Covers the PDF Studio stamp-library route family: upload tickets, versions, thumbnails, archive/restore, template CRUD, and bulk annotation cleanup.

Review PDF redaction/security readiness and provider callbacks

PDF security readiness panel and sanitizer operation status

Guarded
Analytics
growth-suite.pdf.security-readiness.*growth-suite.pdf.redaction-readiness.*
App API
/growth-suite/pdf/redaction/readiness/growth-suite/pdf/security/readiness/growth-suite/provider-webhooks/pdf/operations/*
MCP target
atlas_pdf_security_readinessatlas_pdf_redaction_readiness
Validation
Readiness responses are aggregate and omit raw PDF bytes.Provider callbacks are operation-scoped and secret-verified.Sanitizer results persist evidence posture without leaking source contents.

Keeps PDF security and redaction readiness routes visible in the action registry while treating provider callback execution as a guarded integration boundary.

HR Suite — Payroll

Module docs

Run payroll, draft cycles, and emit payslips

Payroll runs page, draft/approve buttons, payslip detail drawer

Live
Analytics
hr.payroll.run.*hr.payroll.payslip.*
App API
/v1/hr/payroll/*
MCP target
planned: atlas_hr_payroll_runs_listplanned: atlas_hr_payroll_payslips_emit
Validation
Tenant-scoped payroll authorization with HR/Finance role check.Monetary amounts persisted as integer cents.Payslip artifacts are evidence-stamped before release.

Covers payroll run lifecycle (draft, calc, approve, post) and individual payslip read/release endpoints under /v1/hr/payroll.

Manage requisitions, candidates, and offers

Hiring pipeline board, candidate drawers, offer composer

Live
Analytics
hr.hiring.requisition.*hr.hiring.candidate.*hr.hiring.offer.*
App API
/v1/hr/hiring/*
MCP target
planned: atlas_hr_hiring_requisitions_listplanned: atlas_hr_hiring_offers_send
Validation
Bounded text on candidate fields.Tenant-scoped recruiter authorization.Offer ISO instants validated as after-now.

Hiring controllers under /v1/hr/hiring cover requisitions, candidates, stages, interviews, and offers across the recruitment lifecycle.

Manage employee directory and profile updates

Employee directory, profile drawer, status toggles

Live
Analytics
hr.employees.*
App API
/v1/hr/employees/*
MCP target
planned: atlas_hr_employees_listplanned: atlas_hr_employees_get
Validation
Tenant-scoped HR authorization.PII redaction respects viewer role.Bounded employee profile fields.

Directory endpoints under /v1/hr/employees cover read, search, profile updates, and lifecycle status changes for staff records.

Request, approve, and audit leave balances

Leave request form, approver queue, balance summaries

Live
Analytics
hr.leave.request.*hr.leave.approve.*
App API
/v1/hr/leave/*
MCP target
planned: atlas_hr_leave_requests_createplanned: atlas_hr_leave_requests_approve
Validation
ISO date range with after-now semantics.Tenant-scoped leave policy authorization.Balance enforcement prevents negative accruals.

Leave endpoints under /v1/hr/leave cover request submission, approval, balance lookup, and audit-trail surfaces.

Run performance cycles and 1:1 reviews

Cycle calendar, review forms, feedback drawer

Live
Analytics
hr.performance.cycle.*hr.performance.review.*
App API
/v1/hr/performance/*
MCP target
planned: atlas_hr_performance_cycles_listplanned: atlas_hr_performance_reviews_submit
Validation
Tenant-scoped manager authorization.Bounded narrative fields.Visibility rules respect reviewer/employee scopes.

Performance endpoints under /v1/hr/performance cover review cycles, peer feedback, manager comments, and calibration steps.

Submit expense reimbursements and approvals

Reimbursement composer, receipts uploader, approver queue

Live
Analytics
hr.reimbursements.submit.*hr.reimbursements.approve.*
App API
/v1/hr/reimbursements/*
MCP target
planned: atlas_hr_reimbursements_createplanned: atlas_hr_reimbursements_approve
Validation
Monetary amounts persisted as integer cents.Tenant-scoped approver authorization.Receipt attachments validated and virus-scanned.

Reimbursement endpoints under /v1/hr/reimbursements cover submission, receipt upload, approver workflow, and payout linkage.

File and resolve HR helpdesk tickets

Ticket composer, message thread, status tracker

Live
Analytics
hr.tickets.*
App API
/v1/hr/tickets/*
MCP target
planned: atlas_hr_tickets_createplanned: atlas_hr_tickets_reply
Validation
Tenant-scoped HR helpdesk authorization.Bounded subject/body text.Status transitions respect ticket state machine.

HR Helpdesk endpoints under /v1/hr/tickets cover ticket creation, replies, status updates, and admin assignment.

Administer HR policies and configuration

HR admin console, policies tab, config panels

Live
Analytics
hr.admin.policies.*hr.admin.config.*
App API
/v1/hr/admin/*
MCP target
planned: atlas_hr_admin_policies_listplanned: atlas_hr_admin_policies_update
Validation
Tenant-scoped HR admin role enforcement.Policy text bounded and audit-stamped.Config changes emit evidence rows.

HR admin endpoints under /v1/hr/admin cover policy CRUD, working-hour rules, leave catalog, and other tenant-wide HR config.

Projects

Module docs

Browse, plan, and execute project workstreams

Projects list, project board, plan view, settings drawer

Live
Analytics
projects.*projects.board.*
App API
/v1/projects/*/projects/{id}/*/projects/{projectId}/*
MCP target
planned: atlas_projects_listplanned: atlas_projects_getplanned: atlas_projects_update
Validation
Tenant-scoped project authorization.Bounded project metadata fields.Status transitions audit-logged.

Projects controllers under /v1/projects (and legacy /projects) cover project CRUD, plan/board reads, status changes, member assignment, and document linkage.

Tasks

Module docs

Create, schedule, and complete tasks

Task list, planner, detail drawer, scheduler quick actions

Live
Analytics
tasks.*tasks.auto-schedule.*
App API
/v1/tasks/*/tasks/{id}/*/tasks/{taskId}/*/tasks/auto-schedule/*
MCP target
planned: atlas_tasks_createplanned: atlas_tasks_updateplanned: atlas_tasks_schedule
Validation
Tenant-scoped task authorization.Due dates validated as ISO instants.Dependency cycles rejected at write time.

Task endpoints under /v1/tasks, /tasks/{id}, /tasks/{taskId}, and /tasks/auto-schedule cover the full task lifecycle including dependencies and planner.

CRM Core

Module docs

CRM core read/write API surface

CRM list, deal pipeline, contact drawer, account profile

Live
Analytics
crm.accounts.*crm.deals.*crm.contacts.*
App API
/v1/crm/*
MCP target
planned: atlas_crm_accounts_listplanned: atlas_crm_deals_listplanned: atlas_crm_contacts_list
Validation
Tenant-scoped CRM authorization.Monetary fields persisted as integer cents.Bounded text fields on accounts/deals/contacts.

CRM endpoints under /v1/crm cover the core accounts/deals/contacts/activities CRUD that powers Sales CRM and Growth Hub flows.

Contracts API

Module docs

Contract Hub native API endpoints

Contracts list, contract drawer, clause library, evidence panel

Live
Analytics
contracts.*
App API
/v1/contracts/*
MCP target
planned: atlas_contracts_listplanned: atlas_contracts_getplanned: atlas_contracts_update
Validation
Tenant-scoped contract authorization.Monetary clauses persisted as integer cents.Effective/expiry ISO instants validated.

Contracts endpoints under /v1/contracts cover the native Contract Hub surface: contract CRUD, clauses, parties, evidence, and lifecycle transitions.

Integrations

Module docs

Manage integration connectors and webhooks

Integration directory, connector cards, OAuth callbacks

Live
Analytics
integrations.*
App API
/v1/integrations/*/v1/connectors/*
MCP target
atlas_connectors_listatlas_connectors_oauth_startatlas_connectors_events_listatlas_connectors_testatlas_connectors_disconnectatlas_connectors_linear_teams_listatlas_connectors_linear_issues_listatlas_connectors_linear_issues_createatlas_connectors_linear_issues_updateatlas_connectors_linear_issue_comment_createatlas_connectors_linear_webhooks_createatlas_connectors_microsoft365_mail_inbox_listatlas_connectors_microsoft365_mail_sendatlas_connectors_microsoft365_mail_subscriptions_createatlas_connectors_microsoft365_mail_subscriptions_readbackatlas_connectors_microsoft365_teams_listatlas_connectors_microsoft365_team_channels_listatlas_connectors_microsoft365_team_channel_messages_sendatlas_connectors_microsoft365_chat_messages_sendplanned: atlas_integrations_listplanned: atlas_connectors_installplanned: atlas_connectors_credentials_save
Validation
Tenant-scoped admin authorization for install/remove.OAuth state cookie validated.Webhook payloads HMAC-verified.

Integrations and connector endpoints under /v1/integrations and /v1/connectors cover the full third-party connector lifecycle (install, configure, sync, remove), with live MCP readback/OAuth-start coverage, admin-gated connection-targeted test/disconnect tools, and Linear/Microsoft 365 provider actions. Secret-bearing credential save remains REST-only until the MCP secret-input policy is formalized.

Identity — Me

Module docs

Self-service identity, profile, and preferences

Profile page, preferences, identity dashboard

Live
Analytics
me.*profile.me.*
App API
/v1/me/*/profile/me/*
MCP target
planned: atlas_me_getplanned: atlas_me_update
Validation
Caller-scoped authorization (no tenant impersonation).Bounded profile fields.Preference toggles audit-logged.

Self-service endpoints under /v1/me and /profile/me cover the signed-in user’s profile, preferences, sessions, and identity-affecting reads.

Tenant Admin

Module docs

Tenant-level admin operations

Admin console, settings panel, audit drawer

Live
Analytics
admin.*
App API
/v1/admin/*/v1/account/*/v1/settings/*
MCP target
planned: atlas_admin_settings_getplanned: atlas_admin_settings_update
Validation
Tenant-scoped admin role enforcement.Settings writes emit audit evidence.Bounded config fields.

Tenant admin endpoints under /v1/admin, /v1/account, and /v1/settings cover settings, account profile, billing-adjacent reads, and audit history.

Meetings

Module docs

Schedule, join, and document meetings

Meetings calendar, room drawer, transcript panel

Live
Analytics
meetings.*
App API
/meetings/{id}/*
MCP target
planned: atlas_meetings_listplanned: atlas_meetings_get
Validation
Tenant-scoped meeting authorization.ISO instants validated for scheduling.Transcript redaction respects viewer role.

Meeting endpoints under /meetings/{id} cover the meeting lifecycle: details, participants, recordings, and transcripts.

Wiki

Module docs

Browse, edit, and version wiki pages

Wiki tree, page editor, version history

Live
Analytics
wiki.pages.*
App API
/wiki/pages/*
MCP target
planned: atlas_wiki_pages_listplanned: atlas_wiki_pages_get
Validation
Tenant-scoped wiki space authorization.Bounded title/body fields.Version history immutable.

Wiki endpoints under /wiki/pages cover page CRUD, hierarchy moves, version snapshots, and collaborative cursors.

Blog

Module docs

Author, publish, and audit blog posts

Blog composer, publish queue, audit drawer

Live
Analytics
blog.posts.*
App API
/blog/posts/*
MCP target
planned: atlas_blog_posts_listplanned: atlas_blog_posts_publish
Validation
Tenant-scoped blog author authorization.Bounded title/body fields.Publish ISO instants validated.

Blog endpoints under /blog/posts cover post drafts, publishing, scheduling, and revision history for tenant-owned content.

Goals

Module docs

Track goals, OKRs, and key results

Goals tree, key-result editor, check-in drawer

Live
Analytics
goals.*
App API
/goals/goals/{id}/goals/{id}/rollup
MCP target
atlas_goals_listatlas_goals_getatlas_get_goal_rollupplanned: atlas_goals_check_in
Validation
Tenant-scoped goal authorization.Bounded title/description fields.Progress percentages clamped to 0-100.

Goals endpoints under /goals/{id} cover goal lifecycle, key-result updates, check-ins, and reporting rollups.

Marketplace

Module docs

Browse and install marketplace apps

Marketplace directory, app drawer, install button

Live
Analytics
marketplace.*
App API
/v1/marketplace/*
MCP target
planned: atlas_marketplace_apps_listplanned: atlas_marketplace_apps_install
Validation
Tenant-scoped admin authorization for install.App manifest signature verified.OAuth scope changes audit-logged.

Marketplace endpoints under /v1/marketplace cover app directory listing, app detail, install, and lifecycle audit hooks.

Compliance

Module docs

Compliance posture reads and audits

Compliance dashboard, audit drawer, evidence panel

Guarded
Analytics
compliance.*
App API
/v1/compliance/*/v1/privacy/*
MCP target
planned: atlas_compliance_posture_getplanned: atlas_compliance_audits_list
Validation
Read-only aggregate response; no raw PII.Tenant-scoped compliance role enforcement.Evidence references hashed.

Compliance endpoints under /v1/compliance and /v1/privacy cover posture summaries, audit history, DSAR workflow, and evidence reads.

Webhooks

Module docs

Manage outbound webhooks and deliveries

Webhook registry, delivery log, retry drawer

Live
Analytics
webhooks.*
App API
/v1/webhooks/*/v2/webhooks/*
MCP target
planned: atlas_webhooks_listplanned: atlas_webhooks_deliveries_replay
Validation
Tenant-scoped webhook authorization.HMAC signing key rotated on rotate request.Delivery retries bounded with backoff.

Webhook endpoints under /v1/webhooks and /v2/webhooks cover endpoint registration, delivery log, signing key rotation, and replay actions.

Access Control

Module docs

Manage roles, ACLs, and access reviews

Access console, role editor, ACL inspector

Live
Analytics
access.*custom-roles.*
App API
/v1/access/*/custom-roles/growth-suite/*
MCP target
atlas_access_get_snapshotatlas_access_get_catalogatlas_access_list_auditatlas_access_enable_moduleatlas_access_disable_moduleatlas_access_invite_memberatlas_access_revoke_inviteatlas_access_accept_inviteatlas_access_update_member_roleatlas_access_grant_member_permissionsatlas_access_revoke_member_grantatlas_access_remove_memberatlas_access_change_suiteatlas_access_provision_workspace
Validation
Tenant-scoped admin role enforcement.Role mutations emit audit evidence.Wildcard grants rejected on the wire.

Access endpoints under /v1/access and /custom-roles cover access snapshots, module enablement, invites, member roles, grants, suite changes, provisioning, custom-role authoring, and access review reporting.

AI Platform

Module docs

Manage AI providers, models, and runs

AI providers console, model registry, run inspector

Guarded
Analytics
ai.*ai-providers.*
App API
/v1/ai/*/v1/ai-providers/*
MCP target
planned: atlas_ai_providers_listplanned: atlas_ai_runs_describe
Validation
Tenant-scoped admin role for provider config.Secrets never returned in clear text.Run logs PII-redacted by default.

AI platform endpoints under /v1/ai and /v1/ai-providers cover provider registry, model catalog, run history, and prompt template administration.

Review AI observability providers, summaries, and traces

AI observability provider table, summary cards, and trace explorer

Guarded
Analytics
ai-observability.*ai-providers.observability.*
App API
/v1/ai-observability/*
MCP target
planned: atlas_ai_observability_readback
Validation
Trace payloads are redacted before UI readback.Provider summaries are aggregate-only.No prompts, provider keys, or raw model responses are returned.

Closes the AI observability route family for provider status, aggregate summaries, and trace readback.

OAuth Platform

Module docs

Run the OAuth 2.0 authorization server

OAuth consent screens, app dashboards, scope grants

Live
Analytics
oauth.*
App API
/v2/oauth/*
MCP target
planned: atlas_oauth_apps_listplanned: atlas_oauth_grants_revoke
Validation
Strict OAuth 2.1/2.0 conformance.Refresh-token rotation with replay detection.Scope grants emit consent evidence.

OAuth platform endpoints under /v2/oauth cover authorization, token, refresh, revoke, introspect, and discovery for tenant-managed apps.

SCIM Directory Sync

Module docs

SCIM v2 user and group provisioning

SCIM connector, directory sync console, audit drawer

Live
Analytics
scim.*
App API
/scim/v2/*
MCP target
planned: atlas_scim_users_listplanned: atlas_scim_groups_list
Validation
SCIM token authorization with tenant binding.Provisioning ops audit-logged.PATCH operations validated against schema.

SCIM endpoints under /scim/v2 implement RFC 7644 user/group provisioning, group membership patches, and audit reads for enterprise IdPs.

Connectors

Module docs

Legacy connector administration

Connector list, install drawer, status badges

Live
Analytics
connectors.*
App API
/v1/connectors/*
MCP target
atlas_connectors_listatlas_connectors_oauth_startatlas_connectors_events_listatlas_connectors_testatlas_connectors_disconnectatlas_connectors_linear_teams_listatlas_connectors_linear_issues_listatlas_connectors_linear_issues_createatlas_connectors_linear_issues_updateatlas_connectors_linear_issue_comment_createatlas_connectors_linear_webhooks_createatlas_connectors_microsoft365_mail_inbox_listatlas_connectors_microsoft365_mail_sendatlas_connectors_microsoft365_mail_subscriptions_createatlas_connectors_microsoft365_mail_subscriptions_readbackatlas_connectors_microsoft365_teams_listatlas_connectors_microsoft365_team_channels_listatlas_connectors_microsoft365_team_channel_messages_sendatlas_connectors_microsoft365_chat_messages_sendplanned: atlas_connectors_statusplanned: atlas_connectors_credentials_save
Validation
Tenant-scoped admin authorization.OAuth refresh tokens encrypted at rest.Status pings rate-limited.

Legacy connector endpoints under /v1/connectors cover install/uninstall, status pings, config reads, and now live MCP-backed catalog/OAuth-start/event readback, connection-targeted test/disconnect, plus Linear and Microsoft 365 provider operations.

Privacy

Module docs

Privacy posture, consent, and DSAR workflow

Privacy console, DSAR queue, consent drawer

Guarded
Analytics
privacy.*
App API
/v1/privacy/*
MCP target
atlas_route_get_v1_privacy_policyplanned: atlas_privacy_dsar_listplanned: atlas_privacy_consent_log
Validation
Tenant-scoped privacy officer authorization.DSAR fulfilment emits cryptographic evidence.Consent records immutable.

Privacy endpoints under /v1/privacy cover data-subject access requests, consent log reads, retention policy queries, and right-to-erasure workflows.

Automations

Module docs

Author and run tenant automation scripts

Automation editor, run history, trigger drawer

Live
Analytics
automations.*
App API
/automations/scripts/*
MCP target
atlas_script_automations_listatlas_script_automations_createatlas_script_automations_getatlas_script_automations_updateatlas_script_automations_deactivateatlas_script_automations_runatlas_script_automations_list_runs
Validation
Tenant-scoped admin authorization for write.Script source bounded and sandboxed.Run logs PII-redacted.

Automation script endpoints under /automations/scripts cover script CRUD, manual triggers, run history, and trigger schedules.

Reporting

Module docs

Report deliveries, status, and email pipelines

Report scheduler, delivery log, email pipeline drawer

Live
Analytics
reports.*status.*
App API
/v1/report-deliveries/*/v1/status/*/v1/email/*
MCP target
planned: atlas_reports_deliveries_listatlas_status_summary
Validation
Tenant-scoped reporting role enforcement.Email delivery webhook signatures verified.Status reads are aggregate-only.

Reporting endpoints under /v1/report-deliveries, /v1/status, and /v1/email cover scheduled report fan-out, status posture, and email delivery telemetry.

Agent Governance

Module docs

Govern agent runs, approvals, and policies

Approvals queue, policy editor, run inspector

Guarded
Analytics
agent-governance.*
App API
/agent-governance/approvals/*
MCP target
planned: atlas_agent_governance_approvals_listplanned: atlas_agent_governance_approve
Validation
Tenant-scoped agent governance authorization.Approval transitions audit-logged.Policy diff persisted with evidence stamp.

Agent governance endpoints under /agent-governance/approvals cover approval queue management, policy edits, and audit reads for agent decisions.

Appointments

Module docs

Schedule and manage appointments

Appointment calendar, drawer, reschedule action

Live
Analytics
appointments.*
App API
/appointments/{id}/*
MCP target
atlas_list_appointmentsatlas_reschedule_appointment
Validation
Tenant-scoped appointment authorization.ISO instant validation for booking.Conflict checks against owner availability.

Appointment endpoints under /appointments/{id} cover appointment booking, reschedule, cancel, and confirmation flows.

Review, reschedule, cancel, remind, and no-show appointments

Appointment drawer, reschedule flow, cancel/no-show/reminder actions

Live
Analytics
appointments.*booking.appointments.*
App API
/v1/appointments/v1/appointments/*
MCP target
atlas_list_appointmentsatlas_get_appointmentatlas_update_appointmentatlas_reschedule_appointmentatlas_cancel_appointmentatlas_send_appointment_reminderatlas_mark_appointment_no_show
Validation
Appointment reads are tenant-scoped.Reschedule/reminder/no-show mutations validate state transitions.Calendar side effects stay queued and evidence-tracked.

Captures the v1 appointment lifecycle route family used by the booking and scheduling surfaces.

Data Residency

Module docs

Manage tenant data residency and region

Residency console, region pinning, evidence drawer

Guarded
Analytics
data-residency.*
App API
/v1/data-residency/*
MCP target
atlas_route_get_v1_data_residencyatlas_route_get_v1_data_residency_regionsatlas_data_residency_get_policyatlas_data_residency_list_auditplanned: atlas_data_residency_set
Validation
Super-admin or tenant-admin role enforcement.Region changes emit evidence chain.Cross-region writes blocked unless explicitly allowed.

Data residency endpoints under /v1/data-residency cover tenant region pinning, residency posture, and migration evidence reads.

eSign API

Module docs

eSign envelope API endpoints

Envelope composer, signer drawer, evidence panel

Live
Analytics
esign.*
App API
/v1/esign/*
MCP target
planned: atlas_esign_envelopes_listplanned: atlas_esign_envelopes_send
Validation
Tenant-scoped esign authorization.Envelope payload size bounded.Signer verification respects identity policy.

eSign endpoints under /v1/esign cover envelope CRUD, signer order, status updates, evidence reads, and webhook callbacks for the Document Sign module.

HR Suite — Operations

Module docs

HR operational sub-modules (onboarding, policies, probations, attendance, etc.)

HR console sub-tabs for onboarding, policies, probations, role changes, attendance, holidays, letters, departments, locations, performance, reports, statutory, exit interviews, documents, emergency contacts, employment records, org chart

Live
Analytics
hr.ops.*
App API
/v1/hr/onboarding/*/v1/hr/policies/*/v1/hr/probations/*/v1/hr/role-changes/*/v1/hr/attendance/*/v1/hr/departments/*/v1/hr/holidays/*/v1/hr/letters/*/v1/hr/locations/*/v1/hr/perf/*/v1/hr/reports/*/v1/hr/statutory/*/v1/hr/exit-interviews/*/v1/hr/documents/*/v1/hr/emergency-contacts/*/v1/hr/employment-records/*/v1/hr/org-chart/*
MCP target
planned: atlas_hr_ops_listplanned: atlas_hr_ops_describe
Validation
Tenant-scoped HR authorization across all ops modules.Sensitive HR documents gated by role policy.Statutory data exports audit-logged.

HR operational endpoints cover onboarding workflows, policies, probations, role changes, attendance, holidays, letters, departments, locations, performance reviews, statutory reports, exit interviews, documents, emergency contacts, employment records, and org chart reads.

Platform — Auth

Module docs

Auth surface: login, password, 2FA, OAuth, SSO callbacks

Login, signup, password reset, OAuth + SSO callback pages

Live
Analytics
auth.*
App API
/auth/*/v1/auth/*/v1/oauth/*
MCP target
planned: atlas_auth_statusplanned: atlas_auth_logout
Validation
Anti-brute-force rate limiting.CSRF tokens on state-changing routes.OAuth callback state cookies validated.

Auth endpoints under /auth, /v1/auth, and /v1/oauth cover login, signup, password reset, OAuth providers, SSO callbacks, and session bootstrap.

Platform — Notifications

Module docs

Notification feed, preferences, and push delivery

Notification bell, preferences panel, push subscription drawer

Live
Analytics
notifications.*
App API
/notifications/*/notification-preferences/*/notification-prefs/*/push/*/v1/push/*
MCP target
atlas_notifications_listatlas_notifications_digestatlas_notifications_snooze_presetsatlas_notifications_preferences_getatlas_notifications_preferences_updateatlas_notifications_mark_readatlas_notifications_mark_unreadatlas_notifications_archiveatlas_notifications_unarchiveatlas_notifications_snoozeatlas_notifications_mark_all_readatlas_notifications_archive_all_readatlas_route_get_push_vapid_public_keyatlas_route_get_v1_push_vapid_public_key
Validation
Caller-scoped feed reads.Preference toggles audit-logged.Push subscription tokens validated and rotated.

Notification endpoints under /notifications, /notification-preferences, /notification-prefs, /push and /v1/push cover the in-app feed, preference toggles, and push notification subscription lifecycle.

Platform — Calendar

Module docs

Calendar views, sync, grid preferences, availability

Calendar page, grid preferences toggles, availability drawer

Live
Analytics
calendar.*
App API
/calendar/*/calendar-grid-preferences/*/availability/*/auto-schedule/*
MCP target
atlas_get_calendar_grid_preferencesatlas_upsert_calendar_grid_preferencesplanned: atlas_calendar_events_listplanned: atlas_calendar_event_create
Validation
Tenant-scoped calendar authorization.ISO instant validation for events.Conflicts surfaced against owner availability.

Calendar endpoints under /calendar, /calendar-grid-preferences, /availability, and /auto-schedule cover the unified calendar view, event CRUD, grid preferences, availability windows, and auto-schedule planner.

Platform — Search

Module docs

Unified search, frecency, saved filters, cross-tool search

Command bar, saved views, search results page

Live
Analytics
search.*
App API
/search/*/v1/search/*/v1/unified-search/*/v1/cross-tool-search/*/frecency/*/saved-views/*/task-saved-filters/*
MCP target
atlas_list_saved_viewsatlas_create_saved_viewatlas_update_saved_viewatlas_delete_saved_viewatlas_set_saved_view_sharedplanned: atlas_search_query
Validation
Tenant-scoped search indexes.Filter expressions parsed safely.Cross-tool joins respect per-module ACLs.

Search endpoints under /search, /v1/search, /v1/unified-search, /v1/cross-tool-search, /frecency, /saved-views, and /task-saved-filters cover unified search, frecency ranking, saved views, and per-module filter persistence.

Platform — Onboarding

Module docs

New-user onboarding checklist and tenant bootstrap

Onboarding wizard, checklist, tenant setup screens

Live
Analytics
onboarding.*
App API
/onboarding/*
MCP target
planned: atlas_onboarding_getplanned: atlas_onboarding_complete
Validation
Caller-scoped checklist reads.Tenant bootstrap operations idempotent.Initial admin role assignment audit-logged.

Onboarding endpoints under /onboarding cover the new-user wizard, tenant bootstrap, initial admin assignment, and checklist progression reads.

Platform — Presence + Live

Module docs

Realtime presence, live cursors, and sync channels

Avatar stack, live cursor overlay, sync indicator

Live
Analytics
presence.*
App API
/presence/*/live/*/sync/*/share/*
MCP target
planned: atlas_presence_subscribe
Validation
Caller-scoped presence channels.Tokens for live/share endpoints time-bound.Sync deltas size-bounded.

Presence endpoints under /presence, /live, /sync, and /share cover realtime presence broadcast, live cursors, sync channel reads, and ephemeral share links.

Platform — Feedback

Module docs

User feedback capture, inspiration, and morning briefing

Feedback widget, inspiration panel, morning briefing card

Live
Analytics
feedback.*
App API
/v1/feedback/*/inspiration/*/morning-briefing/*/digest/*/focus-coaching/*
MCP target
planned: atlas_feedback_submit
Validation
Bounded feedback payload size.PII scrubbed from analytics fanout.Caller-scoped briefing reads.

Feedback and personalization endpoints under /v1/feedback, /inspiration, /morning-briefing, /digest, and /focus-coaching cover user feedback submission, daily inspiration, briefings, digests, and focus coaching prompts.

Platform — Billing

Module docs

Billing, plan, and rate-limit tier management

Billing console, plan picker, rate-limit drawer

Live
Analytics
billing.*
App API
/v1/billing/*/v1/rate-limit-tiers/*
MCP target
planned: atlas_billing_summary
Validation
Tenant-admin authorization.Monetary fields stored as integer cents.Plan changes audit-logged.

Billing endpoints under /v1/billing and /v1/rate-limit-tiers cover plan subscription, invoice reads, and rate-limit tier overrides.

Platform — Observability

Module docs

Health, readiness, metrics, observability endpoints

Status page, internal metrics dashboard

Live
Analytics
observability.*
App API
/health/*/ready/*/metrics/*/observability/*/v1/health/*/.well-known/*
MCP target
atlas_health_check
Validation
Unauthenticated probes return minimal payloads.Metrics scopes restricted to internal callers.Well-known endpoints exclude tenant-scoped data.

Observability endpoints under /health, /ready, /metrics, /observability, /v1/health, and /.well-known cover health probes, readiness gates, Prometheus metrics, and well-known discovery documents.

Platform — Public Surfaces

Module docs

Public marketing, blog, and unauthenticated share surfaces

Public blog, public share links, marketing pages

Live
Analytics
public.*
App API
/public/*/public-blog/*/public-shares/*
MCP target
atlas_public_blog_list_postsatlas_public_blog_json_feedatlas_public_blog_rss_feedatlas_public_blog_sitemapplanned: atlas_public_share_get
Validation
No tenant identifiers leaked in payloads.Share tokens HMAC-verified and revocable.Public pages rate-limited per IP.

Public endpoints under /public, /public-blog, and /public-shares cover marketing pages, public blog reads, and unauthenticated share token lookups for documents, dashboards, and previews.

Time Tracking

Module docs

Time entries, workload, and focus sessions

Time entry drawer, workload view, focus timer

Live
Analytics
time-tracking.*
App API
/time-entries/*/workload/*/focus-sessions/*
MCP target
atlas_time_entries_listatlas_time_entries_get_runningatlas_time_entries_start_timeratlas_time_entries_stop_timeratlas_time_entries_createatlas_time_entries_updateatlas_time_entries_deleteatlas_time_entries_request_approvalatlas_time_entries_daily_totalsatlas_time_entries_project_totalsatlas_time_entries_export_csvatlas_workload_computeatlas_workload_list_overallocationsatlas_workload_list_day_tasksatlas_workload_list_capacityatlas_workload_upsert_capacityatlas_list_focus_sessionsatlas_create_focus_sessionatlas_delete_focus_session
Validation
Tenant-scoped time entry authorization.Duration validated against ISO instants.Workload aggregates bounded per user/day.

Time tracking endpoints under /time-entries, /workload, and /focus-sessions cover time entry CRUD, workload allocations, and focus session reads tied to the planner.

Review and decide time approvals

Time approval inbox, detail drawer, approve/reject buttons

Guarded
Analytics
time-approvals.*time-tracking.approvals.*
App API
/time-approvals/time-approvals/*/time-entries/*/request-approval
MCP target
atlas_time_entries_request_approvalatlas_time_approvals_listatlas_time_approvals_getatlas_time_approvals_decide
Validation
Reviewer authorization enforced per approval.Decision comments are bounded text.Approval decisions are immutable evidence once posted.

Covers manager-facing time approval reads and approve/reject decisions.

Forms Engine

Module docs

Forms, field policies, custom attributes, formula fields, labels

Form builder, attribute panel, formula editor, label picker

Live
Analytics
forms.*
App API
/forms/*/field-policies/*/custom-attributes/*/formula-fields/*/labels/*
MCP target
atlas_route_get_forms_public_by_slugplanned: atlas_forms_listplanned: atlas_forms_submit
Validation
Tenant-scoped form authorization.Custom field validation rules enforced server-side.Formula expressions sandboxed.

Forms engine endpoints under /forms, /field-policies, /custom-attributes, /formula-fields, and /labels cover form CRUD, submission, field policy management, custom attributes, formula fields, and labels across modules.

Booking Engine

Module docs

Booking pages, meeting types, blackouts, webhooks, hosts, questions

Booking page editor, meeting type drawer, host availability matrix

Live
Analytics
booking.*
App API
/booking-pages/*/booking-meeting-types/*/booking-webhooks/*/booking-blackouts/*/booking-page-hosts/*/booking-questions/*/booking-analytics/*/scheduling-rules/*
MCP target
atlas_list_booking_blackoutsatlas_create_booking_blackoutatlas_update_booking_blackoutatlas_delete_booking_blackoutatlas_route_get_booking_pages_public_by_slugatlas_route_get_booking_pages_public_by_slug_slotsplanned: atlas_booking_pages_listplanned: atlas_booking_pages_book
Validation
Tenant-scoped booking authorization.Booking time-window validation against host availability.Webhook secrets HMAC-verified on outbound deliveries.

Booking engine endpoints under /booking-pages, /booking-meeting-types, /booking-webhooks, /booking-blackouts, /booking-page-hosts, /booking-questions, /booking-analytics, and /scheduling-rules cover booking page CRUD, meeting types, blackout windows, webhook fan-out, host configuration, intake questions, analytics, and scheduling rules.

Review public booking meeting types and intake questions

Public booking page meeting-type selector and question form

Live
Analytics
booking.public.meeting-types.*booking.public.questions.*
App API
/public-booking-meeting-types/*/public-booking-questions/*
MCP target
atlas_route_get_public_booking_meeting_types_by_slugatlas_route_get_public_booking_questions_by_slugplanned: atlas_booking_public_metadata_get
Validation
Public reads are cacheable and slug-scoped.No tenant-private attendee data is returned.Question definitions are bounded before rendering.

Covers unauthenticated booking metadata reads used by public booking pages before an appointment is created.

Release Notes

Module docs

Release notes feed and changelog

Release notes page, changelog widget

Live
Analytics
release-notes.*
App API
/release-notes/*
MCP target
atlas_route_get_release_notesatlas_route_get_release_notes_adminatlas_route_get_release_notes_feed_jsonatlas_route_get_release_notes_latest_for_meatlas_route_post_release_notesatlas_route_patch_release_notes_by_idatlas_route_delete_release_notes_by_idatlas_route_post_release_notes_by_id_publishatlas_route_post_release_notes_by_id_dismiss
Validation
Read-only across tenants.Authoring restricted to platform admins.Bounded markdown payload size.

Release notes endpoints under /release-notes cover the public changelog, in-app release notes panel, and admin authoring surface.

Review public changelog entries and RSS feed

Customer changelog page, entry detail, and RSS subscription

Live
Analytics
changelog.public.*release-notes.rss.*
App API
/v1/changelog/v1/changelog/*
MCP target
atlas_list_changelogatlas_changelog_rss_feed
Validation
Published-only reads on public routes.RSS output is cacheable and secret-free.Slug detail reads do not expose draft metadata.

Covers the public changelog list, slug detail, and RSS feed routes added for customer-facing release notes.

Workspaces

Module docs

Workspaces, teams, tenants, tenant branding

Workspace switcher, team admin, tenant settings, branding panel

Live
Analytics
workspaces.*
App API
/workspaces/*/v1/workspaces/*/teams/*/tenants/*/v1/tenant/*/v1/tenants/*/v1/tenant-branding/*
MCP target
atlas_workspaces_listatlas_workspaces_createatlas_workspaces_mineatlas_get_tenant_brandingatlas_update_tenant_brandingatlas_get_tenant_workspace_brandingatlas_update_tenant_workspace_brandingplanned: atlas_workspaces_switch
Validation
Tenant-scoped workspace authorization.Branding assets size-bounded.Cross-tenant joins forbidden.

Workspace endpoints under /workspaces, /v1/workspaces, /teams, /tenants, /v1/tenant, /v1/tenants, and /v1/tenant-branding cover workspace CRUD, team admin, tenant settings, and branding management.

Profile + Me

Module docs

Profile, me, user theme, habits, daily notes, journal

Profile page, theme picker, habits tracker, daily notes panel

Live
Analytics
profile-platform.*
App API
/profile/*/me/*/user-theme/*/habits/*/daily-notes/*/journal-reviews/*
MCP target
atlas_get_user_themeatlas_upsert_user_themeplanned: atlas_profile_getplanned: atlas_profile_update
Validation
Caller-scoped reads.Bounded profile fields.Theme tokens validated against design system.

Profile and personal endpoints under /profile, /me, /user-theme, /habits, /daily-notes, and /journal-reviews cover the signed-in user profile, theme preferences, habits tracker, daily notes, and journal reviews.

SSO

Module docs

SSO configuration and callbacks

SSO admin console, IdP metadata upload

Live
Analytics
sso.*
App API
/v1/sso/*
MCP target
planned: atlas_sso_config_get
Validation
Tenant-admin authorization.SAML metadata signature verified.Just-in-time provisioning audit-logged.

SSO endpoints under /v1/sso cover SAML/OIDC configuration, IdP metadata upload, JIT provisioning, and SSO callback handling.

Two-Factor Auth

Module docs

Two-factor authentication enrollment and challenge

Two-factor enrollment screen, recovery codes drawer

Live
Analytics
two-factor.*
App API
/v1/two-factor/*
MCP target
planned: atlas_two_factor_status
Validation
Caller-scoped reads.TOTP secret never logged.Recovery code regeneration audit-logged.

Two-factor endpoints under /v1/two-factor cover TOTP enrollment, challenge verification, and recovery code management for end users.

Sessions

Module docs

Active session management and revoke

Sessions panel in profile/security settings

Live
Analytics
sessions.*
App API
/v1/sessions/*
MCP target
planned: atlas_sessions_listplanned: atlas_sessions_revoke
Validation
Caller-scoped reads.Session revoke audit-logged.Stale sessions garbage-collected on schedule.

Session endpoints under /v1/sessions cover active session listing, single-session revoke, and bulk revoke flows tied to the security console.

Personal Access Tokens

Module docs

Personal access tokens and API key management

Tokens page in profile/security settings

Live
Analytics
pats.*
App API
/v1/pats/*/v1/access-tokens/*
MCP target
atlas_list_patsatlas_create_patatlas_rotate_patatlas_revoke_patatlas_list_access_tokensatlas_create_access_tokenatlas_rotate_access_tokenatlas_revoke_access_token
Validation
Caller-scoped reads.Token plaintext returned only on creation or rotation.Scope restrictions enforced server-side.

Token endpoints under /v1/pats and /v1/access-tokens cover personal access token creation, rotation, revoke, scope edit, and listing.

Audit + Activity

Module docs

Audit log, activity feed, audit events

Audit log explorer, activity feed widget

Live
Analytics
audit.*
App API
/v1/audit-log/*/audit-events/*/activity-feed/*
MCP target
planned: atlas_audit_log_query
Validation
Tenant-admin authorization for raw audit reads.Time-range bounded queries.Audit events immutable; no DELETE handler.

Audit endpoints under /v1/audit-log, /audit-events, and /activity-feed cover audit log search, activity feed reads, and exportable audit event streams for compliance reviews.

Analytics

Module docs

Analytics surface and A/B tests

Analytics dashboards, A/B test console

Live
Analytics
analytics.*
App API
/v1/analytics/*/v1/email-ab-tests/*
MCP target
planned: atlas_analytics_query
Validation
Tenant-scoped analytics queries.PII never returned in raw form.A/B test allocation deterministic and audit-logged.

Analytics endpoints under /v1/analytics and /v1/email-ab-tests cover aggregate analytics queries, dashboards, and A/B test allocation/reads.

Reports

Module docs

Reports surface, email templates, SEO

Reports console, email template editor, SEO admin

Live
Analytics
reports.*
App API
/v1/reports/*/v1/email-templates/*/v1/seo/*/v1/themes/*
MCP target
atlas_docs_public_seo_configplanned: atlas_reports_render
Validation
Tenant-scoped reporting authorization.Email template variables sanitized.SEO settings validated against domain ownership.

Reports and editorial endpoints under /v1/reports, /v1/email-templates, /v1/seo, and /v1/themes cover scheduled reports, email template authoring, SEO admin, and theme management.

Create, review, and revoke public dashboards

Public dashboard sharing controls and revoke action

Guarded
Analytics
public-dashboards.*reports.public-share.*
App API
/v1/public-dashboards/v1/public-dashboards/*
MCP target
planned: atlas_public_dashboards_listplanned: atlas_public_dashboards_revoke
Validation
Share tokens are opaque.Public dashboards expose configured aggregate data only.Revocation is immediate and audit-stamped.

Covers public dashboard listing, creation, and token revocation for shareable reporting surfaces.

Webhooks

Module docs

Webhook endpoints, deliveries, watchers

Webhook endpoints console, delivery log

Live
Analytics
webhooks.*
App API
/v1/webhook-endpoints/*/v1/webhook-deliveries/*/v1/watch/*
MCP target
planned: atlas_webhook_endpoints_listplanned: atlas_webhook_deliveries_replay
Validation
Tenant-admin authorization for endpoint changes.Webhook secrets returned only on creation/rotation.Delivery payloads HMAC-signed.

Webhook endpoints under /v1/webhook-endpoints, /v1/webhook-deliveries, and /v1/watch cover webhook configuration, delivery log inspection, and watch subscriptions used by external integrators.

Integrations — Extras

Module docs

Integration extras: inbound email, slack, voice, AI models

Integration directory, inbound email config, slack admin, AI model picker

Live
Analytics
integrations-extra.*
App API
/integrations/*/inbound-email/*/v1/slack/*/v1/ai-models/*/v1/voice/*
MCP target
planned: atlas_integrations_extra_list
Validation
Tenant-admin authorization for install/remove.Inbound email DKIM verification enforced.AI model selection respects governance policy.

Integration extras under /integrations, /inbound-email, /v1/slack, /v1/ai-models, and /v1/voice cover inbound email parsing, Slack admin, AI model selection, and voice transcription endpoints.

Task Platform Extras

Module docs

Task extras: templates, relations, saved filters, comments

Task drawer, templates picker, relations panel

Live
Analytics
tasks-extra.*
App API
/tasks/*/task-templates/*/task-relations/*/template-library/*/templates/*/comments/*
MCP target
planned: atlas_tasks_templates_listplanned: atlas_tasks_relations_list
Validation
Tenant-scoped task authorization.Templates bounded in size and field count.Relation cycles rejected at write time.

Task platform extras under /tasks, /task-templates, /task-relations, /template-library, /templates, and /comments cover task templates, relations between tasks, the cross-module template library, and comments across resources.

Run bulk task, label, and comment mutations

Bulk action bar, label picker, and comment composer

Guarded
Analytics
bulk.tasks.*bulk.labels.*bulk.comments.*
App API
/v1/bulk/*
MCP target
planned: atlas_bulk_tasks_updateplanned: atlas_bulk_labels_apply
Validation
Bulk targets are capped and tenant-scoped.Mutation payloads are operation-specific and idempotent.Bulk comments are bounded and audit-visible.

Maps the shared bulk operation endpoints that power multi-select task, label, and comment workflows.

Review focus coaching suggestions

My Work focus coaching panel and suggestion cards

Live
Analytics
focus-coaching.*my-work.focus-coaching.*
App API
/v1/focus-coaching/*
MCP target
atlas_focus_coaching_suggestions
Validation
Suggestions are caller-scoped.Response text is bounded and deterministic under fixtures.No raw calendar/provider payloads are exposed.

Maps the focus coaching suggestion endpoint used by My Work and planning guidance surfaces.

Review task type catalog and task-type detail

Task type settings list and type detail drawer

Live
Analytics
task-types.*settings.task-types.*
App API
/v1/task-types/v1/task-types/*/v1/projects/*/task-types/v1/projects/*/task-types/*
MCP target
atlas_task_types_listatlas_task_types_getatlas_project_task_types_listatlas_project_task_types_getatlas_project_task_types_get_by_id
Validation
Catalog reads are tenant-scoped.Type keys are normalized before lookup.Task-type metadata is bounded and safe for command palette indexing.

Covers global and project-scoped task type catalog/list/key/id readback endpoints.

Project Platform Extras

Module docs

Project extras: risks, milestones, status updates, dependencies, stakeholders, initiatives, portfolios, cycles, board columns

Project drawer subtabs and board configuration

Live
Analytics
projects-extra.*
App API
/projects/*/project-risks/*/v1/project-risks/*/project-milestones/*/project-status-updates/*/project-dependencies/*/v1/project-dependencies/*/project-stakeholders/*/initiatives/*/portfolios/*/cycles/*/board-columns/*
MCP target
planned: atlas_projects_risks_listplanned: atlas_projects_milestones_list
Validation
Tenant-scoped project authorization.Risk and milestone payloads bounded.Dependency cycles rejected.

Project platform extras under /projects, /project-risks, /v1/project-risks, /project-milestones, /project-status-updates, /project-dependencies, /v1/project-dependencies, /project-stakeholders, /initiatives, /portfolios, /cycles, and /board-columns cover risks, milestones, status updates, dependencies, stakeholders, initiatives, portfolios, cycles, and board column configuration.

Goals Platform

Module docs

Goals catalog and goal operations

Goals dashboard, goal drawer

Live
Analytics
goals.*
App API
/goals/*
MCP target
atlas_goals_listatlas_goals_getplanned: atlas_goals_create
Validation
Tenant-scoped goal authorization.Goal target metrics validated.Progress updates audit-logged.

Goals platform endpoints under /goals cover the full goal catalog: CRUD, progress updates, alignment with cycles, and team scoping.

Meetings Platform

Module docs

Meetings, meeting insights, video attachments

Meetings list, meeting detail, insights drawer

Live
Analytics
meetings.*
App API
/meetings/*/v1/meetings/*/v1/meeting-insights/*/v1/video-attachments/*
MCP target
planned: atlas_meetings_listplanned: atlas_meetings_summarize
Validation
Tenant-scoped meeting authorization.Recording access gated by participant ACL.AI summaries flagged as machine-generated.

Meetings endpoints under /meetings, /v1/meetings, /v1/meeting-insights, and /v1/video-attachments cover meeting CRUD, AI-powered insights, transcripts, and video attachment uploads.

Wiki Platform

Module docs

Wiki pages, presence, collaboration

Wiki editor, page tree, collaboration cursors

Live
Analytics
wiki.*
App API
/v1/wiki/*/v1/wiki-presence/*/v1/wiki-collab/*
MCP target
atlas_list_wiki_pagesatlas_get_wiki_pageatlas_create_wiki_pageatlas_update_wiki_pageatlas_delete_wiki_pageatlas_publish_wiki_pageatlas_post_wiki_commentatlas_set_wiki_tagsatlas_search_wikiatlas_get_wiki_graph
Validation
Tenant-scoped wiki authorization.Realtime collab payloads HMAC-signed.Bounded page size.

Wiki platform endpoints under /v1/wiki, /v1/wiki-presence, and /v1/wiki-collab cover wiki page CRUD, realtime presence, and collaborative edit broadcast.

Blog Platform

Module docs

Internal blog authoring and reads

Blog editor, blog list

Live
Analytics
blog.*
App API
/blog/*
MCP target
planned: atlas_blog_posts_list
Validation
Tenant-scoped authoring authorization.Published reads cacheable; drafts caller-scoped.Bounded post body size.

Blog endpoints under /blog cover internal blog post authoring, publishing, and reads across the tenant.

Automations Platform

Module docs

Automation scripts, triggers, runs

Automations console, run history, script editor

Guarded
Analytics
automations.*
App API
/automations/*
MCP target
atlas_automations_listatlas_automations_createatlas_automations_getatlas_automations_updateatlas_automations_deleteatlas_automations_enableatlas_automations_disableatlas_automations_list_runsatlas_list_workflow_templatesatlas_install_workflow_templateatlas_script_automations_listatlas_script_automations_createatlas_script_automations_getatlas_script_automations_updateatlas_script_automations_deactivateatlas_script_automations_runatlas_script_automations_list_runs
Validation
Tenant-admin authorization to author scripts.Scripts sandboxed and runtime-bounded.Run history audit-logged.

Automations platform endpoints under /automations cover script authoring, trigger configuration, run history, and operational reads for the no-code automation surface.

Custom Roles

Module docs

Custom roles authoring and assignment

Custom roles console

Live
Analytics
custom-roles.*
App API
/custom-roles/*
MCP target
planned: atlas_custom_roles_list
Validation
Tenant-admin authorization.Role definitions validated against permission schema.Assignment changes audit-logged.

Custom roles endpoints under /custom-roles cover role definition CRUD, permission scoping, and assignment management across modules.

Undo + Trash + Quick Links

Module docs

Undo entries, trash recovery, quick links, shortcuts

Undo toast, trash explorer, quick links menu, keyboard shortcuts dialog

Live
Analytics
undo.*
App API
/undo-entries/*/v1/trash/*/quick-links/*/v1/shortcuts/*
MCP target
atlas_list_quick_linksatlas_create_quick_linkatlas_update_quick_linkatlas_delete_quick_linkatlas_list_trashatlas_restore_trash_itematlas_purge_trash_itemplanned: atlas_undo_history
Validation
Caller-scoped reads.Undo windows time-bounded.Trash retention enforced per tenant policy.

Undo and recovery endpoints under /undo-entries, /v1/trash, /quick-links, and /v1/shortcuts cover undo stack reads, trash recovery, quick links, and keyboard shortcut definitions.

Inbox + Scheduler Drift

Module docs

Scheduler drift feed and mute state

Drift feed widget, mute drawer

Live
Analytics
inbox.*
App API
/today-scheduler-drift-feed/*/scheduler-drift-mute-state/*/appointments/*
MCP target
atlas_get_scheduler_drift_mute_stateatlas_upsert_scheduler_drift_mute_stateatlas_reset_scheduler_drift_mute_stateplanned: atlas_scheduler_drift_feed
Validation
Caller-scoped feed reads.Mute windows time-bounded.Bounded payload size on feed fetch.

Inbox and scheduler drift endpoints under /today-scheduler-drift-feed, /scheduler-drift-mute-state, and /appointments cover the today drift feed, mute state controls, and appointment notifications shown on the planner.

PDF Studio Platform

Module docs

PDF studio API surface (extras)

PDF studio editor, OCR drawer, convert pipeline

Live
Analytics
pdf-platform.*
App API
/v1/pdf/*/v1/pdf-studio/*/v1/pdf-secure/*/v1/pdf-convert/*/v1/pdf-ocr/*
MCP target
planned: atlas_pdf_platform_status
Validation
Tenant-scoped pdf authorization.OCR jobs runtime-bounded.Secure shares HMAC-signed and revocable.

PDF platform endpoints under /v1/pdf, /v1/pdf-studio, /v1/pdf-secure, /v1/pdf-convert, and /v1/pdf-ocr cover PDF tooling APIs, secure share links, conversion pipelines, and OCR job orchestration.

Docs Platform

Module docs

Generated docs surface: Postman, OpenAPI references

Docs portal, Postman download buttons

Live
Analytics
docs-platform.*
App API
/v1/docs/*/v1/postman-environment.json/v1/postman.json
MCP target
atlas_docs_api_reference_htmlatlas_docs_postman_collectionatlas_docs_postman_environment
Validation
No tenant-scoped data in generated docs.Generated artifacts cacheable.Postman environment templates exclude live secrets.

Docs platform endpoints under /v1/docs, /v1/postman-environment.json, and /v1/postman.json cover generated documentation portals, Postman environment exports, and OpenAPI reference artifacts.

Extension Errors

Module docs

Browser extension error capture

Extension error console (internal)

Live
Analytics
extension-errors.*
App API
/v1/extension-errors/*
MCP target
planned: atlas_extension_errors_list
Validation
Caller-scoped error submission.Bounded error payload size.Sensitive headers stripped.

Extension error endpoints under /v1/extension-errors cover browser extension crash and exception ingest, replay, and internal review for extension stability monitoring.