Operations

The collection team's work: assigned tasks and the history of interactions with each debtor.

Families on this page

Family	Tools	read	write	destructive
tasks — Tasks	8	2	5	1
interactions — Interactions	5	2	2	1

Tasks

Tool	Kind	Permission	Endpoint	What it does
dunning_tasks_list	read	tasks.list	GET /v1/tasks	Lists the organization’s tasks with pagination and filters.
dunning_tasks_create	write	tasks.create	POST /v1/tasks	Creates a task, optionally linked to a customer, a charge and an assignee (all within the organization).
dunning_tasks_get	read	tasks.show	GET /v1/tasks/{id}	Returns a task by ID, with customer, assignee and charge summaries.
dunning_tasks_update	write	tasks.update	PUT /v1/tasks/{id}	Updates a task’s data (partial).
dunning_tasks_delete	destructive	tasks.delete	DELETE /v1/tasks/{id}	Soft-deletes a task: the status becomes cancelled (the record remains).
dunning_tasks_complete	write	tasks.complete	POST /v1/tasks/{id}/complete	Marks the task as completed and fills completed_at.
dunning_tasks_bulk_complete	write	tasks.complete	POST /v1/tasks/bulk-complete	Completes up to 100 tasks in one call.
dunning_tasks_bulk_assign	write	tasks.update	POST /v1/tasks/bulk-assign	Assigns (or clears, with assignedToId: null) the assignee of up to 100 tasks.

Interactions

Tool	Kind	Permission	Endpoint	What it does
dunning_interactions_list	read	interactions.list	GET /v1/interactions	Lists the organization’s interactions with pagination and filters.
dunning_interactions_create	write	interactions.create	POST /v1/interactions	Logs an interaction with a customer, optionally linked to a charge.
dunning_interactions_get	read	interactions.show	GET /v1/interactions/{id}	Returns an interaction by ID, with customer, user and charge summaries.
dunning_interactions_update	write	interactions.update	PUT /v1/interactions/{id}	Updates an interaction’s editable fields (partial).
dunning_interactions_delete	destructive	interactions.delete	DELETE /v1/interactions/{id}	Soft-deletes an interaction; the record remains for the audit trail.

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Each resource's fields are in the API reference.

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