Skip to main content
Complete the authentication setup. Use a write-capable user key with MC edit access. The MC must already have filings, companies, jurisdictions, and products registered; item operations also need filing_items. An administrator can configure these in the Records UI.

​
Find reference values

Find reference IDs through the existing GET /api/v1/mission-controls/{mcId}/records/reference-options?targetKind=system_record&recordType=companies API; repeat with jurisdictions and products. Follow that endpoint’s pagination. toiCode and subToiCode use NAIC registry values. A sub-TOI requires its parent TOI. Discover choices with GET /api/v1/mission-controls/{mcId}/records/types/filings/fields/toiCode/options?limit=25&query=property and discover matching sub-TOIs with GET /api/v1/mission-controls/{mcId}/records/types/filings/fields/subToiCode/options?dependencyValue=01.0&limit=25. The options endpoint supports query to narrow the results. When changing a TOI, change or clear an incompatible sub-TOI in the same request. PATCH checks the resulting filing, including fields you leave unchanged.

​
Create a filing

Create with POST /api/v2/managed-filings and Content-Type: application/json:
Save this body as filing.json, using authorized reference IDs and an MC UUID or stable slug after mc:. Send it with:
The response is 201, includes the created filing and canonical scope, and supplies its detail URL in Location. API-key creation does not start a Captain session.

​
Edit a filing

Use PATCH /api/v2/managed-filings/{filingId} to change selected fields:
Omitted fields stay unchanged; null clears nullable values. Editors need both MC and filing edit access. Imported/reference and unclassified filings cannot be prepared. Scope, ownership, sharing, and filing mode cannot be edited here. Create is not idempotent. After a lost response, list filings before retrying. Updates use last-write-wins semantics; read current values before editing. These calls neither stage nor submit to SERFF. Next, upload and attach documents. See error recovery for failed requests.