Subscription CRUD

Subscription API payloads use camelCase. Server-managed fields are returned in responses but rejected in write requests.

Operation semantics

Operation	Use when	Risk	Confirmation
`GET /api/v1/subscriptions`	Search, summarize, analyze, or identify subscriptions	Low	Not required
`GET /api/v1/subscriptions/{id}`	Fetch one known record by UUID	Low	Not required
`POST /api/v1/subscriptions`	Record a new subscription	Medium	Required for AI agents
`PATCH /api/v1/subscriptions/{id}`	Change writable fields, including `status` (cancel/pause/resume)	Medium–High	Required for AI agents
`DELETE /api/v1/subscriptions/{id}`	Permanently remove a tracked record (prefer cancel to keep history)	High	Required for AI agents

For AI integrations, list subscriptions before updating or deleting unless the user already supplied a subscription UUID. Write operations require an API key with the write scope; read-only keys receive 403 insufficient_scope.

Pagination

GET /api/v1/subscriptions returns results newest first and accepts two optional query parameters:

Parameter	Default	Rule
`limit`	`50`	Page size, 1 to 100
`offset`	`0`	Number of records to skip from the start

The response includes a pagination object. Fetch the next page with offset + limit while hasMore is true.

{
  "data": [ /* ... */ ],
  "pagination": { "limit": 50, "offset": 0, "hasMore": false },
  "requestId": "request-..."
}

curl -H "Authorization: Bearer $SUBSCRIPTION_MANAGER_API_KEY" \
  "https://your-site.example/api/v1/subscriptions?limit=50&offset=50"

Out-of-range values return 400 invalid_pagination.

Filtering and sorting

GET /api/v1/subscriptions accepts optional filters and a sort order alongside pagination:

Parameter	Rule
`status`	One of `active`, `paused`, `cancelled`
`category`	Exact category match, e.g. `Streaming`
`period`	One of `monthly`, `yearly`, `custom`
`q`	Case-insensitive search over the subscription name
`expiringBefore`	`YYYY-MM-DD`; returns records whose `nextPaymentDate` is on or before this date
`sort`	One of `createdAt`, `-createdAt`, `nextPaymentDate`, `-nextPaymentDate`, `amount`, `-amount`, `name`, `-name` (default `-createdAt`; `-` prefix is descending)

Combine status=active with expiringBefore to answer “what renews soon”. Invalid values return 400 invalid_query with a field and suggestedFix.

curl -H "Authorization: Bearer $SUBSCRIPTION_MANAGER_API_KEY" \
  "https://your-site.example/api/v1/subscriptions?status=active&expiringBefore=2026-07-01&sort=nextPaymentDate"

The response echoes the applied query so an agent can confirm what produced the result:

{
  "data": [ /* ... */ ],
  "pagination": { "limit": 50, "offset": 0, "hasMore": false },
  "query": { "sort": "nextPaymentDate", "filters": { "status": "active", "expiringBefore": "2026-07-01" } },
  "requestId": "request-..."
}

Subscription object

{
  "id": "33333333-3333-4333-8333-333333333333",
  "name": "Netflix",
  "category": "Streaming",
  "amount": 15.99,
  "currency": "USD",
  "period": "monthly",
  "lastPaymentDate": "2026-06-01",
  "nextPaymentDate": "2026-07-01",
  "billingAnchorDay": 1,
  "notificationEnabled": true,
  "status": "active",
  "createdAt": "2026-06-16T00:00:00.000Z",
  "updatedAt": "2026-06-16T00:00:00.000Z"
}

Writable fields

{
  "name": "Netflix",
  "category": "Streaming",
  "amount": 15.99,
  "currency": "USD",
  "period": "monthly",
  "nextPaymentDate": "2026-07-01",
  "billingAnchorDay": 1,
  "customDate": null,
  "notificationEnabled": true,
  "status": "active"
}

The server manages:

id
createdAt
updatedAt

Do not send server-managed fields in POST or PATCH requests.

Field rules

Field	Rule
`name`	Required, 1-120 characters
`category`	Required, 1-80 characters
`amount`	Required number, 0 to 999999.99, max 2 decimals
`currency`	Required. One of `CNY`, `USD`, `EUR`, `JPY`, `GBP`, `AUD`, `CAD`, `CHF`, `HKD`, `SGD`
`period`	Required. One of `monthly`, `yearly`, `custom`
`nextPaymentDate`	Required upcoming renewal date in `YYYY-MM-DD` format
`billingAnchorDay`	Optional monthly calendar anchor from 1-31; normally inferred from `nextPaymentDate`
`lastPaymentDate`	Deprecated compatibility input; converted into `nextPaymentDate` when the latter is omitted
`customDate`	Required only when `period` is `custom`; positive whole-number string of days
`notificationEnabled`	Optional boolean, defaults to `true`
`status`	Optional. One of `active`, `paused`, `cancelled`; defaults to `active`

nextPaymentDate is the authoritative schedule date. For monthly billing, billingAnchorDay preserves the original calendar day across short months: January 31 → February 28/29 → March 31. If a charge repeats every 30 days rather than on a fixed day of each month, use period: "custom" with customDate: "30". lastPaymentDate remains in responses as a derived compatibility field and should not be used for new integrations.

Lifecycle: cancel, pause, resume vs delete

A subscription has a status: active (billing), paused (temporarily stopped), or cancelled (no longer billing, kept for history). Changing status is a soft operation — the record and its audit history survive and can be reactivated. DELETE is permanent and removes the record and its audit history. Prefer a status change when the user says they stopped using a service but might come back:

# Cancel (keep history)
curl -X PATCH \
  -H "Authorization: Bearer $SUBSCRIPTION_MANAGER_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"status":"cancelled"}' \
  https://your-site.example/api/v1/subscriptions/33333333-3333-4333-8333-333333333333

# Pause, then later resume
curl -X PATCH ... -d '{"status":"paused"}' .../{id}
curl -X PATCH ... -d '{"status":"active"}'  .../{id}

Only active subscriptions count toward active spend in the analytics endpoints. Use DELETE only when the user wants the record gone permanently.

Natural language examples

Add a subscription

User intent:

Add ChatGPT Plus, 20 USD per month, next renewal on 2026-07-17.

API call:

curl -X POST \
  -H "Authorization: Bearer $SUBSCRIPTION_MANAGER_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"name":"ChatGPT Plus","category":"AI","amount":20,"currency":"USD","period":"monthly","nextPaymentDate":"2026-07-17","notificationEnabled":true}' \
  https://your-site.example/api/v1/subscriptions

Change billing period

User intent:

Change Netflix to yearly billing.

Agent flow:

Call GET /api/v1/subscriptions to identify the Netflix record.
Ask the user to confirm the exact record and change.
Call PATCH /api/v1/subscriptions/{id}.

curl -X PATCH \
  -H "Authorization: Bearer $SUBSCRIPTION_MANAGER_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"period":"yearly"}' \
  https://your-site.example/api/v1/subscriptions/33333333-3333-4333-8333-333333333333

Remove a duplicate

User intent:

Delete the duplicate Netflix subscription.

Agent flow:

Call GET /api/v1/subscriptions and find duplicate candidates.
Ask the user to confirm the exact subscription name and id.
Call DELETE /api/v1/subscriptions/{id}.

curl -X DELETE \
  -H "Authorization: Bearer $SUBSCRIPTION_MANAGER_API_KEY" \
  https://your-site.example/api/v1/subscriptions/33333333-3333-4333-8333-333333333333

Custom billing period

For non-monthly/non-yearly intervals, set period to custom and send customDate as a positive whole-number string of days.

{
  "name": "Domain renewal",
  "category": "Infrastructure",
  "amount": 12,
  "currency": "USD",
  "period": "custom",
  "nextPaymentDate": "2026-07-16",
  "customDate": "45"
}

For a fixed 30-day interval, set customDate to "30"; do not use monthly. When patching from custom back to monthly or yearly, omit customDate. The server clears stale custom billing data.

AI tool schema

Use ai-tools.json for tool/function definitions, risk levels, and confirmation prompts.

​Subscription CRUD

​Operation semantics

​Pagination

​Filtering and sorting

​Subscription object

​Writable fields

​Field rules

​Lifecycle: cancel, pause, resume vs delete

​Natural language examples

​Add a subscription

​Change billing period

​Remove a duplicate

​Custom billing period

​AI tool schema

Subscription CRUD

Operation semantics

Pagination

Filtering and sorting

Subscription object

Writable fields

Field rules

Lifecycle: cancel, pause, resume vs delete

Natural language examples

Add a subscription

Change billing period

Remove a duplicate

Custom billing period

AI tool schema