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Documentation Index

Fetch the complete documentation index at: https://montereyfinancial.mintlify.app/llms.txt

Use this file to discover all available pages before exploring further.

Monterey integrates Claude AI for two real-time features: template editing and brand guide management. Both use WebSocket connections for streaming responses.

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Template AI

The template AI assistant helps generate and refine email template HTML content.

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Connection

Connect via WebSocket with a JWT token: 
ws://localhost:8000/ws/template-ai?token=<jwt>&session_id=<optional-uuid>
  • token (required): JWT bearer token for authentication
  • session_id (optional): UUID to resume a previous session. Sessions have a 2-hour TTL.

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Rate limits

  • 10 requests per minute per user
  • Sessions expire after 2 hours of inactivity

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Message types

Send JSON messages through the WebSocket:
Generate a new template from a text prompt.
{
  "action": "generate",
  "prompt": "Create a collections reminder email with a formal tone"
}

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Brand guide AI

The brand guide AI manages workspace brand guidelines through a conversational interface.

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Connection

ws://localhost:8000/ws/brand-guide-ai?token=<jwt>&session_id=<optional-uuid>
Works the same as the template AI WebSocket with async task handling and cancellation support.

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Brand guides

Brand guides store workspace-level branding rules that inform AI template generation:
OperationEndpoint
ListGET /brand-guides/
GetGET /brand-guides/{id}
CreatePOST /brand-guides/
UpdatePUT /brand-guides/{id}
DeleteDELETE /brand-guides/{id}