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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.

The Monterey API uses Microsoft Entra ID (formerly Azure AD) for authentication and workspace-scoped role-based access control for authorization.

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Authentication flow

Every request must include a JWT bearer token from Entra ID in the Authorization header: 
Authorization: Bearer <entra-id-jwt>
The API validates the token, extracts the user identity, and resolves their workspace memberships and roles.
The only endpoint that does not require a workspace_id header is GET /auth/me, which returns the authenticated user’s profile and all workspace memberships.

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Required headers

HeaderDescription
AuthorizationBearer <jwt> from Microsoft Entra ID
workspace_idUUID of the target workspace (required for all endpoints except /auth/me)

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Roles

Each workspace membership has a role that determines access level:
RolePermissions
viewerRead-only access to workspace resources
editorCreate, update, and delete workspace resources
adminFull access including membership management
platform_adminCross-workspace access, workspace CRUD, app user management

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Dev authentication bypass

For local development, set DEV_AUTH_ENABLED=1 in your environment. This skips Entra ID token validation and returns a mock user for all requests.
Never enable dev auth bypass in production environments.

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Example: get current user

curl -H "Authorization: Bearer <token>" \
  http://localhost:8000/auth/me
Response includes the user’s profile, workspace memberships, and roles: 
{
  "id": "550e8400-e29b-41d4-a716-446655440000",
  "email": "user@montereyfinancial.com",
  "display_name": "Jane Doe",
  "memberships": [
    {
      "workspace_id": "...",
      "workspace_name": "Collections",
      "role": "editor"
    }
  ]
}