UPIP Business API

Query Parameters

Response

{
  "invoices": [
    {
      "id": "INV-2401",
      "customer": "Acme Corp",
      "amount": 1250.00,
      "status": "paid",
      "created_at": "2026-02-05T10:30:00Z",
      "due_date": "2026-03-05T00:00:00Z"
    }
  ],
  "total": 47,
  "page": 1,
  "pages": 3
}

Request Body

curl -X POST https://api.upip.company/v1/invoices \
  -H "Authorization: Bearer upip_biz_YOUR_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "customer_name": "Acme Corp",
    "customer_email": "[email protected]",
    "line_items": [
      {"description": "Consulting (10 hrs)", "quantity": 10, "unit_price": 150.00},
      {"description": "Software License", "quantity": 1, "unit_price": 500.00}
    ],
    "tax_rate": 8.5,
    "notes": "Net 30"
  }'

Returns full invoice details including line items, payment history, and PDF download URL.

{
  "id": "INV-2401",
  "customer": { "name": "Acme Corp", "email": "[email protected]" },
  "line_items": [...],
  "subtotal": 2000.00,
  "tax": 170.00,
  "total": 2170.00,
  "status": "paid",
  "pdf_url": "https://api.upip.company/v1/invoices/INV-2401/pdf",
  "payment_link": "https://pay.upip.company/INV-2401"
}

Update an invoice that is still in draft status. Sent or paid invoices cannot be modified.

Sends the invoice via email with a payment link. Changes status from draft to sent.

{
  "success": true,
  "message": "Invoice INV-2401 sent to [email protected]",
  "payment_link": "https://pay.upip.company/INV-2401"
}

Query Parameters

{
  "members": [
    {
      "id": "usr_abc123",
      "name": "Alex Morgan",
      "role": "Team Lead",
      "department": "Operations",
      "status": "online",
      "performance_score": 94
    }
  ],
  "total": 23
}

{
  "total": 47250.00,
  "change_pct": 12.5,
  "data": [
    { "date": "2026-02-01", "amount": 1580.00 },
    { "date": "2026-02-02", "amount": 2100.00 }
  ]
}

{
  "total_active": 1284,
  "new_this_period": 87,
  "retention_rate": 87.5,
  "churn_rate": 2.1,
  "avg_lifetime_value": 4200.00
}

curl -X POST https://api.upip.company/v1/ai/chat \
  -H "Authorization: Bearer upip_biz_YOUR_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "message": "What should I focus on to increase revenue?",
    "mode": "objective"
  }'

{
  "response": "Based on your data: your invoice collection rate is 94.2% but 5 invoices are overdue totaling $2,100. Focus on: 1) Send payment reminders for overdue invoices, 2) Your Tuesday revenue is consistently highest - consider running promotions on slower days, 3) Customer retention is strong at 87.5% but new acquisition has slowed.",
  "personality": "berkeley",
  "confidence": 0.92
}

Returns automatically generated insights based on your business data. Updated daily.

{
  "insights": [
    {
      "type": "opportunity",
      "title": "Tuesday Revenue Spike Detected",
      "description": "Revenue on Tuesdays is 37% higher than average. Consider allocating more staff and running promotions on this day.",
      "impact": "high"
    }
  ]
}