curl --request POST \
  --url https://api.neoagent.io/public-api/agents \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "agent_settings": {
    "custom_instructions": "Review long-running tickets and escalate only those with no future-dated open service call."
  },
  "autonomy_type": "AGENTIC",
  "name": "Nightly escalation review",
  "schedule": {
    "start_datetimes": [
      "2026-05-14T02:00:00+00:00"
    ],
    "time_period": {
      "interval": 1,
      "unit": "HOUR"
    },
    "timezone": "UTC"
  },
  "toolbox": {
    "tool_settings_by_type": {}
  },
  "trigger_type": "SCHEDULED"
}
'

{
  "data": {
    "access": "ALL_USERS",
    "audience": "MSP",
    "autonomy_type": "CHAINED_ACTIONS",
    "created_at": "2023-11-07T05:31:56Z",
    "created_via": "EDITOR",
    "entity_type": "ticket",
    "group_name": "<string>",
    "group_order": 123,
    "id": "<string>",
    "name": "<string>",
    "source_template_id": 123,
    "state": "ENABLED",
    "trigger_type": "SCHEDULED",
    "updated_at": "2023-11-07T05:31:56Z"
  },
  "meta": {
    "request_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "timings_ms": {},
    "pagination": {
      "has_more": true,
      "next_cursor": "<string>"
    },
    "warnings": [
      "<string>"
    ]
  }
}

{
  "error": {
    "code": "<string>",
    "message": "<string>",
    "details": {}
  },
  "meta": {
    "request_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
  }
}

{
  "error": {
    "code": "<string>",
    "message": "<string>",
    "details": {}
  },
  "meta": {
    "request_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
  }
}

{
  "error": {
    "code": "<string>",
    "message": "<string>",
    "details": {}
  },
  "meta": {
    "request_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
  }
}

{
  "error": {
    "code": "<string>",
    "message": "<string>",
    "details": {}
  },
  "meta": {
    "request_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
  }
}

{
  "error": {
    "code": "<string>",
    "message": "<string>",
    "details": {}
  },
  "meta": {
    "request_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
  }
}

{
  "error": {
    "code": "<string>",
    "message": "<string>",
    "details": {}
  },
  "meta": {
    "request_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
  }
}

{
  "error": {
    "code": "<string>",
    "message": "<string>",
    "details": {}
  },
  "meta": {
    "request_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
  }
}

{
  "error": {
    "code": "<string>",
    "message": "<string>",
    "details": {}
  },
  "meta": {
    "request_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
  }
}

Agents

Create an agent

Creates an agent/workflow for the caller’s tenant. The body is a discriminated union on autonomy_type (CHAINED_ACTIONS / AGENTIC / CONVERSATIONAL). The contract is intent-shaped: callers describe entity_type + ticket_conditions / time_entry_conditions, and the server constructs the canonical actions array (prepending FIND_ENTITIES for CHAINED_ACTIONS / AGENTIC; the trailing AGENTIC action for AGENTIC; an empty list for CONVERSATIONAL). For CHAINED_ACTIONS, actions is the pipeline AFTER the auto-prepended FIND_ENTITIES — including FIND_ENTITIES yourself returns 400. A new DATA_ANALYSIS action with custom python_code returns 400, because custom report code is retired. AGENTIC agents may be entity-triggered (trigger_type=TRIGGERED + callback_settings, running against the entity FIND_ENTITIES resolves) or scheduled (trigger_type=SCHEDULED + schedule), which is ticketless — no FIND_ENTITIES and no ticket_conditions/time_entry_conditions. A scheduled CHAINED_ACTIONS ticket workflow takes schedule.ticket_cooldown_hours (1 to 720): a run the schedule starts skips each ticket that a run of this workflow started within that many hours processed (counted from that run’s start). Omitted on create, it defaults to 24; send null to process every matching ticket on every run. A monthly schedule runs on the day of start_datetimes[0], and a day from 29 to 31 runs on the 28th; send schedule.last_day_of_month: true to run on the last day of each month instead, at the start’s time of day. It needs unit: MONTH and an interval of 1, 2, 3, 4, 6 or 12. CONVERSATIONAL agents accept audience (MSP | END_USER, default MSP) — set END_USER to provision a user-facing chat agent that can bind an END_USER channel; it must then hold only END_USER tools. Audience is set at create and is immutable. They also accept access (ALL_USERS | ADMINS_ONLY | SPECIFIC_USERS, default ALL_USERS), controlling which of the MSP’s own users may message the agent (set in the dashboard thereafter). created_by_user is derived from the authenticated identity — not accepted in the body. Toolboxes that supply external-API credentials are rejected (400 validation_error); configure those in the dashboard. Discover the shapes via the /schemas/* endpoints. A scheduled Agent created ENABLED whose estimated cost reaches 25% of the workspace’s monthly credits (GET /agents/cost-estimate) returns 409 estimated_cost_confirmation_required with the estimate in error.details.estimate, and nothing is created; send the same body with confirm_estimated_cost: true once the person who pays has agreed, or create it DISABLED.

POST

public-api

agents

curl --request POST \
  --url https://api.neoagent.io/public-api/agents \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "agent_settings": {
    "custom_instructions": "Review long-running tickets and escalate only those with no future-dated open service call."
  },
  "autonomy_type": "AGENTIC",
  "name": "Nightly escalation review",
  "schedule": {
    "start_datetimes": [
      "2026-05-14T02:00:00+00:00"
    ],
    "time_period": {
      "interval": 1,
      "unit": "HOUR"
    },
    "timezone": "UTC"
  },
  "toolbox": {
    "tool_settings_by_type": {}
  },
  "trigger_type": "SCHEDULED"
}
'

{
  "data": {
    "access": "ALL_USERS",
    "audience": "MSP",
    "autonomy_type": "CHAINED_ACTIONS",
    "created_at": "2023-11-07T05:31:56Z",
    "created_via": "EDITOR",
    "entity_type": "ticket",
    "group_name": "<string>",
    "group_order": 123,
    "id": "<string>",
    "name": "<string>",
    "source_template_id": 123,
    "state": "ENABLED",
    "trigger_type": "SCHEDULED",
    "updated_at": "2023-11-07T05:31:56Z"
  },
  "meta": {
    "request_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "timings_ms": {},
    "pagination": {
      "has_more": true,
      "next_cursor": "<string>"
    },
    "warnings": [
      "<string>"
    ]
  }
}

{
  "error": {
    "code": "<string>",
    "message": "<string>",
    "details": {}
  },
  "meta": {
    "request_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
  }
}

{
  "error": {
    "code": "<string>",
    "message": "<string>",
    "details": {}
  },
  "meta": {
    "request_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
  }
}

{
  "error": {
    "code": "<string>",
    "message": "<string>",
    "details": {}
  },
  "meta": {
    "request_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
  }
}

{
  "error": {
    "code": "<string>",
    "message": "<string>",
    "details": {}
  },
  "meta": {
    "request_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
  }
}

{
  "error": {
    "code": "<string>",
    "message": "<string>",
    "details": {}
  },
  "meta": {
    "request_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
  }
}

{
  "error": {
    "code": "<string>",
    "message": "<string>",
    "details": {}
  },
  "meta": {
    "request_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
  }
}

{
  "error": {
    "code": "<string>",
    "message": "<string>",
    "details": {}
  },
  "meta": {
    "request_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
  }
}

{
  "error": {
    "code": "<string>",
    "message": "<string>",
    "details": {}
  },
  "meta": {
    "request_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
  }
}

Authorizations

Authorization

string

header

required

Authorization: Bearer <token> where <token> is either a neo_sk_<env>_<secret> API key (service account) or a Microsoft Entra ID access token (dashboard user).

Body

application/json

CreateChainedActionsAgent
CreateAgenticAgent
CreateConversationalAgent

A fixed-pipeline workflow — the server runs FIND_ENTITIES (built from entity_type and the conditions below) followed by actions in order. Triggered by a PSA event (trigger_type=TRIGGERED + callback_settings) or on a schedule (trigger_type=SCHEDULED

schedule).

actions

Actions · object[]

required

name

string

required

trigger_type

enum<string>

required

Available options:

SCHEDULED,

TRIGGERED,

NONE

autonomy_type

string

default:CHAINED_ACTIONS

Allowed value: "CHAINED_ACTIONS"

callback_settings

EventMatchSettings · object | null

Show child attributes

confirm_estimated_cost

boolean

default:false

Set to true to save a scheduled Agent whose estimated cost needs confirmation (see GET /agents/{id}/cost-estimate). Without it, a save that leaves a scheduled Agent ENABLED at an estimate of 25% or more of the monthly credits returns 409 estimated_cost_confirmation_required, with the estimate in error.details.estimate, and changes nothing, when it turns the agent on (a create defaults to ENABLED) or makes an enabled one run more often. Send it only after the person who pays has seen the estimate and agreed. Ignored everywhere else.

description

string | null

entity_type

enum<string>

default:TICKET

Available options:

ticket,

project_ticket,

task,

scheduled_entry,

time_entry,

project,

company,

contact,

resource,

contract,

opportunity,

none,

configuration,

note,

team,

role,

audit_trail,

appointment,

servicecall,

contract_service,

company_location,

product

execution_order

integer | null

group_name

string | null

group_order

integer | null

manual_minutes_per_run_override

number | null

Minutes of technician time one successful run saves, as your team measured it. A triggered CHAINED_ACTIONS workflow only; a whole number from 1 to 1440. null restores the default, the sum of each action's fixed minutes (manual_minutes_parts). On an update, omit the key to keep the stored value.

process_entities_sequentially

boolean

default:false

process_sub_entities_only_once

boolean

default:false

schedule

WorkflowSchedule · object | null

Show child attributes

show_in_psa_pod

boolean | null

source_template_id

integer | null

state

enum<string>

default:ENABLED

Available options:

ENABLED,

DISABLED,

DELETED

ticket_conditions

PsaTicketConditions · object | null

Trigger/entity filter — which tickets this agent fires on. Send it at the top level to set or change the filter; the server (re)builds the FIND_ENTITIES action from it (do not put the filter in actions). A TIME_ENTRY agent carries this field too — there it selects the tickets whose time entries are searched, and time_entry_conditions then selects the time entries on them. Shape: conditions holds a combinator (and/or) and a rules list of leaves (field/operator/value) and/or nested groups (rules + combinator). A rule's position in the tree changes the logic — a company exclusion belongs as a top-level rule under the root and, not nested inside an or, or it only excludes when the other branches also miss. A leaf's value is a single value; only the in and notIn operators take a list. A list under any other operator returns 400.

Show child attributes

time_entry_conditions

PsaConditions · object | null

Trigger/entity filter for TIME_ENTRY agents — which time entries this agent fires on, on the tickets ticket_conditions selected. Same shape as ticket_conditions. Ignored for TICKET agents.

Show child attributes

Response

Success.

data

Agent · object

required

Lean summary of a workflow row — the per-item shape GET /public-api/agents (list) returns. The single-resource GET /public-api/agents/<id> returns the richer AgentDetail; historical snapshots come back as AgentVersion.

Show child attributes

Get started

Endpoints

Create an agent

Authorizations

Body

Response