> ## Documentation Index > Fetch the complete documentation index at: https://docs.neoagent.io/llms.txt > Use this file to discover all available pages before exploring further. # Instantiate a template for this tenant > The `POST /agents` body to create an agent from this template on the calling tenant. Unlike `GET /templates/`, the payload is adapted: permission blocks for a PSA or RMM the tenant has not connected are reset (a block for a not-yet-connected PSA is kept), identities from the authoring tenant are removed, and the FIND_ENTITIES filter is unpacked into top-level `ticket_conditions` / `time_entry_conditions`. Edit `create_body` (name, filter, toolbox) and send it verbatim to `POST /agents`. Prefer this over hand-building a body from `GET /templates/`. ## OpenAPI ````yaml https://api.neoagent.io/public-api/openapi.json get /public-api/templates/{template_id}/instantiate openapi: 3.1.0 info: description: >- Neo's public contract for the dashboard ChatAgent, partner integrations, and MSP automation. Every response is wrapped in a `{data, meta}` envelope; errors use `{error: {code, message, details?}, meta: {request_id}}`. Authenticate with a `Bearer neo_sk__` API key (service account) or a Microsoft Entra ID JWT (dashboard user). Signed-URL endpoints (end-user feedback links) take a `signature` query parameter instead. title: Neo Public API version: 1.0.0 servers: - url: https://api.neoagent.io security: [] tags: - description: Service metadata — health, OpenAPI. name: Meta - description: Agents and workflows — read, version history, delete, stats. name: Agents - description: Agent/workflow execution history, sub-resources, retry/cancel. name: Executions - description: PSA webhook events and their workflow-match results. name: Callbacks - description: Technician-in-the-loop approval requests. name: TIL requests - description: RMM script executions triggered by agents. name: RMM scripts - description: Dispatch-agent field-update decisions. name: Dispatch - description: The authenticated tenant. name: Tenant - description: Agent-builder schema catalogs (raw JSON payloads). name: Schemas - description: Escalate to the Neo team (HubSpot ticket). name: Escalation - description: Tenant settings. name: Settings - description: Tenant API-key management (dashboard JWT only). name: API keys - description: End-user feedback links (signed-URL auth). name: Feedback - description: End-client companies (CRUD + bulk-update). name: End companies - description: Channels — bind a CONVERSATIONAL agent to a transport (Teams). name: Channels - description: PSA/RMM/M365 integration status and connection management. name: Integrations - description: Technician roster (controls TIL routing and paging). name: Technicians - description: Future runs queued for TRIGGERED agents. name: Scheduled work - description: Subscription state and customer-facing credit usage (no provider $). name: Billing - description: Inbox messages and announcements. name: Inbox & Comms - description: Tenant-authored agent skills (CRUD) and the built-in skill catalog. name: Skills paths: /public-api/templates/{template_id}/instantiate: get: tags: - Templates summary: Instantiate a template for this tenant description: >- The `POST /agents` body to create an agent from this template on the calling tenant. Unlike `GET /templates/`, the payload is adapted: permission blocks for a PSA or RMM the tenant has not connected are reset (a block for a not-yet-connected PSA is kept), identities from the authoring tenant are removed, and the FIND_ENTITIES filter is unpacked into top-level `ticket_conditions` / `time_entry_conditions`. Edit `create_body` (name, filter, toolbox) and send it verbatim to `POST /agents`. Prefer this over hand-building a body from `GET /templates/`. operationId: public_api.templates_instantiate_get parameters: - in: path name: template_id required: true schema: type: string - description: >- `state` stamped on `create_body`: ENABLED or DISABLED. Defaults to DISABLED so a template-born agent is reviewed before it runs. in: query name: state required: false schema: type: string responses: '200': content: application/json: schema: properties: data: $ref: '#/components/schemas/PublicInstantiatedTemplate' meta: $ref: '#/components/schemas/SuccessMeta' required: - data - meta type: object description: Success. '400': content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' description: Bad request — malformed input. '401': content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' description: Unauthenticated — missing or invalid credentials. '403': content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' description: Forbidden — authenticated but not allowed. '404': content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' description: Not found. '409': content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' description: Conflict — the resource is in a state that blocks this operation. '422': content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' description: Request validation failed. '429': content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' description: Rate limited — see Retry-After. '500': content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' description: Internal server error. security: - bearerAuth: [] components: schemas: PublicInstantiatedTemplate: description: >- A template adapted to the calling tenant, as a ready-to-send `POST /agents` body. `create_body` is the intent-shaped create request for the template's `autonomy_type` (`ticket_conditions` / `time_entry_conditions` at the top level, no `FIND_ENTITIES` in `actions`), already adapted to this tenant: permission blocks for a PSA/RMM the tenant does not have are reset, identities from the authoring tenant are removed. Edit it — name, filter, toolbox — then send it verbatim to `POST /agents`. properties: autonomy_type: $ref: '#/components/schemas/AutonomyType' create_body: additionalProperties: true title: Create Body type: object required_integrations: items: type: string title: Required Integrations type: array state: $ref: '#/components/schemas/WorkflowState' template_id: title: Template Id type: integer required: - template_id - autonomy_type - state - required_integrations - create_body title: PublicInstantiatedTemplate type: object SuccessMeta: properties: pagination: $ref: '#/components/schemas/Pagination' request_id: format: uuid type: string timings_ms: additionalProperties: type: number type: object warnings: description: >- Non-fatal warnings about the created/updated resource (e.g. an unhealthy PSA callback). items: type: string type: array required: - request_id - timings_ms type: object ErrorEnvelope: properties: error: properties: code: description: Stable machine-readable error code. type: string details: additionalProperties: true type: object message: type: string required: - code - message type: object meta: properties: request_id: format: uuid type: - string - 'null' type: object required: - error - meta type: object AutonomyType: enum: - CHAINED_ACTIONS - AGENTIC - CONVERSATIONAL title: AutonomyType type: string WorkflowState: enum: - ENABLED - DISABLED - DELETED title: WorkflowState type: string Pagination: properties: has_more: type: boolean next_cursor: type: - string - 'null' required: - next_cursor - has_more type: object securitySchemes: bearerAuth: description: >- `Authorization: Bearer ` where `` is either a `neo_sk__` API key (service account) or a Microsoft Entra ID access token (dashboard user). scheme: bearer type: http ````