Clientes e acessos

Clientes, suas contas de cobrança, os usuários que entram no portal e o time que usa o dashboard da organização.

Famílias nesta página

Família	Tools	read	write	destructive
customers — Clientes e contas de cobrança	19	6	9	4
portal-users — Usuários do portal	9	4	4	1
users — Usuários do dashboard	6	2	3	1
roles — Papéis do time	6	2	3	1

customers

Tool	Tipo	Permissão	Endpoint	O que faz
billing_customers_list	read	customers.list	GET /v1/customers	List the customers of the token organization.
billing_customers_get	read	customers.show	GET /v1/customers/:id	Fetch one customer by id, public_id or external_id.
billing_customers_create	write	customers.create	POST /v1/customers	Create a customer and, unless create_billing_account is false, the billing account that bills it.
billing_customers_upsert	write	customers.create	PUT /v1/customers	Create or update a customer, matched on id → public_id → external_id → document_number, stopping at the first hit.
billing_customers_update	write	customers.update	PATCH /v1/customers/:id	Update a customer in place.
billing_customers_delete	destructive	customers.delete	DELETE /v1/customers/:id	Soft-delete a customer (deleted_at).
billing_customers_recalculate_mrr	write	customers.update	POST /v1/customers/:id/recalculate-mrr	Recompute the customer MRR from its active subscriptions.
billing_customers_statement	read	customers.show	GET /v1/customers/:id/statement	Account statement for a customer: invoices, payments, credits and the running balance.
billing_customers_statement_sync	write	customers.update	POST /v1/customers/:id/statement/sync	Recompute and persist the customer statement snapshot.
billing_billing_accounts_list	read	customers.list	GET /v1/billing_accounts	List billing accounts.
billing_billing_accounts_get	read	customers.show	GET /v1/billing_accounts/:id	Fetch one billing account by id, public_id or external_id.
billing_billing_accounts_create	write	customers.create	POST /v1/billing_accounts	Open a billing account for an existing customer.
billing_billing_accounts_upsert	write	customers.create	PUT /v1/billing_accounts	Create or update a billing account matched on id → public_id → external_id.
billing_billing_accounts_update	write	customers.update	PATCH /v1/billing_accounts/:id	Update a billing account in place.
billing_billing_accounts_delete	destructive	customers.delete	DELETE /v1/billing_accounts/:id	Soft-delete a billing account.
billing_billing_accounts_suspend	destructive	customers.suspend	POST /v1/billing_accounts/:id/suspend	Suspend a billing account.
billing_billing_accounts_reactivate	write	customers.reactivate	POST /v1/billing_accounts/:id/reactivate	Lift a suspension and resume collection on a billing account.
billing_billing_accounts_close	destructive	customers.delete	POST /v1/billing_accounts/:id/close	Close a billing account for good.
billing_billing_accounts_entitlements	read	customers.show	GET /v1/billing_accounts/:id/entitlements	What this billing account is entitled to right now, derived from its active subscriptions — the answer to "can this customer use feature X?".

portal-users

Tool	Tipo	Permissão	Endpoint	O que faz
billing_customer_users_list	read	portal-users.list	GET /v1/customers/:id/users	List the portal users attached to a customer.
billing_customer_users_create	write	portal-users.create	POST /v1/customers/:id/users	Attach a portal user to a customer without sending an invitation e-mail.
billing_customer_users_invite	write	portal-users.create	POST /v1/customers/:id/users/invite	Invite a portal user to a customer — creates the user and sends the invitation e-mail.
billing_customer_users_get	read	portal-users.show	GET /v1/customers/:id/users/:user_id	Fetch one portal user of a customer.
billing_customer_users_update	write	portal-users.update	PATCH /v1/customers/:id/users/:user_id	Update a portal user of a customer (name, role, status).
billing_customer_users_delete	destructive	portal-users.delete	DELETE /v1/customers/:id/users/:user_id	Detach a portal user from a customer.
billing_customer_users_resend_invite	write	portal-users.update	POST /v1/customers/:id/users/:user_id/resend	Re-send the portal invitation e-mail to a customer user.
billing_customer_users_email_preview	read	portal-users.show	GET /v1/customers/:id/users/:user_id/email-preview	Render the invitation e-mail for a customer user without sending it — subject and HTML, as the recipient would see it.
billing_portal_users_list	read	portal-users.list	GET /v1/portal_users	List every portal user of the organization, across customers.

users

Tool	Tipo	Permissão	Endpoint	O que faz
billing_dashboard_users_list	read	users.list	GET /v1/dashboard_users	List the dashboard (team) users of the organization.
billing_dashboard_users_get	read	users.show	GET /v1/dashboard_users/:id	Fetch one dashboard user with the roles they hold.
billing_dashboard_users_create	write	users.create	POST /v1/dashboard_users	Add a dashboard user to the organization and assign a role.
billing_dashboard_users_upsert	write	users.create	PUT /v1/dashboard_users	Create or update a dashboard user matched on id → external_id → email.
billing_dashboard_users_update	write	users.update	PATCH /v1/dashboard_users/:id	Update a dashboard user — name, role or status.
billing_dashboard_users_delete	destructive	users.delete	DELETE /v1/dashboard_users/:id	Remove a dashboard user.

roles

Tool	Tipo	Permissão	Endpoint	O que faz
billing_team_roles_list	read	roles.list	GET /v1/team_roles	List the roles a dashboard user can hold, with their permission sets.
billing_team_roles_get	read	roles.show	GET /v1/team_roles/:id	Fetch one role with its permissions.
billing_team_roles_create	write	roles.create	POST /v1/team_roles	Create a custom role with an explicit permission list.
billing_team_roles_upsert	write	roles.create	PUT /v1/team_roles	Create or update a role matched on id → external_id → slug.
billing_team_roles_update	write	roles.update	PATCH /v1/team_roles/:id	Update a custom role.
billing_team_roles_delete	destructive	roles.delete	DELETE /v1/team_roles/:id	Delete a custom role.

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Os campos de cada recurso estão na Referência da API e em billing_schemas_get.

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