# docs.caresquareapi.com

## Instructions for AI Agents

- For clean Markdown of any page, append `.md` to the page URL
- For section-specific indexes, append `/llms.txt` to any section URL
- For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.caresquareapi.com/_mcp/server

## Docs

- [Welcome to our developer documentation](https://docs.caresquareapi.com/get-started/welcome.md): Here you'll find information to get started with the Caresquare Public API.
- [Authorization Guide](https://docs.caresquareapi.com/get-started/authorisation.md)
- [Webhooks](https://docs.caresquareapi.com/get-started/webhooks.md): Learn how to set up and use webhooks to receive notifications about document processing events.

## API Docs

- API Reference > Contacts > Participants [List participants](https://docs.caresquareapi.com/api-reference/contacts/participants/list-participants.md)
- API Reference > Contacts > Participants [Create participant](https://docs.caresquareapi.com/api-reference/contacts/participants/create-participant.md)
- API Reference > Contacts > Participants [Get participant by ID](https://docs.caresquareapi.com/api-reference/contacts/participants/get-participant-by-id.md)
- API Reference > Contacts > Participants [Update participant](https://docs.caresquareapi.com/api-reference/contacts/participants/update-participant.md)
- API Reference > Contacts > Participants [Delete participant](https://docs.caresquareapi.com/api-reference/contacts/participants/delete-participant.md)
- API Reference > Contacts > Team Members [List team members](https://docs.caresquareapi.com/api-reference/contacts/team-members/list-participant-team-members.md)
- API Reference > Contacts > Team Members [Add team member](https://docs.caresquareapi.com/api-reference/contacts/team-members/create-participant-team-member.md)
- API Reference > Contacts > Team Members [Get team member](https://docs.caresquareapi.com/api-reference/contacts/team-members/get-participant-team-member.md)
- API Reference > Contacts > Team Members [Update team member](https://docs.caresquareapi.com/api-reference/contacts/team-members/update-participant-team-member.md)
- API Reference > Contacts > Team Members [Remove team member](https://docs.caresquareapi.com/api-reference/contacts/team-members/delete-participant-team-member.md)
- API Reference > Contacts > Providers [List providers](https://docs.caresquareapi.com/api-reference/contacts/providers/list-providers.md)
- API Reference > Contacts > Providers [Create provider](https://docs.caresquareapi.com/api-reference/contacts/providers/create-provider.md)
- API Reference > Contacts > Providers [Get provider by ID](https://docs.caresquareapi.com/api-reference/contacts/providers/get-provider-by-id.md)
- API Reference > Contacts > Providers [Update provider](https://docs.caresquareapi.com/api-reference/contacts/providers/update-provider.md)
- API Reference > Contacts > Providers [Delete provider](https://docs.caresquareapi.com/api-reference/contacts/providers/delete-provider.md)
- API Reference > Notes > Notes [List notes](https://docs.caresquareapi.com/api-reference/notes/notes/list-notes.md)
- API Reference > Notes > Notes [Create note](https://docs.caresquareapi.com/api-reference/notes/notes/create-note.md)
- API Reference > Notes > Notes [Get note by ID](https://docs.caresquareapi.com/api-reference/notes/notes/get-note-by-id.md)
- API Reference > Notes > Notes [Update note](https://docs.caresquareapi.com/api-reference/notes/notes/update-note.md)
- API Reference > Notes > Notes [Delete note](https://docs.caresquareapi.com/api-reference/notes/notes/delete-note.md)
- API Reference > Notes > Note Types [List note types](https://docs.caresquareapi.com/api-reference/notes/note-types/list-note-types.md)
- API Reference > Notes > Note Types [Create note type](https://docs.caresquareapi.com/api-reference/notes/note-types/create-note-type.md)
- API Reference > Notes > Note Types [Get note type by ID](https://docs.caresquareapi.com/api-reference/notes/note-types/get-note-type-by-id.md)
- API Reference > Notes > Note Types [Update note type](https://docs.caresquareapi.com/api-reference/notes/note-types/update-note-type.md)
- API Reference > Notes > Note Types [Delete note type](https://docs.caresquareapi.com/api-reference/notes/note-types/delete-note-type.md)
- API Reference > Tasks > Tasks [List tasks](https://docs.caresquareapi.com/api-reference/tasks/tasks/list-tasks.md)
- API Reference > Tasks > Tasks [Create task](https://docs.caresquareapi.com/api-reference/tasks/tasks/create-task.md)
- API Reference > Tasks > Tasks [Get task by ID](https://docs.caresquareapi.com/api-reference/tasks/tasks/get-task-by-id.md)
- API Reference > Tasks > Tasks [Update task](https://docs.caresquareapi.com/api-reference/tasks/tasks/update-task.md)
- API Reference > Invoices and Claims > Invoices [List invoices](https://docs.caresquareapi.com/api-reference/invoices-and-claims/invoices/list-invoices.md)
- API Reference > Invoices and Claims > Invoices [Get invoice by ID](https://docs.caresquareapi.com/api-reference/invoices-and-claims/invoices/get-invoice-by-id.md)
- API Reference > Invoices and Claims > Invoice Status [Get invoice status](https://docs.caresquareapi.com/api-reference/invoices-and-claims/invoice-status/get-invoice-status.md)
- API Reference > Invoices and Claims > Invoice View Sessions [List invoice view sessions](https://docs.caresquareapi.com/api-reference/invoices-and-claims/invoice-view-sessions/list-invoice-view-sessions.md)
- API Reference > Invoices and Claims > Invoice View Sessions [Get invoice view session by ID](https://docs.caresquareapi.com/api-reference/invoices-and-claims/invoice-view-sessions/get-invoice-view-session-by-id.md)
- API Reference > Notifications > Notifications [List plan revisions](https://docs.caresquareapi.com/api-reference/notifications/notifications/list-plan-revisions.md)
- API Reference > Notifications > Notifications [List recently started plans](https://docs.caresquareapi.com/api-reference/notifications/notifications/list-recently-started-plans.md)
- API Reference > Notifications > Notifications [List plans ending soon](https://docs.caresquareapi.com/api-reference/notifications/notifications/list-plans-ending-soon.md)
- API Reference > Notifications > Notifications [List PACE sync issues](https://docs.caresquareapi.com/api-reference/notifications/notifications/list-pace-sync-issues.md)
- API Reference > Notifications > Notifications [List upcoming birthdays](https://docs.caresquareapi.com/api-reference/notifications/notifications/list-birthdays.md)
- API Reference > Notifications > Notifications [List utilisation overspend](https://docs.caresquareapi.com/api-reference/notifications/notifications/list-utilisation-overspend.md)
- API Reference > Notifications > Notifications [List utilisation for all participants](https://docs.caresquareapi.com/api-reference/notifications/notifications/list-utilisation.md)
- API Reference > Notifications > Notifications [List low funding](https://docs.caresquareapi.com/api-reference/notifications/notifications/list-low-funding.md)
- API Reference > Notifications > Notifications [List utilisation category options](https://docs.caresquareapi.com/api-reference/notifications/notifications/list-utilisation-categories.md)
- API Reference > Lookups > Exit Reasons [List exit reason categories](https://docs.caresquareapi.com/api-reference/lookups/exit-reasons/list-exit-reason-categories.md)
- API Reference > Lookups > Exit Reasons [Get exit reason category by ID](https://docs.caresquareapi.com/api-reference/lookups/exit-reasons/get-exit-reason-category-by-id.md)
- API Reference > Lookups > Invoice Error Catalogue [List invoice error catalogue](https://docs.caresquareapi.com/api-reference/lookups/invoice-error-catalogue/list-invoice-error-catalogue.md)
- API Reference > Lookups > Invoice Error Catalogue [Get invoice error code](https://docs.caresquareapi.com/api-reference/lookups/invoice-error-catalogue/get-invoice-error-code.md)
- API Reference > Lookups > Account Managers [List account managers](https://docs.caresquareapi.com/api-reference/lookups/account-managers/list-account-managers.md)
- API Reference > Lookups > Account Managers [Get account manager by ID](https://docs.caresquareapi.com/api-reference/lookups/account-managers/get-account-manager-by-id.md)
- API Reference > Lookups > Permissions [List permissions](https://docs.caresquareapi.com/api-reference/lookups/permissions/list-permissions.md)

## OpenAPI Specification

The raw OpenAPI 3.1 specification for this API is available at:
- [OpenAPI JSON](https://docs.caresquareapi.com/openapi.json)
- [OpenAPI YAML](https://docs.caresquareapi.com/openapi.yaml)