> ## Documentation Index > Fetch the complete documentation index at: https://docs.infinite.dev/llms.txt > Use this file to discover all available pages before exploring further. > ## Agent Instructions > If you are an AI assistant operating Infinite for a user, read the skill first: https://docs.infinite.dev/agent-skill.md (setup per host, tool reference, rules for moving money, journeys). > When operating Infinite for a user, use the MCP server. Sign in at https://bot.api.infinite.dev/mcp (production, acts as the user) or send `Authorization: Bearer ` to https://bot.api.infinite.dev/mcp/sse. Prefer its tools over raw HTTP; use REST only for steps no tool covers, and check `get_endpoint_schema` before guessing a request shape. > Net-new Infinite Connect (org_connect) is operator-assisted: do not grant end users shared org_connect Auth Kit membership or the shared platform org API key — those credentials are org-wide on /v1. BYO org keys onboard under that customer's org id. Operator sessions should show org_connect in get_organization_info. > The key decides the tools. Every organization key (`sk_sandbox_…` / `sk_live_…`) gets docs, onboarding, `get_account_balance`, and request logs for your own organization. BYO organizations add payees an agent will pay with `create_payee` (payable once ACTIVE). Platform Connect sessions instead get bound-customer payment lookups (`get_quote`, `get_transfer`, `list_transfers`, `list_account_balances`), payee drafts (`create_payee_draft` / `get_payee_draft`; screening only, never payable), and transfer drafts that wait for Infinite approval (`create_transfer_draft` / `get_transfer_draft`; never POST /v1/transfers). Where offered, platform `create_transfer` files a real transfer that Infinite holds in review before funding; it cannot be submitted from DRAFT. > An agent key (`sk_sandbox_agent_…` / `sk_live_agent_…`) moves money within that agent's limits: `create_transfer` → `submit_transfer` → `wait_for_transfer`. > On sandbox organization-key sessions, `sandbox_approve_customer` (makes the capabilities you pass READY, and related ones may turn READY too; `request_capabilities` is not needed), `sandbox_fund_account`, and `sandbox_complete_transfer` stand in for verification, funding, and settlement, so a whole flow runs from MCP. BYO keys can pass `customerId` on each call without binding; platform sessions must bind a customer first (`create_business_customer` auto-binds, or send `X-Infinite-On-Behalf-Of`). > When searching documentation without a key, use the docs MCP at https://docs.infinite.dev/mcp. > Start in sandbox (https://sandbox.api.infinite.dev). Do not use production unless the user explicitly asks. > Confirm amount, currency, and payee with the user before any payment is submitted. Pass the invoice number as `reference` on `create_transfer`; the summary says what the payee will see. > REST amounts are integer minor units (`"4000"` = 40.00 USD). MCP payment tools take exact decimal strings (`"40.00"`). Never mix them. > Agent denials return `403 { denial: { code, message, window, limit, used, remaining, attemptedAmount, currency }, hint }` with decimal amounts; per-transfer denials omit `used` and `remaining`. Report them to the user; do not work around them. # Evaluate a mandate against a sealed plan or draft proposal > Fail-closed spend-policy check. Prefer sealedPlan from an APPROVED payment outcome intent. Draft proposals support pre-approve mocks (ENG-2007 wires draft create). Does not move money and does not auto-execute. ## OpenAPI ````yaml post /v1/mandates/{mandateId}/evaluate openapi: 3.0.0 info: title: Infinite API description: API for Infinite version: '1.0' contact: {} servers: - url: https://sandbox.api.infinite.dev description: Sandbox - url: https://api.infinite.dev description: Production security: [] tags: - name: Accounts description: Virtual and external account management - name: Customers description: Customer identity management - name: Documents description: Document upload and management - name: Fixed Routes description: Fixed route management - name: External Bank Accounts description: External bank account management - name: External Wallets description: External wallet management - name: Infinite Wallets description: Infinite Wallet management - name: Organizations description: Organization management - name: Quotes description: Quote creation and management - name: Transfers description: Money movement and transaction tracking - name: Verification description: Identity verification workflows - name: Terms of Service description: Terms of Service acceptance - name: Health description: System health and monitoring - name: Sandbox description: Sandbox utilities paths: /v1/mandates/{mandateId}/evaluate: post: tags: - Mandates summary: Evaluate a mandate against a sealed plan or draft proposal description: >- Fail-closed spend-policy check. Prefer sealedPlan from an APPROVED payment outcome intent. Draft proposals support pre-approve mocks (ENG-2007 wires draft create). Does not move money and does not auto-execute. operationId: MandatesController_evaluate_v1 parameters: - name: X-API-Key in: header description: API key required: false schema: type: string - name: mandateId required: true in: path description: Mandate id (`mdt_…`). schema: type: string requestBody: required: true content: application/json: schema: $ref: '#/components/schemas/EvaluateMandateDto' responses: '200': description: '' content: application/json: schema: $ref: '#/components/schemas/MandateEvaluationResponseDto' '401': description: Unauthorized - Invalid or missing authentication credentials security: - bearer: [] x-codeSamples: - lang: bash label: CLI source: >- # Requires: npm i -g @infinite_dev/cli && export INFINITE_API_KEY=sk_sandbox_... # Escape hatch for any endpoint: infinite api infinite api POST /v1/mandates//evaluate \ --body '' - lang: text label: MCP source: >- Evaluate a mandate against a sealed plan or draft proposal (). # Infinite MCP is read-only for this endpoint — use a dedicated MCP tool when one exists, otherwise run the CLI tab. components: schemas: EvaluateMandateDto: type: object properties: sealedPlan: description: >- Preferred subject — sealed plan from an APPROVED payment outcome intent. allOf: - $ref: '#/components/schemas/MandateSealedPaymentPlanDto' proposal: description: >- Draft-shaped subject for pre-approve checks (ENG-2007). Ignored when sealedPlan is set. allOf: - $ref: '#/components/schemas/MandateDraftProposalDto' asOf: type: string description: >- Instant to evaluate the validity window against. Only applied for sealedPlan subjects (use seal time). Draft proposals always evaluate at now — caller-supplied asOf is ignored. priorSpendDayMinor: type: string description: >- Optional prior spend in the UTC day window (minor units). ENG-2007 will derive this; Lane A may supply it when mocking. priorSpendMonthMinor: type: string description: >- Optional prior spend in the UTC month window (minor units). ENG-2007 will derive this; Lane A may supply it when mocking. MandateEvaluationResponseDto: type: object properties: allowed: type: boolean mandateId: type: string denial: $ref: '#/components/schemas/MandateDenialDto' required: - allowed - mandateId MandateSealedPaymentPlanDto: type: object properties: v: type: number example: 1 legs: type: array items: $ref: '#/components/schemas/MandateSealedPaymentPlanLegDto' required: - v - legs MandateDraftProposalDto: type: object properties: customerId: type: string amountMinor: type: string description: Minor units. currency: type: string destinationAccountId: type: string destinationRail: type: string example: ACH sourceAccountId: type: string nullable: true sourceRail: type: string nullable: true drafterPrincipalId: type: string nullable: true description: Principal that would create the draft (`agt_…`, `ak_…`, `usr_…`). required: - customerId - amountMinor - currency - destinationAccountId - destinationRail MandateDenialDto: type: object properties: code: type: string enum: - mandate_not_found - mandate_not_active - mandate_outside_validity_window - mandate_limit_exceeded - mandate_payee_not_allowed - mandate_rail_not_allowed - mandate_drafter_not_allowed - mandate_currency_mismatch - mandate_customer_mismatch - mandate_empty_subject - mandate_prior_spend_required window: type: string enum: - PER_TRANSACTION - PER_DAY - PER_MONTH limit: type: string description: Limit that was exceeded (minor units). used: type: string description: Used amount including this subject (minor units). message: type: string required: - code MandateSealedPaymentPlanLegDto: type: object properties: legIndex: type: number sourceAmountMinor: type: string sourceCurrency: type: string sourceAccountId: type: string sourceRail: type: string destinationAmountMinor: type: string destinationCurrency: type: string payeeAccountId: type: string destinationRail: type: string required: - legIndex - sourceAmountMinor - sourceCurrency - sourceAccountId - sourceRail - destinationAmountMinor - destinationCurrency - payeeAccountId - destinationRail securitySchemes: bearer: scheme: bearer bearerFormat: API Key type: http description: API Key in Bearer format (e.g., Bearer sk_test_...) ```` ## Related topics - [List mandates for a customer](/api-reference/mandates/list-mandates-for-a-customer.md) - [Get a payment outcome intent](/api-reference/payment-outcome-intents/get-a-payment-outcome-intent.md) - [Create a payment outcome intent](/api-reference/payment-outcome-intents/create-a-payment-outcome-intent.md) - [Get a mandate](/api-reference/mandates/get-a-mandate.md) - [Register a transfer draft for platform approval](/api-reference/transfer-drafts/register-a-transfer-draft-for-platform-approval.md)