The partner API for agencies

How it works

• Approval: Julius Answer approves a partner account for one person at your agency (an existing Julius Answer login). You get a partner code like JA-7K2M9Q.
• Your workspaces: those you create through the partner API, and those whose owner adds your code in their console (Settings, API & AI apps, Agency access).
• Your role in each: your person is on the business's team as an admin. A partner key acts as that person, lowered to the key's access, so every rule the console has still applies.
• The owner stays in charge: removing your agency or your person ends your access to that workspace at once. Billing, logins and the owner's keys are never reachable.
• Recorded: changes you make show in the business's activity log as your agency's partner key; creating workspaces and access changes are kept in the platform's audit log.

Partner keys

In the console, Settings, API & AI apps shows a partner section once you're approved. Make keys there: read only, day-to-day work or full access, with an optional expiry. Up to 10 keys; each is shown once. Creating workspaces, resending invitations and leaving a workspace need full access.

Endpoints

Create a workspace for a client

curl -X POST https://app.julius.dealsflow.ai/api/v1/partner/workspaces \
  -H "Authorization: Bearer jap_your_partner_key" -H "Content-Type: application/json" \
  -d '{"business_name": "Ace Heating", "owner_email": "ana@aceheating.com",
       "business_type": "home_services", "timezone": "America/Denver", "area_code": "303"}'

{"id": "929924be-0a6b-4b87-8dd8-a1dfba344e2b", "name": "Ace Heating", "origin": "created",
 "business_type": "home_services", "timezone": "America/Denver",
 "owner": {"email": "ana@aceheating.com", "joined": false}, "your_role": "admin",
 "phone_number": null, "minutes": null}

• The owner gets an email from Julius Answer saying your agency set up their receptionist, with a link to choose a password (valid for 3 days; resend with invite-owner).
• Business types: beauty, healthcare, home_services, professional, restaurant, automotive, fitness, real_estate, property_management or general (the default).
• Time zone: a US zone such as America/New_York; area code: the one the business's new number should have.
• An owner who already has a Julius Answer login can't be invited this way: ask them to add your partner code in their console instead.
• Then set it up with the normal operations and X-Workspace-ID: hours, what the receptionist knows, booking rules, alerts, the team and the phone number. The owner starts the plan and pays in their console.

Work in a client's workspace

curl https://app.julius.dealsflow.ai/api/v1/todo \
  -H "Authorization: Bearer jap_your_partner_key" \
  -H "X-Workspace-ID: 929924be-0a6b-4b87-8dd8-a1dfba344e2b"

Every operation on the reference page works this way. Without X-Workspace-ID you get 400; with a workspace that isn't yours, 403.

MCP across all your clients

claude mcp add --transport http julius-clients https://app.julius.dealsflow.ai/api/mcp \
  --header "Authorization: Bearer jap_your_partner_key"

Without X-Workspace-ID, the server adds list_workspaces and a required workspace argument to every tool, and tells the model to confirm which business you mean. Ask "which of my clients had missed calls yesterday?" or "set holiday hours for Ace Heating". Add X-Workspace-ID to pin a connection to one business.

Limits