GET /api/agent/daily-summary

Single-call narrative for 'how's the business going today?'. Composes cash position, last-7d activity (with top-5 inflows + outflows), AR aging snapshot, 13w forecast headline (ending cash, lowest point, break-even date), agent notes, AND a deterministic prose narrative. Sensitive-data gating: contact names in topInflows / topOutflows are rewritten to Sensitive contact for non-READ_SENSITIVE keys; totals are never masked. redactedItemCount is the aggregate count across both sub-collections.

Auth

• Required scope: READ_SUMMARY
• Header: Authorization: Bearer cr_live_<prefix>_<secret>

Responses

200 — Composite daily summary

Body: DailySummaryResponse

Field	Type	Required	Notes
orgName	string	yes
generatedAt	string (date-time)	yes
asOfDate	string (date)	yes
cashToday	object	yes
bankAccounts	integer	yes
last7d	object	yes
ar	object	yes
forecast13w	object	yes
narrative	string	yes	Deterministic LLM-ready 2-4 sentence prose summary. Threshold-driven phrasing for the 7-day net signal (net positive / net negative / roughly flat).
notesForAgent	array of AgentNote	no
redactedItemCount	integer	yes	Sum of topInflows[] + topOutflows[] rows whose contactName was rewritten to "Sensitive contact". Always 0 when the key carries READ_SENSITIVE. Totals (net, in, out, AR bands, cashToday) are NEVER masked.
billingAlert	BillingAlert	no
xeroAlert	XeroAlert	no

401 — Unauthorized

Body: ErrorResponse

Field	Type	Required	Notes
error	string	yes

403 — Key lacks the required scope

Body: ErrorResponse

Field	Type	Required	Notes
error	string	yes

429 — Rate-limited or quota-exhausted

Body: ErrorResponse

Field	Type	Required	Notes
error	string	yes

Response headers

Every successful response carries X-CashRunway-Subscription, X-CashRunway-Plan, X-CashRunway-Quota-Remaining, and X-CashRunway-Quota-Reset. Trialing subscriptions also include X-CashRunway-Trial-Days-Remaining. See the overview for details.