@model-match/api 3.46.0 → 3.48.0

package/openapi.json

@@ -8834,6 +8834,63 @@
         },
         "type": "object"
       },
+      "BranchLicense": {
+        "properties": {
+          "authorizedSince": {
+            "description": "Start of the license's current authorized period (YYYY-MM-DD). Null when the license is not currently authorized.",
+            "nullable": true,
+            "type": "string"
+          },
+          "isAuthorized": {
+            "nullable": true,
+            "type": "boolean"
+          },
+          "issueDate": {
+            "description": "Date the license was originally issued (YYYY-MM-DD).",
+            "nullable": true,
+            "type": "string"
+          },
+          "licenseId": {
+            "nullable": true,
+            "type": "string"
+          },
+          "licenseNumber": {
+            "nullable": true,
+            "type": "string"
+          },
+          "licenseType": {
+            "nullable": true,
+            "type": "string"
+          },
+          "regulator": {
+            "description": "Issuing state regulator.",
+            "nullable": true,
+            "type": "string"
+          },
+          "status": {
+            "description": "Current license status, e.g. \"Approved\", \"Voluntary Surrender\", \"Expired\".",
+            "nullable": true,
+            "type": "string"
+          },
+          "statusDate": {
+            "description": "Date the license entered its current `status` (YYYY-MM-DD).",
+            "nullable": true,
+            "type": "string"
+          }
+        },
+        "required": [
+          "licenseId",
+          "regulator",
+          "licenseNumber",
+          "licenseType",
+          "issueDate",
+          "status",
+          "statusDate",
+          "isAuthorized",
+          "authorizedSince"
+        ],
+        "type": "object"
+      },
       "BranchListRequest": {
         "additionalProperties": false,
         "properties": {
@@ -8858,6 +8915,20 @@
           "lenderMatchMode": {
             "$ref": "#/components/schemas/LenderMatchMode"
           },
+          "licensedSince": {
+            "description": "Bound the date the branch was FIRST licensed — the earliest `issueDate` across its `licenses[]` (YYYY-MM-DD, inclusive). `{gte: \"2026-07-01\"}` = branches whose every license was issued on or after July 1, 2026, i.e. new branches; an established branch that added a state recently does NOT match. Branches with no license dates on file never match. Always ANDed with the other filters. A range matching more than 5,000 branches is rejected with a 400.",
+            "properties": {
+              "gte": {
+                "format": "date",
+                "type": "string"
+              },
+              "lte": {
+                "format": "date",
+                "type": "string"
+              }
+            },
+            "type": "object"
+          },
           "managerName": {
             "description": "Branch manager name. Matches ALL the words supplied, fuzzily, against the names of the branch's licensed managers. Always ANDed with the other filters. A name matching more than 5,000 branches is rejected with a 400.",
             "minLength": 1,
@@ -9445,6 +9516,14 @@
             "nullable": true,
             "type": "array"
           },
+          "licenses": {
+            "description": "Every NMLS license / registration on file for the branch, authorized or not. A current snapshot (refreshed weekly), not period-scoped. Null when the branch's licenses are not on file.",
+            "items": {
+              "$ref": "#/components/schemas/BranchLicense"
+            },
+            "nullable": true,
+            "type": "array"
+          },
           "loCount": {
             "nullable": true,
             "type": "number"
@@ -18908,6 +18987,97 @@
         ],
         "type": "object"
       },
+      "CrmImportCheck": {
+        "properties": {
+          "data": {
+            "properties": {
+              "failed": {
+                "type": "number"
+              },
+              "fileRows": {
+                "nullable": true,
+                "type": "number"
+              },
+              "imported": {
+                "type": "number"
+              },
+              "inCrm": {
+                "type": "number"
+              },
+              "lists": {
+                "items": {
+                  "properties": {
+                    "deleted": {
+                      "type": "boolean"
+                    },
+                    "imported": {
+                      "type": "number"
+                    },
+                    "inList": {
+                      "type": "number"
+                    },
+                    "listId": {
+                      "type": "string"
+                    },
+                    "name": {
+                      "type": "string"
+                    },
+                    "rows": {
+                      "type": "number"
+                    }
+                  },
+                  "required": [
+                    "listId",
+                    "name",
+                    "deleted",
+                    "rows",
+                    "imported",
+                    "inList"
+                  ],
+                  "type": "object"
+                },
+                "type": "array"
+              },
+              "notes": {
+                "properties": {
+                  "inFile": {
+                    "type": "number"
+                  },
+                  "onFailedRows": {
+                    "type": "number"
+                  },
+                  "present": {
+                    "type": "number"
+                  }
+                },
+                "required": [
+                  "inFile",
+                  "onFailedRows",
+                  "present"
+                ],
+                "type": "object"
+              },
+              "rows": {
+                "type": "number"
+              }
+            },
+            "required": [
+              "fileRows",
+              "rows",
+              "imported",
+              "failed",
+              "inCrm",
+              "lists",
+              "notes"
+            ],
+            "type": "object"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
       "CrmImportErrorCode": {
         "description": "Failure reason on a failed row; drives friendly client copy. Absent on success.",
         "enum": [
@@ -18916,6 +19086,7 @@
           "WRONG_OBJECT_TYPE",
           "NO_ACCESS",
           "UNKNOWN_FIELD",
+          "EXTERNAL_ID_CONFLICT",
           "INVALID",
           "INTERNAL"
         ],
@@ -19043,6 +19214,11 @@
             "description": "Set to update an existing record; omit to create one.",
             "type": "string"
           },
+          "externalId": {
+            "description": "The record's id in the source system (unique per org + batch externalSource). A known id updates that record; an unknown one is stamped on the created record, so re-running an import never duplicates. A record holds at most one id — a different one fails the row with EXTERNAL_ID_CONFLICT.",
+            "maxLength": 256,
+            "type": "string"
+          },
           "facebook": {
             "type": "string"
           },
@@ -19062,6 +19238,21 @@
           "linkedin": {
             "type": "string"
           },
+          "listStatus": {
+            "description": "Status (id or label) within the row's first list; becomes the record's status. Fails the row when it isn't one of that list's.",
+            "maxLength": 120,
+            "type": "string"
+          },
+          "lists": {
+            "description": "Lists this row's record joins, by name (case/space-insensitive), among the list owner's lists — the batch ownerUserId, else the caller. A name with no match fails the row unless the batch sets createMissingLists.",
+            "items": {
+              "maxLength": 200,
+              "minLength": 1,
+              "type": "string"
+            },
+            "maxItems": 20,
+            "type": "array"
+          },
           "location": {
             "type": "string"
           },
@@ -19094,6 +19285,17 @@
           "realtor": {
             "type": "string"
           },
+          "rejectReason": {
+            "description": "The client already failed this row (e.g. an undialable phone): it is logged as failed with this reason and never written.",
+            "maxLength": 500,
+            "minLength": 1,
+            "type": "string"
+          },
+          "sourceLine": {
+            "description": "The row's line in the source file; kept in import history so the download points back at the file.",
+            "minimum": 1,
+            "type": "integer"
+          },
           "state": {
             "type": "string"
           },
@@ -19103,6 +19305,34 @@
           "subtitle": {
             "type": "string"
           },
+          "timelineNotes": {
+            "description": "Dated note history (e.g. a legacy notes export), appended as plain notes authored by the record's owner. Keyed: a note the record already has (deleted ones included) is skipped, so re-runs never double it. Distinct from `note`, which is append-only.",
+            "items": {
+              "properties": {
+                "body": {
+                  "maxLength": 10000,
+                  "minLength": 1,
+                  "type": "string"
+                },
+                "key": {
+                  "description": "Stable id from the source system; absent ⇒ a hash of date + text.",
+                  "maxLength": 256,
+                  "type": "string"
+                },
+                "occurredAt": {
+                  "description": "ISO date-time the note was written (the timeline backdates to it); an unreadable date fails the row.",
+                  "maxLength": 64,
+                  "type": "string"
+                }
+              },
+              "required": [
+                "body"
+              ],
+              "type": "object"
+            },
+            "maxItems": 200,
+            "type": "array"
+          },
           "title": {
             "description": "Role title override for people rows (the record's Title field, column and filter) — distinct from `subtitle`, the display line under the name. Trimmed; blank reads as absent. Overwrites on update rows. Ignored on companies imports.",
             "type": "string"
@@ -19154,17 +19384,410 @@
         ],
         "type": "object"
       },
+      "CrmImportRows": {
+        "properties": {
+          "data": {
+            "properties": {
+              "next": {
+                "nullable": true,
+                "type": "number"
+              },
+              "rows": {
+                "items": {
+                  "properties": {
+                    "code": {
+                      "nullable": true,
+                      "type": "string"
+                    },
+                    "email": {
+                      "nullable": true,
+                      "type": "string"
+                    },
+                    "entityId": {
+                      "nullable": true,
+                      "type": "string"
+                    },
+                    "error": {
+                      "nullable": true,
+                      "type": "string"
+                    },
+                    "externalId": {
+                      "nullable": true,
+                      "type": "string"
+                    },
+                    "inCrm": {
+                      "type": "boolean"
+                    },
+                    "inListIds": {
+                      "items": {
+                        "type": "string"
+                      },
+                      "type": "array"
+                    },
+                    "listIds": {
+                      "items": {
+                        "type": "string"
+                      },
+                      "type": "array"
+                    },
+                    "name": {
+                      "nullable": true,
+                      "type": "string"
+                    },
+                    "notesInFile": {
+                      "type": "number"
+                    },
+                    "notesPresent": {
+                      "type": "number"
+                    },
+                    "outcome": {
+                      "enum": [
+                        "created",
+                        "updated",
+                        "failed"
+                      ],
+                      "type": "string"
+                    },
+                    "phone": {
+                      "nullable": true,
+                      "type": "string"
+                    },
+                    "seq": {
+                      "type": "number"
+                    },
+                    "sourceLine": {
+                      "nullable": true,
+                      "type": "number"
+                    }
+                  },
+                  "required": [
+                    "seq",
+                    "outcome",
+                    "entityId",
+                    "name",
+                    "externalId",
+                    "email",
+                    "phone",
+                    "code",
+                    "error",
+                    "sourceLine",
+                    "listIds",
+                    "inListIds",
+                    "inCrm",
+                    "notesInFile",
+                    "notesPresent"
+                  ],
+                  "type": "object"
+                },
+                "type": "array"
+              }
+            },
+            "required": [
+              "rows",
+              "next"
+            ],
+            "type": "object"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
+      "CrmImportRun": {
+        "properties": {
+          "data": {
+            "properties": {
+              "canUndo": {
+                "type": "boolean"
+              },
+              "completedAt": {
+                "nullable": true,
+                "type": "string"
+              },
+              "created": {
+                "type": "number"
+              },
+              "createdAt": {
+                "type": "string"
+              },
+              "createdByUserId": {
+                "type": "string"
+              },
+              "externalSource": {
+                "nullable": true,
+                "type": "string"
+              },
+              "failed": {
+                "type": "number"
+              },
+              "fileName": {
+                "nullable": true,
+                "type": "string"
+              },
+              "fileRows": {
+                "nullable": true,
+                "type": "number"
+              },
+              "id": {
+                "type": "string"
+              },
+              "lastUndoAt": {
+                "nullable": true,
+                "type": "string"
+              },
+              "lists": {
+                "items": {
+                  "properties": {
+                    "created": {
+                      "type": "boolean"
+                    },
+                    "deleted": {
+                      "type": "boolean"
+                    },
+                    "listId": {
+                      "type": "string"
+                    },
+                    "name": {
+                      "type": "string"
+                    }
+                  },
+                  "required": [
+                    "listId",
+                    "name",
+                    "created",
+                    "deleted"
+                  ],
+                  "type": "object"
+                },
+                "type": "array"
+              },
+              "objectType": {
+                "type": "string"
+              },
+              "ownerUserId": {
+                "nullable": true,
+                "type": "string"
+              },
+              "scoped": {
+                "type": "boolean"
+              },
+              "total": {
+                "type": "number"
+              },
+              "undoRemoved": {
+                "nullable": true,
+                "type": "number"
+              },
+              "undoneAt": {
+                "nullable": true,
+                "type": "string"
+              },
+              "undoneByUserId": {
+                "nullable": true,
+                "type": "string"
+              },
+              "updated": {
+                "type": "number"
+              }
+            },
+            "required": [
+              "id",
+              "createdByUserId",
+              "ownerUserId",
+              "objectType",
+              "externalSource",
+              "fileName",
+              "fileRows",
+              "total",
+              "created",
+              "updated",
+              "failed",
+              "lists",
+              "createdAt",
+              "completedAt",
+              "undoneAt",
+              "undoneByUserId",
+              "undoRemoved",
+              "lastUndoAt",
+              "scoped",
+              "canUndo"
+            ],
+            "type": "object"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
+      "CrmImportRuns": {
+        "properties": {
+          "data": {
+            "items": {
+              "properties": {
+                "canUndo": {
+                  "type": "boolean"
+                },
+                "completedAt": {
+                  "nullable": true,
+                  "type": "string"
+                },
+                "created": {
+                  "type": "number"
+                },
+                "createdAt": {
+                  "type": "string"
+                },
+                "createdByUserId": {
+                  "type": "string"
+                },
+                "externalSource": {
+                  "nullable": true,
+                  "type": "string"
+                },
+                "failed": {
+                  "type": "number"
+                },
+                "fileName": {
+                  "nullable": true,
+                  "type": "string"
+                },
+                "fileRows": {
+                  "nullable": true,
+                  "type": "number"
+                },
+                "id": {
+                  "type": "string"
+                },
+                "lastUndoAt": {
+                  "nullable": true,
+                  "type": "string"
+                },
+                "lists": {
+                  "items": {
+                    "properties": {
+                      "created": {
+                        "type": "boolean"
+                      },
+                      "deleted": {
+                        "type": "boolean"
+                      },
+                      "listId": {
+                        "type": "string"
+                      },
+                      "name": {
+                        "type": "string"
+                      }
+                    },
+                    "required": [
+                      "listId",
+                      "name",
+                      "created",
+                      "deleted"
+                    ],
+                    "type": "object"
+                  },
+                  "type": "array"
+                },
+                "objectType": {
+                  "type": "string"
+                },
+                "ownerUserId": {
+                  "nullable": true,
+                  "type": "string"
+                },
+                "scoped": {
+                  "type": "boolean"
+                },
+                "total": {
+                  "type": "number"
+                },
+                "undoRemoved": {
+                  "nullable": true,
+                  "type": "number"
+                },
+                "undoneAt": {
+                  "nullable": true,
+                  "type": "string"
+                },
+                "undoneByUserId": {
+                  "nullable": true,
+                  "type": "string"
+                },
+                "updated": {
+                  "type": "number"
+                }
+              },
+              "required": [
+                "id",
+                "createdByUserId",
+                "ownerUserId",
+                "objectType",
+                "externalSource",
+                "fileName",
+                "fileRows",
+                "total",
+                "created",
+                "updated",
+                "failed",
+                "lists",
+                "createdAt",
+                "completedAt",
+                "undoneAt",
+                "undoneByUserId",
+                "undoRemoved",
+                "lastUndoAt",
+                "scoped",
+                "canUndo"
+              ],
+              "type": "object"
+            },
+            "type": "array"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
       "CrmImportSummary": {
         "properties": {
           "created": {
             "type": "number"
           },
+          "dryRun": {
+            "type": "boolean"
+          },
           "enrichJobId": {
             "type": "string"
           },
           "failed": {
             "type": "number"
           },
+          "lists": {
+            "description": "Lists the rows named (row `lists`), and which this batch created.",
+            "items": {
+              "properties": {
+                "created": {
+                  "type": "boolean"
+                },
+                "listId": {
+                  "type": "string"
+                },
+                "name": {
+                  "type": "string"
+                }
+              },
+              "required": [
+                "name",
+                "listId",
+                "created"
+              ],
+              "type": "object"
+            },
+            "type": "array"
+          },
           "results": {
             "items": {
               "$ref": "#/components/schemas/CrmImportRowResult"
@@ -19187,6 +19810,40 @@
         ],
         "type": "object"
       },
+      "CrmImportUndo": {
+        "properties": {
+          "data": {
+            "properties": {
+              "keptChanged": {
+                "type": "number"
+              },
+              "keptNoAccess": {
+                "type": "number"
+              },
+              "listsRemoved": {
+                "items": {
+                  "type": "string"
+                },
+                "type": "array"
+              },
+              "removed": {
+                "type": "number"
+              }
+            },
+            "required": [
+              "removed",
+              "keptChanged",
+              "keptNoAccess",
+              "listsRemoved"
+            ],
+            "type": "object"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
       "CrmLenderChannels": {
         "properties": {
           "data": {
@@ -24702,6 +25359,59 @@
         ],
         "type": "object"
       },
+      "GetSavedFilterSharesResult": {
+        "properties": {
+          "data": {
+            "$ref": "#/components/schemas/SavedFilterSharing"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
+      "GrantSavedFilterAccessRequest": {
+        "additionalProperties": false,
+        "properties": {
+          "permission": {
+            "allOf": [
+              {
+                "$ref": "#/components/schemas/SavedFilterGrantPermission"
+              },
+              {
+                "description": "Defaults to `viewer`."
+              }
+            ]
+          },
+          "userId": {
+            "minLength": 1,
+            "type": "string"
+          }
+        },
+        "required": [
+          "userId"
+        ],
+        "type": "object"
+      },
+      "GrantSavedFilterAccessResult": {
+        "properties": {
+          "data": {
+            "properties": {
+              "granted": {
+                "type": "boolean"
+              }
+            },
+            "required": [
+              "granted"
+            ],
+            "type": "object"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
       "HeadcountPoint": {
         "properties": {
           "active": {
@@ -40012,6 +40722,38 @@
         ],
         "type": "object"
       },
+      "RevokeSavedFilterAccessRequest": {
+        "additionalProperties": false,
+        "properties": {
+          "userId": {
+            "minLength": 1,
+            "type": "string"
+          }
+        },
+        "required": [
+          "userId"
+        ],
+        "type": "object"
+      },
+      "RevokeSavedFilterAccessResult": {
+        "properties": {
+          "data": {
+            "properties": {
+              "revoked": {
+                "type": "boolean"
+              }
+            },
+            "required": [
+              "revoked"
+            ],
+            "type": "object"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
       "RosterProductionTier": {
         "properties": {
           "count": {
@@ -40712,6 +41454,18 @@
       },
       "SavedFilter": {
         "properties": {
+          "canDelete": {
+            "description": "You may delete it (owner or workspace admin).",
+            "type": "boolean"
+          },
+          "canEdit": {
+            "description": "You may update its name, icon, query and UI state (owner, editor, or workspace admin).",
+            "type": "boolean"
+          },
+          "canManageSharing": {
+            "description": "You may change its visibility and who it is shared with (owner or workspace admin).",
+            "type": "boolean"
+          },
           "createdAt": {
             "format": "date-time",
             "type": "string"
@@ -40731,6 +41485,10 @@
           "id": {
             "type": "string"
           },
+          "isOwner": {
+            "description": "True for your own filters; false for ones shared with you.",
+            "type": "boolean"
+          },
           "kind": {
             "description": "`filter` (default) — a saved search; `view` — a saved CRM table layout (columns / order) kept in `uiState`. Views never carry a `query` and have their own 25-per-target quota. Fixed at create.",
             "enum": [
@@ -40739,6 +41497,12 @@
             ],
             "type": "string"
           },
+          "lastUsedAt": {
+            "description": "When it was last run; null if never.",
+            "format": "date-time",
+            "nullable": true,
+            "type": "string"
+          },
           "name": {
             "type": "string"
           },
@@ -40747,6 +41511,24 @@
             "nullable": true,
             "type": "string"
           },
+          "ownerName": {
+            "description": "The owner's display name on a filter shared with you; null on your own filters (and when it cannot be resolved).",
+            "nullable": true,
+            "type": "string"
+          },
+          "ownerUserId": {
+            "description": "The user who owns it.",
+            "type": "string"
+          },
+          "permission": {
+            "description": "Your role: `owner`, or the access it was shared with you at (`editor` / `viewer`; a filter visible to the whole workspace without an editor grant is `viewer`).",
+            "enum": [
+              "owner",
+              "editor",
+              "viewer"
+            ],
+            "type": "string"
+          },
           "query": {
             "additionalProperties": {
               "nullable": true
@@ -40815,14 +41597,12 @@
             "format": "date-time",
             "type": "string"
           },
+          "useCount": {
+            "description": "How many times the filter has been run: fetched with `getSavedFilter`, or named in `X-MM-Saved-Filter-Id` on a successful list request (count requests do not count).",
+            "type": "integer"
+          },
           "visibility": {
-            "description": "Always `private` in v1.",
-            "enum": [
-              "private",
-              "organization",
-              "shared"
-            ],
-            "type": "string"
+            "$ref": "#/components/schemas/SavedFilterVisibility"
           }
         },
         "required": [
@@ -40838,6 +41618,15 @@
           "fidelity",
           "unmapped",
           "visibility",
+          "ownerUserId",
+          "ownerName",
+          "isOwner",
+          "permission",
+          "canEdit",
+          "canDelete",
+          "canManageSharing",
+          "useCount",
+          "lastUsedAt",
           "operationId",
           "stale",
           "staleIssues",
@@ -40849,7 +41638,7 @@
       "SavedFilterError": {
         "properties": {
           "code": {
-            "description": "`QUOTA_EXCEEDED` (409, 25 per target + kind).",
+            "description": "`QUOTA_EXCEEDED` (409, 25 per target + kind), `FORBIDDEN` (403, your access to a shared filter does not allow this), `NOT_ORG_MEMBER` (400, the user to share with is not in your workspace).",
             "type": "string"
           },
           "error": {
@@ -40879,91 +41668,223 @@
         ],
         "type": "object"
       },
+      "SavedFilterGrantPermission": {
+        "description": "The whole workspace's role on an `organization` filter; null for private / shared filters.",
+        "enum": [
+          "editor",
+          "viewer",
+          null
+        ],
+        "nullable": true,
+        "type": "string"
+      },
       "SavedFilterIcon": {
-        "description": "Optional marker: a color dot, a tinted icon, or an emoji.",
-        "oneOf": [
-          {
+        "description": "Optional marker: one emoji. (Color dots and named icons were retired; existing ones were converted to the nearest emoji.)",
+        "nullable": true,
+        "properties": {
+          "emoji": {
+            "maxLength": 16,
+            "minLength": 1,
+            "type": "string"
+          },
+          "type": {
+            "enum": [
+              "emoji"
+            ],
+            "type": "string"
+          }
+        },
+        "required": [
+          "type",
+          "emoji"
+        ],
+        "type": "object"
+      },
+      "SavedFilterList": {
+        "properties": {
+          "data": {
+            "items": {
+              "$ref": "#/components/schemas/SavedFilter"
+            },
+            "type": "array"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
+      "SavedFilterShare": {
+        "properties": {
+          "createdAt": {
+            "description": "Epoch milliseconds.",
+            "type": "number"
+          },
+          "email": {
+            "nullable": true,
+            "type": "string"
+          },
+          "id": {
+            "type": "string"
+          },
+          "image": {
+            "nullable": true,
+            "type": "string"
+          },
+          "invitedByName": {
+            "nullable": true,
+            "type": "string"
+          },
+          "name": {
+            "nullable": true,
+            "type": "string"
+          },
+          "permission": {
+            "enum": [
+              "owner",
+              "editor",
+              "viewer"
+            ],
+            "type": "string"
+          },
+          "userId": {
+            "type": "string"
+          }
+        },
+        "required": [
+          "id",
+          "userId",
+          "name",
+          "email",
+          "image",
+          "permission",
+          "invitedByName",
+          "createdAt"
+        ],
+        "type": "object"
+      },
+      "SavedFilterShareableMember": {
+        "properties": {
+          "email": {
+            "nullable": true,
+            "type": "string"
+          },
+          "image": {
+            "nullable": true,
+            "type": "string"
+          },
+          "name": {
+            "nullable": true,
+            "type": "string"
+          },
+          "userId": {
+            "type": "string"
+          }
+        },
+        "required": [
+          "userId",
+          "name",
+          "email",
+          "image"
+        ],
+        "type": "object"
+      },
+      "SavedFilterShareableMemberList": {
+        "properties": {
+          "data": {
             "properties": {
-              "color": {
-                "pattern": "^#[0-9a-fA-F]{6}$",
-                "type": "string"
-              },
-              "type": {
-                "enum": [
-                  "color"
-                ],
-                "type": "string"
+              "members": {
+                "items": {
+                  "$ref": "#/components/schemas/SavedFilterShareableMember"
+                },
+                "type": "array"
               }
             },
             "required": [
-              "type",
-              "color"
+              "members"
             ],
             "type": "object"
+          }
+        },
+        "required": [
+          "data"
+        ],
+        "type": "object"
+      },
+      "SavedFilterSharing": {
+        "properties": {
+          "canManageSharing": {
+            "description": "The caller may grant / revoke and change visibility (owner or workspace admin).",
+            "type": "boolean"
           },
-          {
+          "orgWidePermission": {
+            "allOf": [
+              {
+                "$ref": "#/components/schemas/SavedFilterGrantPermission"
+              },
+              {
+                "description": "On an `organization` filter, whether every member can edit or only view. Always `viewer` otherwise."
+              }
+            ]
+          },
+          "owner": {
             "properties": {
-              "color": {
-                "pattern": "^#[0-9a-fA-F]{6}$",
+              "email": {
+                "nullable": true,
                 "type": "string"
               },
-              "icon": {
-                "pattern": "^[A-Za-z][A-Za-z0-9]{0,63}$",
+              "image": {
+                "nullable": true,
                 "type": "string"
               },
-              "type": {
-                "enum": [
-                  "icon"
-                ],
-                "type": "string"
-              }
-            },
-            "required": [
-              "type",
-              "icon",
-              "color"
-            ],
-            "type": "object"
-          },
-          {
-            "properties": {
-              "emoji": {
-                "maxLength": 16,
-                "minLength": 1,
+              "name": {
+                "nullable": true,
                 "type": "string"
               },
-              "type": {
-                "enum": [
-                  "emoji"
-                ],
+              "userId": {
                 "type": "string"
               }
             },
             "required": [
-              "type",
-              "emoji"
+              "userId",
+              "name",
+              "email",
+              "image"
             ],
             "type": "object"
           },
-          {
-            "nullable": true
-          }
-        ]
-      },
-      "SavedFilterList": {
-        "properties": {
-          "data": {
+          "ownerUserId": {
+            "type": "string"
+          },
+          "shares": {
             "items": {
-              "$ref": "#/components/schemas/SavedFilter"
+              "$ref": "#/components/schemas/SavedFilterShare"
             },
             "type": "array"
+          },
+          "visibility": {
+            "$ref": "#/components/schemas/SavedFilterVisibility"
           }
         },
         "required": [
-          "data"
+          "visibility",
+          "ownerUserId",
+          "owner",
+          "canManageSharing",
+          "orgWidePermission",
+          "shares"
         ],
         "type": "object"
       },
+      "SavedFilterVisibility": {
+        "description": "Who can see the filter: `private` — only its owner; `organization` — every member of the workspace (view; edit too when `orgWidePermission` is `editor`); `shared` — only the members it was shared with (see `/saved-filters/{id}/shares`).",
+        "enum": [
+          "private",
+          "organization",
+          "shared"
+        ],
+        "type": "string"
+      },
       "SearchTokenResponse": {
         "properties": {
           "expiresAt": {
@@ -42021,6 +42942,16 @@
             "minLength": 1,
             "type": "string"
           },
+          "orgWidePermission": {
+            "allOf": [
+              {
+                "$ref": "#/components/schemas/SavedFilterGrantPermission"
+              },
+              {
+                "description": "Owner or workspace admin only. The whole workspace's role; setting it also sets `visibility: organization`."
+              }
+            ]
+          },
           "query": {
             "additionalProperties": {
               "nullable": true
@@ -42050,6 +42981,16 @@
             },
             "maxItems": 100,
             "type": "array"
+          },
+          "visibility": {
+            "allOf": [
+              {
+                "$ref": "#/components/schemas/SavedFilterVisibility"
+              },
+              {
+                "description": "Owner or workspace admin only. `private` removes every share; `shared` removes the workspace-wide grant; sharing with a member (`POST /saved-filters/{id}/shares`) turns a private filter into `shared` on its own."
+              }
+            ]
           }
         },
         "type": "object"
@@ -42324,7 +43265,7 @@
   "info": {
     "description": "ModelMatch API — mortgage and real-estate market data.\n\n## Bulk delivery limits\n\nThe `POST /{entity}/bulk-delivery` endpoints export a full result set to\nS3 as NDJSON, JSON, CSV, or Parquet.\n\n- **Up to 5,000 rows per delivery: no entitlement required.** Available to\n  every authenticated caller.\n- **Above 5,000 rows: requires the entity's `bulk-delivery.{entity}`\n  entitlement** (e.g. `bulk-delivery.loans`). The grant's scope sets your\n  row ceiling and may also restrict which rows and fields you receive.\n\nA delivery that would exceed the limit available to you is rejected with\n`403 entitlement_missing`, reporting the matched row count and the ceiling\nthat applied. To stay under the limit, pass `limit` — the job then delivers\n(and bills for) only the first `limit` rows of a broader query.\n\n**Need a higher limit?** Email support@modelmatch.com to request the\nentitlement. Limits are raised per organization and per entity.\n\nBulk delivery is billed at 1 credit per delivered row whether or not\nan entitlement is held.\n\nInstead of a download, a delivery can be sent to a push target configured\non your workspace: pass `destination: { type: \"push-target\", targetId }`.\nThe same limits and billing apply.",
     "title": "ModelMatch API",
-    "version": "3.107.0"
+    "version": "3.109.2"
   },
   "openapi": "3.1.0",
   "paths": {
@@ -56682,6 +57623,14 @@
             "application/json": {
               "schema": {
                 "properties": {
+                  "createMissingLists": {
+                    "description": "Create lists rows name that the list owner doesn't have yet, owned by ownerUserId (else the caller).",
+                    "type": "boolean"
+                  },
+                  "dryRun": {
+                    "description": "Plan only: return what the import WOULD do (per-row created / updated / failed, lists it would find or create) without writing anything. Always synchronous.",
+                    "type": "boolean"
+                  },
                   "entityType": {
                     "allOf": [
                       {
@@ -56692,10 +57641,50 @@
                       }
                     ]
                   },
+                  "externalSource": {
+                    "description": "Source system the rows' externalIds belong to (e.g. \"legacy-mm\"). Defaults to \"import\".",
+                    "pattern": "^[a-z0-9][a-z0-9-]{0,63}$",
+                    "type": "string"
+                  },
+                  "fileName": {
+                    "description": "Source file name, shown in import history.",
+                    "maxLength": 255,
+                    "type": "string"
+                  },
+                  "fileRows": {
+                    "description": "Data rows in the source file (the client's count, including rows it rejected before sending) — the check report's file rows.",
+                    "minimum": 0,
+                    "type": "integer"
+                  },
+                  "importBatchKey": {
+                    "description": "This batch's key within its run (e.g. \"2/5\"). A batch resent under a key the run already recorded is refused (409).",
+                    "maxLength": 40,
+                    "minLength": 1,
+                    "type": "string"
+                  },
+                  "importRunId": {
+                    "description": "Import history run id, minted by the client per run and sent with every batch of it — the batches become one history entry.",
+                    "maxLength": 100,
+                    "minLength": 1,
+                    "type": "string"
+                  },
                   "listId": {
                     "nullable": true,
                     "type": "string"
                   },
+                  "listStatuses": {
+                    "additionalProperties": {
+                      "items": {
+                        "maxLength": 120,
+                        "minLength": 1,
+                        "type": "string"
+                      },
+                      "maxItems": 50,
+                      "type": "array"
+                    },
+                    "description": "Status labels, in order, per list name — the status vocabulary of lists this batch creates (else the default statuses).",
+                    "type": "object"
+                  },
                   "objectType": {
                     "$ref": "#/components/schemas/CrmObjectType"
                   },
@@ -56780,6 +57769,16 @@
             },
             "description": "Not found"
           },
+          "409": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "This batch's `importBatchKey` was already recorded on the run — a resend, refused."
+          },
           "413": {
             "content": {
               "application/json": {
@@ -56910,40 +57909,53 @@
         ]
       }
     },
-    "/v1/crm/lender-channels": {
-      "post": {
-        "operationId": "crmLenderChannels",
-        "requestBody": {
-          "content": {
-            "application/json": {
-              "schema": {
-                "properties": {
-                  "loNmlsIds": {
-                    "description": "Bare LO NMLS ids (deduped, capped at 500).",
-                    "items": {
-                      "type": "string"
-                    },
-                    "type": "array"
-                  }
-                },
-                "required": [
-                  "loNmlsIds"
-                ],
-                "type": "object"
-              }
+    "/v1/crm/imports": {
+      "get": {
+        "operationId": "listCrmImports",
+        "parameters": [
+          {
+            "in": "query",
+            "name": "limit",
+            "required": false,
+            "schema": {
+              "maximum": 500,
+              "minimum": 1,
+              "type": "integer"
+            }
+          },
+          {
+            "description": "Only runs that touched this list (list settings).",
+            "in": "query",
+            "name": "listId",
+            "required": false,
+            "schema": {
+              "description": "Only runs that touched this list (list settings).",
+              "minLength": 1,
+              "type": "string"
+            }
+          },
+          {
+            "description": "Page back: runs created before this (the last run's `createdAt`).",
+            "in": "query",
+            "name": "before",
+            "required": false,
+            "schema": {
+              "description": "Page back: runs created before this (the last run's `createdAt`).",
+              "format": "date-time",
+              "type": "string"
             }
           }
-        },
+        ],
         "responses": {
           "200": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/CrmLenderChannels"
+                  "$ref": "#/components/schemas/CrmImportRuns"
                 }
               }
             },
-            "description": "Per-LO current sponsor company + classified lender channel."
+            "description": "Import runs."
           },
           "400": {
             "content": {
@@ -57006,42 +58018,23 @@
             "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
           }
         },
-        "summary": "Bank / Credit Union / Broker / Retail channel per LO (by NMLS)",
+        "summary": "List import runs (own + into your lists; all for admins), newest first",
         "tags": [
           "CRM"
         ]
       }
     },
-    "/v1/crm/lists": {
+    "/v1/crm/imports/{id}": {
       "get": {
-        "operationId": "listCrmLists",
+        "operationId": "getCrmImport",
         "parameters": [
           {
-            "in": "query",
-            "name": "objectType",
-            "required": false,
-            "schema": {
-              "$ref": "#/components/schemas/CrmObjectType"
-            }
-          },
-          {
-            "in": "query",
-            "name": "entityId",
-            "required": false,
+            "description": "Import run id.",
+            "in": "path",
+            "name": "id",
+            "required": true,
             "schema": {
-              "minLength": 1,
-              "type": "string"
-            }
-          },
-          {
-            "in": "query",
-            "name": "scope",
-            "required": false,
-            "schema": {
-              "enum": [
-                "visible",
-                "all"
-              ],
+              "description": "Import run id.",
               "type": "string"
             }
           }
@@ -57051,11 +58044,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/CrmListArray"
+                  "$ref": "#/components/schemas/CrmImportRun"
                 }
               }
             },
-            "description": "Visible lists (own + org-wide + shared-with-me); scope=all returns every workspace list for admins."
+            "description": "The import run."
           },
           "400": {
             "content": {
@@ -57118,44 +58111,37 @@
             "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
           }
         },
-        "summary": "List the caller's lists (picker mode with ?entityId adds hasMember)",
+        "summary": "Get one import run",
         "tags": [
           "CRM"
         ]
-      },
-      "post": {
-        "operationId": "createCrmList",
-        "requestBody": {
-          "content": {
-            "application/json": {
-              "schema": {
-                "properties": {
-                  "name": {
-                    "type": "string"
-                  },
-                  "objectType": {
-                    "$ref": "#/components/schemas/CrmObjectType"
-                  }
-                },
-                "required": [
-                  "name",
-                  "objectType"
-                ],
-                "type": "object"
-              }
+      }
+    },
+    "/v1/crm/imports/{id}/check": {
+      "get": {
+        "operationId": "checkCrmImport",
+        "parameters": [
+          {
+            "description": "Import run id.",
+            "in": "path",
+            "name": "id",
+            "required": true,
+            "schema": {
+              "description": "Import run id.",
+              "type": "string"
             }
           }
-        },
+        ],
         "responses": {
           "200": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/CrmListCreateResult"
+                  "$ref": "#/components/schemas/CrmImportCheck"
                 }
               }
             },
-            "description": "The created list."
+            "description": "The run checked against the CRM now."
           },
           "400": {
             "content": {
@@ -57218,31 +58204,46 @@
             "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
           }
         },
-        "summary": "Create a list",
+        "summary": "Check report for an import run (rows, records, lists, notes)",
         "tags": [
           "CRM"
         ]
       }
     },
-    "/v1/crm/lists/memberships": {
+    "/v1/crm/imports/{id}/rows": {
       "get": {
-        "operationId": "listCrmListMemberships",
+        "operationId": "listCrmImportRows",
         "parameters": [
           {
+            "description": "Import run id.",
+            "in": "path",
+            "name": "id",
+            "required": true,
+            "schema": {
+              "description": "Import run id.",
+              "type": "string"
+            }
+          },
+          {
+            "description": "Cursor: return rows after this `seq` (from `next`).",
             "in": "query",
-            "name": "objectType",
+            "name": "after",
             "required": false,
             "schema": {
-              "$ref": "#/components/schemas/CrmObjectType"
+              "description": "Cursor: return rows after this `seq` (from `next`).",
+              "minimum": -1,
+              "nullable": true,
+              "type": "integer"
             }
           },
           {
             "in": "query",
-            "name": "entityIds",
-            "required": true,
+            "name": "limit",
+            "required": false,
             "schema": {
-              "minLength": 1,
-              "type": "string"
+              "maximum": 5000,
+              "minimum": 1,
+              "type": "integer"
             }
           }
         ],
@@ -57251,11 +58252,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/CrmListMembershipsResult"
+                  "$ref": "#/components/schemas/CrmImportRows"
                 }
               }
             },
-            "description": "Each requested entityId mapped to the visible lists it's on ([] = none)."
+            "description": "A page of the run's rows."
           },
           "400": {
             "content": {
@@ -57318,35 +58319,53 @@
             "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
           }
         },
-        "summary": "Batched list-membership lookup for many entities",
+        "summary": "Every row of an import run with its outcome, in file order",
         "tags": [
           "CRM"
         ]
       }
     },
-    "/v1/crm/lists/{id}": {
-      "delete": {
-        "operationId": "deleteCrmList",
+    "/v1/crm/imports/{id}/undo": {
+      "post": {
+        "operationId": "undoCrmImport",
         "parameters": [
           {
+            "description": "Import run id.",
             "in": "path",
             "name": "id",
             "required": true,
             "schema": {
+              "description": "Import run id.",
               "type": "string"
             }
           }
         ],
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "properties": {
+                  "dryRun": {
+                    "description": "Count what would be removed; change nothing.",
+                    "type": "boolean"
+                  }
+                },
+                "type": "object"
+              }
+            }
+          },
+          "required": false
+        },
         "responses": {
           "200": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/CrmListDeleteResult"
+                  "$ref": "#/components/schemas/CrmImportUndo"
                 }
               }
             },
-            "description": "Deleted (soft)."
+            "description": "What was (or, on a dry run, would be) removed and kept."
           },
           "400": {
             "content": {
@@ -57409,33 +58428,538 @@
             "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
           }
         },
-        "summary": "Delete a list",
+        "summary": "Undo an import run (removes untouched records it created)",
         "tags": [
           "CRM"
         ]
-      },
-      "get": {
-        "operationId": "getCrmList",
-        "parameters": [
-          {
-            "in": "path",
-            "name": "id",
-            "required": true,
-            "schema": {
-              "type": "string"
+      }
+    },
+    "/v1/crm/lender-channels": {
+      "post": {
+        "operationId": "crmLenderChannels",
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "properties": {
+                  "loNmlsIds": {
+                    "description": "Bare LO NMLS ids (deduped, capped at 500).",
+                    "items": {
+                      "type": "string"
+                    },
+                    "type": "array"
+                  }
+                },
+                "required": [
+                  "loNmlsIds"
+                ],
+                "type": "object"
+              }
             }
           }
-        ],
+        },
         "responses": {
           "200": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/CrmListWithMembers"
+                  "$ref": "#/components/schemas/CrmLenderChannels"
                 }
               }
             },
-            "description": "The list + members, or null when not found / not visible."
+            "description": "Per-LO current sponsor company + classified lender channel."
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          },
+          "503": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SearchUnavailable"
+                }
+              }
+            },
+            "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
+          }
+        },
+        "summary": "Bank / Credit Union / Broker / Retail channel per LO (by NMLS)",
+        "tags": [
+          "CRM"
+        ]
+      }
+    },
+    "/v1/crm/lists": {
+      "get": {
+        "operationId": "listCrmLists",
+        "parameters": [
+          {
+            "in": "query",
+            "name": "objectType",
+            "required": false,
+            "schema": {
+              "$ref": "#/components/schemas/CrmObjectType"
+            }
+          },
+          {
+            "in": "query",
+            "name": "entityId",
+            "required": false,
+            "schema": {
+              "minLength": 1,
+              "type": "string"
+            }
+          },
+          {
+            "in": "query",
+            "name": "scope",
+            "required": false,
+            "schema": {
+              "enum": [
+                "visible",
+                "all"
+              ],
+              "type": "string"
+            }
+          }
+        ],
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/CrmListArray"
+                }
+              }
+            },
+            "description": "Visible lists (own + org-wide + shared-with-me); scope=all returns every workspace list for admins."
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          },
+          "503": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SearchUnavailable"
+                }
+              }
+            },
+            "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
+          }
+        },
+        "summary": "List the caller's lists (picker mode with ?entityId adds hasMember)",
+        "tags": [
+          "CRM"
+        ]
+      },
+      "post": {
+        "operationId": "createCrmList",
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "properties": {
+                  "name": {
+                    "type": "string"
+                  },
+                  "objectType": {
+                    "$ref": "#/components/schemas/CrmObjectType"
+                  }
+                },
+                "required": [
+                  "name",
+                  "objectType"
+                ],
+                "type": "object"
+              }
+            }
+          }
+        },
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/CrmListCreateResult"
+                }
+              }
+            },
+            "description": "The created list."
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          },
+          "503": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SearchUnavailable"
+                }
+              }
+            },
+            "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
+          }
+        },
+        "summary": "Create a list",
+        "tags": [
+          "CRM"
+        ]
+      }
+    },
+    "/v1/crm/lists/memberships": {
+      "get": {
+        "operationId": "listCrmListMemberships",
+        "parameters": [
+          {
+            "in": "query",
+            "name": "objectType",
+            "required": false,
+            "schema": {
+              "$ref": "#/components/schemas/CrmObjectType"
+            }
+          },
+          {
+            "in": "query",
+            "name": "entityIds",
+            "required": true,
+            "schema": {
+              "minLength": 1,
+              "type": "string"
+            }
+          }
+        ],
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/CrmListMembershipsResult"
+                }
+              }
+            },
+            "description": "Each requested entityId mapped to the visible lists it's on ([] = none)."
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          },
+          "503": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SearchUnavailable"
+                }
+              }
+            },
+            "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
+          }
+        },
+        "summary": "Batched list-membership lookup for many entities",
+        "tags": [
+          "CRM"
+        ]
+      }
+    },
+    "/v1/crm/lists/{id}": {
+      "delete": {
+        "operationId": "deleteCrmList",
+        "parameters": [
+          {
+            "in": "path",
+            "name": "id",
+            "required": true,
+            "schema": {
+              "type": "string"
+            }
+          }
+        ],
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/CrmListDeleteResult"
+                }
+              }
+            },
+            "description": "Deleted (soft)."
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          },
+          "503": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SearchUnavailable"
+                }
+              }
+            },
+            "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
+          }
+        },
+        "summary": "Delete a list",
+        "tags": [
+          "CRM"
+        ]
+      },
+      "get": {
+        "operationId": "getCrmList",
+        "parameters": [
+          {
+            "in": "path",
+            "name": "id",
+            "required": true,
+            "schema": {
+              "type": "string"
+            }
+          }
+        ],
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/CrmListWithMembers"
+                }
+              }
+            },
+            "description": "The list + members, or null when not found / not visible."
           },
           "400": {
             "content": {
@@ -77227,21 +78751,527 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          },
+          "503": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SearchUnavailable"
+                }
+              }
+            },
+            "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
+          }
+        },
+        "summary": "Count sales matching filters",
+        "tags": [
+          "Sales"
+        ],
+        "x-mm-records-via": "listSales"
+      }
+    },
+    "/v1/sales/{id}": {
+      "get": {
+        "operationId": "getSale",
+        "parameters": [
+          {
+            "description": "Sale document ID",
+            "in": "path",
+            "name": "id",
+            "required": true,
+            "schema": {
+              "description": "Sale document ID",
+              "type": "string"
+            }
+          }
+        ],
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SaleDetailResponse"
+                }
+              }
+            },
+            "description": "Sale detail"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Sale not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large"
+          }
+        },
+        "summary": "Get sale by ID",
+        "tags": [
+          "Sales"
+        ]
+      }
+    },
+    "/v1/sales/{id}/related": {
+      "get": {
+        "description": "Return the ids of records of another type that are linked to this record. Links resolve by identifier, strongest identifier first, and equally-trusted identifiers are combined — a company's linked loans cover every role it holds on a loan, not just the first one found. The response reports which strength was used: `primary` is the canonical identifier for that pair, `secondary` is a real but weaker alternate used only when the record carries nothing better. This is a lightweight index: it returns ids and a count, not full records. For filtering, sorting, pagination and full detail, use the named endpoint for the pair (for example the originator loans endpoint) and fetch records by id.",
+        "operationId": "saleRelated",
+        "parameters": [
+          {
+            "description": "Sale id",
+            "in": "path",
+            "name": "id",
+            "required": true,
+            "schema": {
+              "description": "Sale id",
+              "type": "string"
+            }
+          },
+          {
+            "description": "Type of record to link to",
+            "in": "query",
+            "name": "to",
+            "required": true,
+            "schema": {
+              "description": "Type of record to link to",
+              "enum": [
+                "agents",
+                "loans",
+                "properties"
+              ],
+              "type": "string"
+            }
+          },
+          {
+            "description": "Maximum ids to return (default 25, max 200)",
+            "in": "query",
+            "name": "limit",
+            "required": false,
+            "schema": {
+              "description": "Maximum ids to return (default 25, max 200)",
+              "maximum": 200,
+              "minimum": 1,
+              "type": "integer"
+            }
+          }
+        ],
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/RelatedResponse"
+                }
+              }
+            },
+            "description": "Linked record ids"
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Record not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          },
+          "503": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SearchUnavailable"
+                }
+              }
+            },
+            "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
+          }
+        },
+        "summary": "Records linked to this one",
+        "tags": [
+          "Related"
+        ]
+      }
+    },
+    "/v1/saved-filters": {
+      "get": {
+        "description": "The caller's saved filters (and saved CRM views) in the active organization plus the ones shared with them, oldest first, optionally narrowed by target, kind and ownership. `isOwner` / `permission` / `canEdit` on each row say whose it is and what the caller may do.",
+        "operationId": "listSavedFilters",
+        "parameters": [
+          {
+            "description": "Which list the filter runs against. Market targets run against that entity's list operation (see `operationId`, e.g. listOriginators); `crm_people` / `crm_companies` are UI-only (filtered client-side).",
+            "in": "query",
+            "name": "target",
+            "required": false,
+            "schema": {
+              "description": "Which list the filter runs against. Market targets run against that entity's list operation (see `operationId`, e.g. listOriginators); `crm_people` / `crm_companies` are UI-only (filtered client-side).",
+              "enum": [
+                "originators",
+                "agents",
+                "companies",
+                "branches",
+                "offices",
+                "loans",
+                "properties",
+                "sales",
+                "crm_people",
+                "crm_companies"
+              ],
+              "type": "string"
+            }
+          },
+          {
+            "description": "`filter` (default) — a saved search; `view` — a saved CRM table layout (columns / order) kept in `uiState`. Views never carry a `query` and have their own 25-per-target quota. Fixed at create.",
+            "in": "query",
+            "name": "kind",
+            "required": false,
+            "schema": {
+              "description": "`filter` (default) — a saved search; `view` — a saved CRM table layout (columns / order) kept in `uiState`. Views never carry a `query` and have their own 25-per-target quota. Fixed at create.",
+              "enum": [
+                "filter",
+                "view"
+              ],
+              "type": "string"
+            }
+          },
+          {
+            "description": "`mine` — only filters you own; `shared` — only filters shared with you. Omit for both.",
+            "in": "query",
+            "name": "ownership",
+            "required": false,
+            "schema": {
+              "description": "`mine` — only filters you own; `shared` — only filters shared with you. Omit for both.",
+              "enum": [
+                "mine",
+                "shared"
+              ],
+              "type": "string"
+            }
+          }
+        ],
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SavedFilterList"
+                }
+              }
+            },
+            "description": "Saved filters."
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          },
+          "503": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SearchUnavailable"
+                }
+              }
+            },
+            "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
+          }
+        },
+        "summary": "List your saved filters",
+        "tags": [
+          "Saved Filters"
+        ]
+      },
+      "post": {
+        "description": "Save a named filter for a list target. For a market target, `query` is the target operation's request body without `pagination` (e.g. the body you would send to listOriginators) and is validated against it. New filters are private. Limit: 25 you own per target (filters shared with you do not count).",
+        "operationId": "createSavedFilter",
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/CreateSavedFilterRequest"
+              }
+            }
+          }
+        },
+        "responses": {
+          "201": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/CreateSavedFilterResult"
+                }
+              }
+            },
+            "description": "The saved filter."
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SavedFilterError"
+                }
+              }
+            },
+            "description": "Validation error — including a `query` that is not a valid request for the target's operation (`issues` lists each problem)."
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+          },
+          "404": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Not found"
+          },
+          "409": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SavedFilterError"
+                }
+              }
+            },
+            "description": "`QUOTA_EXCEEDED` — 25 saved filters for this target already; update or delete one."
+          },
+          "413": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/PayloadTooLarge"
+                }
+              }
+            },
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+          },
+          "503": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SearchUnavailable"
+                }
+              }
+            },
+            "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
+          }
+        },
+        "summary": "Save a filter",
+        "tags": [
+          "Saved Filters"
+        ]
+      }
+    },
+    "/v1/saved-filters/{id}": {
+      "delete": {
+        "description": "Owner or workspace admin only; its shares go with it. A filter shared with you cannot be deleted by you.",
+        "operationId": "deleteSavedFilter",
+        "parameters": [
+          {
+            "description": "Saved-filter id (nanoid).",
+            "in": "path",
+            "name": "id",
+            "required": true,
+            "schema": {
+              "description": "Saved-filter id (nanoid).",
+              "example": "V1StGXR8_Z5jdHi6B-myT",
+              "maxLength": 32,
+              "minLength": 1,
+              "pattern": "^[\\w-]+$",
+              "type": "string"
+            }
+          }
+        ],
+        "responses": {
+          "200": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/DeleteSavedFilterResult"
+                }
+              }
+            },
+            "description": "Deleted."
+          },
+          "400": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Validation error"
+          },
+          "401": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Unauthorized"
+          },
+          "403": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+            "description": "No active organization, or (`code: FORBIDDEN`) the filter is shared with you at a level that does not allow this."
           },
           "404": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Not found"
+            "description": "No saved filter with that id is visible to the caller (their own, or shared with them)."
           },
           "413": {
             "content": {
@@ -77264,107 +79294,28 @@
             "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
           }
         },
-        "summary": "Count sales matching filters",
-        "tags": [
-          "Sales"
-        ],
-        "x-mm-records-via": "listSales"
-      }
-    },
-    "/v1/sales/{id}": {
-      "get": {
-        "operationId": "getSale",
-        "parameters": [
-          {
-            "description": "Sale document ID",
-            "in": "path",
-            "name": "id",
-            "required": true,
-            "schema": {
-              "description": "Sale document ID",
-              "type": "string"
-            }
-          }
-        ],
-        "responses": {
-          "200": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "$ref": "#/components/schemas/SaleDetailResponse"
-                }
-              }
-            },
-            "description": "Sale detail"
-          },
-          "404": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
-                }
-              }
-            },
-            "description": "Sale not found"
-          },
-          "413": {
-            "content": {
-              "application/json": {
-                "schema": {
-                  "$ref": "#/components/schemas/PayloadTooLarge"
-                }
-              }
-            },
-            "description": "Response payload too large"
-          }
-        },
-        "summary": "Get sale by ID",
+        "summary": "Delete a saved filter",
         "tags": [
-          "Sales"
+          "Saved Filters"
         ]
-      }
-    },
-    "/v1/sales/{id}/related": {
+      },
       "get": {
-        "description": "Return the ids of records of another type that are linked to this record. Links resolve by identifier, strongest identifier first, and equally-trusted identifiers are combined — a company's linked loans cover every role it holds on a loan, not just the first one found. The response reports which strength was used: `primary` is the canonical identifier for that pair, `secondary` is a real but weaker alternate used only when the record carries nothing better. This is a lightweight index: it returns ids and a count, not full records. For filtering, sorting, pagination and full detail, use the named endpoint for the pair (for example the originator loans endpoint) and fetch records by id.",
-        "operationId": "saleRelated",
+        "description": "Returns the saved `query` and the `operationId` to run it with — your own filter or one shared with you. Check `fidelity` (`partial` → `unmapped` lists what the query omits; `ui_only` → nothing to run) and `stale` (the query no longer validates) before running.",
+        "operationId": "getSavedFilter",
         "parameters": [
           {
-            "description": "Sale id",
+            "description": "Saved-filter id (nanoid).",
             "in": "path",
             "name": "id",
             "required": true,
             "schema": {
-              "description": "Sale id",
-              "type": "string"
-            }
-          },
-          {
-            "description": "Type of record to link to",
-            "in": "query",
-            "name": "to",
-            "required": true,
-            "schema": {
-              "description": "Type of record to link to",
-              "enum": [
-                "agents",
-                "loans",
-                "properties"
-              ],
+              "description": "Saved-filter id (nanoid).",
+              "example": "V1StGXR8_Z5jdHi6B-myT",
+              "maxLength": 32,
+              "minLength": 1,
+              "pattern": "^[\\w-]+$",
               "type": "string"
             }
-          },
-          {
-            "description": "Maximum ids to return (default 25, max 200)",
-            "in": "query",
-            "name": "limit",
-            "required": false,
-            "schema": {
-              "description": "Maximum ids to return (default 25, max 200)",
-              "maximum": 200,
-              "minimum": 1,
-              "type": "integer"
-            }
           }
         ],
         "responses": {
@@ -77372,11 +79323,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/RelatedResponse"
+                  "$ref": "#/components/schemas/GetSavedFilterResult"
                 }
               }
             },
-            "description": "Linked record ids"
+            "description": "The saved filter."
           },
           "400": {
             "content": {
@@ -77412,11 +79363,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Record not found"
+            "description": "No saved filter with that id is visible to the caller (their own, or shared with them)."
           },
           "413": {
             "content": {
@@ -77439,74 +79390,59 @@
             "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
           }
         },
-        "summary": "Records linked to this one",
+        "summary": "Get a saved filter (with the operation to run it)",
         "tags": [
-          "Related"
+          "Saved Filters"
         ]
-      }
-    },
-    "/v1/saved-filters": {
-      "get": {
-        "description": "The caller's saved filters (and saved CRM views) in the active organization, oldest first, optionally narrowed by target and kind.",
-        "operationId": "listSavedFilters",
+      },
+      "patch": {
+        "description": "Rename, re-icon, or replace the query / UI state (owner, `editor`, or workspace admin). The target is fixed. A new `query` is validated like on create. `visibility` / `orgWidePermission` change who can see it (owner or workspace admin only).",
+        "operationId": "updateSavedFilter",
         "parameters": [
           {
-            "description": "Which list the filter runs against. Market targets run against that entity's list operation (see `operationId`, e.g. listOriginators); `crm_people` / `crm_companies` are UI-only (filtered client-side).",
-            "in": "query",
-            "name": "target",
-            "required": false,
-            "schema": {
-              "description": "Which list the filter runs against. Market targets run against that entity's list operation (see `operationId`, e.g. listOriginators); `crm_people` / `crm_companies` are UI-only (filtered client-side).",
-              "enum": [
-                "originators",
-                "agents",
-                "companies",
-                "branches",
-                "offices",
-                "loans",
-                "properties",
-                "sales",
-                "crm_people",
-                "crm_companies"
-              ],
-              "type": "string"
-            }
-          },
-          {
-            "description": "`filter` (default) — a saved search; `view` — a saved CRM table layout (columns / order) kept in `uiState`. Views never carry a `query` and have their own 25-per-target quota. Fixed at create.",
-            "in": "query",
-            "name": "kind",
-            "required": false,
+            "description": "Saved-filter id (nanoid).",
+            "in": "path",
+            "name": "id",
+            "required": true,
             "schema": {
-              "description": "`filter` (default) — a saved search; `view` — a saved CRM table layout (columns / order) kept in `uiState`. Views never carry a `query` and have their own 25-per-target quota. Fixed at create.",
-              "enum": [
-                "filter",
-                "view"
-              ],
+              "description": "Saved-filter id (nanoid).",
+              "example": "V1StGXR8_Z5jdHi6B-myT",
+              "maxLength": 32,
+              "minLength": 1,
+              "pattern": "^[\\w-]+$",
               "type": "string"
             }
           }
         ],
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/UpdateSavedFilterRequest"
+              }
+            }
+          }
+        },
         "responses": {
           "200": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/SavedFilterList"
+                  "$ref": "#/components/schemas/UpdateSavedFilterResult"
                 }
               }
             },
-            "description": "Saved filters."
+            "description": "The updated filter."
           },
           "400": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Validation error"
+            "description": "Validation error — including a `query` that is not a valid request for the target's operation (`issues` lists each problem)."
           },
           "401": {
             "content": {
@@ -77522,21 +79458,21 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+            "description": "No active organization, or (`code: FORBIDDEN`) the filter is shared with you at a level that does not allow this."
           },
           "404": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Not found"
+            "description": "No saved filter with that id is visible to the caller (their own, or shared with them)."
           },
           "413": {
             "content": {
@@ -77559,43 +79495,52 @@
             "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
           }
         },
-        "summary": "List your saved filters",
+        "summary": "Update a saved filter",
         "tags": [
           "Saved Filters"
         ]
-      },
-      "post": {
-        "description": "Save a named filter for a list target. For a market target, `query` is the target operation's request body without `pagination` (e.g. the body you would send to listOriginators) and is validated against it. Limit: 25 per target.",
-        "operationId": "createSavedFilter",
-        "requestBody": {
-          "content": {
-            "application/json": {
-              "schema": {
-                "$ref": "#/components/schemas/CreateSavedFilterRequest"
-              }
+      }
+    },
+    "/v1/saved-filters/{id}/shareable-members": {
+      "get": {
+        "description": "Owner or workspace admin only. Every member of the workspace, the owner and existing shares included — subtract them for the picker.",
+        "operationId": "listSavedFilterShareableMembers",
+        "parameters": [
+          {
+            "description": "Saved-filter id (nanoid).",
+            "in": "path",
+            "name": "id",
+            "required": true,
+            "schema": {
+              "description": "Saved-filter id (nanoid).",
+              "example": "V1StGXR8_Z5jdHi6B-myT",
+              "maxLength": 32,
+              "minLength": 1,
+              "pattern": "^[\\w-]+$",
+              "type": "string"
             }
           }
-        },
+        ],
         "responses": {
-          "201": {
+          "200": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/CreateSavedFilterResult"
+                  "$ref": "#/components/schemas/SavedFilterShareableMemberList"
                 }
               }
             },
-            "description": "The saved filter."
+            "description": "The workspace roster."
           },
           "400": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/SavedFilterError"
+                  "$ref": "#/components/schemas/ErrorResponse"
                 }
               }
             },
-            "description": "Validation error — including a `query` that is not a valid request for the target's operation (`issues` lists each problem)."
+            "description": "Validation error"
           },
           "401": {
             "content": {
@@ -77611,41 +79556,41 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+            "description": "No active organization, or (`code: FORBIDDEN`) the filter is shared with you at a level that does not allow this."
           },
           "404": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Not found"
+            "description": "No saved filter with that id is visible to the caller (their own, or shared with them)."
           },
-          "409": {
+          "413": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/SavedFilterError"
+                  "$ref": "#/components/schemas/PayloadTooLarge"
                 }
               }
             },
-            "description": "`QUOTA_EXCEEDED` — 25 saved filters for this target already; update or delete one."
+            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           },
-          "413": {
+          "502": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/PayloadTooLarge"
+                  "$ref": "#/components/schemas/ErrorResponse"
                 }
               }
             },
-            "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
+            "description": "Workspace members could not be read (auth service unavailable)."
           },
           "503": {
             "content": {
@@ -77658,15 +79603,16 @@
             "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
           }
         },
-        "summary": "Save a filter",
+        "summary": "List the workspace members a saved filter can be shared with",
         "tags": [
           "Saved Filters"
         ]
       }
     },
-    "/v1/saved-filters/{id}": {
+    "/v1/saved-filters/{id}/shares": {
       "delete": {
-        "operationId": "deleteSavedFilter",
+        "description": "Owner or workspace admin only. Removes that member's share; a no-op (`revoked: false`) when there was none.",
+        "operationId": "revokeSavedFilterAccess",
         "parameters": [
           {
             "description": "Saved-filter id (nanoid).",
@@ -77683,16 +79629,25 @@
             }
           }
         ],
+        "requestBody": {
+          "content": {
+            "application/json": {
+              "schema": {
+                "$ref": "#/components/schemas/RevokeSavedFilterAccessRequest"
+              }
+            }
+          }
+        },
         "responses": {
           "200": {
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/DeleteSavedFilterResult"
+                  "$ref": "#/components/schemas/RevokeSavedFilterAccessResult"
                 }
               }
             },
-            "description": "Deleted."
+            "description": "Whether a share was removed."
           },
           "400": {
             "content": {
@@ -77718,11 +79673,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+            "description": "No active organization, or (`code: FORBIDDEN`) the filter is shared with you at a level that does not allow this."
           },
           "404": {
             "content": {
@@ -77732,7 +79687,7 @@
                 }
               }
             },
-            "description": "No saved filter with that id belongs to the caller."
+            "description": "No saved filter with that id is visible to the caller (their own, or shared with them)."
           },
           "413": {
             "content": {
@@ -77755,14 +79710,14 @@
             "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
           }
         },
-        "summary": "Delete a saved filter",
+        "summary": "Stop sharing a saved filter with a member",
         "tags": [
           "Saved Filters"
         ]
       },
       "get": {
-        "description": "Returns the saved `query` and the `operationId` to run it with. Check `fidelity` (`partial` → `unmapped` lists what the query omits; `ui_only` → nothing to run) and `stale` (the query no longer validates) before running.",
-        "operationId": "getSavedFilter",
+        "description": "Visibility, owner, the workspace-wide role and every per-user share. Readable by the owner, an `editor`, or a workspace admin.",
+        "operationId": "getSavedFilterShares",
         "parameters": [
           {
             "description": "Saved-filter id (nanoid).",
@@ -77784,11 +79739,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/GetSavedFilterResult"
+                  "$ref": "#/components/schemas/GetSavedFilterSharesResult"
                 }
               }
             },
-            "description": "The saved filter."
+            "description": "The filter's sharing state."
           },
           "400": {
             "content": {
@@ -77814,11 +79769,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+            "description": "No active organization, or (`code: FORBIDDEN`) the filter is shared with you at a level that does not allow this."
           },
           "404": {
             "content": {
@@ -77828,7 +79783,7 @@
                 }
               }
             },
-            "description": "No saved filter with that id belongs to the caller."
+            "description": "No saved filter with that id is visible to the caller (their own, or shared with them)."
           },
           "413": {
             "content": {
@@ -77840,6 +79795,16 @@
             },
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           },
+          "502": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Workspace members could not be read (auth service unavailable)."
+          },
           "503": {
             "content": {
               "application/json": {
@@ -77851,14 +79816,14 @@
             "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
           }
         },
-        "summary": "Get a saved filter (with the operation to run it)",
+        "summary": "Get who a saved filter is shared with",
         "tags": [
           "Saved Filters"
         ]
       },
-      "patch": {
-        "description": "Rename, re-icon, or replace the query / UI state. The target is fixed. A new `query` is validated like on create.",
-        "operationId": "updateSavedFilter",
+      "post": {
+        "description": "Owner or workspace admin only. Re-sharing updates the member's role. Sharing a private filter makes it `shared`. Sharing with the owner is a no-op (`granted: false`).",
+        "operationId": "grantSavedFilterAccess",
         "parameters": [
           {
             "description": "Saved-filter id (nanoid).",
@@ -77879,7 +79844,7 @@
           "content": {
             "application/json": {
               "schema": {
-                "$ref": "#/components/schemas/UpdateSavedFilterRequest"
+                "$ref": "#/components/schemas/GrantSavedFilterAccessRequest"
               }
             }
           }
@@ -77889,11 +79854,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/UpdateSavedFilterResult"
+                  "$ref": "#/components/schemas/GrantSavedFilterAccessResult"
                 }
               }
             },
-            "description": "The updated filter."
+            "description": "Whether a new share was created (false when an existing one was updated)."
           },
           "400": {
             "content": {
@@ -77903,7 +79868,7 @@
                 }
               }
             },
-            "description": "Validation error — including a `query` that is not a valid request for the target's operation (`issues` lists each problem)."
+            "description": "Validation error, or (`code: NOT_ORG_MEMBER`) the user is not a member of your workspace."
           },
           "401": {
             "content": {
@@ -77919,11 +79884,11 @@
             "content": {
               "application/json": {
                 "schema": {
-                  "$ref": "#/components/schemas/ErrorResponse"
+                  "$ref": "#/components/schemas/SavedFilterError"
                 }
               }
             },
-            "description": "Forbidden (authenticated, but missing required context — e.g. no active organization)"
+            "description": "No active organization, or (`code: FORBIDDEN`) the filter is shared with you at a level that does not allow this."
           },
           "404": {
             "content": {
@@ -77933,7 +79898,7 @@
                 }
               }
             },
-            "description": "No saved filter with that id belongs to the caller."
+            "description": "No saved filter with that id is visible to the caller (their own, or shared with them)."
           },
           "413": {
             "content": {
@@ -77945,6 +79910,16 @@
             },
             "description": "Response payload too large — detail endpoint capped to fit Lambda response limits"
           },
+          "502": {
+            "content": {
+              "application/json": {
+                "schema": {
+                  "$ref": "#/components/schemas/ErrorResponse"
+                }
+              }
+            },
+            "description": "Workspace members could not be read (auth service unavailable)."
+          },
           "503": {
             "content": {
               "application/json": {
@@ -77956,7 +79931,7 @@
             "description": "Search timed out or the cluster is overloaded — retry after `Retry-After` seconds."
           }
         },
-        "summary": "Update a saved filter",
+        "summary": "Share a saved filter with a workspace member",
         "tags": [
           "Saved Filters"
         ]