# Slant docs

## Docs

- [API tokens](https://docs.slant.app/account-settings/api-tokens.md): Create and manage personal access tokens for the Slant API.
- [Custom fields](https://docs.slant.app/account-settings/customization/custom-fields.md): Create custom fields to track data unique to your practice on households, people, businesses, and opportunities.
- [Data customizations](https://docs.slant.app/account-settings/customization/data-customizations.md): Manage templates, labels, tags, pipelines, and custom fields from one central settings page.
- [Email templates](https://docs.slant.app/account-settings/customization/email-templates.md): Create reusable email templates with pre-written subjects, bodies, and attachments.
- [Engagement](https://docs.slant.app/account-settings/customization/engagement.md): Configure review cadences and touchpoint tracking to stay on top of client relationships.
- [Labels and tags](https://docs.slant.app/account-settings/customization/labels-and-tags.md): Create color-coded labels for tasks, notes, and opportunities, and tags for households and businesses.
- [Note templates](https://docs.slant.app/account-settings/customization/note-templates.md): Create reusable note templates with pre-written content for consistent documentation.
- [Notetaker](https://docs.slant.app/account-settings/customization/notetaker.md): Configure the AI notetaker that joins your meetings to record and summarize conversations.
- [Customization overview](https://docs.slant.app/account-settings/customization/overview.md): Configure how Slant works for your practice — templates, labels, engagement rules, AI prompts, and more.
- [Pipelines](https://docs.slant.app/account-settings/customization/pipelines.md): Define the stages that opportunities move through with customizable pipelines.
- [Project types](https://docs.slant.app/account-settings/customization/project-types.md): Define reusable project templates with milestones, tasks, outcomes, and form inputs.
- [Prompts](https://docs.slant.app/account-settings/customization/prompts.md): Customize AI prompts for household summaries, email voice, and reusable prompt snippets for AI chat.
- [Task templates](https://docs.slant.app/account-settings/customization/task-templates.md): Create reusable task templates to ensure consistency across your practice.
- [Notification settings](https://docs.slant.app/account-settings/notifications.md): Control which events send you email and how frequently email notifications arrive.
- [Profile](https://docs.slant.app/account-settings/profile.md): Update your name, profile picture, phone number, scheduling link, and default book.
- [User settings](https://docs.slant.app/account-settings/user-settings.md): Manage your profile, notifications, and team from the settings sidebar.
- [Users and teams](https://docs.slant.app/account-settings/users-and-teams.md): Invite team members, manage book access and admin roles, and organize users into teams.
- [Meeting chat](https://docs.slant.app/activity/meetings/chat.md): Use AI chat on completed meetings to ask questions about the transcript, attendees, and follow-ups.
- [Creating and recording meetings](https://docs.slant.app/activity/meetings/creating-and-recording-meetings.md): Start online, in-person, or phone meetings, record them, and upload past recordings or transcripts.
- [Customizing meeting AI](https://docs.slant.app/activity/meetings/customizing-meeting-ai.md): Configure the notetaker bot and customize AI prompts for meeting summaries, prep, notes, and tasks.
- [Meeting review](https://docs.slant.app/activity/meetings/meeting-review.md): Review AI-generated summaries, notes, tasks, transcripts, and recordings on the meeting detail page.
- [Notetaker](https://docs.slant.app/activity/meetings/notetaker.md): How the AI notetaker automatically records and transcribes your meetings in Slant.
- [Meetings overview](https://docs.slant.app/activity/meetings/overview.md): Track, record, and review meetings with clients, prospects, and your team in Slant.
- [Managing opportunities](https://docs.slant.app/activity/opportunities/managing-opportunities.md): Create, edit, filter, and track opportunities through your pipeline.
- [Opportunities overview](https://docs.slant.app/activity/opportunities/overview.md): Track sales and service opportunities through customizable pipeline stages in Slant.
- [Pipelines and stages](https://docs.slant.app/activity/opportunities/pipelines-and-stages.md): Create and configure opportunity pipelines with custom stages, colors, and settings.
- [Creating projects](https://docs.slant.app/activity/projects/creating-projects.md): Create a new project from the projects page or a household page.
- [Managing projects](https://docs.slant.app/activity/projects/managing-projects.md): Track progress, complete milestones, and manage projects through to completion.
- [Projects overview](https://docs.slant.app/activity/projects/overview.md): Organize multi-step processes into milestones and tasks with projects in Slant.
- [Pipeline view](https://docs.slant.app/activity/projects/pipeline-view.md): View and manage projects on a kanban board organized by milestone.
- [Project types](https://docs.slant.app/activity/projects/project-types.md): Configure reusable project templates with milestones, tasks, outcomes, and form inputs.
- [Creating tasks](https://docs.slant.app/activity/tasks/creating-tasks.md): Create and assign tasks from the tasks page, a record's page, or with a keyboard shortcut.
- [Managing tasks](https://docs.slant.app/activity/tasks/managing-tasks.md): Edit task details, complete tasks, add comments, and perform bulk actions.
- [Tasks overview](https://docs.slant.app/activity/tasks/overview.md): Track follow-ups, deadlines, and client activities with tasks in Slant.
- [Recurring tasks](https://docs.slant.app/activity/tasks/recurring-tasks.md): Set up tasks that repeat on a schedule using days, weeks, or months.
- [Task templates](https://docs.slant.app/activity/tasks/task-templates.md): Create reusable templates for common tasks to ensure consistency across your practice.
- [Get a automation](https://docs.slant.app/api-reference/automations/get-a-automation.md): Retrieve an automation by ID
- [List automations](https://docs.slant.app/api-reference/automations/list-automations.md): List all automations. Optionally filter by book_id to scope to a specific book.
- [Get a book](https://docs.slant.app/api-reference/books/get-a-book.md): Retrieve a book by ID
- [List books](https://docs.slant.app/api-reference/books/list-books.md): List all books the authenticated user has access to
- [Create a business](https://docs.slant.app/api-reference/businesses/create-a-business.md): Create a new business
- [Get a business](https://docs.slant.app/api-reference/businesses/get-a-business.md): Retrieve a business by ID
- [List businesses](https://docs.slant.app/api-reference/businesses/list-businesses.md): List all businesses. Supports filtering by book_id, name, and updated_since.
- [Update a business](https://docs.slant.app/api-reference/businesses/update-a-business.md): Update an existing business
- [Create a client](https://docs.slant.app/api-reference/clients/create-a-client.md): Creates a new client household with head of household information
- [Add tags to contact](https://docs.slant.app/api-reference/contacts/add-tags-to-contact.md): Add tags to an existing contact. Tags are merged with existing tags (additive operation).
- [Create a contact](https://docs.slant.app/api-reference/contacts/create-a-contact.md): Create a new contact
- [Get a contact](https://docs.slant.app/api-reference/contacts/get-a-contact.md): Retrieve a contact by ID
- [List contacts](https://docs.slant.app/api-reference/contacts/list-contacts.md): List all contacts. Supports filtering by book_id, email, phone, and name.
- [Remove a tag from contact](https://docs.slant.app/api-reference/contacts/remove-a-tag-from-contact.md): Remove a specific tag from a contact by tag ID.
- [Create a custom_field](https://docs.slant.app/api-reference/custom-fields/create-a-custom_field.md): Create a new custom field. book_id is accepted for backwards compatibility but ignored.
- [Get a custom_field](https://docs.slant.app/api-reference/custom-fields/get-a-custom_field.md): Retrieve a custom field by ID
- [List custom_fields](https://docs.slant.app/api-reference/custom-fields/list-custom_fields.md): List all custom fields. book_id is accepted for backwards compatibility but ignored.
- [Add tags to household](https://docs.slant.app/api-reference/households/add-tags-to-household.md): Add tags to an existing household. Tags are merged with existing tags (additive operation).
- [Create a household](https://docs.slant.app/api-reference/households/create-a-household.md): Create a new household (Client or Prospect). Requires a `type` parameter to specify the household type. Client households require at least one contact method (email or phone). Client-only fields (tier, became_client_at) are silently ignored when creating a Prospect.
- [Get a household](https://docs.slant.app/api-reference/households/get-a-household.md): Retrieve a household (Client or Prospect) by ID
- [List all households](https://docs.slant.app/api-reference/households/list-all-households.md): List all households (Clients and Prospects). Supports filtering by book id, household type, updated_since timestamp, email, and phone.
- [Remove a tag from household](https://docs.slant.app/api-reference/households/remove-a-tag-from-household.md): Remove a specific tag from a household by tag ID.
- [Update a household](https://docs.slant.app/api-reference/households/update-a-household.md): Update a household's name, tier, or became_client_at. Client-only fields (tier, became_client_at) are silently ignored when updating a Prospect.
- [Get household profile image](https://docs.slant.app/api-reference/images/get-household-profile-image.md): Redirects to a signed URL for the household profile image. This is a public endpoint that does not require authentication.
- [Create a meeting](https://docs.slant.app/api-reference/meetings/create-a-meeting.md): Create a new meeting. Only past meetings can be logged via the API.
- [Get a meeting](https://docs.slant.app/api-reference/meetings/get-a-meeting.md): Retrieve a meeting by ID
- [Get a meeting transcript](https://docs.slant.app/api-reference/meetings/get-a-meeting-transcript.md): Retrieve the transcript for a meeting. The transcript field is null when the meeting has no transcript.
- [List meetings](https://docs.slant.app/api-reference/meetings/list-meetings.md): List all meetings. Optionally filter by book_id to scope to a specific book.
- [Create a note](https://docs.slant.app/api-reference/notes/create-a-note.md): Create a new note for a household
- [Get a note](https://docs.slant.app/api-reference/notes/get-a-note.md): Retrieve a note by ID
- [List notes](https://docs.slant.app/api-reference/notes/list-notes.md): List all notes for a household
- [Create a opportunity](https://docs.slant.app/api-reference/opportunities/create-a-opportunity.md): Create a new opportunity for a household
- [Create a opportunity](https://docs.slant.app/api-reference/opportunities/create-a-opportunity-1.md): Create a new opportunity
- [Get a opportunity](https://docs.slant.app/api-reference/opportunities/get-a-opportunity.md): Retrieve an opportunity by ID
- [Get a opportunity](https://docs.slant.app/api-reference/opportunities/get-a-opportunity-1.md): Retrieve an opportunity by ID
- [List opportunities](https://docs.slant.app/api-reference/opportunities/list-opportunities.md): List all opportunities for a household
- [List opportunities](https://docs.slant.app/api-reference/opportunities/list-opportunities-1.md): List all opportunities. Optionally filter by book_id, pipeline_type, or household_id
- [Overview](https://docs.slant.app/api-reference/overview.md): Authenticating and using the Slant public API
- [Create a person](https://docs.slant.app/api-reference/people/create-a-person.md): Create a new person in a household
- [Create a phone number for a person](https://docs.slant.app/api-reference/people/create-a-phone-number-for-a-person.md): Add a new phone number to an existing person
- [Create an address for a person](https://docs.slant.app/api-reference/people/create-an-address-for-a-person.md): Add a new address to an existing person
- [Create an email address for a person](https://docs.slant.app/api-reference/people/create-an-email-address-for-a-person.md): Add a new email address to an existing person
- [Create an employment for a person](https://docs.slant.app/api-reference/people/create-an-employment-for-a-person.md): Add a new employment record to an existing person
- [Delete a phone number](https://docs.slant.app/api-reference/people/delete-a-phone-number.md): Delete a phone number from a person
- [Delete an address](https://docs.slant.app/api-reference/people/delete-an-address.md): Delete an address from a person
- [Delete an email address](https://docs.slant.app/api-reference/people/delete-an-email-address.md): Delete an email address from a person
- [Delete an employment](https://docs.slant.app/api-reference/people/delete-an-employment.md): Delete an employment record from a person
- [Get a person](https://docs.slant.app/api-reference/people/get-a-person.md): Retrieve a person by ID
- [List people](https://docs.slant.app/api-reference/people/list-people.md): List all people in a household
- [List people](https://docs.slant.app/api-reference/people/list-people-1.md): List all people across clients, prospects, and contacts. Supports filtering by role_type, email, phone, and name.
- [Update a person](https://docs.slant.app/api-reference/people/update-a-person.md): Update a person
- [Update a phone number](https://docs.slant.app/api-reference/people/update-a-phone-number.md): Update an existing phone number for a person
- [Update an address](https://docs.slant.app/api-reference/people/update-an-address.md): Update an existing address for a person
- [Update an email address](https://docs.slant.app/api-reference/people/update-an-email-address.md): Update an existing email address for a person
- [Update an employment](https://docs.slant.app/api-reference/people/update-an-employment.md): Update an existing employment record for a person
- [Create a prospect](https://docs.slant.app/api-reference/prospects/create-a-prospect.md): Creates a new prospect household with head of household information
- [List tags](https://docs.slant.app/api-reference/tags/list-tags.md): List all tags available to the authenticated user. Optionally filter by record type.
- [Create a task](https://docs.slant.app/api-reference/tasks/create-a-task.md): Create a new task
- [Get a task](https://docs.slant.app/api-reference/tasks/get-a-task.md): Retrieve a task by ID
- [List tasks](https://docs.slant.app/api-reference/tasks/list-tasks.md): List all tasks. Optionally filter by book_id to scope to a specific book.
- [Update a task](https://docs.slant.app/api-reference/tasks/update-a-task.md): Update an existing task
- [Show current user](https://docs.slant.app/api-reference/users/show-current-user.md): Retrieve the currently authenticated user information
- [Book chat](https://docs.slant.app/dashboard/book-chat.md): Use AI chat from your Home page to ask questions, build reports, and take action across your entire book.
- [Calendar](https://docs.slant.app/dashboard/calendar.md): View and manage your schedule with synced calendar events from Google and Microsoft.
- [Daily overview](https://docs.slant.app/dashboard/daily-overview.md): See today's meetings, tasks due, important emails, and nudges — all in one view.
- [Home](https://docs.slant.app/dashboard/home.md): Your personal command center — see today's meetings, tasks, emails, and team activity at a glance.
- [Notifications](https://docs.slant.app/dashboard/notifications.md): Stay on top of tasks, comments, and mentions with in-app notifications.
- [Team activity](https://docs.slant.app/dashboard/team-activity.md): Track your team's outreach with a scorecard of key metrics and a scrolling activity feed.
- [Overview](https://docs.slant.app/help/changelog.md): Recent updates and improvements to Slant.
- [April 10, 2026](https://docs.slant.app/help/changelog/2026-04-10.md): Updates released the week of April 10, 2026.
- [April 17, 2026](https://docs.slant.app/help/changelog/2026-04-17.md): Updates released the week of April 17, 2026.
- [April 24, 2026](https://docs.slant.app/help/changelog/2026-04-24.md): Updates released the weeks of April 18 – April 27, 2026.
- [Glossary](https://docs.slant.app/help/glossary.md): Definitions of key terms used throughout Slant.
- [International support](https://docs.slant.app/help/international-support.md): How Slant handles international phone numbers, addresses, and currency.
- [Keyboard shortcuts](https://docs.slant.app/help/keyboard-shortcuts.md): A reference of keyboard shortcuts available in Slant.
- [Security](https://docs.slant.app/help/security.md): How Slant protects your data with encryption, access controls, and compliance certifications.
- [Introduction](https://docs.slant.app/index.md): Welcome to Slant, the relationship CRM for fiduciaries.
- [Actions](https://docs.slant.app/platform/automations/actions.md): Reference for all automation action types — the steps an automation performs.
- [Building automations](https://docs.slant.app/platform/automations/building-automations.md): Create, configure, publish, and manage automations in the visual builder.
- [Magic buttons](https://docs.slant.app/platform/automations/magic-buttons.md): Add custom trigger buttons to household and meeting records.
- [Overview](https://docs.slant.app/platform/automations/overview.md): Automate repetitive tasks with triggers, actions, and conditions.
- [Run history](https://docs.slant.app/platform/automations/run-history.md): Monitor automation performance, view run details, and diagnose failures.
- [Automation templates](https://docs.slant.app/platform/automations/templates.md): Start from pre-built automation templates to save time.
- [Triggers](https://docs.slant.app/platform/automations/triggers.md): Reference for all automation trigger types — the events that start an automation.
- [Reports](https://docs.slant.app/platform/reports.md): Create reusable, AI-generated queries that can be rerun anytime to produce fresh results from your book's data.
- [Scouting](https://docs.slant.app/platform/scouting.md): Find and import new prospects using natural language search across millions of professional profiles.
- [Creating sequences](https://docs.slant.app/platform/sequences/creating-sequences.md): Build automated email and task sequences, configure steps, and manage sequence settings.
- [Managing enrollments](https://docs.slant.app/platform/sequences/managing-enrollments.md): Enroll households in sequences, track progress, and manage active enrollments.
- [Sequences overview](https://docs.slant.app/platform/sequences/overview.md): Automate multi-step email and task workflows for your households.
- [Custodian accounts](https://docs.slant.app/records/accounts/custodian-accounts.md): Browse, search, and link custodian accounts synced to your book.
- [Manual accounts](https://docs.slant.app/records/accounts/manual-accounts.md): Create and manage financial accounts that aren't synced from a custodian.
- [Overview](https://docs.slant.app/records/accounts/overview.md): Track financial accounts across your book with custodian-synced and manually created accounts.
- [Bulk email](https://docs.slant.app/records/bulk-email.md): Send personalized emails to multiple clients, prospects, or contacts at once.
- [Businesses](https://docs.slant.app/records/businesses.md): Track companies and organizations your practice works with.
- [Clients](https://docs.slant.app/records/clients/overview.md): Manage your active client households — the paying families you serve.
- [Past clients](https://docs.slant.app/records/clients/past-clients.md): View, manage, and restore archived client households.
- [Portfolio analytics](https://docs.slant.app/records/clients/portfolio.md): View portfolio balances, asset composition, holdings, transactions, and performance for linked clients.
- [Reviews](https://docs.slant.app/records/clients/reviews.md): Track client review schedules, mark meetings as reviews, and manage review cadences.
- [Data management](https://docs.slant.app/records/data-management.md): Merge records, manage views, use bulk actions, and convert between record types.
- [Data views](https://docs.slant.app/records/data-views.md): Customize how you browse records with saved views, column configuration, filtering, sorting, and search.
- [Accounts](https://docs.slant.app/records/households/accounts.md): View and manage financial accounts for a client household from the Records tab.
- [Chat](https://docs.slant.app/records/households/chat.md): Use AI chat on client and prospect records to ask questions, draft emails, create tasks, and more — all in context.
- [Custom fields](https://docs.slant.app/records/households/custom-fields.md): Store and edit additional household information using custom fields on the Records tab.
- [Filling documents](https://docs.slant.app/records/households/document-filler/filling-documents.md): Fill PDF forms with household and people data, then download or save the completed document.
- [Document filler](https://docs.slant.app/records/households/document-filler/overview.md): Auto-fill PDF forms with data from your client records and send them for e-signature.
- [Sending documents for signature](https://docs.slant.app/records/households/document-filler/sending-for-signature.md): Send filled documents to DocuSign for e-signature and track signing status.
- [Document filler settings](https://docs.slant.app/records/households/document-filler/settings.md): Manage document templates, configure field requirements, and connect DocuSign.
- [Email](https://docs.slant.app/records/households/email.md): View email history with a household, send new messages, and generate AI follow-up tasks from an email thread.
- [Extracting data from documents](https://docs.slant.app/records/households/extracting-data.md): Upload a document and automatically extract contact details, financial information, and other fields into a household.
- [Household files](https://docs.slant.app/records/households/files.md): Link cloud storage folders to households and manage documents directly from the client or prospect view.
- [Merging households](https://docs.slant.app/records/households/merging-households.md): Combine two households into one, transferring all data to the target household.
- [Household opportunities](https://docs.slant.app/records/households/opportunities.md): View and create opportunities linked to a household from the Records tab.
- [Households overview](https://docs.slant.app/records/households/overview.md): Understand households — the core record type in Slant that represents a family unit you serve.
- [Household projects](https://docs.slant.app/records/households/projects.md): View and create projects linked to a household from the Records tab.
- [Household records](https://docs.slant.app/records/households/records-overview.md): An overview of linked records and data available on the Records tab of every household.
- [Related records](https://docs.slant.app/records/households/related-records.md): Track connections between a household and other records in Slant.
- [Household sequences](https://docs.slant.app/records/households/sequences.md): View and manage sequence enrollments for a household from the Records tab.
- [Trusts](https://docs.slant.app/records/households/trusts.md): View and create trust records linked to a household from the Records tab.
- [Other contacts](https://docs.slant.app/records/other-contacts.md): Track professional relationships like CPAs, attorneys, and referral sources.
- [People](https://docs.slant.app/records/people.md): Manage the individual people within your client, prospect, and other contact records.
- [Prospects](https://docs.slant.app/records/prospects.md): Track and manage potential clients as they move through your pipeline.
- [Account creation](https://docs.slant.app/setting-up-slant/account-creation.md): Sign up for Slant and complete the onboarding setup to start managing your book of business.
- [Exporting your data](https://docs.slant.app/setting-up-slant/exporting-your-data.md): Download your book's data as a ZIP archive or CSV files.
- [CSV import](https://docs.slant.app/setting-up-slant/importing-your-data/csv-import.md): How to import clients, prospects, other contacts, or notes into Slant from a spreadsheet.
- [Importing from Redtail](https://docs.slant.app/setting-up-slant/importing-your-data/from-redtail.md): How to import your contacts, notes, tasks, and other data from Redtail into Slant.
- [Importing from Wealthbox](https://docs.slant.app/setting-up-slant/importing-your-data/from-wealthbox.md): How to import your contacts, notes, tasks, and other data from Wealthbox into Slant.
- [Overview](https://docs.slant.app/setting-up-slant/importing-your-data/overview.md): Bring your existing client data into Slant from another CRM or a CSV file.
- [Linking custodian accounts](https://docs.slant.app/setting-up-slant/integrations/custodian/linking.md): Connect custodian accounts to client households and trusts using auto-linking or manual linking.
- [Custodian integrations](https://docs.slant.app/setting-up-slant/integrations/custodian/overview.md): Connect your custodians to sync account data, track portfolio performance, and calculate AUM automatically.
- [Setting up custodian integrations](https://docs.slant.app/setting-up-slant/integrations/custodian/setup.md): Add advisor codes to connect your custodians and start syncing account data.
- [DocuSign](https://docs.slant.app/setting-up-slant/integrations/docusign.md): Connect DocuSign to send documents for electronic signature directly from Slant.
- [Email and calendar](https://docs.slant.app/setting-up-slant/integrations/email-and-calendar.md): Connect your email and calendar to sync messages, events, and contacts with Slant.
- [File storage](https://docs.slant.app/setting-up-slant/integrations/file-storage.md): Connect a cloud storage provider to manage client and prospect documents directly from Slant.
- [Integration requests](https://docs.slant.app/setting-up-slant/integrations/integration-requests.md): Request new integrations and vote on what Slant should build next.
- [Integrations](https://docs.slant.app/setting-up-slant/integrations/overview.md): Connect email, calendar, file storage, phone, and other services to Slant.
- [Phone and SMS](https://docs.slant.app/setting-up-slant/integrations/phone.md): Connect a phone integration to sync SMS messages, call logs, and recordings with Slant.
- [Zapier](https://docs.slant.app/setting-up-slant/integrations/zapier.md): Connect Slant to thousands of apps with Zapier to automate your workflows.
- [Support](https://docs.slant.app/support.md): Get help, report bugs, and request features from inside Slant.

## OpenAPI Specs

- [openapi](https://docs.slant.app/api-reference/openapi.yaml)