curl --request POST \
--url https://go.aiinsurance.io/api/v1/companies/{companyId}/policies/{policyId}/email-people/{personId}/link-earlier \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"from": "2026-01-10T00:00:00Z",
"cause": "person_added"
}
'{
"queued": true
}Link Earlier Policy Emails
Links a person’s email on a record from an earlier date. A person’s email
links to a record from the day they were added to it; this moves that
date earlier and links their older email in the background. from: null
links all of it. Call it after adding a contact or attorney to bring in
their earlier email, as the app’s “Link their emails from what date?”
does.
The date only moves earlier: a later from returns 400. Sending the
same date again finishes linking that an earlier call left. A link
someone removed stays removed.
The person must be on the record with an email address. Answers 404
while email is not turned on for the company.
The policy’s twin of the record route under /entities: policies live
under the policy API.
Required permission: policy.endorse and policy.view.
curl --request POST \
--url https://go.aiinsurance.io/api/v1/companies/{companyId}/policies/{policyId}/email-people/{personId}/link-earlier \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"from": "2026-01-10T00:00:00Z",
"cause": "person_added"
}
'{
"queued": true
}Authorizations
User-principal OAuth 2.0 Bearer authentication. Send a user-scoped Auth0 access token (audience = the app API audience) as Authorization: Bearer <jwt>. The request resolves to the user's identity and is authorized by their Role on the {companyId} in the path — the same role-based permissions the web app enforces. This is the path the MCP connector uses to act on a user's behalf; endpoints that accept it list both BearerAuth and ApiKeyAuth.