> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fluid.app/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> For new direct REST integrations, use the v2026-04 surfaces. The @fluid-app FairShare SDK continues to use its own published public-v2025-06 contract.
> Authenticate with the header Authorization: Bearer <token>; public storefront read endpoints require no auth.
> Lists use cursor pagination via the page[cursor] and page[limit] query params; follow meta.pagination.next_cursor until it is null.
> When the same operation exists on more than one surface, use the newest: dated API versions are newer than unversioned ones, and later dates win (v2026-04 > v2025-06 > unversioned v0/v1.1). Fall back to a legacy or unversioned operation only when no newer versioned equivalent exists — the company-v0 notes below list the known superseded operations. /api/company/v1 and /api/v1/... paths are documented in no spec here and must never be used (/api/v1.1/... is distinct and documented in company-v0). Use page/per_page offset pagination only where a spec documents it — in practice the unversioned company-v0 admin surface; every versioned surface uses cursor pagination.
> The OpenAPI specs under api-reference/ are the authoritative contracts; prefer them over prose when in doubt. api-reference/storefront-v2026-04.yaml covers the v2026-04 storefront surface (/api/v202604/... paths); api-reference/auth-v0.yaml covers the unversioned auth surface (/api/... paths — authentication, MFA, social auth, and token exchange); api-reference/checkout-v2026-04.yaml covers the v2026-04 checkout surface (/api/checkout/v2026-04/... paths — carts, cart auth, discounts, items, subscriptions, orders, enrollments, and store config); api-reference/public-v2025-06.yaml covers the Public SDK surface used by the @fluid-app FairShare SDK, including its parallel cart lifecycle, browser integrations, versioned payment callbacks, unversioned public utilities, and the cart price-override operation; api-reference/payment-v2026-04.yaml covers the v2026-04 payment gateway admin surface (/api/payment/v2026-04/... paths, bearer-authenticated — gateway CRUD, gateway purchase/authorize/$0-verify, transaction list/show and capture/void/credit, and merchant payment configuration); api-reference/payments-v2026-04.yaml covers the v2026-04 cart payment surface (/api/payments/v2026-04/carts/{cart_token}/... paths, authenticated by the cart token in the path with no bearer — payment-method selection, VGS card tokenization, 3D Secure verification, and PayPal/Braintree/Klarna/Apple Pay flows); api-reference/commerce-v2026-04.yaml covers the v2026-04 commerce order-editing surface (/api/v202604/orders/{order_id}/edits paths, bearer-authenticated — post-checkout order edits that atomically insert items and add adjustments/discounts, with an optional dry-run preview); api-reference/webhooks-v0.yaml covers the unversioned webhooks surface (/api/... paths — webhook registration, delivery payloads, callback registrations, company events, and webhook/callback schemas); api-reference/company-v0.yaml covers the legacy unversioned company admin surface (/api/... paths, bearer-authenticated — company settings and management, customers, users, roles, subscription plans, subscription bundles, subscriptions, media, pages, catch-ups, inventory levels, domains, agreements, and admin order actions). company-v0 caveats: it is the legacy v0 admin contract and its lists use flat page/per_page offset pagination, which is expected there despite the general cursor-pagination rule; where an operation exists in both company-v0 and a versioned spec, prefer the versioned spec — the subscriptions lifecycle (list/create/show/update, cancel, pause, reactivate, resume, retry, skip, failed-cycle-waiver, discounts) and subscription bundles are superseded by checkout-v2026-04, and company pages/media CRUD plus the public pages, categories, products, and media list endpoints are superseded by storefront-v2026-04. Subscription plan management (/api/subscription_plans, resource-wrapped {"subscription_plan": {...}} bodies) exists only in company-v0. api-reference/members-v2025-06.yaml covers the v2025-06 unified Member identity surface (/api/v2025-06/members/... paths, bearer-authenticated — member list/create/show/update, lookup by email/username/external_id/legacy_customer_id, member-type assignment, and the sponsor genealogy read). Prefer it over the customers and reps surfaces when the member type matters: /customers does not serialize member_type. api-reference/analytics-v2026-04.yaml covers the v2026-04 Home dashboard analytics surface (/api/v202604/analytics/dashboard/... paths, bearer-authenticated — read-only endpoints for the Home > Overview, Home > Live, and Home > Field tabs, each accepting an optional country ISO alpha-2 query param that scopes aggregations to a single country).
> api-reference/analytics-v0.yaml covers the unversioned analytics surface that backs the fluid-admin Traffic tab (/api/analytics/... and /api/analytics/traffic/... paths, bearer-authenticated — the legacy shares/views/visitors summary plus traffic overview, ranked campaigns, sources, geographies, flows, and per-rep breakdown, all sharing one reporting-period contract).
> Successful responses wrap the resource payload alongside a top-level integer status and a meta object.
> Portal Definition authoring edits and synchronizes the portal JSON resource graph. Widget Package authoring builds either a company-owned or Droplet-owned Remote DOM package. These are separate contracts; do not imply that one defines the other.
> For Widget Package worker code, use only @fluid-app/portal-sdk/widgets/worker. Use only the Portal Definition and Widget Package workflows and public entry points documented here; do not infer support for undocumented surfaces.
> Every portal function and declarative capability used by a widget must appear in that widget's uses array. Use the same typed function value in uses; do not invent capability-name strings.
> Widget styling must use the portal's semantic theme variables for colors, typography, spacing, radii, borders, focus, and charts whenever a token represents the visual decision. Do not create a separate light or dark palette or duplicate theme controls as widget properties.
> Prefer worker-safe Fluid UI components exported by @fluid-app/portal-sdk/widgets/worker when they fit the interaction. When no exported component fits, use semantic HTML, accessible behavior, and the portal theme variables.
> A Portal Definition push updates the remote working definition. A portal version is an immutable snapshot, and activation is a separate live release operation.

# Look up customers for a picker

> Finds customers whose email, first name, last name or external id contains the term, and returns only the fields a picker renders. Unlike the customer index this endpoint does not paginate and does not count the match set, so it stays cheap enough to call on every keystroke. The term must carry at least three characters: shorter terms carry no trigram, the indexes behind the search cannot serve them, and the query would degrade to a scan of the whole tenant.



## OpenAPI

````yaml /api-reference/company-v0.yaml get /api/customers/lookup
openapi: 3.1.0
info:
  title: Fluid Company API
  version: v0
  contact:
    email: support@fluid.app
  license:
    name: Proprietary
    identifier: LicenseRef-Proprietary
servers:
  - url: https://api.fluid.app
  - url: https://{company}.fluid.app
    description: Production server with company subdomain
    variables:
      company:
        default: myco
        description: Company subdomain
security: []
paths:
  /api/customers/lookup:
    get:
      tags:
        - customers
      summary: Look up customers for a picker
      description: >-
        Finds customers whose email, first name, last name or external id
        contains the term, and returns only the fields a picker renders. Unlike
        the customer index this endpoint does not paginate and does not count
        the match set, so it stays cheap enough to call on every keystroke. The
        term must carry at least three characters: shorter terms carry no
        trigram, the indexes behind the search cannot serve them, and the query
        would degrade to a scan of the whole tenant.
      operationId: commerce_v0_lookup_customers
      parameters:
        - name: search_query
          in: query
          required: true
          description: >-
            Term matched case-insensitively anywhere in the customer's email,
            first name, last name or external id. The term is split on
            whitespace and every word must match, so at least one word must
            carry three characters or more.
          example: madison
          schema:
            type: string
            pattern: \S{3,}
        - name: limit
          in: query
          required: false
          description: Maximum rows to return. Defaults to 10 and is capped at 25.
          example: 10
          schema:
            type: integer
            default: 10
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CustomerLookupResponse'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StandardUnauthorizedResponse'
        '422':
          description: >-
            The term is missing, or carries no word long enough for the search
            indexes to serve
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApiErrorResponse'
      security:
        - bearer_auth: []
components:
  schemas:
    CustomerLookupResponse:
      description: >-
        Picker rows for a lookup term, wrapped in the standard API response
        envelope.
      type: object
      additionalProperties: false
      required:
        - customers
        - status
        - meta
      properties:
        customers:
          type: array
          description: >-
            The matching rows, newest customer first, at most as many as the
            limit allows.
          items:
            $ref: '#/components/schemas/CustomerLookupRow'
        status:
          type: integer
          description: The HTTP status code echoed in the response envelope.
          example: 200
        meta:
          $ref: '#/components/schemas/ApiResponseMeta'
    StandardUnauthorizedResponse:
      description: Common legacy unauthorized response envelope.
      allOf:
        - $ref: '#/components/schemas/StandardErrorResponse'
    ApiErrorResponse:
      description: >-
        A rejected request, wrapped in the standard API response envelope that
        Api::Response.error emits.
      type: object
      additionalProperties: false
      required:
        - error
        - status
        - meta
      properties:
        error:
          type: object
          additionalProperties: false
          required:
            - message
            - details
          properties:
            message:
              type: string
              description: What was wrong with the request.
              example: Search term must contain a word of at least 3 characters
            details:
              type: object
              description: The offending parameters, each mapped to its messages.
              additionalProperties:
                type: array
                items:
                  type: string
        status:
          type: integer
          description: The HTTP status code echoed in the response envelope.
          example: 422
        meta:
          $ref: '#/components/schemas/ApiResponseMeta'
    CustomerLookupRow:
      description: >-
        One picker row. Identity resolves exactly as it does on the customer
        index.
      type: object
      additionalProperties: false
      required:
        - id
        - full_name
        - email
        - role
        - is_rep
      properties:
        id:
          type: integer
          description: The customer id, the same identifier GET /api/customers/{id} takes.
          example: 101
        full_name:
          type:
            - string
            - 'null'
          description: The customer's display name, or their email when no name is set.
          example: Madison Reese
        email:
          type:
            - string
            - 'null'
          description: The customer's email address.
          example: madison@example.com
        role:
          type:
            - string
            - 'null'
          description: >-
            The customer's resolved role, or null when it is not one of admin,
            rep, customer or preferred_customer.
          example: customer
        is_rep:
          type: boolean
          description: Whether the customer is also a rep.
          example: false
    ApiResponseMeta:
      description: >-
        The correlation metadata Api::Response emits on every target-pattern
        endpoint. Distinct from the legacy Meta schema, which carries request_id
        rather than request_uuid.
      type: object
      additionalProperties: false
      required:
        - request_uuid
        - timestamp
      properties:
        request_uuid:
          type:
            - string
            - 'null'
          description: The request correlation id, or null when unset.
        timestamp:
          type: string
          format: date-time
          description: ISO 8601 timestamp when the response was built.
    StandardErrorResponse:
      description: >-
        Common legacy error response envelope. Older endpoints may return one or
        more of these fields depending on the controller path.
      type: object
      properties:
        message:
          type: string
        error:
          $ref: '#/components/schemas/ErrorMessage'
        error_message:
          $ref: '#/components/schemas/ErrorMessage'
        errors:
          $ref: '#/components/schemas/ErrorBag'
        meta:
          $ref: '#/components/schemas/Meta'
      additionalProperties:
        $ref: '#/components/schemas/JsonValue'
    ErrorMessage:
      description: An API error message represented as text or structured JSON.
      anyOf:
        - type: string
        - $ref: '#/components/schemas/ErrorBag'
        - type: 'null'
    ErrorBag:
      description: >-
        Validation errors keyed by field, a list of errors, a single error
        message, or null when no structured error details are available.
      anyOf:
        - type: string
        - type: array
          items:
            $ref: '#/components/schemas/ErrorValue'
        - type: object
          additionalProperties:
            $ref: '#/components/schemas/ErrorValue'
        - type: 'null'
    Meta:
      type:
        - object
        - 'null'
      properties:
        request_id:
          type:
            - string
            - number
            - integer
            - 'null'
        timestamp:
          type:
            - string
            - number
            - integer
            - 'null'
          format: date-time
    JsonValue:
      description: >-
        Any valid JSON value for provider, integration, theme, metadata, or
        other dynamic payloads whose keys are not fixed by the API contract.
      anyOf:
        - type: string
        - type: number
        - type: boolean
        - type: 'null'
        - type: array
          items:
            $ref: '#/components/schemas/JsonValue'
        - type: object
          additionalProperties:
            $ref: '#/components/schemas/JsonValue'
    ErrorValue:
      description: A validation or API error value.
      anyOf:
        - type: string
        - type: array
          items:
            type: string
        - type: object
          additionalProperties:
            $ref: '#/components/schemas/JsonValue'
  securitySchemes:
    bearer_auth:
      type: http
      scheme: bearer
      description: Bearer token authentication

````