> ## 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.
> To sign a new merchant up for Fluid programmatically, call POST https://api.fluid.app/api/company with no credentials, as described in /api/agent-signup. Do not automate the signup form or book a demo. The merchant must open the emailed sign-in link and create an API token before authenticated calls are possible.
> 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or unversioned operation only when no newer versioned equivalent exists — the company-v0 notes below list the known superseded operations.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.
> Navigation menu management is documented in themes/navigation-menus. These unversioned admin endpoints (/api/menus and nested menu_items) are verified against the implementation but are not yet in the synced OpenAPI specs. Use that reference for menu payloads and its flat page/per_page pagination; missing spec coverage does not make these endpoints unavailable.
> 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/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.

# Modify a tree definition

> Company admin access is required. Writes require developer.update. Droplet installation tokens are not supported. This registry API does not place or move members. Default role trees cannot be removed or have their role cleared. The example uses illustrative fixture IDs. Substitute records visible to your authenticated company or member.



## OpenAPI

````yaml /api-reference/genealogy-v2026-10.yaml patch /api/company/v2026-10/genealogy/trees/{id}
openapi: 3.1.0
info:
  title: Genealogy trees and recorded history
  version: 2026-10
  description: >-
    Company-owned tree definitions and recorded relationships. A node is one
    member's seat in a tree; a placement records its parent during a half-open
    time interval. The node shows the current relationship, while the placement
    journal supports as-of reads. Member history is always restricted by current
    team scope. Moves take effect at server time: an immediate/no-op outcome
    returns 200, while an approval request or deferred job returns 202 with a
    receipt. Large previews return validation_incomplete until the full check
    runs in a worker; they do not authorize a write. HTTP move submission and
    approval require explicit company admission after migration checks. The
    examples use fixture identities, never usable authentication tokens.
    Outgoing webhook snapshots describe the recorded transition even if a
    receipt changes later.
servers:
  - url: https://api.fluid.app
    description: Fluid API
security:
  - bearerAuth: []
tags:
  - name: Genealogy trees
    description: Configure the company tree registry and explicit ownership declarations.
  - name: Genealogy history
    description: Read recorded relationships under current company or member authorization.
  - name: Genealogy moves
    description: Preview and request current-time genealogy moves.
  - name: Genealogy reads
    description: Read current relationships from existing company-owned nodes.
  - name: Genealogy placement
    description: Place members in binary and matrix trees and manage their holding tank.
paths:
  /api/company/v2026-10/genealogy/trees/{id}:
    patch:
      tags:
        - Genealogy trees
      summary: Modify a tree definition
      description: >-
        Company admin access is required. Writes require developer.update.
        Droplet installation tokens are not supported. This registry API does
        not place or move members. Default role trees cannot be removed or have
        their role cleared. The example uses illustrative fixture IDs.
        Substitute records visible to your authenticated company or member.
      operationId: modifyGenealogyTree
      parameters:
        - in: path
          name: id
          required: true
          description: Identifier of a tree owned by the authenticated company.
          schema:
            type: string
            format: uuid
          example: 9b7310f6-6dac-5a77-9726-21c9fade457a
      requestBody:
        required: true
        description: >-
          Tree definition fields. Ownership must be declared explicitly on
          creation.
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UpdateTree'
            example:
              tree:
                name: Sales Team
                lock_version: 0
            examples:
              recorded:
                summary: Modify a tree definition
                value:
                  tree:
                    lock_version: 1
                    allow_multiple_positions: false
                    volume_key: null
      responses:
        '200':
          description: Modify a tree definition.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TreeResponse'
              examples:
                recorded:
                  summary: Modify a tree definition.
                  value:
                    tree:
                      allow_multiple_positions: false
                      authority: unconfigured
                      created_at: '2026-09-10T03:03:10Z'
                      default_placement_rule: under_enroller
                      external_integration_market_id: null
                      holding_tank_days: 0
                      id: 9b7310f6-6dac-5a77-9726-21c9fade457a
                      key: enrollment
                      kind: unilevel
                      leg_names: []
                      lock_version: 2
                      max_depth: 300
                      max_movement_levels: 0
                      movement_approval: immediate
                      movement_window_days: 0
                      name: Enrollment
                      owning_company_integration_id: null
                      role: enrollment
                      updated_at: '2026-09-10T03:03:17Z'
                      upstream_tree_ref: null
                      volume_key: null
                      volume_on_move: null
                    status: 200
                    meta:
                      request_uuid: null
                      timestamp: '2026-09-10T03:03:17Z'
        '401':
          description: Missing or invalid credentials.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AuthError'
        '403':
          description: >-
            Company admin tier or developer permission is missing, or a droplet
            installation token was supplied.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AuthError'
        '404':
          description: No tree with this identifier belongs to this company.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '409':
          description: >-
            Tree key or role already exists, the supplied version is stale, or
            the tree has nodes and the change is structural. Only the name of an
            occupied tree can change; details.type is tree_has_nodes.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
        '422':
          description: >-
            Invalid input or a required ownership, volume or role rule was
            violated.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      x-codeSamples:
        - lang: Shell
          label: Modify a tree definition
          source: >-
            curl -X PATCH
            'https://api.fluid.app/api/company/v2026-10/genealogy/trees/9b7310f6-6dac-5a77-9726-21c9fade457a'
            \
              -H 'Authorization: Bearer <company-token>' \
              -H 'Content-Type: application/json' \
              --data \{\"tree\":\{\"lock_version\":1,\"allow_multiple_positions\":false,\"volume_key\":null\}\}
components:
  schemas:
    UpdateTree:
      type: object
      properties:
        tree:
          type: object
          description: Include lock_version and at least one tree attribute to update.
          minProperties: 2
          properties:
            key:
              type: string
              description: >-
                Case-insensitive key unique within the company. The enrollment
                and placement keys require the enrollment and sponsor roles
                respectively. Default roles also require these keys; change the
                name for display customization.
              minLength: 1
            name:
              type: string
              description: Display name.
              minLength: 1
            kind:
              type: string
              description: >-
                Declared tree shape; placement strategies are delivered
                separately.
              enum:
                - unilevel
                - binary
                - matrix
            role:
              type:
                - string
                - 'null'
              description: >-
                Required default axis role. Once assigned, it cannot be cleared
                or changed.
              enum:
                - enrollment
                - sponsor
                - null
            leg_names:
              type: array
              description: >-
                Ordered leg labels: none for unilevel, two for binary, at least
                two for matrix. Binary creation defaults to left and right.
              items:
                type: string
                minLength: 1
              uniqueItems: true
            default_placement_rule:
              type: string
              description: Stored default for the later placement service.
              enum:
                - exact
                - first_empty
                - left
                - right
                - inside
                - outside
                - weak_leg
                - strong_leg
                - balanced
                - enroller_preference
                - defer
                - under_enroller
                - mirror_enrollment
            volume_key:
              type:
                - string
                - 'null'
              description: Volume key used by later leg placement rules.
            volume_on_move:
              type:
                - string
                - 'null'
              description: >-
                Required for binary and matrix trees; the compensation owner
                must choose it explicitly.
              enum:
                - follows_structure
                - stays_at_earning
                - null
            max_depth:
              type: integer
              description: Maximum allowed depth for later structural writes.
              minimum: 1
            holding_tank_days:
              type: integer
              description: Days before later holding-tank expiry; zero disables it.
              minimum: 0
            movement_window_days:
              type: integer
              description: Representative move window; zero disables representative moves.
              minimum: 0
            movement_approval:
              type: string
              description: Approval policy for later representative moves.
              enum:
                - immediate
                - require_approval
            max_movement_levels:
              type: integer
              description: Movement level limit; zero means unlimited.
              minimum: 0
            allow_multiple_positions:
              type: boolean
              description: Whether the later matrix placement service may allow re-entry.
            authority:
              type: string
              description: >-
                Explicit ownership declaration. Defaults seed unconfigured and
                do not claim Fluid ownership.
              enum:
                - unconfigured
                - authoritative
                - replica
            owning_company_integration_id:
              type:
                - integer
                - 'null'
              description: >-
                External fluid-integrations reference, required for replicas;
                not proof of integration authentication.
              minimum: 1
            upstream_tree_ref:
              type:
                - string
                - 'null'
              description: Upstream tree identifier from the ownership manifest.
            external_integration_market_id:
              type:
                - string
                - 'null'
              description: Upstream market identifier.
            lock_version:
              type: integer
              description: >-
                Optimistic concurrency version; PATCH must send the version last
                read.
              minimum: 0
          required:
            - lock_version
          additionalProperties: false
      required:
        - tree
    TreeResponse:
      type: object
      properties:
        status:
          type: integer
        tree:
          $ref: '#/components/schemas/Tree'
        meta:
          $ref: '#/components/schemas/Meta'
      required:
        - status
        - tree
        - meta
    AuthError:
      type: object
      description: Existing company authentication or permission denial envelope.
      properties:
        message:
          type: string
        error: {}
      additionalProperties: true
    Error:
      type: object
      properties:
        status:
          type: integer
        error:
          type: object
          properties:
            message:
              type: string
            details:
              type: object
              additionalProperties: true
          required:
            - message
            - details
        meta:
          $ref: '#/components/schemas/Meta'
      required:
        - status
        - error
        - meta
    Tree:
      type: object
      properties:
        id:
          type: string
          description: Tree identifier.
          format: uuid
        key:
          type: string
          description: >-
            Case-insensitive key unique within the company. The enrollment and
            placement keys require the enrollment and sponsor roles
            respectively. Default roles also require these keys; change the name
            for display customization.
          minLength: 1
        name:
          type: string
          description: Display name.
          minLength: 1
        kind:
          type: string
          description: Declared tree shape; placement strategies are delivered separately.
          enum:
            - unilevel
            - binary
            - matrix
        role:
          type:
            - string
            - 'null'
          description: >-
            Required default axis role. Once assigned, it cannot be cleared or
            changed.
          enum:
            - enrollment
            - sponsor
            - null
        leg_names:
          type: array
          description: >-
            Ordered leg labels: none for unilevel, two for binary, at least two
            for matrix. Binary creation defaults to left and right.
          items:
            type: string
            minLength: 1
          uniqueItems: true
        default_placement_rule:
          type: string
          description: Stored default for the later placement service.
          enum:
            - exact
            - first_empty
            - left
            - right
            - inside
            - outside
            - weak_leg
            - strong_leg
            - balanced
            - enroller_preference
            - defer
            - under_enroller
            - mirror_enrollment
        volume_key:
          type:
            - string
            - 'null'
          description: Volume key used by later leg placement rules.
        volume_on_move:
          type:
            - string
            - 'null'
          description: >-
            Required for binary and matrix trees; the compensation owner must
            choose it explicitly.
          enum:
            - follows_structure
            - stays_at_earning
            - null
        max_depth:
          type: integer
          description: Maximum allowed depth for later structural writes.
          minimum: 1
        holding_tank_days:
          type: integer
          description: Days before later holding-tank expiry; zero disables it.
          minimum: 0
        movement_window_days:
          type: integer
          description: Representative move window; zero disables representative moves.
          minimum: 0
        movement_approval:
          type: string
          description: Approval policy for later representative moves.
          enum:
            - immediate
            - require_approval
        max_movement_levels:
          type: integer
          description: Movement level limit; zero means unlimited.
          minimum: 0
        allow_multiple_positions:
          type: boolean
          description: Whether the later matrix placement service may allow re-entry.
        authority:
          type: string
          description: >-
            Explicit ownership declaration. Defaults seed unconfigured and do
            not claim Fluid ownership.
          enum:
            - unconfigured
            - authoritative
            - replica
        owning_company_integration_id:
          type:
            - integer
            - 'null'
          description: >-
            External fluid-integrations reference, required for replicas; not
            proof of integration authentication.
          minimum: 1
        upstream_tree_ref:
          type:
            - string
            - 'null'
          description: Upstream tree identifier from the ownership manifest.
        external_integration_market_id:
          type:
            - string
            - 'null'
          description: Upstream market identifier.
        lock_version:
          type: integer
          description: >-
            Optimistic concurrency version; PATCH must send the version last
            read.
          minimum: 0
        created_at:
          type: string
          description: Creation timestamp.
          format: date-time
        updated_at:
          type: string
          description: Last modification timestamp.
          format: date-time
      required:
        - id
        - key
        - name
        - kind
        - role
        - leg_names
        - default_placement_rule
        - volume_key
        - volume_on_move
        - max_depth
        - holding_tank_days
        - movement_window_days
        - movement_approval
        - max_movement_levels
        - allow_multiple_positions
        - authority
        - owning_company_integration_id
        - upstream_tree_ref
        - external_integration_market_id
        - lock_version
        - created_at
        - updated_at
    Meta:
      type: object
      properties:
        request_uuid:
          type:
            - string
            - 'null'
          description: Request correlation identifier.
        timestamp:
          type: string
          description: Response timestamp.
          format: date-time
      required:
        - request_uuid
        - timestamp
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      description: >-
        Company admin or company service token, subject to developer
        permissions.

````