> ## 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 confirmation link, then sign the agent in to the Fluid CLI or give it an API token, before authenticated calls are possible.
> After signup, to launch a merchant's store (back-office sync, payments onboarding, store setup, a theme copied from their current site, and a preview link before billing), follow /api/agent-launch.
> 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or unversioned operation only when no newer versioned equivalent exists — the company-v0 notes below list the known superseded operations. The same applies to /api/company/v1 and /api/v1/... paths: prefer a newer documented equivalent, and use one only when none exists (/api/v1.1/... is distinct and documented in company-v0). Use page/per_page offset pagination only on an operation whose spec documents those params — mostly the unversioned company-v0 admin surface, plus some lists on other surfaces, versioned ones included; page every other list with cursors.
> Fluid has three navigation APIs; don't mix them up. Storefront website menus (navigation bars, footers) are /api/menus and nested menu_items, in api-reference/content-v0.yaml (API Reference: Website > Navigation menus), with a how-to in themes/navigation-menus; their list uses flat page/per_page pagination. The Fluid mobile app's navigation is /api/v2/mobile_navigations, in api-reference/mobile-v2.yaml (API Reference: Mobile app > Navigation); its list also uses page/per_page. Portal navigations belong to a portal definition (Fluid OS), in api-reference/fluid-os-v0.yaml (API Reference: Portal > Portal navigation), and each has a platform of web or mobile.
> 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 except two operations that take no credential, POST /api/company (create a company) and GET /api/agreements/{id} — 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.
> The Help Center (/help/...) is for merchants, admins and reps using Fluid. Its admin pages mirror the admin's routes: the screen at admin.fluid.app/settings/taxes is documented at /help/admin/settings/taxes. Use the Help Center for how-to questions about the admin, and the Developer Platform and API Reference for building integrations.
> Help Center pages describe what a company admin sees. A reader's role can hide screens and actions; admins manage roles on Settings > Roles (/help/admin/settings/roles). If someone can't find a screen or button, their role's permissions are the first thing to check.
> Send people who need Fluid support to /help/getting-help. Don't invent support email addresses, phone numbers or response times.

# Test a stored Sovos account slot

> Sends one synthetic non-audit calcTax request to Sovos with the stored credentials for the environment and reports whether Sovos accepted them. Only the stored slot is probed; nothing is saved, no tax document is filed and no ledger row is written. The host comes from the slot's environment alone. Every verdict, including rejected credentials and an unreachable Sovos, is a 200 with the outcome in the body. Records a sovos.connection_test audit event with the environment and outcome only. Behind the tax-sovos-account feature flag; 404 while it is off. Requires the companies.update permission.



## OpenAPI

````yaml /api-reference/settings-v0.yaml post /api/settings/sovos_account/test_connection
openapi: 3.1.0
info:
  title: Fluid Settings API
  description: |
    **Sandbox test companies.** A sandbox test company is linked to a live
    company. While the test company cannot be reached, because sandbox access
    is turned off for its live company or the live company was deleted, every
    operation in this API that resolves the company from the request's
    credential refuses a credential for it with `403` and the body
    `{"error": "<message>"}`, before the operation runs. The refusal is
    documented here once rather than on each operation.
  version: v0
  contact:
    email: support@fluid.app
  license:
    name: Proprietary
    identifier: LicenseRef-Proprietary
servers:
  - url: https://api.fluid.app
security: []
paths:
  /api/settings/sovos_account/test_connection:
    post:
      tags:
        - taxes
      summary: Test a stored Sovos account slot
      description: >-
        Sends one synthetic non-audit calcTax request to Sovos with the stored
        credentials for the environment and reports whether Sovos accepted them.
        Only the stored slot is probed; nothing is saved, no tax document is
        filed and no ledger row is written. The host comes from the slot's
        environment alone. Every verdict, including rejected credentials and an
        unreachable Sovos, is a 200 with the outcome in the body. Records a
        sovos.connection_test audit event with the environment and outcome only.
        Behind the tax-sovos-account feature flag; 404 while it is off. Requires
        the companies.update permission.
      operationId: settings_v0_test_sovos_account_connection
      parameters:
        - name: environment
          in: query
          required: true
          description: The stored credential slot to test, which also picks the Sovos host.
          schema:
            type: string
            enum:
              - sandbox
              - production
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SovosConnectionTestResponse'
              example:
                verified: true
                environment: sandbox
                outcome: verified
                status: 200
                meta:
                  request_id: c4f1b9e2-7a3d-4e8b-9f21-5d6a0b3e8c47
                  timestamp: '2026-10-20T15:32:08Z'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StandardUnauthorizedResponse'
        '403':
          description: Missing companies.update permission
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StandardErrorResponse'
        '404':
          description: The feature is not enabled
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StandardErrorResponse'
        '422':
          description: >-
            Missing or invalid environment, no stored credentials for that
            environment, stored credentials that cannot be read, or a
            non-sandbox slot probed by a sandbox-twin company. No request is
            sent to Sovos.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StandardErrorResponse'
      security:
        - bearer_auth: []
components:
  schemas:
    SovosConnectionTestResponse:
      type: object
      required:
        - verified
        - environment
        - outcome
        - status
        - meta
      properties:
        verified:
          type: boolean
          description: >-
            true only when Sovos answered the synthetic non-audit calcTax
            request with a valid result for its one line. Nothing else is proof.
        environment:
          type: string
          description: The Sovos environment that was called.
          enum:
            - sandbox
            - production
        outcome:
          type: string
          description: >-
            verified; rejected (HTTP 401 or 403); rate_limited (HTTP 429);
            unavailable (timeout, network failure, redirect or HTTP 5xx);
            unexpected_response (any other status, invalid JSON, an error in the
            body or a result that does not match the request).
          enum:
            - verified
            - rejected
            - rate_limited
            - unavailable
            - unexpected_response
        status:
          type: integer
          enum:
            - 200
        meta:
          $ref: '#/components/schemas/Meta'
      additionalProperties: false
    StandardUnauthorizedResponse:
      description: Common legacy unauthorized response envelope.
      allOf:
        - $ref: '#/components/schemas/StandardErrorResponse'
    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'
    Meta:
      type: object
      properties:
        request_id:
          type:
            - string
            - 'null'
        timestamp:
          type: string
          format: date-time
    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'
    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

````

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