SMBBETA

Create a valuation intake

Last updated Oct 10, 2026View as MarkdownAgent setup / MCP
POST
/v1/valuation-intakes

Attaches a consented valuation intake to an existing canonical Business, saves the normalized valuation input before compute, runs the valuation, and saves the immutable public result.

Authorization

AuthorizationBearer <token>

Signed-in user's Supabase access token. Workspace-scoped operations also require SMB-Workspace-Id.

In: header

Header Parameters

Idempotency-Key*string
Match\S
Length8 <= length <= 200
SMB-Workspace-Id*string
Formatuuid

Request Body

application/json

TypeScript Definitions

Use the request body type in TypeScript.

Response Body

application/json

application/json

curl -X POST "https://example.com/v1/valuation-intakes" \  -H "Idempotency-Key: stringst" \  -H "SMB-Workspace-Id: 497f6eca-6276-4993-bfeb-53cbbbba6f08" \  -H "Content-Type: application/json" \  -d '{    "business_id": "string",    "business": {      "name": "string"    },    "contact": {      "email": "user@example.com",      "relationship": "owner",      "consent_to_store": true,      "consent_version": "string"    },    "valuation_input": {      "reference": "owner-operated-hvac-business",      "valuation_context": {        "purpose": "sale_or_purchase",        "standard": "fair_market_value",        "premise": "going_concern",        "transaction_type": "asset_sale",        "ownership_basis": "controlling"      },      "items": [        {          "asset_id": "hvac-business",          "type": "business",          "name": "Sample HVAC Services",          "details": {            "naics_code": "238220",            "employee_count": 18,            "owner_operated": true,            "annual_revenue": 2800000,            "sde": 520000,            "ebitda": 410000,            "adjusted_assets": 310000,            "liabilities": 85000,            "stable_earnings": true,            "business_real_estate_earnings_basis": "not_applicable"          }        }      ]    }  }'
{  "business_id": "string",  "intake_id": "string",  "status": "completed",  "idempotent_replay": true,  "valuation_id": "string",  "result": {    "schema_version": "smb.value.result.v2",    "valuation_id": "string",    "model_release": "string",    "valuation_date": "2019-08-24",    "currency": "string",    "reference": "string",    "scope": {      "purpose": "screening",      "standard": "unspecified",      "premise": "going_concern",      "transaction_type": "unspecified",      "ownership_basis": "unspecified"    },    "benchmark_snapshot_id": "string",    "portfolio": {      "status": "valued",      "conclusion": {        "amount": 0,        "currency": "string",        "range": {          "low": 0,          "high": 0        },        "value_basis": "asset_value"      },      "evidence_strength": "insufficient",      "permitted_use": "withheld",      "analysis_maturity": "synthetic_screening",      "reconciliation_status": "not_available",      "material_gaps": [        {          "code": "string",          "affected_items": 1,          "message": "string"        }      ],      "next_questions": [        {          "question_id": "string",          "rank": 1,          "question": "string",          "improves": "subject_scope",          "why": "string",          "answer_paths": [            "valuation_context.lending_context.sba_loan_number_date"          ]        }      ],      "lending_readiness": {        "status": "not_requested",        "policy_reference": "string"      }    },    "results": [      {        "item_id": "string",        "type": "business",        "name": "string",        "status": "valued",        "conclusion": {          "amount": 0,          "currency": "string",          "range": {            "low": 0,            "high": 0          },          "value_basis": "asset_value"        },        "primary_methodology": {          "name": "string",          "family": "income",          "rationale_codes": [            "caller_selected_method"          ],          "rationale": "string"        },        "alternatives": [          {            "methodology": "string",            "indicated_value": 0,            "currency": "string",            "value_basis": "asset_value",            "status": "calculated",            "warning_codes": [              "insufficient_inputs"            ]          }        ],        "method_comparison": {          "methods_considered": 0,          "reconciliation_status": "not_available"        },        "evidence_summary": {          "evidence_strength": "insufficient",          "permitted_use": "withheld",          "analysis_maturity": "synthetic_screening",          "financials_status": "not_provided",          "selected_period": "2019-08-24",          "periods_supplied": 0,          "earnings_trend": "insufficient_history",          "input_fields_used": [            "annual_revenue"          ],          "benchmark_support": {            "resolution": "not_applicable",            "evidence_class": "observed",            "as_of": 0,            "geography": "string",            "source_families": [              "U.S. Census Bureau"            ]          }        },        "uncertainty": {          "range": {            "low": 0,            "high": 0          },          "label": "modeled_sensitivity_range",          "driver_categories": [            "operating_performance"          ]        },        "material_gaps": [          {            "code": "string",            "message": "string"          }        ],        "next_questions": [          {            "question_id": "string",            "rank": 1,            "question": "string",            "improves": "subject_scope",            "why": "string",            "answer_paths": [              "valuation_context.lending_context.sba_loan_number_date"            ]          }        ],        "lending_readiness": {          "status": "not_requested",          "policy_reference": "string"        }      }    ],    "item_count": 1,    "limitations": [      "string"    ],    "result_hash": "string"  }}