Get data-collection status (tree v3)

Add MCP server to your AI tool

Allow AI tools and LLMs to interact with the API documentation portal through MCP.

MCP server URL

https://docs.usehearsay.com/mcp

Standard setup for AI tools providing an mcp.json file

mcp.json
{
  "integrations MCP server": {
    "url": "https://docs.usehearsay.com/mcp"
  }
}

Close
GET /case/{caseId}/data-status-tree-v3

The current data-collection view: a tree of extraction codes, devices, email accounts, files and financial accounts with item counts and, on opposing-counsel cases, items pending review.

Headers

  • organization string Required

    id of the selected (active) organization

Path parameters

  • caseId string Required

    Id of the case

Query parameters

  • extractionCode string
  • searchText string
  • tags array[string]

    Tag ids (comma-separated). Filters device conversations, emails, files, and financial sources. Excludes discord/reddit.

  • searchMatchType string

    Match type for message text search. FUZZY allows typo tolerance, EXACT requires exact token match.

    Values are FUZZY or EXACT. Default value is FUZZY.

  • conversationLimit number

    Max conversations per source-type folder

    Default value is 25.

  • fileLimit number

    Max files per file-provider folder

    Default value is 25.

  • sortConversationsBy string

    Sort field for conversation children

    Values are lastMessageDate or displayName. Default value is lastMessageDate.

  • sortConversationsOrder string

    Sort direction override. Defaults to DESC for lastMessageDate, ASC for displayName.

    Values are asc or desc.

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • data object Required
      Hide data attribute Show data attribute object
      • data array[object] Required
        Hide data attributes Show data attributes object
        • id string Required
        • kind string Required
        • sourceId string | null Required
        • deviceName string | null Required
        • sourceName string | null Required
        • plaidItemId string | null
        • institutionName string | null
        • itemsCount number Required
        • pendingOcApprovalCount number

          Set only for an Originating-org Lawyer on an OC-enabled case: count of items uploaded but not yet OC-approved for this source node. Omitted for OC callers and for OL callers on non-OC cases.

        • children array[object] Required
          Hide children attributes Show children attributes object
          • name string Required
          • count number Required
          • subCount number Required
        • conversationChildren array[object]
          Hide conversationChildren attributes Show conversationChildren attributes object
          • id string Required
          • name string Required
          • source string Required
          • messagesCount number Required
          • lastMessageDate string(date-time) | null Required
          • isPinned boolean Required
        • conversationTotal number
        • financialChildren array[object]
          Hide financialChildren attributes Show financialChildren attributes object
          • name string Required
          • accountId string Required
          • financialNumber string | null Required
          • financialInsights number Required
          • accountType string | null Required
          • plaidItemId string Required
          • financialAccountId string Required
        • platform string | null
    • statusCode number Required
    • timestamp string(date-time) Required
GET /case/{caseId}/data-status-tree-v3
curl \
 --request GET 'http://api.example.com/case/{caseId}/data-status-tree-v3' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "organization: string"
Response examples (200)
{
  "data": {
    "data": [
      {
        "id": "507f1f77bcf86cd799439011",
        "kind": "device",
        "sourceId": "507f1f77bcf86cd799439012",
        "deviceName": "iPhone 15",
        "sourceName": "iMessage",
        "plaidItemId": "string",
        "institutionName": "string",
        "itemsCount": 1250,
        "pendingOcApprovalCount": 0,
        "children": [
          {
            "name": "Messages",
            "count": 320,
            "subCount": 12
          }
        ],
        "conversationChildren": [
          {
            "id": "507f1f77bcf86cd799439014",
            "name": "Jane Doe",
            "source": "imessage",
            "messagesCount": 320,
            "lastMessageDate": "2026-01-15T14:30:00.000Z",
            "isPinned": false
          }
        ],
        "conversationTotal": 42,
        "financialChildren": [
          {
            "name": "Everyday Checking",
            "accountId": "acc_8Xq2",
            "financialNumber": "****1234",
            "financialInsights": 12,
            "accountType": "depository",
            "plaidItemId": "item_4Lm9",
            "financialAccountId": "507f1f77bcf86cd799439013"
          }
        ],
        "platform": "ios"
      }
    ]
  },
  "statusCode": 200,
  "timestamp": "2026-01-15T10:15:00.000Z"
}