Contract Creation

This is the first step of the expense submission flow performed by the integrating agent. The contract defines the business relationship between the fund and a vendor, establishing the expense type and the payment conditions.

Prerequisites

Before creating a contract, you need to have at hand:

• fund_class_key — unique key of the fund, provided by QI Tech
• vendor_key — key of the registered vendor. See the vendor listing to obtain it

For more details about the complete flow, see the introduction page.

Attention

The submission_nature = rebate field can only be used together with expense_type = distribution_fee. For all other expense types, use submission_nature = manual_submission.

Request

ENDPOINT

/expense_submission/fund_class/{fund_class_key}/contract

METHOD

POST

Path params

Parameter	Type	Description
fund_class_key	string	Unique key of the fund (UUID)

Request Body

{
    "name": "Contrato de Auditoria - Exercício 2026",
    "vendor_key": "3571e292-3a83-4011-904d-20ee963022ef",
    "expense_type": "audit_tax",
    "submission_nature": "manual_submission",
    "contract_value": 50000.00,
    "validity_date": "2026-12-31",
    "contract_key": "contrato-auditoria-2026"
}

Body attributes

Field	Type	Required	Description
name	string	required	Contract name. Maximum of 255 characters.
vendor_key	string	required	Unique key of the vendor (maximum 255 characters).
expense_type	string	required	Expense type. See Expense types.
submission_nature	string	required	Submission nature: manual_submission or rebate.
contract_value	number	optional	Maximum contract value. When provided, the sum of the expenses cannot exceed this value. Minimum: 0.
validity_date	string	optional	Contract validity date in the YYYY-MM-DD format. After this date, no new expense can be created.
contract_key	string	optional	Custom identifier of the contract in the partner's system. Maximum of 255 characters. When not provided, a UUID is generated automatically.

Expense types

Value	Description
cvm_tax	CVM fee
cetip_tax	CETIP fee
anbima_tax	ANBIMA fee
notary	Notary
audit_tax	Audit fee
administration_tax	Administration fee
management_tax	Management fee
bank_account	Bank account
selic_tax	SELIC fee
consulting_fee	Consulting fees
custody_tax	Custody fee
performance_fee	Performance fee
bankslip_fee	Bankslip fee
sale_commission_tax	Sales commission
certifier_fee	Certifier fees
rating_agency_fee	Rating agency fee
lawyer_fee	Legal fees
bookkeeping_fee	Bookkeeping fee
distribution_fee	Distribution fee
insurance_fee	Insurance fee
collection_agent_fee	Collection agent fees
servicing_fee	Servicing fee
fund_structuring_fee	Fund structuring fee
credit_rights_registration_fee	Credit rights registration fee
origination_fee	Origination fee

Response

STATUS

201

Response Body

{
    "name": "Contrato de Auditoria - Exercício 2026",
    "contract_key": "contrato-auditoria-2026",
    "fund_class": {
        "name": "FUNDO DE INVESTIMENTO EM DIREITOS CREDITÓRIOS EXEMPLO",
        "manager": {
            "name": "EXEMPLO GESTORA LTDA",
            "manager_key": "a7498c6c-1893-42ec-a8f3-bc6ad0c6b52c",
            "document_number": "45.585.471/0001-47"
        },
        "fund_class_key": "4b8377d0-58ec-479f-8ee9-9f963d5c47ad",
        "document_number": "60.910.091/0001-24"
    },
    "vendor": {
        "vendor_key": "3571e292-3a83-4011-904d-20ee963022ef",
        "name": "AUDITORES EXEMPLO S.A.",
        "document_number": "12.345.678/0001-90",
        "requires_invoice": "True"
    },
    "expense_type": "audit_tax",
    "status": "created",
    "contract_value": 50000.00,
    "validity_date": "2026-12-31",
    "submission_nature": "manual_submission"
}

Response attributes

Field	Type	Description
name	string	Contract name.
contract_key	string	Unique key of the contract. Store this value for the next steps.
fund_class	object	Data of the associated fund. See fund_class attributes.
vendor	object	Vendor data. See vendor attributes.
expense_type	string	Expense type of the contract.
status	string	Initial status of the contract. Always returns created.
contract_value	number	Maximum contract value, or null when not provided.
validity_date	string	Validity date in the YYYY-MM-DD format, or null when not provided.
submission_nature	string	Submission nature of the contract.

fund_class attributes

Field	Type	Description
name	string	Fund name.
manager	object	Data of the fund manager.
manager.name	string	Manager name.
manager.manager_key	string	Unique key of the manager (UUID).
manager.document_number	string	Manager's CNPJ.
fund_class_key	string	Unique key of the fund (UUID).
document_number	string	Fund's CNPJ.

vendor attributes

Field	Type	Description
vendor_key	string	Unique key of the vendor.
name	string	Vendor name.
document_number	string	Vendor's CPF or CNPJ.
requires_invoice	string	Indicates whether the vendor requires an invoice ("True" or "False").

Possible errors

STATUS

404

Fund not found

The fund_class_key provided in the URL does not correspond to any registered fund.

{
  "title": "Fund Class Not Found",
  "description": "Fund Class with key {fund_class_key} was not found.",
  "translation": "O Fundo com chave {fund_class_key} nao foi encontrado.",
  "code": "ESB000005"
}

Vendor not found

The vendor_key provided in the body does not correspond to any registered vendor.

{
  "title": "Vendor Not Found",
  "description": "Vendor with key {vendor_key} was not found.",
  "translation": "O fornecedor com a chave {vendor_key} nao foi encontrado.",
  "code": "ESB000008"
}

STATUS

409

Duplicate contract key

A contract with the provided contract_key already exists in this fund. Use a different identifier or omit the field to generate a UUID automatically.

{
  "title": "Contract Key Already Exists",
  "description": "A Contract with key {contract_key} already exists.",
  "translation": "Um contrato com a chave {contract_key} já existe.",
  "code": "ESB000012"
}

STATUS

400

Expense type incompatible with the submission nature

The rebate value in submission_nature is only valid when expense_type is distribution_fee.

{
  "title": "Invalid Expense Type",
  "description": "The expense type {expense_type} is not valid for submission nature {submission_nature}.",
  "translation": "O tipo de despesa {expense_type} não é válido para a natureza de submissão {submission_nature}.",
  "code": "ESB000031"
}

Next steps

After creating the contract, the flow continues with:

1. Contract submission — send the contract for analysis and approval by QI Tech.
2. Contract update — edit the contract data while it is still in the created status.