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JSON OpenAPI specification
YAML OpenAPI specification
Topics
Introduction
Authentication
Endpoints
2FA
Show TOTP Setup Details
GET
Update the two-factor type
POST
Confirm TOTP Setup
POST
Show the user's OTP recovery codes
GET
Reset TOTP
POST
Generate Recovery Codes
POST
2FA via SMS
SMS One-Time Password (OTP) set up request.
POST
AML Checks
Get all checks
GET
Create a check
POST
Show a check
GET
Update a check
PUT
Destroy a check
DELETE
Account
Get all accounts
GET
Create an account
POST
Get an account
GET
Update an account
PUT
Delete an account
DELETE
Addon Subscriptions
Get all addon subscriptions
GET
Subscribe to an addon
POST
Get an addon subscription
GET
Update the configuration on an addon subscription
PUT
Unsubscribe from an addon
DELETE
Enable an addon
POST
Disable an addon
POST
Addons
Get all available addons
GET
Nucleus - Sync all the clients
POST
Nucleus - Sync all the plans
POST
Seccl - Sync all the clients
POST
Seccl - Sync all the plans
POST
Seccl - Get a list of Seccl Nodes for the firm
GET
Seccl - Store an adviser node association
POST
Seccl - Get the seccl client associated with the account
GET
Fundment - Sync all the clients
POST
Fundment - Sync all the plans (goals)
POST
SmartSearch - Run a UKAML Check
POST
Addresses
Get all account addresses
GET
Create an address
POST
Get an address
GET
Update an address
PUT
Delete an address
DELETE
Audits
Get all audits made by authenticated employee
GET
Get all audits made by an employee
GET
Get all audits for the firm
GET
Get all audits attached to a model
GET
Automation Blocks
Get all Automation block information that can be used for blueprint steps
GET
Get all trigger types for automation blocks
GET
Automation Blueprints
Trigger automations through webhook
POST
Get all Automation Blueprints
GET
Create an Automation Blueprint
POST
Get a Automation Blueprint
GET
Update a Automation Blueprint
PUT
Delete an Automation Blueprint
DELETE
Trigger and start running an automation
POST
Attach a webhook target to an automation blueprint
POST
Get all executions for a single automation blueprint
GET
Automation Executions
Get all automation executions for an automation blueprint
GET
Get an automation execution
GET
Billing
Get payment methods
GET
Change default payment method
PUT
Create a Stripe setup intent
POST
Remove a payment method
DELETE
Get subscription
GET
Update subscription
POST
Cancel subscription
DELETE
Get available plans
GET
Get invoices
GET
Get invoice
GET
Download invoice
GET
Blueprint Steps
Get all Blueprint Steps on an automation blueprint
GET
Create a Blueprint Step
POST
Get a Blueprint Step
GET
Update a Blueprint Step (this also moves the step if a new parent is specified)
PUT
Delete a Blueprint Step
DELETE
Bulk Actions
Get all bulk actions on the firm
GET
Show a bulk action.
GET
Execute a bulk action
POST
Business Metrics
Assets Under Management
GET
Cases
GET
Cases Completed
GET
Clients
GET
Conversations
GET
Documents Generated
GET
Fact Finds Sent
GET
Files Uploaded
GET
Introducers
GET
Messages Sent
GET
Plans
GET
Signatures
GET
Tasks
GET
Tasks Completed
GET
Time Logged
GET
Cases
Get all client cases
GET
Get all cases
GET
Create a case
POST
Get a case
GET
Update a case
PUT
Delete a case
DELETE
Add clients to a case
POST
Remove clients from a case
DELETE
Get all case statuses
GET
Create a case status
POST
Update a case status
PUT
Delete a case status
DELETE
Get all case types
GET
Create a case type
POST
Get a case type
GET
Update a case type
PUT
Delete a case type
DELETE
Claim
Get all claims of a plan
GET
Create claim for a plan
POST
Get claim of a plan
GET
Update claim of a plan
PUT
Delete claim of a plan
DELETE
Client Statuses
Get all client statuses
GET
Create a client status
POST
Get a client status
GET
Update a client status
PUT
Delete a client status
DELETE
Transfer clients from one status to another status
POST
Clients
Get all clients [DEPRECATED: Use account route]
GET
Create a client [DEPRECATED: Use create an account route]
POST
Get a client [DEPRECATED: Use get an account route]
GET
Update a client [DEPRECATED: Use update an account route]
PUT
Delete a client [DEPRECATED: use delete an account route]
DELETE
Get all client plans
GET
Get all linked clients for a client
GET
Create a client link
POST
Update a client link
PUT
Delete a client link
DELETE
Retrieve the owners of the client with their personal details.
GET
Manage owners for the shared client.
POST
Update the personal details of one of the owners.
PUT
Get all shared accounts the client belongs to.
GET
Get all fact-find requests the client owns.
GET
Create a wealth summary for the client.
GET
Get all of a client's new business events
GET
Get all the emails the client is a participant of.
GET
Get all the illustrations for a client
GET
Cloning
Clone a model
POST
Contact Details
Get all account contact details
GET
Create a contact detail
POST
Get a contact detail
GET
Update a contact detail
PUT
Delete a contact detail
DELETE
Contributions
Create a contribution [DEPRECATED: Use transaction routes]
POST
Get a contribution [DEPRECATED: Use transaction routes]
GET
Update a contribution [DEPRECATED: Use transaction routes]
PUT
Delete a contribution [DEPRECATED: Use transaction routes]
DELETE
Get all contributions [DEPRECATED: Use transaction routes]
GET
Conversations
Retrieve the mentionable accounts for a conversation.
POST
Get all account conversations
GET
Get all conversations of a case
GET
Get all conversations.
GET
Create a conversation.
POST
Get a conversation.
GET
Update a conversation.
PUT
Delete a conversation
DELETE
Update notification settings for a conversation
POST
Leave a conversation
DELETE
Archive the conversation
POST
Unarchive the conversation
POST
Pin the conversation
POST
Add participants to conversation
POST
Remove participants from a conversation
DELETE
Promote participants to conversation admins
POST
Revoke admin privileges from conversation participants
DELETE
Get all messages
GET
Create a message
POST
Get a message
GET
Update a message
PUT
Delete a message
DELETE
Get a messages edit history
GET
Cover
Get all covers of a plan
GET
Create cover for a plan
POST
Get cover of a plan
GET
Update cover of a plan
PUT
Delete cover of a plan
DELETE
Custom Default Folders
Get all custom default folders
GET
Create a custom default folder
POST
Get a custom default folder
GET
Update a custom default folder
PUT
Delete a custom default folder
DELETE
Custom Fields
Get all custom fields
GET
Create a custom field
POST
Get a custom field
GET
Update a custom field
PUT
Delete a custom field
DELETE
Dependants
Get all dependants
GET
Create a dependant
POST
Get a dependant
GET
Update a dependant
PUT
Delete a dependant
DELETE
Document Builder
Get available variables
GET
Get document templates
GET
Create a document template
POST
Get a document template
GET
Update a document template
PUT
Delete a template
DELETE
Download Template as DOCX
GET
Update the DOCX content of a template
POST
Download Template as SFDT
GET
Download Template as PDF
GET
Generate Document Preview
GET
Get all documents
GET
Create a document
POST
Get a document
GET
Update a document
PUT
Delete a document
DELETE
Download Document as DOCX
GET
Update the DOCX content of a document
POST
Download Document as SFDT
GET
Download Document as PDF
GET
Generate Document Preview
GET
Publish a document
POST
Document Signing
Get all client signature transactions
GET
Get all signature transactions
GET
Launch document signing
POST
Get a signature transaction
GET
Documents
Get root folder for a firm
GET
Get root folder for a client
GET
Get root folder for an illustration
GET
Get root folder for a case
GET
Get conversation files
GET
Create a folder
POST
Get a folder
GET
Update and/or move folders
PUT
Delete a folder
DELETE
Update folder permissions
POST
Get a folder structure
GET
View deleted files
GET
Assign file
POST
Get a file
GET
Update and/or move a file
PUT
Delete a file
DELETE
Get all files on a documentable model
GET
Restore a file
PUT
Copy a file
PUT
Download a file.
GET
Force delete a file
DELETE
Get root folder for a plan
GET
Employee
Get all employees
GET
Create an employee [DEPRECATED: Use create an account route]
POST
Get an employee [DEPRECATED: Use get an account route]
GET
Update an employee [DEPRECATED: Use update an account route]
PUT
Delete an employee [DEPRECATED: use delete an account route]
DELETE
Employments
Get all employments
GET
Create an employment
POST
Get an employment
GET
Update an employment
PUT
Delete an employment
DELETE
Endpoints
Create an impersonated login
POST
Update Client in Conquest and redirect to Conquest to view client
PUT
Create Plan in Conquest and return URL to view Conquest Client.
POST
Create Risk Profile
POST
Expenditures
Get all Life Stages for a Firm
GET
Create a Life Stage for a Firm
POST
Retrieve a Life Stage for a Firm
GET
Update a Life Stage for a Firm
PUT
Delete a Life Stages for a firm
DELETE
Reorder Life Stages for a firm
POST
Get Sections for Life Stages for a Firm
GET
Create a Section for a Life Stage for a Firm
POST
Get a Section for a Life Stage for a Firm
GET
Update a Section for a Life Stage for a Firm
PUT
Delete a Section for a Life Stage for a Firm
DELETE
Reorder Life Stage Sections for a firm
POST
Get all the Fields for a Life Stage Section for a Firm
GET
Create a Field for a Life Stage Section for a Firm
POST
Get a Field for a Life Stage Section for a Firm
GET
Update a Field for a Life Stage Section for a Firm
PUT
Delete a Field for a Life Stage Section for a Firm
DELETE
Reorder Life Stage Section Fields for a firm
POST
Get all expenditures including totals for a client
GET
Show an individual Expenditure
GET
Delete an Expenditure
DELETE
Create or Update an Expenditure
POST
FCA Numbers
Get all FCA Numbers for a Firm
GET
Create an FCA Number for a Firm
POST
Delete an unverified FCA Number for a Firm
DELETE
Fact-Finds
Get all fact-find schemas
GET
Create a fact-find schema
POST
Get a fact-find schema
GET
Update a fact-find schema
PUT
Delete a fact-find schema
DELETE
Archive a fact-find schema
POST
Archive a fact-find schema
POST
Get all sections for a fact-find schema
GET
Create a schema section
POST
Get a section for a schema
GET
Update a schema section
PUT
Delete a schema section
DELETE
Generate the PDF for a fact-find schema and save it to the client's documents.
POST
Get all fact-find requests for the user.
GET
Create a fact-find request
POST
Get a fact-find request
GET
Delete a fact-find request
DELETE
Complete a fact-find request
POST
Retrieve all the sections for the request with progress.
GET
Mark a section as incomplete.
POST
Mark a given section as complete.
POST
Mark a given section as partially complete using a provided value
POST
File Uploading
Create the file records for all files added to the Filepond queue.
POST
Upload the file
POST
Revert the file uploading
DELETE
Directly upload a file.
POST
Firms
Update billing information
POST
Get all firms
GET
Get a firm
GET
Update a firm
PUT
Delete a firm
DELETE
Update firm branding
POST
Update firm settings
POST
Form Builder
Get all forms
GET
Create a form
POST
Get a form
GET
Update a form
PUT
Delete a form
DELETE
Get all Linked Questions
GET
Get all linked custom field questions
GET
Get all received form submission requests
GET
Get all sent form submission requests
GET
Get all submission requests on a form
GET
Get a submission request
GET
Delete a submission request
DELETE
Make a duplicate of an existing form
POST
Make a form live
POST
Make a live form no longer live (only works on forms with no submissions)
POST
Create a section for a form
POST
Get a form's section
GET
Update a form's section
PUT
Delete a form's section
DELETE
Create a question for a section
POST
Get a question
GET
Update a section's question
PUT
Delete a section's question
DELETE
Get all submissions for a form
GET
Create a submission to a form
POST
Get a submission
GET
Delete a submission
DELETE
Get all submission for a form authored by a specific account
GET
Get all answers for a submission
GET
Submit answers to a submission
POST
Change the form status to submitted
POST
Get all submission requests on a form
GET
Update a form submission request
PUT
Delete a submission request
DELETE
Store a submission request
POST
Goals
Get all goals
GET
Create a goal
POST
Show a goal
GET
Update a goal
PUT
Destroy a goal
DELETE
Groups
Get all account groups
GET
Get all groups
GET
Create a group
POST
Get a group
GET
Update a group
PUT
Delete a group
DELETE
Get a group's participants
GET
Add participants to a group
POST
Remove participants from a group
DELETE
Holdings
Create a holding
POST
Get a holding
GET
Update a holding
PUT
Delete a holding
DELETE
Sync Holdings on a Sub Account
POST
Get all holdings
GET
Illustrations
Store an illustration
POST
Show an illustration
GET
Delete an illustration
DELETE
Imports
Get all imports
GET
Create the import
POST
Get an import
GET
Delete an import
DELETE
Get importer keys
GET
Get available modes for import type
GET
Map headers on an import
POST
Start an import
POST
Income
Get all incomes
GET
Create an income
POST
Get an income
GET
Update an income
PUT
Delete an income
DELETE
Income Reconciliation
Get all charges for a client
GET
Get all expectations of client
GET
Get all charges for a plan
GET
Get all expectations of plan
GET
Upload a provider statement CSV.
POST
Get all provider statements
GET
Create a provider statement
POST
Get a provider statement
GET
Update a provider statement
PUT
Delete a provider statement
DELETE
Upload a bank statement CSV.
POST
Get all bank statements
GET
Create a bank statement
POST
Get a bank statement
GET
Update a bank statement
PUT
Delete a bank statement
DELETE
Create a charge
POST
Get a charge
GET
Update a charge
PUT
Delete a charge
DELETE
Calculate the income splits of an expectation
POST
Get all firm expectations
GET
Get an expectation
GET
Update an expectation
PUT
Delete an expectation
DELETE
Get all statement transactions
GET
Create an statement transaction
POST
Get an statement transaction
GET
Update an statement transaction
PUT
Delete an statement transaction
DELETE
Unreconcile the expectation
POST
Get all bank transactions
GET
Create a bank transaction
POST
Get a bank transaction
GET
Update a bank transaction
PUT
Delete a bank transaction
DELETE
Reconcile an expectation to statement transactions
POST
Balance partially reconciled expectations
POST
Unbalance the expectation
POST
Reconcile bank payments to statement transactions
POST
Delete a reconciliation
DELETE
Create expectations
POST
Auto reconcile statement transactions
POST
Get all reconciliations on a bank transaction
GET
Get all reconciliations on an statement transaction
GET
Get all charge splits
GET
Create a charge split
POST
Get a charge split
GET
Update a charge split
PUT
Delete a charge split
DELETE
Get all adviser splits
GET
Create an adviser split
POST
Get an adviser split
GET
Update an adviser split
PUT
Delete an adviser split
DELETE
Get all charge split schemas
GET
Create a charge split schema
POST
Get a charge split schema
GET
Update a charge split schema
PUT
Delete a charge split schema
DELETE
Introducer
Get all introducers
GET
Create an introducer [Deprecated: Use create an account route]
POST
View an introducer [Deprecated: Use get an account route]
GET
Update an introducer [Deprecated: Use update an account route]
PUT
Delete an introducer [Deprecated: use delete an account route]
DELETE
Logins
Get all logins of an account.
GET
Create a login
POST
Update a login
PUT
Revoke a login
DELETE
Expire a login
POST
Logs
Get logs authored by another account
GET
Get all logs for a model
GET
Get all logs created by Authenticated Account
GET
Lookups
Get all lookups
GET
Delete a lookup
DELETE
Retrieve a lookup
GET
Mailboxes
Display a list of mailboxes for the current firm.
GET
Remove the specified mailbox.
DELETE
Display the specified email.
GET
Delete the specified mailbox message.
DELETE
Delete the specified mailbox message thread.
DELETE
Miscellaneous
Get the application's state.
GET
Model Types
Custom field models
GET
Time trackable models
GET
Navigation
Return the data needed to build up the URL for front end for a given model and UUID.
GET
New Business Events
Create a new business event
POST
Get a new business event
GET
Update a new business event
PUT
Delete a new business event
DELETE
Notes
Get accounts available to be mentioned
POST
Get all notes for a client
GET
Create a note
POST
Get a note
GET
Update a note
PUT
Delete a note
DELETE
Get all notes
GET
Notifications
Subscribe to an item's notifications
POST
Unsubscribe from an item's notifications
POST
Mark all notification as read
POST
Mark a notification as read
POST
Mark a notification as unread
POST
Get all notifications
GET
Get a notification
GET
Permanently delete a notification
DELETE
OAuth2 Connections (External Only)
List all the available OAuth2 providers
GET
List all OAuth2 connections
GET
Update an OAuth2 connection
PUT
Delete an OAuth2 connection
DELETE
Plans
Get all plans
GET
Create a plan
POST
Get a plan
GET
Update a plan
PUT
Delete a plan
DELETE
Get the valuations formatted for a graph
GET
Get all plan's new business events
GET
Get all group scheme members
GET
Create a group scheme member
POST
Get all sub schemes for a group scheme
GET
Create a sub-scheme for a group scheme plan
POST
Request Plan Data From Provider (Beta)
POST
Get all the provider feed logs for a given plan
GET
Get all the illustrations for a plan
GET
Platform
Get all models for a supported platform.
GET
Premiums
Get all premiums
GET
Create a premium
POST
Get a premium
GET
Update a premium
PUT
Delete a premium
DELETE
Providers
List all providers
GET
Get an individual provider
GET
Public Forms
View a public form
GET
Create a submission
POST
Answer and submit a public submission
POST
Reactions
Create a reaction
POST
Delete a reaction
DELETE
Report Templates
Get all Report Templates
GET
Create a Report Template
POST
Get a Report Template
GET
Update a Report Template
PUT
Delete a Report Template
DELETE
Report Types
Get all Report Types
GET
Reports
Get All Reports
GET
Generate a new Report
POST
Get Report
GET
Delete a Report
DELETE
Risks
Get all models
GET
Create a risk assessment
POST
Show a risk assessment
GET
Update a risk assessment
PUT
Delete a risk assessment
DELETE
Search
Typsense multi searching
GET
Postcode Searching
POST
Staff Members
Get all staff members
GET
Create a staff member
POST
Get a staff member
GET
Update a staff member
PUT
Delete a staff member
DELETE
Statements
Get all statements
GET
Get a statement
GET
Lock a statement
POST
Unlock a statement
POST
Static Data
Get a list of boolean choices
GET
Get a list of occupations
GET
Get a list of supported nationalities
GET
Get a list of addon categories
GET
Retrieve a list of all the plan type
GET
Retrieve the plan sub-types for a given plan type
GET
Plan statuses
GET
Get a list of plan inactivity reasons
GET
Get a list of transaction types and sub-types
GET
Get the subtypes for a transaction type
GET
Get a list of charge categories
GET
Get a list of RMAR types
GET
Get a list of service types
GET
Get a list of modelable types for logs
GET
Get a list of contribution types
GET
Get a list of advice types
GET
Get a list of options for new business event conducted by
GET
Get a list of options for new business event status
GET
Get a list of options for new business event source of funds
GET
Get a list of Frequency types
GET
Get a list of employee departments
GET
Get a list of crystallisation reasons
GET
Get a list of interest types
GET
Get a list of property types
GET
Get a list of repayment types
GET
Get a list of repayment methods
GET
Get a list of term types
GET
Get a list of transfer types
GET
Get a list of source of premiums
GET
Get a list of premium payment methods
GET
Get a list of cover types for the specific plan type.
GET
Get a list of file extensions
GET
Get a list of all reports
GET
Get a list of options for client regulatory classifications
GET
Get a list of all LookupTypes
GET
Get a list of all CheckStatuses
GET
Get a list of all CheckOutcomes
GET
Get a list of all states of health
GET
Sub Account Portfolios
Get all portfolios
GET
Create a portfolio
POST
Get a portfolio
GET
Update a portfolio
PUT
Delete a portfolio
DELETE
Sub Accounts
Get all sub accounts
GET
Create a sub account
POST
Get a sub account
GET
Update a sub account
PUT
Delete a sub account
DELETE
Tagging
Get all tags
GET
Add tags to company You can provide an array of tags in various formats.
POST
Update a tag
PUT
Delete a tag
DELETE
Task Statuses
Get all task statuses in a firm
GET
Create a task status
POST
Get a task status
GET
Update a task status
PUT
Delete a task status
DELETE
Tasks
Get all tasks on a firm.
GET
Create a task
POST
Get a task
GET
Update a task
PUT
Delete a task
DELETE
Complete a task
PATCH
Archive
PATCH
Uncomplete a task
PATCH
Archive
PATCH
Time Entries
Get all time entries for a client
GET
Create a time entry
POST
Get a time entry
GET
Update a time entry
PUT
Delete a time entry
DELETE
Get time entries
GET
Stop a time entry
POST
Transaction
Get all transactions
GET
Create a transaction
POST
Get a transaction
GET
Update a transaction
PUT
Delete a transaction
DELETE
Get a summary of the transaction schedules
GET
Get all transaction schedules
GET
Create a transaction schedule
POST
Get a transaction schedule
GET
Update a transaction schedule
PUT
Delete a transaction schedule
DELETE
Unipass Certificates
Get the Unipass certificate
GET
Store the Unipass certificate
POST
Delete the Unipass certificate
DELETE
User Management
Get the authenticated user
GET
Update the authenticated user
PUT
Get all logins for the authenticated user
GET
Switch user accounts
POST
Get the welcome widget tasks for the authenticated user
GET
Update a welcome widget task for the given user
POST
Valuations
Create a valuation
POST
Get a valuation
GET
Update a valuation
PUT
Delete a valuation
DELETE
Get all valuations
GET
Withdrawals
Create a withdrawal [DEPRECATED: Use transaction routes]
POST
Get a withdrawal [DEPRECATED: Use transaction routes]
GET
Update a withdrawal [DEPRECATED: Use transaction routes]
PUT
Delete a withdrawal [DEPRECATED: Use transaction routes]
DELETE
Get all withdrawals [DEPRECATED: Use transaction routes]
GET
Workflows
Get all workflows
GET
Create a workflow
POST
Get a workflow
GET
Update a workflow
PUT
Delete a workflow
DELETE
Render a tree of the structure of the workflow.
GET
Render breadcrumbs of the structure of the workflow.
GET
Get all workflow tasks
GET
Create a workflow task
POST
Get a workflow task
GET
Update a workflow task
PUT
Delete a workflow task
DELETE
Add a participant to the workflow task
POST
Remove a participant from a workflow task
DELETE
Run a workflow
POST
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Audits
View audits of records