API coverage

This reference covers 156 operations across 13 feature areas. Each endpoint page includes its parameters, request body, response schemas, authentication, and registered response codes. 5 read-only operations have a Send button so you can try them with your access token; the others show copyable examples. See Try requests in these docs.

Account

Operation	Operation ID	Authentication	Try it
`GET /auth/client-config`	`getAuthClientConfig`	public	Send
`GET /auth/user`	`getAuthUser`	bearer	Send
`GET /codex-subscription`	`get__codex_subscription`	bearer
`POST /codex-subscription/start`	`post__codex_subscription_start`	bearer
`POST /codex-subscription/poll`	`post__codex_subscription_poll`	bearer
`DELETE /codex-subscription`	`delete__codex_subscription`	bearer
`GET /account/billing-costs`	`get__account_billing_costs`	bearer
`GET /account/preferences`	`get__account_preferences`	bearer
`PATCH /account/display-currency`	`patch__account_display_currency`	bearer

Chat

Operation	Operation ID	Authentication
`GET /chats`	`get__chats`	bearer
`GET /chat/{id}`	`get__chat_id_`	bearer
`GET /chat-runtime/chats/{chatId}/workspace`	`listChatWorkspaceDirectory`	bearer
`GET /chat-runtime/chats/{chatId}/downloads/workspace/{relativePath}`	`downloadChatWorkspaceFile`	bearer
`GET /chat/{id}/events`	`get__chat_id_events`	bearer
`GET /chat/{id}/sync`	`get__chat_id_sync`	bearer
`GET /dataframes/{chatId}/{dfName}`	`get__dataframes_chatId_dfName_`	bearer
`POST /chat-shares`	`post__chat_shares`	bearer
`GET /chat-shares/public/{slug}`	`get__chat_shares_public_slug_`	public
`GET /chat-shares/public/{slug}/runtime-token`	`get__chat_shares_public_slug_runtime_token`	public
`GET /chat-shares/public/{slug}/dataframes/{dfId}`	`get__chat_shares_public_slug_dataframes_dfId_`	public
`GET /chat-shares/public/{slug}/plots/{plotId}`	`get__chat_shares_public_slug_plots_plotId_`	public
`DELETE /chat-runtime/chats/{chatId}`	`chat_delete`	bearer

Portfolios

Operation	Operation ID	Authentication
`GET /portfolios`	`get__portfolios`	bearer
`POST /portfolios`	`post__portfolios`	bearer
`GET /portfolios/{id}`	`get__portfolios_id_`	bearer
`PUT /portfolios/{id}/benchmark`	`put__portfolios_id_benchmark`	bearer
`DELETE /portfolios/{id}`	`delete__portfolios_id_`	bearer
`GET /portfolios/{id}/performance`	`get__portfolios_id_performance`	bearer
`GET /portfolios/{id}/holdings/history`	`get__portfolios_id_holdings_history`	bearer
`GET /portfolios/{id}/trades`	`get__portfolios_id_trades`	bearer
`GET /portfolios/{id}/decisions`	`get__portfolios_id_decisions`	bearer
`GET /portfolios/approvals/pending`	`get__portfolios_approvals_pending`	bearer
`GET /portfolios/{id}/pending-trades`	`get__portfolios_id_pending_trades`	bearer
`DELETE /portfolios/{id}/pending-trades`	`delete__portfolios_id_pending_trades`	bearer
`POST /portfolios/{id}/sync-live-state`	`post__portfolios_id_sync_live_state`	bearer
`POST /portfolios/{id}/pending-trades/approve`	`post__portfolios_id_pending_trades_approve`	bearer
`GET /portfolios/{id}/broker-status`	`get__portfolios_id_broker_status`	bearer
`POST /portfolios/import/validate`	`post__portfolios_import_validate`	bearer
`POST /portfolios/import`	`post__portfolios_import`	bearer
`POST /portfolios/{id}/liquidate`	`post__portfolios_id_liquidate`	bearer
`GET /transition/{taskId}`	`get__transition_taskId_`	bearer
`PATCH /portfolios/{id}/auto-execute`	`patch__portfolios_id_auto_execute`	bearer
`POST /portfolios/{id}/reconcile`	`post__portfolios_id_reconcile`	bearer
`POST /portfolios/{id}/go-paper`	`post__portfolios_id_go_paper`	bearer
`GET /portfolios/{id}/trades/{tradeId}/attempts`	`get__portfolios_id_trades_tradeId_attempts`	bearer

Strategies

Operation	Operation ID	Authentication
`PUT /portfolios/{id}/link`	`put__portfolios_id_link`	bearer
`DELETE /portfolios/{id}/link`	`delete__portfolios_id_link`	bearer
`GET /strategies/public`	`get__strategies_public`	public
`GET /strategies`	`get__strategies`	bearer
`POST /strategies`	`post__strategies`	bearer
`GET /strategies/eligible`	`get__strategies_eligible`	bearer
`GET /strategies/{id}`	`get__strategies_id_`	bearer
`PUT /strategies/{id}`	`put__strategies_id_`	bearer
`POST /strategies/live`	`post__strategies_live`	bearer
`POST /strategies/{id}/control`	`post__strategies_id_control`	bearer
`POST /strategies/{id}/execute`	`post__strategies_id_execute`	bearer
`GET /strategies/{id}/active-execution`	`get__strategies_id_active_execution`	bearer
`GET /strategies/{id}/stream/{executionId}`	`get__strategies_id_stream_executionId_`	bearer
`GET /strategies/{id}/executions/{executionId}/events`	`get__strategies_id_executions_executionId_events`	bearer
`GET /strategies/{id}/decisions/{decisionId}/events`	`get__strategies_id_decisions_decisionId_events`	bearer
`GET /strategies/{id}/executions`	`get__strategies_id_executions`	bearer
`GET /paper-trading/summaries`	`get__paper_trading_summaries`	bearer
`GET /paper-trading/{strategyId}/status`	`get__paper_trading_strategyId_status`	bearer
`GET /paper-trading/{strategyId}/trades`	`get__paper_trading_strategyId_trades`	bearer
`GET /paper-trading/{strategyId}/decisions`	`get__paper_trading_strategyId_decisions`	bearer
`GET /paper-trading/{strategyId}/approvals`	`get__paper_trading_strategyId_approvals`	bearer
`GET /paper-trading/{strategyId}/pending-trades`	`get__paper_trading_strategyId_pending_trades`	bearer

Operation	Operation ID	Authentication
`POST /artifacts`	`post__artifacts`	bearer
`GET /artifacts/public/{slug}`	`get__artifacts_public_slug_`	public
`GET /artifacts/public/{slug}/dataframes/{dfId}`	`get__artifacts_public_slug_dataframes_dfId_`	public
`DELETE /artifacts/{slug}`	`delete__artifacts_slug_`	bearer

Market data

Operation	Operation ID	Authentication	Try it
`GET /symbols/resolve`	`getSymbolsResolve`	bearer	Send
`POST /symbols/resolve/batch`	`post__symbols_resolve_batch`	bearer
`GET /symbols/search`	`getSymbolsSearch`	bearer	Send
`POST /symbols/quotes`	`post__symbols_quotes`	bearer
`GET /symbols/baseline`	`get__symbols_baseline`	bearer
`GET /symbols/analytics`	`get__symbols_analytics`	bearer
`GET /symbols/exchanges`	`getSymbolsExchanges`	bearer	Send
`GET /symbols/cache-status`	`get__symbols_cache_status`	bearer
`POST /factor-risk/covariance`	`post__factor_risk_covariance`	bearer
`GET /news`	`get__news`	bearer
`GET /benchmarks`	`get__benchmarks`	bearer
`GET /fx-rates`	`get__fx_rates`	public
`GET /leaderboard`	`get__leaderboard`	bearer
`GET /fx-rate`	`get__fx_rate`	public

Billing

Operation	Operation ID	Authentication
`GET /pricing/config`	`get__pricing_config`	public
`POST /pricing/get-plans`	`post__pricing_get_plans`	bearer
`POST /pricing/get-subscription`	`post__pricing_get_subscription`	bearer
`POST /pricing/update-subscription`	`post__pricing_update_subscription`	bearer
`POST /pricing/billing-portal`	`post__pricing_billing_portal`	bearer
`GET /pricing/payment-methods`	`get__pricing_payment_methods`	bearer
`POST /pricing/payment-methods/setup-intent`	`post__pricing_payment_methods_setup_intent`	bearer
`DELETE /pricing/payment-methods/{paymentMethodId}`	`delete__pricing_payment_methods_paymentMethodId_`	bearer
`POST /pricing/payment-methods/default`	`post__pricing_payment_methods_default`	bearer
`GET /pricing/invoices`	`get__pricing_invoices`	bearer
`GET /pricing/customer-balance`	`get__pricing_customer_balance`	bearer
`GET /pricing/billing-summary`	`get__pricing_billing_summary`	bearer
`POST /pricing/refund-balance`	`post__pricing_refund_balance`	bearer
`POST /pricing/preview-upgrade`	`post__pricing_preview_upgrade`	bearer
`POST /pricing/confirm-payment`	`post__pricing_confirm_payment`	bearer
`POST /pricing/spending-cap`	`post__pricing_spending_cap`	bearer
`GET /pricing/credit-tiers`	`get__pricing_credit_tiers`	bearer
`GET /pricing/catalog`	`get__pricing_catalog`	public
`GET /pricing/model-access`	`get__pricing_model_access`	bearer

Monitors

Operation	Operation ID	Authentication
`POST /watchlists`	`post__watchlists`	bearer
`GET /watchlists`	`get__watchlists`	bearer
`GET /watchlists/{id}`	`get__watchlists_id_`	bearer
`PUT /watchlists/{id}`	`put__watchlists_id_`	bearer
`DELETE /watchlists/{id}`	`delete__watchlists_id_`	bearer
`POST /watchlists/{id}/fork`	`post__watchlists_id_fork`	bearer
`POST /watchlists/{id}/control`	`post__watchlists_id_control`	bearer
`GET /watchlists/{id}/analytics/latest`	`get__watchlists_id_analytics_latest`	bearer
`GET /watchlists/{id}/quotes`	`get__watchlists_id_quotes`	bearer
`GET /watchlists/{id}/reports`	`get__watchlists_id_reports`	bearer
`GET /watchlists/{id}/active-execution`	`get__watchlists_id_active_execution`	bearer
`GET /watchlists/{id}/executions/{executionId}/results`	`get__watchlists_id_executions_executionId_results`	bearer
`GET /watchlists/{id}/reports/latest`	`get__watchlists_id_reports_latest`	bearer
`POST /watchlists/{id}/reports/run`	`post__watchlists_id_reports_run`	bearer
`GET /watchlists/{id}/reports/{reportId}`	`get__watchlists_id_reports_reportId_`	bearer
`GET /watchlists/{id}/news`	`getMonitorNews`	bearer
`POST /watchlists/{id}/news/fetch`	`fetchMonitorNews`	bearer

Notifications

Operation	Operation ID	Authentication
`GET /notifications/preferences`	`get__notifications_preferences`	bearer
`PUT /notifications/preferences`	`put__notifications_preferences`	bearer
`POST /notifications/unsubscribe`	`post__notifications_unsubscribe`	bearer
`GET /notifications/logs`	`get__notifications_logs`	bearer

Brokers

Operation	Operation ID	Authentication
`GET /brokers/connections`	`get__brokers_connections`	bearer
`POST /brokers/connect`	`post__brokers_connect`	bearer
`GET /brokers/{connectionId}/status`	`get__brokers_connectionId_status`	bearer
`POST /brokers/{connectionId}/reconnect`	`post__brokers_connectionId_reconnect`	bearer
`POST /brokers/trading212/connect-manual`	`post__brokers_trading212_connect_manual`	bearer
`POST /brokers/{connectionId}/trading212/reconnect`	`post__brokers_connectionId_trading212_reconnect`	bearer
`POST /brokers/{connectionId}/trading212/reconnect-stored`	`post__brokers_connectionId_trading212_reconnect_stored`	bearer
`GET /brokers/{connectionId}/holdings`	`get__brokers_connectionId_holdings`	bearer
`GET /brokers/{connectionId}/margins`	`get__brokers_connectionId_margins`	bearer
`DELETE /brokers/{connectionId}`	`delete__brokers_connectionId_`	bearer

GitHub

Operation	Operation ID	Authentication
`GET /integrations/github/availability`	`githubAvailability`	bearer
`POST /integrations/github/getConnection`	`github_getConnection`	bearer
`POST /integrations/github/connect`	`github_connect`	bearer
`POST /integrations/github/disconnect`	`github_disconnect`	bearer
`POST /integrations/github/listRepositories`	`github_listRepositories`	bearer

Connected MCP servers

Operation	Operation ID	Authentication
`GET /integrations/remote-mcp/availability`	`remoteMcpAvailability`	bearer
`POST /integrations/remote-mcp/list`	`remoteMcp_list`	bearer
`POST /integrations/remote-mcp/add`	`remoteMcp_add`	bearer
`POST /integrations/remote-mcp/rename`	`remoteMcp_rename`	bearer
`POST /integrations/remote-mcp/connect`	`remoteMcp_connect`	bearer
`POST /integrations/remote-mcp/getStatus`	`remoteMcp_getStatus`	bearer
`POST /integrations/remote-mcp/listTools`	`remoteMcp_listTools`	bearer
`POST /integrations/remote-mcp/disconnect`	`remoteMcp_disconnect`	bearer
`POST /integrations/remote-mcp/remove`	`remoteMcp_remove`	bearer

Risk runs

Operation	Operation ID	Authentication
`POST /risk/runs`	`startRiskRun`	bearer
`GET /risk/runs/{run_id}`	`getRiskRun`	bearer
`GET /risk/runs/{run_id}/artifact`	`getRiskRunArtifact`	bearer
`POST /risk/runs/{run_id}/cancel`	`cancelRiskRun`	bearer
`POST /risk/measure`	`startRiskMeasure`	bearer
`GET /risk/measure/{measure_id}`	`getRiskMeasure`	bearer
`POST /risk/measure/{measure_id}/cancel`	`cancelRiskMeasure`	bearer

Coverage boundaries

This reference leaves out service callbacks, provider webhooks, health and debug endpoints, and sign-in redirect handlers. Some response objects can contain fields beyond those listed. See authentication and SDKs.

Get started

Platform

Use cases

Features

HTTP API

Troubleshooting

Endpoints

Account

Chat

Portfolios

Strategies

Market data

Billing

Monitors

Notifications

Brokers

GitHub

Connected MCP servers

Risk runs

Coverage boundaries

Account

Chat

Portfolios

Strategies

Sharing and data

Market data

Billing

Monitors

Notifications

Brokers

GitHub

Connected MCP servers

Risk runs

Coverage boundaries