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FinanceGPT Developer Platform

API Reference

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Financial data & intelligence
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Financial Actions

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151 matching operations · 388 published total
Reference JSON

Operations

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EndpointWhat it doesScopeGroup
POST/agent-execution/a2a Invoke the signed FinanceGPT agent-to-agent execution gateway agent:execution:invoke Agents & MCP Contract Try
GET/agent-execution/actions/{uid} Read governed Financial Action status agent:execution:read Agents & MCP Contract Try
GET/agent-execution/actions/{uid}/assurance Read Financial Actions assurance evidence agent:execution:read Agents & MCP Contract Try
POST/agent-execution/actions/{uid}/execute Request execution of an already-authorized Financial Action agent:execution:execute Agents & MCP Contract Try
GET/agent-execution/actions/{uid}/reconciliation Read Financial Action reconciliation evidence agent:execution:read Agents & MCP Contract Try
POST/agent-execution/actions/{uid}/submit Submit an external-agent Financial Action for approval agent:execution:submit Agents & MCP Contract Try
GET/agent-execution/capabilities Read signed external-agent execution capabilities agent:execution:read Agents & MCP Contract Try
POST/agent-execution/mcp Invoke the signed FinanceGPT Financial Actions MCP execution gateway agent:execution:invoke Agents & MCP Contract Try
POST/agent-execution/proposals Propose a governed Financial Action from an external agent agent:execution:propose Agents & MCP Contract Try
GET/agent-execution/webhooks List signed Financial Action and workflow lifecycle webhooks agent:execution:webhooks Agents & MCP Contract Try
POST/agent-execution/webhooks Register a signed HTTPS Financial Action or workflow lifecycle webhook agent:execution:webhooks Agents & MCP Contract Try
GET/ai/model-selections Read Universal Model Switching choices for the active workspace ai:models:read AI Runtime & Governance Contract Try
GET/finance-core/accounts Read ledger accounts finance-core:read Core Platform Contract Try
GET/finance-core/accruals Read accrual schedules finance-core:read Core Platform Contract Try
GET/finance-core/bank-accounts Read bank accounts finance-core:read Core Platform Contract Try
GET/finance-core/bank-statements Read bank statement batches finance-core:read Core Platform Contract Try
GET/finance-core/close/cycles Read continuous-close cycles finance-core:close:read Core Platform Contract Try
GET/finance-core/consolidation-groups Read consolidation groups finance-core:read Core Platform Contract Try
GET/finance-core/control-policies Read accounting control policies finance-core:read Core Platform Contract Try
GET/finance-core/entities Read accounting entities finance-core:read Core Platform Contract Try
GET/finance-core/fixed-assets Read fixed assets finance-core:read Core Platform Contract Try
GET/finance-core/fx-rate-sets Read FX rate sets finance-core:read Core Platform Contract Try
POST/finance-core/intake/submissions Submit structured accounting intake to the governed staging layer finance-core:intake:write Core Platform Contract Try
GET/finance-core/journals Read journal entries finance-core:read Core Platform Contract Try
GET/finance-core/ledgers Read general ledgers finance-core:read Core Platform Contract Try
GET/finance-core/payables Read payable documents finance-core:read Core Platform Contract Try
GET/finance-core/periods Read accounting periods finance-core:read Core Platform Contract Try
GET/finance-core/prepaids Read prepaid expense schedules finance-core:read Core Platform Contract Try
GET/finance-core/receivables Read receivable documents finance-core:read Core Platform Contract Try
GET/finance-core/recommendations Read accounting-agent recommendations finance-core:recommendations:read Core Platform Contract Try
GET/finance-core/reconciliations Read cash reconciliations finance-core:read Core Platform Contract Try
GET/finance-core/reports/snapshots Read financial-statement snapshots finance-core:reports:read Core Platform Contract Try
GET/finance-core/revenue-contracts Read accounting revenue contracts finance-core:read Core Platform Contract Try
GET/finance-core/settlements Read subledger settlements finance-core:read Core Platform Contract Try
GET/investment/book Read the workspace investment book control surface investment:read Core Platform Contract Try
GET/investment/governed-ai-operations List governed AI investment operations investment:read Core Platform Contract Try
POST/investment/governed-ai-operations/{uid}/rebalance Create a governed rebalance proposal from sealed evidence investment:run Core Platform Contract Try
POST/investment/governed-ai-operations/{uid}/refresh Synchronize governed investment evidence and downstream state investment:run Core Platform Contract Try
POST/investment/governed-ai-operations/{uid}/submit Request human approval for the governed rebalance proposal investment:run Core Platform Contract Try
POST/investment/ontology/companies/{symbol}/refresh Extract and classify company activity against the published ontology investment:run Core Platform Contract Try
POST/investment/portfolios/{portfolio}/book/seed Seed an empty portfolio book from opening evidence investment:run Core Platform Contract Try
POST/investment/portfolios/{portfolio}/book/synchronize Synchronize governed trade and settlement evidence into the investment book investment:run Core Platform Contract Try
POST/investment/portfolios/{portfolio}/construct Run governed Portfolio Construction 2.0 investment:run Core Platform Contract Try
POST/investment/portfolios/{portfolio}/risk-compliance Generate Institutional Risk & Compliance 2.0 evidence investment:run Core Platform Contract Try
POST/investment/portfolios/{portfolio}/theme-watch Seal a portfolio thematic attribution and drift snapshot investment:run Core Platform Contract Try
POST/investment/theme-watch/factors Estimate point-in-time thematic factor returns investment:run Core Platform Contract Try
POST/investment/themes/discover Discover and save an evidence-backed thematic universe from free text investment:run Core Platform Contract Try
POST/investment/themes/universes/{universe}/model-portfolio Hand a saved thematic universe to a draft model portfolio investment:run Core Platform Contract Try
POST/investment/themes/universes/{universe}/watchlist Hand a saved thematic universe to an investment watchlist investment:run Core Platform Contract Try
POST/ml/anomaly Run approved financial anomaly inference on the latest synchronized derived feature vector ml:inference Core Platform Contract Try
POST/ml/scenarios Generate model-sampled financial stress scenarios from an approved VAE ml:inference Core Platform Contract Try
GET/commercial/catalog Read the canonical FinanceGPT commercial plan catalog commercial:read Developer & Commercial Contract Try
POST/commercial/checkout-intents Create an authenticated self-service FinanceGPT checkout intent commercial:write Developer & Commercial Contract Try
GET/commercial/entitlements Read the active workspace commercial profile and entitlement matrix commercial:read Developer & Commercial Contract Try
GET/commercial/financial-operations Read FinanceGPT Financial Operations commercial status commercial:read Developer & Commercial Contract Try
GET/commercial/financial-operations/readiness Read Financial Operations implementation and live-readiness controls commercial:read Developer & Commercial Contract Try
POST/commercial/financial-operations/request Request FinanceGPT Financial Operations qualification commercial:write Developer & Commercial Contract Try
POST/commercial/financial-operations/snapshot Capture a Financial Operations customer-success snapshot commercial:write Developer & Commercial Contract Try
GET/commercial/financial-operations/value Read measured Financial Operations customer-success evidence commercial:read Developer & Commercial Contract Try
GET/commercial/restricted-autonomy/readiness Read Restricted Autonomous Operations commercial readiness commercial:read Developer & Commercial Contract Try
POST/commercial/restricted-autonomy/snapshot Capture Restricted Autonomous Operations measured outcomes commercial:write Developer & Commercial Contract Try
GET/actions/agentic Read machine financial identities, delegations, signed actions and kill switches actions:read Financial Actions Contract Try
POST/actions/agentic/delegations/{uid}/approve Independently approve a machine financial delegation actions:execute Financial Actions Contract Try
POST/actions/agentic/delegations/{uid}/revoke Revoke a machine delegation and release open reservations actions:execute Financial Actions Contract Try
POST/actions/agentic/identities Register a versioned machine financial identity actions:create Financial Actions Contract Try
POST/actions/agentic/identities/{uid}/activate Activate a machine financial identity after verification actions:create Financial Actions Contract Try
POST/actions/agentic/identities/{uid}/delegations Create a bounded machine financial delegation actions:create Financial Actions Contract Try
POST/actions/agentic/identities/{uid}/versions Record a new machine financial-identity version actions:create Financial Actions Contract Try
POST/actions/agentic/kill-switches Engage a workspace, machine-identity or delegation execution kill switch actions:execute Financial Actions Contract Try
POST/actions/agentic/kill-switches/{uid}/release Release a machine financial kill switch actions:execute Financial Actions Contract Try
POST/actions/agentic/proposals Submit an Ed25519-signed machine Financial Action proposal actions:create Financial Actions Contract Try
POST/actions/agentic/{uid}/execute Execute a machine-delegated Financial Action using a fresh signed execution instruction actions:autonomous Financial Actions Contract Try
GET/actions/approval-graphs List governed Financial Action approval graphs actions:read Financial Actions Contract Try
GET/actions/assurance Read workspace Financial Actions assurance status actions:read Financial Actions Contract Try
POST/actions/assurance/runs Run the workspace Financial Actions assurance suite actions:execute Financial Actions Contract Try
GET/actions/authorities List active and historical action-scoped authorities for the workspace actions:read Financial Actions Contract Try
GET/actions/autonomy Read restricted institutional autonomous-operations status actions:read Financial Actions Contract Try
POST/actions/autonomy/application Request institutional assessment for autonomous financial operations actions:create Financial Actions Contract Try
POST/actions/autonomy/assessment-evidence Submit evidence to an open institutional autonomy assessment actions:create Financial Actions Contract Try
POST/actions/autonomy/institutional-mandates Create a draft restricted autonomous financial mandate actions:create Financial Actions Contract Try
POST/actions/autonomy/institutional-mandates/{uid}/submit Submit a restricted autonomous mandate for FinanceGPT platform approval actions:create Financial Actions Contract Try
GET/actions/counterparties List governed Financial Action counterparties and current settlement-destination status actions:read Financial Actions Contract Try
GET/actions/credit-corporate List governed credit, collections and corporate-action links actions:read Financial Actions Contract Try
POST/actions/credit-corporate Create a governed credit, collection or corporate action from a sealed source record actions:create Financial Actions Contract Try
GET/actions/credit-corporate/arrangements List accepted settlement and repayment arrangements actions:read Financial Actions Contract Try
POST/actions/credit-corporate/arrangements Register an accepted settlement or repayment arrangement actions:create Financial Actions Contract Try
GET/actions/credit-corporate/instructions List governed corporate and treasury instructions actions:read Financial Actions Contract Try
POST/actions/credit-corporate/instructions Register a governed corporate instruction actions:create Financial Actions Contract Try
GET/actions/credit-corporate/obligations List governed credit and collection obligations actions:read Financial Actions Contract Try
POST/actions/credit-corporate/obligations Register a governed obligation source record actions:create Financial Actions Contract Try
POST/actions/credit-corporate/{uid}/checks Record a versioned credit, collection or corporate-action domain control actions:execute Financial Actions Contract Try
POST/actions/credit-corporate/{uid}/refresh Refresh source-record scope and invalidate stale approval when material evidence changed actions:execute Financial Actions Contract Try
GET/actions/execution-instructions List governed Payments & Treasury execution instructions actions:read Financial Actions Contract Try
GET/actions/execution-profiles List Payments & Treasury execution profiles and engaged kill switches actions:read Financial Actions Contract Try
GET/actions/intents List governed Financial Action envelopes for the active workspace actions:read Financial Actions Contract Try
POST/actions/intents Create a governed Financial Action envelope actions:create Financial Actions Contract Try
GET/actions/intents/{uid} Read one Financial Action envelope and current control-plane state actions:read Financial Actions Contract Try
GET/actions/intents/{uid}/approval-run Read the current Financial Action approval run and quorum progress actions:read Financial Actions Contract Try
GET/actions/intents/{uid}/evidence Read structured Financial Action control and evidence lineage actions:read Financial Actions Contract Try
POST/actions/intents/{uid}/execute Execute an authorized Financial Action through its separate execution authority actions:execute Financial Actions Contract Try
POST/actions/intents/{uid}/reconcile Reconcile an executed Financial Action against settlement evidence actions:read Financial Actions Contract Try
POST/actions/intents/{uid}/submit Submit a Financial Action for governed human approval actions:create Financial Actions Contract Try
GET/actions/investment-execution List investment order batches converged into governed Financial Actions investment:read Financial Actions Contract Try
POST/actions/investment-execution Adopt an investment order batch into the Financial Actions control plane investment:execute Financial Actions Contract Try
GET/actions/investment-execution/{uid} Read one governed investment execution convergence record investment:read Financial Actions Contract Try
POST/actions/investment-execution/{uid}/checks Record a versioned investment pre-trade control result investment:execute Financial Actions Contract Try
POST/actions/investment-execution/{uid}/confirmations Record broker trade-confirmation evidence without treating it as settlement investment:execute Financial Actions Contract Try
POST/actions/investment-execution/{uid}/custody Record independent custody settlement evidence and run canonical reconciliation investment:execute Financial Actions Contract Try
POST/actions/investment-execution/{uid}/refresh Refresh material investment-order scope and invalidate stale approval when needed investment:execute Financial Actions Contract Try
GET/actions/policies List scoped Financial Actions policies and conditional rules actions:read Financial Actions Contract Try
GET/actions/reconciliation List Financial Action settlement and reconciliation status actions:read Financial Actions Contract Try
GET/actions/reconciliation-exceptions List Financial Action reconciliation exceptions actions:read Financial Actions Contract Try
POST/actions/reconciliation-exceptions/{uid}/resolve Resolve a Financial Action reconciliation exception with retained evidence actions:execute Financial Actions Contract Try
GET/actions/risk-rules List active and historical dynamic Financial Action risk rules actions:read Financial Actions Contract Try
GET/companies List company-finance workspaces financial:analysis:read Financial Data & Planning Contract Try
GET/companies/{company} Read company finance profile and data coverage financial:analysis:read Financial Data & Planning Contract Try
GET/companies/{company}/analysis Read company analysis, financial resilience, DCF and linked forecast financial:analysis:read Financial Data & Planning Contract Try
GET/companies/{company}/financials Read normalized financial periods with source provenance financial:analysis:read Financial Data & Planning Contract Try
GET/companies/{company}/ratios Read deterministic financial ratios financial:analysis:read Financial Data & Planning Contract Try
POST/companies/{company}/scenarios Run deterministic company revenue and expense scenarios financial:analysis:run Financial Data & Planning Contract Try
POST/companies/{company}/valuations Run free-cash-flow DCF valuation financial:analysis:run Financial Data & Planning Contract Try
GET/data/datasets List datasets currently licensed for FinanceGPT API redistribution data:reference:read Financial Data & Planning Contract Try
GET/data/economics/series Search licence-governed economic series data:economics:read Financial Data & Planning Contract Try
GET/data/economics/series/{key} Get an economic series profile data:economics:read Financial Data & Planning Contract Try
GET/data/economics/series/{key}/observations Get economic observations and vintages data:economics:read Financial Data & Planning Contract Try
GET/data/instruments Search the canonical FinanceGPT securities master data:reference:read Financial Data & Planning Contract Try
GET/data/instruments/{uid} Get a canonical instrument, issuer, venue and identifiers data:reference:read Financial Data & Planning Contract Try
GET/data/instruments/{uid}/corporate-actions Get normalized corporate actions data:market:read Financial Data & Planning Contract Try
GET/data/instruments/{uid}/fundamentals Get standardized fundamental facts data:fundamentals:read Financial Data & Planning Contract Try
GET/data/instruments/{uid}/prices Get licence-governed normalized price history data:market:read Financial Data & Planning Contract Try
GET/data/tables Read governed FinanceGPT Data Studio tables data:tables:read Financial Data & Planning Contract Try
GET/data/tables/{uid} Read one governed Data Studio table and bounded preview data:tables:read Financial Data & Planning Contract Try
POST/data/tables/{uid}/ask Plan and execute a governed natural-language Data Studio operation data:tables:run Financial Data & Planning Contract Try
POST/data/tables/{uid}/operations Execute an allow-listed deterministic Data Studio operation pipeline data:tables:run Financial Data & Planning Contract Try
GET/financial/snapshots List normalized connected financial snapshots financial:read Financial Data & Planning Contract Try
GET/financial/transactions List normalized connected financial transactions financial:read Financial Data & Planning Contract Try
GET/planning/forecasts List governed FinanceGPT forecasts planning:read Financial Data & Planning Contract Try
POST/planning/forecasts Generate and persist a backtest-selected forecast planning:forecast:create Financial Data & Planning Contract Try
POST/lqm/evidence-packets/{packetUid}/verify Independently verify an LQM Evidence Packet and model evidence chain lqm:build:run LQM Builder Contract Try
POST/lqm/models/{uid}/evaluate Evaluate a sealed LQM checkpoint lqm:build:run LQM Builder Contract Try
POST/lqm/models/{uid}/promote Promote an evaluated LQM checkpoint into Quant Models lqm:promote:write LQM Builder Contract Try
GET/lqm/platform Read the governed LQM Builder platform foundation lqm:build:read LQM Builder Contract Try
GET/generative/models List approved FinanceGPT generative financial models generative:models:read Quant & Models Contract Try
POST/generative/paths Generate reproducible multi-period synthetic financial stress paths generative:inference Quant & Models Contract Try
POST/generative/scenarios Generate reproducible regime-conditioned financial scenarios generative:inference Quant & Models Contract Try
GET/quant/features/{key} Get one governed financial feature definition quant:features:read Quant & Models Contract Try
GET/agent-execution/workflows List published immutable Workflow Studio tools allowed for the signed external agent agent:execution:read Workflows Contract Try
GET/agent-execution/workflows/runs/{uid}/outcome Read measured workflow outcome evidence agent:execution:read Workflows Contract Try
POST/agent-execution/workflows/tools/{uid}/runs Invoke a published immutable production workflow agent:execution:invoke Workflows Contract Try
PUT/workflow-studio/qos/policy Update workspace weighted-fair dispatch and queue-age QoS policy workflow:manage Workflows Contract Try
POST/workflow-studio/versions/{uid}/validate Run a side-effect-free S16 validation campaign against an exact draft or testing version workflow:manage Workflows Contract Try