DriveWealth · Agentic Access

DriveWealth Agentic Access

x-agentic-access generated

DriveWealth exposes 102 API operations that an AI agent could call, of which 30 are state-changing ‘acting’ operations. This is a recommended x-agentic-access execution contract — the scope, audience, consequence tier, short-lived token constraints, and escalation each action should carry before it is handed to an autonomous agent.

By consequence: 72 read, 20 write, and 10 physical.

Contracts are classified heuristically from the provider’s OpenAPI and refresh on every APIs.io network build; audience is bound per deployment. The model follows Curity’s Access Intelligence (apidays Munich 2026). Browse every provider’s agent contracts at agentic-access.apis.io.

Brokerage-as-a-ServiceEmbedded InvestingFractional SharesTradingFintechEquitiesETFsOptionsFixed IncomeMutual FundsPortfolio ManagementAccount OpeningKYCFinancial Services
Operations: 102 Acting: 30 Human-in-the-loop: 0 Method: generated

By consequence

read 72 write 20 physical 10

Highest-consequence actions

The physical and safety-critical operations an agent could invoke — the ones that most warrant scoped tokens, tight TTLs, and escalation. Full per-operation contracts are in the source below.

MethodPathConsequenceHuman-in-loop
POST /accounts/{accountID}/reports/daily-trade-summary physical conditional
POST /asset-transfers/acats physical conditional
POST /asset-transfers/minor-graduation physical conditional
POST /funding/deposits physical conditional
PATCH /funding/recurring-deposits/{recurringID} physical conditional
DELETE /funding/recurring-deposits/{recurringID} physical conditional
POST /funding/redemptions physical conditional
POST /managed/allocations physical conditional
POST /orders physical conditional
PATCH /orders/{orderID} physical conditional

Source

Agentic Access

Raw ↑ 
generated: '2026-07-15'
method: generated
source: openapi/drivewealth-rest-openapi.yml
description: Recommended x-agentic-access execution contracts, classified heuristically from
  the OpenAPI. A governance starting point for exposing this API to AI agents — review and bind
  audience per deployment. See research/curity/agentic-governance/.
summary:
  operations: 102
  by_action_class:
    acting: 30
    connected: 72
  by_consequence:
    physical: 10
    read: 72
    write: 20
  human_in_the_loop_required: 0
operations:
- path: /managed/allocations
  method: post
  x-agentic-access:
    action-class: acting
    consequence: physical
    subject: required
    audience: null
    token:
      max-ttl: 300
      exchange: true
      purpose-required: true
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /managed/allocations/{allocationID}
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /managed/funds
  method: post
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /managed/funds/{fundID}
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /managed/portfolios
  method: post
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /managed/portfolios/{portfolioID}
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /managed/portfolios/{portfolioID}
  method: patch
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /managed/autopilot/{partnerID}
  method: post
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /managed/autopilot/{rebalanceRunID}
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts
  method: post
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /accounts/{accountID}
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts/{accountID}
  method: patch
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /accounts/{accountID}/commissions
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts/{accountID}/beneficiaries
  method: post
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /accounts/{accountID}/beneficiaries
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts/{accountID}/beneficiaries
  method: delete
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /accounts/{accountID}/funding/deposit-instructions
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts/{accountID}/funding/deposits
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts/{accountID}/funding/redemptions
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts/{accountID}/summary/orders
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts/{accountID}/reports/order-history
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts/{accountID}/portfolio
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts/{accountID}/summary/money
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts/{accountID}/statements
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts/{accountID}/taxforms
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts/{accountID}/confirms
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts/{accountID}/summary
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts/{accountID}/performance
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts/{accountID}/summary/positions
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts/{accountID}/summary/violations
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts/{accountID}/violations
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts/{accountID}/summary/margin
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts/{accountID}/summary/transactions
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts/{accountID}/transactions
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts/{accountID}/position-details
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts/{accountID}/options/positions
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /asset-transfers/acats
  method: post
  x-agentic-access:
    action-class: acting
    consequence: physical
    subject: required
    audience: null
    token:
      max-ttl: 300
      exchange: true
      purpose-required: true
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /asset-transfers/minor-graduation
  method: post
  x-agentic-access:
    action-class: acting
    consequence: physical
    subject: required
    audience: null
    token:
      max-ttl: 300
      exchange: true
      purpose-required: true
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /asset-transfers/{assetTransferID}
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /asset-transfers
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /auth
  method: post
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /auth/tokens
  method: post
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /correspondantReport
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /countries
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /funding/deposits
  method: post
  x-agentic-access:
    action-class: acting
    consequence: physical
    subject: required
    audience: null
    token:
      max-ttl: 300
      exchange: true
      purpose-required: true
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /funding/deposits/{depositID}
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /exchanges
  method: post
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /exchanges
  method: patch
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /exchanges/{exchangeIdentifier}
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts/{accountID}/summary/exchanges
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts/{accountID}/reports/exchange-history
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /bars
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /instruments
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /instruments/{symbolOrInstrumentID}
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /instruments/{symbolOrInstrumentID}/options
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /instruments/{symbolOrInstrumentID}/options/expiration-dates
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /instruments/filter
  method: post
  operationId: filterInstruments
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /orders
  method: post
  x-agentic-access:
    action-class: acting
    consequence: physical
    subject: required
    audience: null
    token:
      max-ttl: 300
      exchange: true
      purpose-required: true
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /orders/{orderID}
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /orders/{orderID}
  method: patch
  x-agentic-access:
    action-class: acting
    consequence: physical
    subject: required
    audience: null
    token:
      max-ttl: 300
      exchange: true
      purpose-required: true
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /orders/byOrderNo/{orderNo}
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /orders/{orderID}/audit
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /documents
  method: post
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /documents/{documentID}/url
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /quotes
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /quotes/vdr
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /quotes/depth
  method: post
  operationId: getQuoteDepth
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /funding/reconciliations
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /funding/reconciliations/{reconciliationID}
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /funding/reconciliations/{reconciliationID}
  method: patch
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /funding/recurring-deposits/{recurringID}
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /funding/recurring-deposits/{recurringID}
  method: patch
  x-agentic-access:
    action-class: acting
    consequence: physical
    subject: required
    audience: null
    token:
      max-ttl: 300
      exchange: true
      purpose-required: true
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /funding/recurring-deposits/{recurringID}
  method: delete
  x-agentic-access:
    action-class: acting
    consequence: physical
    subject: required
    audience: null
    token:
      max-ttl: 300
      exchange: true
      purpose-required: true
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /funding/redemptions
  method: post
  x-agentic-access:
    action-class: acting
    consequence: physical
    subject: required
    audience: null
    token:
      max-ttl: 300
      exchange: true
      purpose-required: true
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /funding/redemptions
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /funding/redemptions/{redemptionID}
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts/{accountID}/reports/daily-trade-summary
  method: post
  x-agentic-access:
    action-class: acting
    consequence: physical
    subject: required
    audience: null
    token:
      max-ttl: 300
      exchange: true
      purpose-required: true
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /accounts/{accountID}/reports/daily-trade-summary
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /accounts/{accountID}/reports/daily-trade-summary/{reportID}
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /settlements
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /settlements/{settlementID}
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /statements/{accountID}/{fileKey}
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /subscriptions
  method: post
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /subscriptions/{subscriptionID}
  method: delete
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /users
  method: post
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /users/{userID}
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /users/{userID}
  method: patch
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /users/{userID}/kyc-status
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /users/{userID}/accounts
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /users/{userID}/bank-accounts
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /users/{userID}/documents
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /users/{userID}/subscriptions
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /users/{userID}/recurring-deposits
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /users/{userID}/funding/deposits
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /users/{userID}/funding/redemptions
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /users/{userID}/managed/allocations
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /users/{userID}/managed/orders/summary
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /users/{userID}/managed/orders
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /users/{userID}/managed/bod
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /users/{userID}/managed/funds
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /users/{userID}/managed/portfolio
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /users/{userID}/managed/autopilot
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none