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OpenAPI Specification
openapi: 3.2.0
info:
title: 1Fort API Documentation treasury (v2) API
description: '# 1Fort API
REST API for the 1Fort insurance platform.'
termsOfService: https://www.1fort.com/
license:
name: Privately owned
version: v1
servers:
- url: https://api.1fort.com/apis/
security:
- Bearer: []
tags:
- name: treasury (v2)
x-displayName: Treasury (v2)
description: '**Access:** requires a JWT access token.'
paths:
/v2/treasury/activity:
parameters: []
get:
operationId: v2_treasury_activity_list
summary: Unified money-movement feed for the broker's Transactions tab
description: 'GET /apis/v2/treasury/activity?type=&limit=&offset=
Merges three sources into one date-ordered list:
* Treasury FA transactions (except payout rows — see below), which carry
regulatory receipts (``has_receipt``, fetched via
``/treasury/transactions/{id}/receipt``);
* payouts of the payments balance (from StripePayout, so payouts to the
broker''s own external bank are included; the payout rows mirrored in
the FA ledger are excluded to avoid listing the same payout twice);
* Connect transfers of collected premiums into the broker''s account.
``type`` filters to one row type: a Treasury object type, ``payout``,
or ``transfer``.'
responses:
'200':
description: ''
'403':
description: Authentication credentials were invalid, absent or insufficient.
content:
application/json:
schema:
$ref: '#/components/schemas/GenericError'
'500':
description: Internal server error.
tags:
- treasury (v2)
/v2/treasury/balances:
parameters: []
get:
operationId: v2_treasury_balances_list
summary: Balances of the broker's Treasury financial accounts
description: 'GET /apis/v2/treasury/balances
Served from the local FA snapshots, which every money-movement webhook
refreshes — no Stripe round trip per request. ``updated_at`` tells the
client how fresh each snapshot is.'
responses:
'200':
description: ''
'403':
description: Authentication credentials were invalid, absent or insufficient.
content:
application/json:
schema:
$ref: '#/components/schemas/GenericError'
'500':
description: Internal server error.
tags:
- treasury (v2)
/v2/treasury/transactions:
parameters: []
get:
operationId: v2_treasury_transactions_list
summary: Money movements of the broker's Treasury financial accounts
description: 'Connected accounts have no Stripe dashboard, so brokers retrieve the
hosted regulatory receipt of regulated transactions here (Stripe money
transmission license requirement). Receipt URLs are fetched from Stripe
per request — never stored — since they rotate and expire after 60 days.'
parameters:
- name: search
in: query
description: A search term.
required: false
schema:
type: string
- name: ordering
in: query
description: Which field to use when ordering the results.
required: false
schema:
type: string
- name: limit
in: query
description: Number of results to return per page.
required: false
schema:
type: integer
- name: offset
in: query
description: The initial index from which to return the results.
required: false
schema:
type: integer
responses:
'200':
description: ''
content:
application/json:
schema:
required:
- count
- results
type: object
properties:
count:
type: integer
next:
type:
- string
- 'null'
format: uri
previous:
type:
- string
- 'null'
format: uri
results:
type: array
items:
$ref: '#/components/schemas/TreasuryTransaction'
'403':
description: Authentication credentials were invalid, absent or insufficient.
content:
application/json:
schema:
$ref: '#/components/schemas/GenericError'
'500':
description: Internal server error.
tags:
- treasury (v2)
/v2/treasury/transactions/{id}:
parameters:
- name: id
in: path
required: true
schema:
type: string
get:
operationId: v2_treasury_transactions_read
summary: Money movements of the broker's Treasury financial accounts
description: 'Connected accounts have no Stripe dashboard, so brokers retrieve the
hosted regulatory receipt of regulated transactions here (Stripe money
transmission license requirement). Receipt URLs are fetched from Stripe
per request — never stored — since they rotate and expire after 60 days.'
responses:
'200':
description: ''
content:
application/json:
schema:
$ref: '#/components/schemas/TreasuryTransaction'
'403':
description: Authentication credentials were invalid, absent or insufficient.
content:
application/json:
schema:
$ref: '#/components/schemas/GenericError'
'404':
description: Object does not exist or caller has insufficient permissions to access it.
content:
application/json:
schema:
$ref: '#/components/schemas/APIException'
'500':
description: Internal server error.
tags:
- treasury (v2)
/v2/treasury/transactions/{id}/receipt:
parameters:
- name: id
in: path
required: true
schema:
type: string
get:
operationId: v2_treasury_transactions_receipt
summary: On-demand regulatory receipt for a Treasury transaction
description: 'GET /apis/v2/treasury/transactions/{id}/receipt
Returns the Stripe-hosted regulatory receipt URL plus display fields;
404 when Stripe exposes no receipt (the transaction isn''t regulated).'
responses:
'200':
description: ''
content:
application/json:
schema:
$ref: '#/components/schemas/TreasuryTransaction'
'403':
description: Authentication credentials were invalid, absent or insufficient.
content:
application/json:
schema:
$ref: '#/components/schemas/GenericError'
'404':
description: Object does not exist or caller has insufficient permissions to access it.
content:
application/json:
schema:
$ref: '#/components/schemas/APIException'
'500':
description: Internal server error.
tags:
- treasury (v2)
components:
schemas:
GenericError:
title: Generic API Error
required:
- detail
type: object
properties:
detail:
description: Error details
type: string
TreasuryTransaction:
required:
- object_type
type: object
properties:
id:
title: Id
type: string
format: uuid
readOnly: true
object_type:
title: Object type
type: string
enum:
- outbound_transfer
- outbound_payment
- inbound_transfer
- received_credit
- received_debit
- credit_reversal
- debit_reversal
- payout
direction:
title: Direction
type: string
readOnly: true
minLength: 1
account_type:
title: Account type
type: string
readOnly: true
minLength: 1
amount_cents:
title: Amount cents
type: integer
maximum: 9223372036854775807
minimum: -9223372036854775808
currency:
title: Currency
type: string
maxLength: 3
minLength: 1
status:
title: Status
type: string
maxLength: 32
description:
title: Description
type: string
maxLength: 255
stripe_created_at:
title: Stripe created at
type:
- string
- 'null'
format: date-time
created_at:
title: Created at
type: string
format: date-time
readOnly: true
APIException:
title: Generic API Error
required:
- detail
type: object
properties:
detail:
description: Error details
type: string
securitySchemes:
Bearer:
type: apiKey
name: Authorization
in: header
description: JWT access token. Send as `Bearer <token>` or `JWT <token>`.
ApiKey:
type: apiKey
name: Authorization
in: header
description: API key. Send as `Api-Key <key>`.
x-tagGroups:
- name: Agent runtime (v2)
tags:
- agent_runtime (v2)
- name: Analytics
tags:
- analytics
- name: Application
tags:
- 'application: applications'
- 'application: clients'
- name: Application (v2)
tags:
- 'application (v2): applications'
- 'application (v2): coverages'
- name: Ascend
tags:
- ascend
- name: Ascend (v2)
tags:
- ascend (v2)
- name: Authentication
tags:
- Authentication
- auth
- name: Billing (v2)
tags:
- billing (v2)
- name: Broker
tags:
- broker
- broker-ams-integration
- broker-google
- broker-office365
- broker-office365-individual
- 'broker: ai-customization-types'
- 'broker: ai-customizations'
- 'broker: clients'
- 'broker: email_preferences'
- 'broker: proposal-preferences'
- 'broker: take-rates'
- 'broker: user-ai-customizations'
- 'broker: users'
- broker_groups
- broker_settings
- name: Broker (v2)
tags:
- 'broker (v2): applications'
- 'broker (v2): clients'
- 'broker (v2): coverages'
- 'broker (v2): email-templates'
- 'broker (v2): quote-policies'
- 'broker (v2): quotes'
- 'broker (v2): storefront'
- 'broker (v2): team-users'
- name: Business
tags:
- business
- business-broker-users
- business-user
- business_admin
- name: Carrier
tags:
- carrier
- name: Checkout
tags:
- checkout
- name: Email AI
tags:
- email_ai
- name: Email AI (v2)
tags:
- 'email_ai (v2): attachments'
- 'email_ai (v2): carriers'
- 'email_ai (v2): coverage-types'
- 'email_ai (v2): emails'
- 'email_ai (v2): gmail'
- 'email_ai (v2): office365'
- 'email_ai (v2): profiles'
- 'email_ai (v2): wholesalers'
- name: Email AI Agent
tags:
- Email AI Agent
- Email AI Agent - Attachments
- Email AI Agent - Businesses
- Email AI Agent - Entities
- Email AI Agent - Markets
- Email AI Agent - Profiles
- Email AI Agent - Reference Data
- name: Google workspace (v2)
tags:
- google_workspace (v2)
- name: Herald (v2)
tags:
- herald (v2)
- name: Indications (v2)
tags:
- indications (v2)
- name: Insurance (v2)
tags:
- insurance (v2)
- name: Invite
tags:
- invite
- name: Legal
tags:
- legal
- name: Market
tags:
- Markets
- Markets - Business
- name: Market (v2)
tags:
- market (v2)
- name: Office365 (v2)
tags:
- office365 (v2)
- name: Premium finance (v2)
tags:
- premium_finance (v2)
- name: Quote
tags:
- 'quote: applications'
- 'quote: clients'
- 'quote: quotes'
- name: Quote (v2)
tags:
- 'quote (v2): application'
- 'quote (v2): binders'
- 'quote (v2): checkout'
- 'quote (v2): cios'
- 'quote (v2): coverages'
- 'quote (v2): quote-policies'
- 'quote (v2): quotes'
- 'quote (v2): tasks'
- quote_ai (v2)
- name: Reports
tags:
- reports
- name: Reward
tags:
- reward
- name: Risk manager
tags:
- risk_manager
- name: Sanity check AI
tags:
- sanity_check_ai
- name: Storefront (v2)
tags:
- storefront (v2)
- name: Stripe
tags:
- stripe
- name: Suggestion AI
tags:
- suggestion_ai
- name: Treasury (v2)
tags:
- treasury (v2)
- name: User
tags:
- user
- 'user: default-access-role'