Clear Street
Clear Street Trading API

A unified RESTful API for client interactions with the Clear Street Active trading platform: accounts and balances, order submission/replacement/cancellation, executions, positions and position instructions, instrument reference and fundamentals, market data snapshots and daily summaries, news, calendars, screeners, watchlists, and the Omni AI financial copilot (threads, messages, responses, entitlements). Bearer JWT auth; cursor pagination; a data/error/metadata response envelope carrying request_id.
Documentation GitHub OpenAPI
OpenAPI Specification

# yamllint disable rule:line-length
---
openapi: 3.1.0
info:
  title: Clear Street Trading API
  description: |-
    A unified, secure, and high-performance RESTful API for all client interactions with the Active trading platform.
    This specification provides a single source of truth for the API surface, covering order management, trade execution, market data, and account services.

    ### Authentication
    All endpoints require authentication via a JWT Bearer token provided in the `Authorization` header.

    ### Response Structure
    All responses, both for success and error, adhere to a standard envelope structure:
    - `data`: Contains the response payload on success, or `null` on error.
    - `error`: Contains a structured error object on failure, or `null` on success.
    - `metadata`: Contains the `request_id` and pagination information.

    ### WebSockets
    Real-time market data is available via WebSocket connections, which are not formally described in this OpenAPI specification. The following operations are available:
    - `market-data-l1-subscribe`: To start receiving L1 market data updates for a set of symbols.
    - `market-data-l1-unsubscribe`: To stop receiving L1 market data updates.
  contact:
    name: Clear Street API Support
    url: https://clearstreet.io/contact
    email: concierge@clearstreet.com
  license:
    name: Proprietary
    url: https://clearstreet.io/terms
  version: 2025-10-31
servers:
  - url: https://api.clearstreet.com
    description: Clear Street API
  - url: https://api-dev.clearstreet.com
    description: Clear Street Development API
  - url: http://localhost:5001
    description: Clear Street Local API
paths:
  /v1/accounts:
    get:
      tags:
        - Accounts
      summary: Get Accounts
      description: |-
        List accounts the authenticated user has permission to access.

        Results can be narrowed with the optional `account_id` and `account_name`
        filters. `account_id` is a lexicographic prefix match on the decimal account
        id (e.g. `100` matches `100345` and `100567`); `account_name` is a
        case-insensitive substring match on the account's full name. When both are
        supplied an account must match both. When neither is supplied every
        accessible account is returned.
      operationId: get_accounts
      parameters:
        - name: page_size
          in: query
          description: The number of items to return per page. Only used when page_token is not provided.
          required: false
          schema:
            type: integer
            format: int64
            default: 1000
            maximum: 1000
            minimum: 1
        - name: page_token
          in: query
          description: Token for retrieving the next or previous page of results. Contains encoded pagination state; when provided, page_size is ignored.
          required: false
          schema:
            type: string
            format: byte
            description: Base64URL-encoded pagination token
          example: eyJvZmZzZXQiOjEwMCwibGltaXQiOjEwMH0=
        - name: account_id
          in: query
          description: Filter to accounts whose id starts with this value (lexicographic prefix match on the decimal id, e.g. `100` matches `100345`).
          required: false
          schema:
            type: string
        - name: account_name
          in: query
          description: Filter to accounts whose full name contains this value (case-insensitive substring match).
          required: false
          schema:
            type: string
      responses:
        "200":
          description: List of accounts
          content:
            application/json:
              schema:
                allOf:
                  - $ref: "#/components/schemas/BaseResponse"
                  - type: object
                    required:
                      - data
                    properties:
                      data:
                        $ref: "#/components/schemas/AccountList"
                type: object
              examples:
                ActiveAndInactiveAccounts:
                  summary: A mix of active and closed accounts
                  value:
                    data:
                      - account_holder_entity_id: 987654321
                        close_date: null
                        full_name: Test Trading Account
                        id: 19816
                        open_date: 2023-01-15
                        options_level: 1
                        short_name: TST-ACCOUNT-01
                        status: ACTIVE
                        subtype: MARGIN
                        type: CUSTOMER
                      - account_holder_entity_id: 987654322
                        close_date: 2024-08-01
                        full_name: Old Test Account
                        id: 19817
                        open_date: 2021-05-20
                        options_level: 0
                        short_name: TST-ACCOUNT-02-CLOSED
                        status: CLOSED
                        subtype: CASH
                        type: CUSTOMER
                    error: null
                    metadata:
                      next_page_token: cGFnZT0yJmxhc3RfaWQ9MTk4MTc=
                      page_number: 1
                      request_id: a1b2c3d4-e5f6-7890-1234-567890abcdef
                      total_items: 25
                      total_pages: 3
        "403":
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: "#/components/schemas/ApiError"
              examples:
                Forbidden:
                  summary: Caller does not have permission
                  value:
                    error:
                      code: 403
                      message: The caller does not have permission to execute the specified operation
                    metadata:
                      request_id: 5518f0c6-58ff-4b4a-81a5-701556d41206
        "500":
          description: Internal server error
          content:
            application/json:
              schema:
                $ref: "#/components/schemas/ApiError"
  /v1/accounts/{account_id}:
    get:
      tags:
        - Accounts
      summary: Get Account By ID
      description: |-
        Fetch account details by ID, including the mailing address, date of
        birth, phone number, and country of tax residency of the account-holder
        entity when on file.
      operationId: get_account_by_id
      parameters:
        - name: account_id
          in: path
          description: Account identifier
          required: true
          schema:
            $ref: "#/components/schemas/i64"
      responses:
        "200":
          description: Account details
          content:
            application/json:
              schema:
                allOf:
                  - $ref: "#/components/schemas/BaseResponse"
                  - type: object
                    required:
                      - data
                    properties:
                      data:
                        $ref: "#/components/schemas/AccountWithPersonalDetails"
                type: object
              examples:
                ActiveAccount:
                  summary: An active margin account
                  value:
                    data:
                      account_holder_entity_id: 987654321
                      close_date: null
                      country_of_tax_residency: US
                      date_of_birth: 1985-03-15
                      full_name: Test Trading Account
                      id: 19816
                      mailing_address:
                        city: New York
                        country: USA
                        line1: 4 World Trade Center
                        line2: 150 Greenwich Street, Floor 45
                        postal_code: "10007"
                        state: NY
                      open_date: 2023-01-15
                      options_level: 1
                      phone_number: "+12125550123"
                      short_name: TST-ACCOUNT-01
                      status: ACTIVE
                      subtype: MARGIN
                      type: CUSTOMER
                    error: null
                    metadata:
                      request_id: b7e2d3f4-a1b2-4c3d-8e4f-5a6b7c8d9e0f
                ClosedAccount:
                  summary: A closed cash account with no entity details on file
                  value:
                    data:
                      account_holder_entity_id: 987654322
                      close_date: 2024-08-01
                      country_of_tax_residency: null
                      date_of_birth: null
                      full_name: Old Test Account
                      id: 19817
                      mailing_address: null
                      open_date: 2021-05-20
                      options_level: 0
                      phone_number: null
                      short_name: TST-ACCOUNT-02-CLOSED
                      status: CLOSED
                      subtype: CASH
                      type: CUSTOMER
                    error: null
                    metadata:
                      request_id: c8f3e4a5-b2c3-5d4e-9f0a-6b7c8d9e0f1a
        "403":
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: "#/components/schemas/ApiError"
              examples:
                Forbidden:
                  summary: Caller does not have permission
                  value:
                    error:
                      code: 403
                      message: The caller does not have permission to execute the specified operation
                    metadata:
                      request_id: 5518f0c6-58ff-4b4a-81a5-701556d41206
        "404":
          description: Account not found
          content:
            application/json:
              schema:
                $ref: "#/components/schemas/ApiError"
              examples:
                AccountNotFound:
                  summary: Requested account does not exist
                  value:
                    error:
                      code: 404
                      message: Some requested entity was not found
                    metadata:
                      request_id: 67e95eb4-93b9-4010-8c9b-7ada7c2be93f
        "500":
          description: Internal server error
          content:
            application/json:
              schema:
                $ref: "#/components/schemas/ApiError"
    patch:
      tags:
        - Accounts
      summary: Patch Account By ID
      description: Update account risk settings
      operationId: patch_account_by_id
      parameters:
        - name: account_id
          in: path
          description: Account identifier
          required: true
          schema:
            $ref: "#/components/schemas/i64"
      requestBody:
        content:
          application/json:
            schema:
              $ref: "#/components/schemas/UpdateAccountSettingsRequest"
        required: true
      responses:
        "200":
          description: Account updated successfully
          content:
            application/json:
              schema:
                allOf:
                  - $ref: "#/components/schemas/BaseResponse"
                  - type: object
                    required:
                      - data
                    properties:
                      data:
                        $ref: "#/components/schemas/AccountSettings"
                type: object
              examples:
                UpdatedAccountSettings:
                  summary: Account with updated settings applied
                  value:
                    data:
                      risk:
                        max_notional: "5000000.00"
                    error: null
                    metadata:
                      request_id: c8f3e4a5-b2c3-5d4e-9f0a-6b7c8d9e0f1a
        "400":
          description: Invalid request
          content:
            application/json:
              schema:
                $ref: "#/components/schemas/ApiError"
              examples:
                MalformedJsonSyntax:
                  summary: Malformed JSON in request body
                  value:
                    error:
                      code: 400
                      message: "Failed to parse the request body as JSON: EOF while parsing an object at line 5 column 3"
                    metadata:
                      request_id: 5805829b-238e-4669-846b-d768bc5d279c
        "403":
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: "#/components/schemas/ApiError"
              examples:
                Forbidden:
                  summary: Caller does not have permission
                  value:
                    error:
                      code: 403
                      message: The caller does not have permission to execute the specified operation
                    metadata:
                      request_id: 5518f0c6-58ff-4b4a-81a5-701556d41206
        "404":
          description: Account not found
          content:
            application/json:
              schema:
                $ref: "#/components/schemas/ApiError"
              examples:
                AccountNotFound:
                  summary: Requested account does not exist
                  value:
                    error:
                      code: 404
                      message: Some requested entity was not found
                    metadata:
                      request_id: 67e95eb4-93b9-4010-8c9b-7ada7c2be93f
        "500":
          description: Internal server error
          content:
            application/json:
              schema:
                $ref: "#/components/schemas/ApiError"
  /v1/accounts/{account_id}/balances:
    get:
      tags:
        - Accounts
      summary: Get Account Balances
      description: Fetch account balance information
      operationId: get_account_balances
      parameters:
        - name: account_id
          in: path
          description: Account identifier
          required: true
          schema:
            $ref: "#/components/schemas/i64"
        - name: top_margin_contributors_limit
          in: query
          description: Limit the number of top margin contributors returned.
          required: false
          schema:
            type: integer
            format: int32
            minimum: 1
          example: 10
      responses:
        "200":
          description: Account balance information
          content:
            application/json:
              schema:
                allOf:
                  - $ref: "#/components/schemas/BaseResponse"
                  - type: object
                    required:
                      - data
                    properties:
                      data:
                        $ref: "#/components/schemas/AccountBalances"
                type: object
              examples:
                CashAccountBalances:
                  summary: Balances for a cash account
                  value:
                    data:
                      account_id: 19816
                      buying_power: "45000.00"
                      currency: USD
                      daily_change: "0.00"
                      daily_pnl: "1250.00"
                      daily_realized_pnl: "700.00"
                      daily_total_pnl: "1250.00"
                      daily_unrealized_pnl: "550.00"
                      equity: "100000.00"
                      long_market_value: "30000.00"
                      margin_type: NONE
                      open_order_adjustment: "-5000.00"
                      settled_cash: "60000.00"
                      sod:
                        asof: 2023-09-27
                        buying_power: "45000.00"
                        equity: "100000.00"
                        long_market_value: "30000.00"
                        short_market_value: "0.00"
                      trade_cash: "60000.00"
                      unrealized_pnl: "1500.00"
                      unsettled_credits: "20000.00"
                      unsettled_debits: "10000.00"
                      withdrawable_cash: "55000.00"
                    error: null
                    metadata:
                      request_id: b7e2d3f4-a1b2-4c3d-8e4f-5a6b7c8d9e0f
                MarginAccountBalances:
                  summary: Balances for a Reg T margin account
                  value:
                    data:
                      account_id: 19816
                      buying_power: "90000.00"
                      currency: USD
                      daily_change: "0.00"
                      daily_pnl: "1250.00"
                      daily_realized_pnl: "700.00"
                      daily_total_pnl: "1250.00"
                      daily_unrealized_pnl: "550.00"
                      equity: "100000.00"
                      long_market_value: "40000.00"
                      margin_details:
                        day_trade_buying_power_usage: "0.00"
                        day_trade_count: 2
                        initial_margin_excess: "50000.00"
                        initial_margin_requirement: "50000.00"
                        intraday_details:
                          buying_power: "90000.00"
                          multiplier: "2"
                        maintenance_margin_excess: "75000.00"
                        maintenance_margin_requirement: "25000.00"
                        overnight_details:
                          buying_power: "90000.00"
                          multiplier: "2"
                        pattern_day_trader: false
                        top_contributors:
                          - initial_margin_requirement: "25000.00"
                            maintenance_margin_requirement: "15000.00"
                            market_value: "50000.00"
                            underlying_instrument_id: a1a2a3a4-b1b2-c1c2-d1d2-d3d4d5d6d7d8
                        usage:
                          total: "100000.00"
                          used: "5000.00"
                      margin_type: REG_T
                      multiplier: "2"
                      open_order_adjustment: "-10000.00"
                      settled_cash: "99775.05"
                      short_market_value: "10000.00"
                      sod:
                        asof: 2023-09-27
                        buying_power: "90000.00"
                        day_trade_buying_power: "200000.00"
                        equity: "100000.00"
                        long_market_value: "40000.00"
                        maintenance_margin_excess: "50000.00"
                        maintenance_margin_requirement: "50000.00"
                        short_market_value: "10000.00"
                        trade_cash: "70000.00"
                      trade_cash: "70000.00"
                      unrealized_pnl: "1500.00"
                      unsettled_credits: "20000.00"
                      unsettled_debits: "10000.00"
                      withdrawable_cash: "75000.00"
                    error: null
                    metadata:
                      request_id: b7e2d3f4-a1b2-4c3d-8e4f-5a6b7c8d9e0f
        "403":
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: "#/components/schemas/ApiError"
              examples:
                Forbidden:
                  summary: Caller does not have permission
                  value:
                    error:
                      code: 403
                      message: The caller does not have permission to execute the specified operation
                    metadata:
                      request_id: 5518f0c6-58ff-4b4a-81a5-701556d41206
        "404":
          description: Account not found
          content:
            application/json:
              schema:
                $ref: "#/components/schemas/ApiError"
              examples:
                AccountNotFound:
                  summary: Requested account does not exist
                  value:
                    error:
                      code: 404
                      message: Some requested entity was not found
                    metadata:
                      request_id: 67e95eb4-93b9-4010-8c9b-7ada7c2be93f
        "500":
          description: Internal server error
          content:
            application/json:
              schema:
                $ref: "#/components/schemas/ApiError"
  /v1/accounts/{account_id}/executions:
    get:
      tags:
        - Orders
      summary: Get Executions
      description: |-
        Retrieves filled and partially-filled execution reports for the specified
        trading account, ordered by transaction time (nanosecond precision) descending.
      operationId: get_executions
      parameters:
        - name: account_id
          in: path
          description: Account identifier
          required: true
          schema:
            $ref: "#/components/schemas/i64"
        - name: instrument_ids
          in: query
          description: Comma-separated instrument identifiers (UUIDs) or symbols (e.g. `AAPL`) to filter by. When provided, only executions for any of the listed instruments are returned.
          required: false
          schema:
            type: array
            items:
              type: string
              description: "Instrument identifier: either an instrument UUID or a symbol (symbol for equities, OSI for options). Non-UUID inputs are resolved server-side."
              minLength: 1
          style: form
          explode: false
        - name: page_size
          in: query
          description: The number of items to return per page. Only used when page_token is not provided.
          required: false
          schema:
            type: integer
            format: int64
            default: 1000
            maximum: 1000
            minimum: 1
        - name: page_token
          in: query
          description: Token for retrieving the next or previous page of results. Contains encoded pagination state; when provided, page_size is ignored.
          required: false
          schema:
            type: string
            format: byte
            description: Base64URL-encoded pagination token
          example: eyJvZmZzZXQiOjEwMCwibGltaXQiOjEwMH0=
        - name: from
          in: query
          description: The start date and time for the query range, inclusive (ISO 8601 format)
          required: false
          schema:
            type: string
            format: date-time
          example: 2025-04-24T14:30:00.000000000Z
        - name: to
          in: query
          description: The end date and time for the query range, inclusive (ISO 8601 format)
          required: false
          schema:
            type: string
            format: date-time
          example: 2025-04-24T18:30:00.000000000Z
      responses:
        "200":
          description: List of executions
          content:
            application/json:
              schema:
                allOf:
                  - $ref: "#/components/schemas/BaseResponse"
                  - type: object
                    required:
                      - data
                    properties:
                      data:
                        $ref: "#/components/schemas/ExecutionList"
                type: object
        "400":
          description: Invalid request parameters
          content:
            application/json:
              schema:
                $ref: "#/components/schemas/ApiError"
        "403":
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: "#/components/schemas/ApiError"
        "500":
          description: Internal server error
          content:
            application/json:
              schema:
                $ref: "#/components/schemas/ApiError"
  /v1/accounts/{account_id}/orders:
    get:
      tags:
        - Orders
      summary: Get Orders
      description: List orders for an account with optional filtering
      operationId: get_orders
      parameters:
        - name: account_id
          in: path
          description: Account identifier
          required: true
          schema:
            $ref: "#/components/schemas/i64"
        - name: page_size
          in: query
          description: The number of items to return per page. Only used when page_token is not provided.
          required: false
          schema:
            type: integer
            format: int64
            default: 1000
            maximum: 1000
            minimum: 1
        - name: page_token
          in: query
          description: Token for retrieving the next or previous page of results. Contains encoded pagination state; when provided, page_size is ignored.
          required: false
          schema:
            type: string
            format: byte
            description: Base64URL-encoded pagination token
          example: eyJvZmZzZXQiOjEwMCwibGltaXQiOjEwMH0=
        - name: order_ids
          in: query
          description: Comma-separated order IDs to filter by. When provided, only orders whose order ID is in this set are returned.
          required: false
          schema:
            type: array
            items:
              type: string
          style: form
          explode: false
        - name: status
          in: query
          description: Comma-separated order statuses to filter by
          required: false
          schema:
            type: array
            items:
              type: string
              description: Order status
              enum:
                - PENDING_NEW
                - NEW
                - PARTIALLY_FILLED
                - FILLED
                - CANCELED
                - REJECTED
                - EXPIRED
                - PENDING_CANCEL
                - PENDING_REPLACE
                - REPLACED
                - DONE_FOR_DAY
                - STOPPED
                - SUSPENDED
                - CALCULATED
                - OTHER
          style: form
          explode: false
        - name: symbol
          in: query
          description: Filter by symbol
          required: false
          schema:
            type: string
        - name: instrument_ids
          in: query
          description: Comma-separated instrument IDs (UUID) or symbols (equity tickers or OSI option symbols).
          required: false
          schema:
            type: array
            items:
              $ref: "#/components/schemas/InstrumentIdOrSymbol"
          style: form
          explode: false
        - name: instrument_type
          in: query
          description: Instrument type filter (e.g., COMMON_STOCK, OPTION)
          required: false
          schema:
            type: string
            description: Security type
            enum:
              - COMMON_STOCK
              - INDEX
              - OPTION
              - CASH
        - name: underlying_instrument_ids
          in: query
          description: Comma-separated instrument IDs (UUID) or symbols (equity tickers or OSI option symbols). Matches options orders whose resolved underlier is any of the given instruments.
          required: false
          schema:
            type: array
            items:
              $ref: "#/components/schemas/InstrumentIdOrSymbol"
          style: form
          explode: false
        - name: from
          in: query
          description: The start date and time for the query range, inclusive (ISO 8601 format)
          required: false
          schema:
            type: string
            format: date-time
          example: 2025-04-24T14:30:00.000000000Z
        - name: to
          in: query
          description: The end date and time for the query range, inclusive (ISO 8601 format)
          required: false
          schema:
            type: string
            format: date-time
          example: 2025-04-24T18:30:00.000000000Z
      responses:
        "200":
          description: List of orders
          content:
            application/json:
              schema:
                allOf:
                  - $ref: "#/components/schemas/BaseResponse"
                  - type: object
                    required:
                      - data
                    properties:
                      data:
                        $ref: "#/components/schemas/OrderList"
                type: object
              examples:
                ListOfOrders:
                  summary: A list of orders with various statuses
                  value:
                    data:
                      - account_id: 19816
                        average_fill_price: "47.95"
                        client_order_id: my-ref-id-20251001-001
                        created_at: 2025-10-31T13:30:00.000000000Z
                        filled_quantity: "5"
                        id: 0195f6c7-4f64-7e3c-8b0a-1d8e4f5e6a7b
                        instrument_id: d4d5d6d7-e4e5-f4f5-a4a5-a6a7a8a9aaab
                        instrument_type: COMMON_STOCK
                        leaves_quantity: "5"
                        limit_price: "48.00"
                        order_type: LIMIT
                        quantity: "10"
                        side: BUY
                        status: PARTIALLY_FILLED
                        stop_price: null
                        symbol: TSLA
                        time_in_force: DAY
                        updated_at: 2025-10-31T13:35:10.000000000Z
                        venue: XNAS
                      - account_id: 19816
                        average_fill_price: "50.03"
                        client_order_id: my-ref-id-20251001-002
                        created_at: 2025-10-31T14:00:00.000000000Z
                        filled_quantity: "10"
                        id: 0195f6c8-1a2b-7c3d-8e4f-5a6b7c8d9e0f
                        instrument_id: d4d5d6d7-e4e5-f4f5-a4a5-a6a7a8a9aaab
                        instrument_type: COMMON_STOCK
                        leaves_quantity: "0"
                        limit_price: null
                        order_type: MARKET
                        quantity: "10"
                        side: SELL
                        status: FILLED
                        stop_price: null
                        symbol: TSLA
                        time_in_force: DAY
                        updated_at: 2025-10-31T14:00:05.000000000Z
                        venue: XNAS
                    error: null
                    metadata:
                      next_page_token: cGFnZT0yJmxhc3RfaWQ9b3JkXzRjRDVlNkY3ZzhIOWkwSjE=
                      page_number: 1
                      request_id: d9a4f5b6-c3d4-6e5f-0a1b-7c8d9e0f1a2b
                      total_items: 25
                      total_pages: 3
        "403":
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: "#/components/schemas/ApiError"
              examples:
                Forbidden:
                  summary: Caller does not have permission
                  value:
                    error:
                      code: 403
                      message: The caller does not have permission to execute the specified operation
                    metadata:
                      request_id: 5518f0c6-58ff-4b4a-81a5-701556d41206
        "500":
          description: Internal server error
          content:
            application/json:
              schema:
                $ref: "#/components/schemas/ApiError"
    post:
      tags:
        - Orders
      summary: Submit Orders
      description: Submit new orders
      operationId: submit_orders
      parameters:
        - name: account_id
          in: path
          description: Account identifier
          required: true
          schema:
            $ref: "#/components/schemas/i64"
      requestBody:
        content:
          application/json:
            schema:
              type: array
              items:
                $ref: "#/components/schemas/OrderSubmissionRequest"
            examples:
              LimitBuy:
                summary: Limit buy order
                value:
                  - limit_price: "48.00"
                    order_type: LIMIT
                    quantity: "1"
                    side: BUY
                    symbol: TSLA
                    time_in_force: DAY
   

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# Full source: https://raw.githubusercontent.com/api-evangelist/clear-street/refs/heads/main/openapi/clear-street-trading-api-openapi.yml
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Clear Street Trading API

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