Luminary Entities API

openapi: 3.2.0
info:
  description: RESTful API for managing Luminary data
  title: Luminary Documents Entities API
  version: 1.0.0
servers:
- description: Luminary API v1 server
  url: https://{subdomain}.withluminary.com/api/public/v1
  variables:
    subdomain:
      default: lum
      description: Your Luminary subdomain
security:
- oauth2Profiles: []
tags:
- name: Entities
paths:
  /entities:
    get:
      description: Retrieve a paginated list of entities (trusts, businesses, accounts, etc.) using cursor-based pagination
      operationId: listEntities
      parameters:
      - description: Filter entities by household ID
        in: query
        name: household_id
        schema:
          type: string
      - description: Filter by entity kind/type
        in: query
        name: kind
        schema:
          $ref: '#/components/schemas/EntityKind'
      - description: Filter by external ID (exact match within the caller's tenant)
        in: query
        name: external_id
        schema:
          minLength: 1
          type: string
      - $ref: '#/components/parameters/AfterCursor'
      - $ref: '#/components/parameters/BeforeCursor'
      - $ref: '#/components/parameters/Limit'
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/EntityList'
          description: List of entities
        default:
          $ref: '#/components/responses/DefaultError'
      summary: List all entities
      tags:
      - Entities
  /entities/{id}:
    parameters:
    - description: Entity ID
      in: path
      name: id
      required: true
      schema:
        type: string
    delete:
      description: Delete an entity and all of it's related data
      operationId: deleteEntity
      responses:
        '204':
          description: Entity deleted successfully
        default:
          $ref: '#/components/responses/DefaultError'
      summary: Delete an entity
      tags:
      - Entities
    get:
      description: Retrieve detailed information about a specific entity
      operationId: getEntity
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Entity'
          description: Entity found
        default:
          $ref: '#/components/responses/DefaultError'
      summary: Get an entity by ID
      tags:
      - Entities
  /entities/{id}/valuation:
    parameters:
    - description: Entity ID
      in: path
      name: id
      required: true
      schema:
        type: string
    get:
      description: Retrieve the most recent valuation with flattened asset values by type
      operationId: getEntityCurrentValuation
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Valuation'
          description: Current valuation found
        default:
          $ref: '#/components/responses/DefaultError'
      summary: Get the current valuation for an entity
      tags:
      - Entities
    post:
      description: Add a new valuation to the entity's history
      operationId: createEntityValuation
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateValuationRequest'
        required: true
      responses:
        '201':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Valuation'
          description: Valuation created successfully
        default:
          $ref: '#/components/responses/DefaultError'
      summary: Create a new valuation for an entity
      tags:
      - Entities
  /households/{id}/entities:
    parameters:
    - description: Household ID
      in: path
      name: id
      required: true
      schema:
        type: string
    get:
      description: Retrieve a paginated list of entities belonging to a specific household
      operationId: listHouseholdEntities
      parameters:
      - description: Filter by entity kind/type
        in: query
        name: kind
        schema:
          $ref: '#/components/schemas/EntityKind'
      - $ref: '#/components/parameters/AfterCursor'
      - $ref: '#/components/parameters/BeforeCursor'
      - $ref: '#/components/parameters/Limit'
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/EntityList'
          description: List of entities in the household
        default:
          $ref: '#/components/responses/DefaultError'
      summary: List all entities in a household
      tags:
      - Entities
components:
  schemas:
    AssetClass:
      properties:
        display_name:
          description: Display name of the asset class
          example: Equities
          type: string
        id:
          description: Asset class ID
          example: asset_class_01ARZ3NDEKTSV4RRFFQ69G5FAV
          type: string
      required:
      - id
      - display_name
      type: object
    PageInfo:
      properties:
        end_cursor:
          description: Cursor pointing to the last item in the current page
          example: eyJpZCI6ImhvdXNlaG9sZF8wMUFSWjNOREVLVFNWNFJSRkZRNjlHNUZBViJ9
          type:
          - string
          - 'null'
        has_next_page:
          description: When paginating forwards, are there more items?
          example: true
          type: boolean
        has_previous_page:
          description: When paginating backwards, are there more items?
          example: false
          type: boolean
        start_cursor:
          description: Cursor pointing to the first item in the current page
          example: eyJpZCI6ImhvdXNlaG9sZF8wMUFSWjNOREVLVFNWNFJSRkZRNjlHNUZBViJ9
          type:
          - string
          - 'null'
      required:
      - has_next_page
      - has_previous_page
      type: object
    Valuation:
      properties:
        created_at:
          description: Timestamp when the valuation was created
          example: '2024-01-15T09:30:00Z'
          format: date-time
          type: string
        description:
          description: Free-form notes about this valuation
          maxLength: 2048
          type:
          - string
          - 'null'
        directly_held_asset_value:
          description: Total value of all directly held assets in USD
          example: 1e+06
          format: double
          type: number
        directly_held_assets:
          description: List of individual assets in this valuation
          items:
            $ref: '#/components/schemas/Asset'
          type: array
        effective_date:
          description: The date this valuation is effective
          example: '2024-01-15'
          format: date
          type: string
        entity_id:
          description: Entity ID this valuation belongs to
          example: entity_01ARZ3NDEKTSV4RRFFQ69G5FAV
          type: string
        id:
          description: Unique identifier with valuationv2_ prefix
          example: valuationv2_01ARZ3NDEKTSV4RRFFQ69G5FAV
          type: string
        total_value:
          description: Total value of all assets minus liabilities in USD
          example: 1e+06
          format: double
          type: number
        updated_at:
          description: Timestamp when the valuation was last updated
          example: '2024-01-20T14:45:00Z'
          format: date-time
          type: string
      required:
      - id
      - entity_id
      - effective_date
      - total_value
      - directly_held_asset_value
      - directly_held_assets
      - created_at
      - updated_at
      type: object
    CreateValuationRequest:
      properties:
        description:
          description: Free-form notes about this valuation
          maxLength: 2048
          type:
          - string
          - 'null'
        directly_held_assets:
          description: List of assets to include in this valuation
          items:
            $ref: '#/components/schemas/CreateAssetRequest'
          type: array
        effective_date:
          description: The date this valuation is effective
          example: '2024-01-15'
          format: date
          type: string
      required:
      - effective_date
      - directly_held_assets
      type: object
    EntityStage:
      description: Lifecycle stage of the entity
      enum:
      - PRE_CREATED
      - AI_CREATING
      - AI_CREATION_FAILED
      - AI_NEEDS_REVIEW
      - DRAFT
      - READY_FOR_PROPOSAL
      - IMPLEMENTATION
      - ACTIVE
      - COMPLETED
      - ARCHIVED
      type: string
    FieldError:
      properties:
        field:
          description: Field that failed validation
          example: name
          type: string
        message:
          description: Error message
          example: Name is required
          type: string
      required:
      - field
      - message
      type: object
    Asset:
      properties:
        asset_class:
          $ref: '#/components/schemas/AssetClass'
        display_name:
          description: Display name of the asset
          example: Apple Inc. Stock
          type: string
        external_id:
          description: External ID from the static asset (if available)
          example: AAPL-12345
          type:
          - string
          - 'null'
        id:
          description: Asset ID
          example: assetv2_01ARZ3NDEKTSV4RRFFQ69G5FAV
          type: string
        value:
          description: Value of this asset in USD
          example: 50000
          format: double
          type: number
      required:
      - id
      - display_name
      - value
      - asset_class
      type: object
    EntityKind:
      description: Type of entity - determines the specific subtype and applicable fields
      enum:
      - REVOCABLE_TRUST
      - IRREVOCABLE_TRUST
      - SLAT_TRUST
      - ILIT_TRUST
      - QPRT_TRUST
      - GRAT_TRUST
      - CRT_TRUST
      - CLT_TRUST
      - INDIVIDUAL_PERSONAL_ACCOUNT
      - JOINT_PERSONAL_ACCOUNT
      - CUSTODIAL_PERSONAL_ACCOUNT
      - INSURANCE_PERSONAL_ACCOUNT
      - QUALIFIED_TUITION_PERSONAL_ACCOUNT
      - RETIREMENT_PERSONAL_ACCOUNT
      - DONOR_ADVISED_FUND
      - PRIVATE_FOUNDATION
      - LLC_BUSINESS_ENTITY
      - LP_BUSINESS_ENTITY
      - GP_BUSINESS_ENTITY
      - SOLE_PROPRIETORSHIP_BUSINESS_ENTITY
      - SCORP_BUSINESS_ENTITY
      - CCORP_BUSINESS_ENTITY
      type: string
    Entity:
      properties:
        created_at:
          description: Timestamp when the entity was created
          example: '2024-01-15T09:30:00Z'
          format: date-time
          type: string
        display_name:
          description: Display name of the entity
          example: My Revocable Trust
          type: string
        external_id:
          description: Customer-supplied identifier from an external system. Unique within the caller's tenant when set.
          example: crm-entity-12345
          minLength: 1
          type:
          - string
          - 'null'
        household_id:
          description: Household ID this entity belongs to
          example: household_01ARZ3NDEKTSV4RRFFQ69G5FAV
          type: string
        id:
          description: Unique identifier with entity_ prefix
          example: entity_01ARZ3NDEKTSV4RRFFQ69G5FAV
          type: string
        in_estate_status:
          $ref: '#/components/schemas/InEstateStatus'
        kind:
          $ref: '#/components/schemas/EntityKind'
        stage:
          $ref: '#/components/schemas/EntityStage'
        updated_at:
          description: Timestamp when the entity was last updated
          example: '2024-01-20T14:45:00Z'
          format: date-time
          type: string
      required:
      - id
      - display_name
      - kind
      - stage
      - in_estate_status
      - household_id
      - created_at
      - updated_at
      type: object
    InEstateStatus:
      description: Whether the entity is in or out of the estate
      enum:
      - in_estate
      - out_of_estate
      - none
      type: string
    CreateAssetRequest:
      properties:
        asset_class_id:
          description: Asset class ID to associate with this asset
          example: asset_class_01ARZ3NDEKTSV4RRFFQ69G5FAV
          type: string
        display_name:
          description: Display name of the asset
          example: Apple Inc. Stock
          minLength: 1
          type: string
        external_id:
          description: External ID for the asset
          example: AAPL-12345
          minLength: 1
          type:
          - string
          - 'null'
        value:
          description: Value of this asset in USD
          example: 50000
          format: double
          type: number
      required:
      - display_name
      - value
      - asset_class_id
      type: object
    Error:
      properties:
        code:
          description: Error code
          example: INVALID_REQUEST
          type: string
        details:
          items:
            $ref: '#/components/schemas/FieldError'
          type:
          - array
          - 'null'
        message:
          description: Error message
          example: Invalid request parameters
          type: string
      required:
      - code
      - message
      type: object
    EntityList:
      properties:
        data:
          items:
            $ref: '#/components/schemas/Entity'
          type: array
        page_info:
          $ref: '#/components/schemas/PageInfo'
        total_count:
          description: Total number of items matching the query (across all pages)
          example: 100
          type: integer
      required:
      - data
      - page_info
      - total_count
      type: object
  parameters:
    BeforeCursor:
      description: Cursor for backward pagination. Returns items before this cursor.
      in: query
      name: before
      schema:
        example: eyJpZCI6ImhvdXNlaG9sZF8wMUFSWjNOREVLVFNWNFJSRkZRNjlHNUZBViJ9
        type: string
    Limit:
      description: Maximum number of items to return
      in: query
      name: limit
      schema:
        default: 50
        maximum: 1000
        minimum: 1
        type: integer
    AfterCursor:
      description: Cursor for forward pagination. Returns items after this cursor.
      in: query
      name: after
      schema:
        example: eyJpZCI6ImhvdXNlaG9sZF8wMUFSWjNOREVLVFNWNFJSRkZRNjlHNUZBViJ9
        type: string
  responses:
    DefaultError:
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
      description: General Error
  securitySchemes:
    oauth2Profiles:
      flows:
        authorizationCode:
          authorizationUrl: https://auth.withluminary.com/oauth2/authorize
          scopes: {}
          tokenUrl: https://auth.withluminary.com/oauth2/token
        clientCredentials:
          scopes: {}
          tokenUrl: https://auth.withluminary.com/oauth2/token
      type: oauth2