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OpenAPI Specification

openapi: 3.2.0
info:
  title: Account Management Extended User API
  version: 1.0.0
  description: Account Management Extended API for managing account metadata and cash raise operations.
servers:
- url: https://live.moment-api.com
- url: https://paper.moment-api.com
tags:
- name: User
paths:
  /v1/account/organizations/{organization_id}/users/account-counts/:
    post:
      tags:
      - User
      summary: Get account counts for a list of users
      operationId: getAccountCounts
      parameters:
      - name: organization_id
        in: path
        description: Organization ID
        required: true
        schema:
          type: string
      - name: Moment-Target-User-Managed-Organizations
        in: header
        description: 'JSON-encoded map of user_id to managed organization IDs. Supports multiple users. Example: {"user1":["org1","org2"],"user2":["org3"]}'
        required: false
        schema:
          type: string
          example: '{"user_abc_123":["org1","org2"],"user_def_456":["org3"]}'
      requestBody:
        content:
          application/json:
            schema:
              type: object
              properties:
                user_ids:
                  type: array
                  items:
                    type: string
              required:
              - user_ids
        required: true
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AccountCounts'
        '400':
          description: Invalid request body or parameters
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '403':
          description: Forbidden - no access to organization
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '404':
          description: Organization not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
  /v1/account/organizations/{organization_id}/users/advisor-codes/:
    post:
      tags:
      - User
      summary: Get advisor codes for a list of users
      operationId: getAdvisorCodesBatch
      parameters:
      - name: organization_id
        in: path
        description: Organization ID
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              type: object
              properties:
                user_ids:
                  type: array
                  items:
                    type: string
              required:
              - user_ids
        required: true
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AdvisorCodesBatch'
        '400':
          description: Invalid request body or parameters
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '403':
          description: Forbidden - no access to organization
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '404':
          description: Organization not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
  /v1/account/organizations/{organization_id}/users/{user_id}/access/:
    get:
      tags:
      - User
      summary: Get user organization account access
      description: Check if a user has organization-wide access
      operationId: getUserOrgAccountAccess
      parameters:
      - name: organization_id
        in: path
        description: Organization ID
        required: true
        schema:
          type: string
      - name: user_id
        in: path
        description: User ID
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UserOrgWideAccess'
        '403':
          description: Forbidden - no access to organization
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '404':
          description: Organization not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
  /v1/account/organizations/{organization_id}/users/{user_id}/accounts/:
    get:
      tags:
      - User
      summary: Get accounts for a user
      operationId: getAccountsForUser
      parameters:
      - name: organization_id
        in: path
        description: Organization ID
        required: true
        schema:
          type: string
      - name: user_id
        in: path
        description: User ID
        required: true
        schema:
          type: string
      - name: Moment-Target-User-Managed-Organizations
        in: header
        description: 'JSON-encoded map of user_id to managed organization IDs. For single-user endpoints, the map must contain exactly one user. Example: {"user_id":["org1","org2"]}'
        required: false
        schema:
          type: string
          example: '{"user_abc_123":["org1","org2"]}'
      - name: page
        in: query
        description: Page number (1-based)
        schema:
          type: integer
          default: 1
          minimum: 1
      - name: limit
        in: query
        description: Number of items per page
        schema:
          type: integer
          default: 50
          maximum: 100
          minimum: 1
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UserAccounts'
        '400':
          description: Invalid request parameters
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '403':
          description: Forbidden - no access to organization
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '404':
          description: Organization not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
  /v1/account/organizations/{organization_id}/users/{user_id}/advisor-codes/:
    get:
      tags:
      - User
      summary: Get advisor codes for a user
      operationId: getAdvisorCodes
      parameters:
      - name: organization_id
        in: path
        description: Organization ID
        required: true
        schema:
          type: string
      - name: user_id
        in: path
        description: User ID
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AdvisorCodesPerUser'
        '400':
          description: Invalid request body or parameters
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '403':
          description: Forbidden - no access to organization
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '404':
          description: User not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
  /v1/account/organizations/{organization_id}/users/{user_id}/manual-accounts/:
    get:
      tags:
      - User
      summary: Get manual account overrides for a user
      operationId: getManualAccountOverrides
      parameters:
      - name: organization_id
        in: path
        description: Organization ID
        required: true
        schema:
          type: string
      - name: user_id
        in: path
        description: User ID
        required: true
        schema:
          type: string
      - name: page
        in: query
        description: Page number (1-based)
        schema:
          type: integer
          default: 1
          minimum: 1
      - name: limit
        in: query
        description: Number of items per page
        schema:
          type: integer
          default: 50
          maximum: 100
          minimum: 1
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ManualAccountOverrides'
        '400':
          description: Invalid request parameters
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '404':
          description: Organization not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
    post:
      tags:
      - User
      summary: Create a manual account override
      operationId: createManualAccountOverride
      parameters:
      - name: organization_id
        in: path
        description: Organization ID
        required: true
        schema:
          type: string
      - name: user_id
        in: path
        description: User ID
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              type: object
              $ref: '#/components/schemas/ManualAccountOverrides'
        required: true
      responses:
        '201':
          description: Successful response
          content:
            application/json:
              schema:
                type: object
                properties:
                  message:
                    type: string
                    example: Manual account overrides created
                required:
                - message
        '400':
          description: Invalid request body or parameters
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '404':
          description: Organization not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
  /v1/account/organizations/{organization_id}/users/{user_id}/organization-account-statuses/:
    get:
      tags:
      - User
      summary: Get organization account statuses for a user
      operationId: getOrganizationAccountStatusesForUser
      parameters:
      - name: organization_id
        in: path
        description: Organization ID
        required: true
        schema:
          type: string
      - name: user_id
        in: path
        description: User ID
        required: true
        schema:
          type: string
      - name: Moment-Target-User-Managed-Organizations
        in: header
        description: 'JSON-encoded map of user_id to managed organization IDs. For single-user endpoints, the map must contain exactly one user. Example: {"user_id":["org1","org2"]}'
        required: false
        schema:
          type: string
          example: '{"user_abc_123":["org1","org2"]}'
      - name: page
        in: query
        description: Page number (1-based)
        schema:
          type: integer
          default: 1
          minimum: 1
      - name: limit
        in: query
        description: Number of items per page
        schema:
          type: integer
          default: 50
          maximum: 100
          minimum: 1
      - name: search
        in: query
        description: Search term for account name
        schema:
          type: string
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/OrganizationAccountWithStatuses'
        '400':
          description: Invalid request parameters
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '403':
          description: Forbidden - no access to organization
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '404':
          description: Organization not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
components:
  schemas:
    OrganizationAccountWithStatuses:
      type: object
      properties:
        accounts:
          type: array
          items:
            $ref: '#/components/schemas/OrganizationAccountWithStatus'
      required:
      - accounts
    UserAccounts:
      type: object
      properties:
        accounts:
          type: array
          items:
            $ref: '#/components/schemas/UserAccount'
      required:
      - accounts
    AdvisorCodesBatch:
      type: object
      properties:
        advisor_codes:
          description: Map of user_id to their advisor codes
          type: object
          additionalProperties:
            $ref: '#/components/schemas/AdvisorCodesPerUser'
      required:
      - advisor_codes
    ManualAccountOverride:
      type: object
      properties:
        account_id:
          description: The account ID.
          type: string
        status:
          description: The status of the override.
          type: string
          enum:
          - allow
          - deny
          - inherit
      required:
      - account_id
      - status
    UserAccount:
      type: object
      properties:
        account_name:
          description: The name of the account.
          type: string
        advisor_codes:
          description: The advisor codes associated with the account.
          type: array
          items:
            type: string
        custodian:
          description: The custodian of the account.
          type: string
      required:
      - custodian
      - account_name
      - advisor_codes
    OrganizationAccountWithStatus:
      allOf:
      - $ref: '#/components/schemas/OrganizationAccount'
      - type: object
        properties:
          status:
            description: The status of the account
            type: string
            enum:
            - allow
            - deny
            - inherit
        required:
        - status
    AdvisorCodesPerUser:
      type: object
      properties:
        advisor_codes:
          $ref: '#/components/schemas/AdvisorCodes'
        user_id:
          description: The user ID.
          type: string
      required:
      - user_id
      - advisor_codes
    OrganizationAccount:
      type: object
      properties:
        advisor_codes:
          description: List of advisor codes associated with the account
          type: array
          items:
            type: string
        custodian:
          description: Name of the custodian holding the account
          type: string
        moment_account_id:
          description: Moment's unique identifier for the account
          type: string
        name:
          description: Name associated with the account
          type: string
      required:
      - moment_account_id
      - custodian
      - advisor_codes
      - name
    AdvisorCodes:
      description: Advisor codes mapped by custodian ID (e.g., cust_fidelity, cust_schwab, cust_pershing)
      type: object
      additionalProperties:
        type: array
        items:
          type: string
        description: Array of advisor codes for this custodian
    ErrorType:
      type: string
      description: High-level error category for programmatic error handling.
      enum:
      - invalid_request
      - not_found
      - server_error
      - unauthorized
      - rate_limited
      - forbidden
      - closed
      - not_implemented
      - resource_conflict
      x-enum-varnames:
      - ErrorTypeInvalidRequest
      - ErrorTypeNotFound
      - ErrorTypeServerError
      - ErrorTypeUnauthorized
      - ErrorTypeRateLimited
      - ErrorTypeForbidden
      - ErrorTypeNeedsMarketState
      - ErrorTypeNotImplemented
      - ErrorTypeResourceConflict
    UserOrgWideAccess:
      type: object
      properties:
        has_org_wide_access:
          description: Indicates whether the user has organization-wide access
          type: boolean
      required:
      - has_org_wide_access
    APIError:
      type: object
      description: Standard error response format returned by all API endpoints.
      properties:
        error:
          type: string
          description: Human-readable error message describing what went wrong.
        error_details:
          description: Additional structured information about the error.
          x-go-type: any
          x-go-type-skip-optional-pointer: true
          x-oapi-codegen-extra-tags:
            exhaustruct: optional
        error_type:
          $ref: '#/components/schemas/ErrorType'
      required:
      - error
      - error_type
    AccountCounts:
      type: object
      properties:
        counts:
          description: Map of user_id to integer count
          type: object
          additionalProperties:
            type: integer
      example:
        counts:
          user_abc_123: 42
          user_def_456: 15
          user_ghi_789: 112
      required:
      - counts
    ManualAccountOverrides:
      type: object
      properties:
        overrides:
          type: array
          items:
            $ref: '#/components/schemas/ManualAccountOverride'
      required:
      - overrides
x-provenance:
  method: searched
  source: https://docs.moment.com/reference
  harvested: '2026-10-14'
  tool: harvest-readme-openapi.py
  note: Assembled verbatim from the OpenAPI definition ReadMe embeds in each operation page of the provider's developer portal; paths and components merged by API title, nothing authored.
  assembled_from:
  - https://docs.moment.com/reference/cancelcashraise.md
  - https://docs.moment.com/reference/completecashraise.md
  - https://docs.moment.com/reference/createcashraise.md
  - https://docs.moment.com/reference/createmanualaccountoverride.md
  - https://docs.moment.com/reference/getaccountcounts.md
  - https://docs.moment.com/reference/getaccountsforuser.md
  - https://docs.moment.com/reference/getadvisoraccounts.md
  - https://docs.moment.com/reference/getadvisorcodes.md
  - https://docs.moment.com/reference/getadvisorcodesbatch.md
  - https://docs.moment.com/reference/getadvisorusers.md
  - https://docs.moment.com/reference/getcashraisebyid.md
  - https://docs.moment.com/reference/getcashraises.md
  - https://docs.moment.com/reference/getmanualaccountoverrides.md
  - https://docs.moment.com/reference/getorganizationaccounts.md
  - https://docs.moment.com/reference/getorganizationaccountstatusesforuser.md
  - https://docs.moment.com/reference/getorganizationadvisorcodes.md
  - https://docs.moment.com/reference/getprojectedcash.md
  - https://docs.moment.com/reference/getuserorgaccountaccess.md
  - https://docs.moment.com/reference/resolvecashraises.md
  - https://docs.moment.com/reference/updateaccountmetadata.md
  - https://docs.moment.com/reference/updatecashraise.md
  merge:
    pages: 21
    deduped: 56
    conflicts_kept_first: 0