Orion Advisor Solutions

Orion Advisor Solutions Aggregator/Transactions API

The Aggregator/Transactions API from Orion Advisor Solutions — 1 operation(s) for aggregator/transactions.

Documentation GitHub OpenAPI

Operations 1

GET /v1/Aggregator/Transactions Get All Transactions #

Work with this as data

Every API here is available over the APIs.io API and to AI agents over MCP.

MCP server

One button, every client — Claude, Cursor, VS Code and the rest.

https://apis.io/mcp

Tools for apis

7 MCP tools reach this

find_apisBrowse and filter every API in the catalog.
get_api_artifactsOne API's artifacts, grouped by type.
get_openapiThe primary OpenAPI for this API.
find_similar_apisAPIs that look like this one.
apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.
resolveTurn a domain, URL or GitHub org into the provider it belongs to.
find_cohortsEvery scored population of providers in the catalog.

All 92 tools →

Call it yourself

curl for this page

This API

curl "https://apis.io/api/v1/apis/orion-advisor-solutions-aggregator-transactions-api"

All apis

curl "https://apis.io/api/v1/apis?limit=25"

Discovery needs no key. Ratings and market analysis are Pro.

Get an API key

Free tier, no form to fill in. Signing in shares your email address with us — we store it to create your key and to recognise you if you sign in with another provider. See our Privacy Policy and Terms.

GitHub Google LinkedIn

A second provider on the same verified email joins the account you already have.

OpenAPI Specification

openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Aggregator/Transactions API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Aggregator/Transactions
paths:
  /v1/Aggregator/Transactions:
    get:
      tags:
      - Aggregator/Transactions
      summary: Get All Transactions
      description: 'Sample Request

        GET /Aggregator/Accounts

        {

        "credentialId": 1234,

        "aggregatorId":1060,

        "accountId":1234

        }'
      operationId: ConfirmAggregator_GetAllTransactions
      parameters:
      - name: credentialId
        in: query
        description: 'The credential ID(aka: appLinkDtlId)'
        required: true
        schema:
          type: string
      - name: aggregatorId
        in: query
        description: 'The Aggregator ID (aka: appLinkId'
        required: true
        schema:
          type: integer
          format: int32
      - name: accountId
        in: query
        description: The akoya account id
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Confirm.PlanningTransaction'
                xml:
                  name: PlanningTransaction
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Confirm.PlanningTransaction'
                xml:
                  name: PlanningTransaction
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Confirm.PlanningTransaction'
                xml:
                  name: PlanningTransaction
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Confirm.PlanningTransaction'
                xml:
                  name: PlanningTransaction
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Confirm.PlanningTransaction'
                xml:
                  name: PlanningTransaction
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Confirm.PlanningTransaction'
                xml:
                  name: PlanningTransaction
                  wrapped: true
                type: array
      security:
      - Authorization: []
components:
  schemas:
    OAS.DataModel.Confirm.PlanningTransaction:
      required:
      - id
      properties:
        id:
          type: integer
          format: int32
        downloadFileId:
          type: integer
          format: int32
        cusip:
          type: string
          maxLength: 50
          minLength: 0
        ticker:
          type: string
          maxLength: 50
          minLength: 0
        acctCode:
          type: string
          maxLength: 500
          minLength: 0
        effectiveDate:
          type: string
          format: date-time
        fileTranCode:
          type: string
          maxLength: 50
          minLength: 0
        noUnits:
          type: number
          format: double
        price:
          type: number
          format: double
        netTransAmt:
          type: number
          format: double
        grossTransAmt:
          type: number
          format: double
        note:
          type: string
          maxLength: 3000
          minLength: 0
        tradeRefNum:
          type: string
        credentialId:
          type: string
          maxLength: 100
          minLength: 0
        transTypeId:
          type: integer
          format: int32
        transactionSubTypeId:
          type: integer
          format: int32
        productId:
          type: integer
          format: int32
      xml:
        name: PlanningTransaction
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header