Orion Advisor Solutions Confirm/Tax Error API
The Confirm/TaxError API from Orion Advisor Solutions — 8 operation(s) for confirm/taxerror.
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.
Call it yourself
curl for this page
This API
curl "https://apis.io/api/v1/apis/orion-advisor-solutions-confirm-taxerror-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.
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 Confirm/Tax Error API
x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Confirm/TaxError
paths:
/v1/Confirm/TaxError:
get:
tags:
- Confirm/TaxError
summary: Gets the Tax Errors
operationId: TaxError_GetAllAsync
parameters:
- name: cancellationToken
in: header
required: false
responses:
'200':
description: OK
content:
text/plain:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxErrorPortfolioDto'
xml:
name: TaxErrorPortfolioDto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxErrorPortfolioDto'
xml:
name: TaxErrorPortfolioDto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxErrorPortfolioDto'
xml:
name: TaxErrorPortfolioDto
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxErrorPortfolioDto'
xml:
name: TaxErrorPortfolioDto
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxErrorPortfolioDto'
xml:
name: TaxErrorPortfolioDto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxErrorPortfolioDto'
xml:
name: TaxErrorPortfolioDto
wrapped: true
type: array
security:
- Authorization: []
/v1/Confirm/TaxError/Realized/{key}/AcquiredDate:
put:
tags:
- Confirm/TaxError
summary: Updates A Realized AssetCostBasis's AcquiredDate
operationId: TaxError_UpdateRealizedAcquiredDateAsync
parameters:
- name: key
in: path
description: The CostodianRealizedId from tblAssetCostBasis.pkAssetCostBasis
required: true
schema:
type: integer
format: int32
- name: ct
in: header
description: the cancellation token
required: true
responses:
'200':
description: OK
content:
text/plain:
schema:
type: object
application/json:
schema:
type: object
text/json:
schema:
type: object
multipart/form-data:
schema:
type: object
security:
- Authorization: []
requestBody:
content:
text/plain:
schema:
type: string
format: date-time
application/json:
schema:
type: string
format: date-time
text/json:
schema:
type: string
format: date-time
application/xml:
schema:
type: string
format: date-time
text/xml:
schema:
type: string
format: date-time
application/x-www-form-urlencoded:
schema:
type: string
format: date-time
multipart/form-data:
schema:
type: string
format: date-time
description: The Acquired Date to update to
required: true
/v1/Confirm/TaxError/Realized/{key}/CostAmt:
put:
tags:
- Confirm/TaxError
summary: Updates A Realized AssetCostBasis's Cost Amount
operationId: TaxError_UpdateRealizedCostAmountAsync
parameters:
- name: key
in: path
description: The CostodianRealizedId from tblAssetCostBasis.pkAssetCostBasis
required: true
schema:
type: integer
format: int32
- name: ct
in: header
description: the cancellation token
required: true
responses:
'200':
description: OK
content:
text/plain:
schema:
type: object
application/json:
schema:
type: object
text/json:
schema:
type: object
multipart/form-data:
schema:
type: object
security:
- Authorization: []
requestBody:
content:
text/plain:
schema:
type: number
format: double
application/json:
schema:
type: number
format: double
text/json:
schema:
type: number
format: double
application/xml:
schema:
type: number
format: double
text/xml:
schema:
type: number
format: double
application/x-www-form-urlencoded:
schema:
type: number
format: double
multipart/form-data:
schema:
type: number
format: double
description: The amount to update to
required: true
/v1/Confirm/TaxError/Realized/Filter:
get:
tags:
- Confirm/TaxError
summary: Get Realized Errors
operationId: TaxError_GetRealizedErrorsAsync
parameters:
- name: startDate
in: query
required: true
schema:
type: string
format: date-time
- name: endDate
in: query
required: true
schema:
type: string
format: date-time
- name: entityEnum
in: query
required: false
schema:
type: integer
format: int32
- name: entityId
in: query
required: false
schema:
type: integer
format: int32
- name: auditType
in: query
required: false
schema:
type: string
- name: entitySession
in: query
required: false
schema:
type: integer
format: int32
- name: cancellationToken
in: header
required: false
responses:
'200':
description: OK
content:
text/plain:
schema:
type: object
application/json:
schema:
type: object
text/json:
schema:
type: object
multipart/form-data:
schema:
type: object
security:
- Authorization: []
/v1/Confirm/TaxError/Unrealized/{key}/AcquiredDate:
put:
tags:
- Confirm/TaxError
summary: Updates an unrealized AssetCostCustodian's AcquiredDate
operationId: TaxError_UpdateUnrealizedAcquiredDateAsync
parameters:
- name: key
in: path
description: The Unrealized AssetCostCostodianID from tblAssetCostCustodian.pkAssetCostCustodian
required: true
schema:
type: integer
format: int32
- name: ct
in: header
description: the cancellation token
required: true
responses:
'200':
description: OK
content:
text/plain:
schema:
type: object
application/json:
schema:
type: object
text/json:
schema:
type: object
multipart/form-data:
schema:
type: object
security:
- Authorization: []
requestBody:
content:
text/plain:
schema:
type: string
format: date-time
application/json:
schema:
type: string
format: date-time
text/json:
schema:
type: string
format: date-time
application/xml:
schema:
type: string
format: date-time
text/xml:
schema:
type: string
format: date-time
application/x-www-form-urlencoded:
schema:
type: string
format: date-time
multipart/form-data:
schema:
type: string
format: date-time
description: The Acquired Date to update to
required: true
/v1/Confirm/TaxError/Unrealized/{key}/CostAmt:
put:
tags:
- Confirm/TaxError
summary: Updates an unrealized AssetCostCustodian's CostAmount based on existing units…
operationId: TaxError_UpdateUnrealizedCostAmountAsync
parameters:
- name: key
in: path
description: The Unrealized AssetCostCostodianID from tblAssetCostCustodian.pkAssetCostCustodian
required: true
schema:
type: integer
format: int32
- name: ct
in: header
description: the cancellation token
required: true
responses:
'200':
description: OK
content:
text/plain:
schema:
type: object
application/json:
schema:
type: object
text/json:
schema:
type: object
multipart/form-data:
schema:
type: object
security:
- Authorization: []
requestBody:
content:
text/plain:
schema:
type: number
format: double
application/json:
schema:
type: number
format: double
text/json:
schema:
type: number
format: double
application/xml:
schema:
type: number
format: double
text/xml:
schema:
type: number
format: double
application/x-www-form-urlencoded:
schema:
type: number
format: double
multipart/form-data:
schema:
type: number
format: double
description: the cost amount to update to
required: true
/v1/Confirm/TaxError/Unrealized/Filter:
get:
tags:
- Confirm/TaxError
summary: Get Unrealized Errors
operationId: TaxError_GetFilteredAsync
parameters:
- name: asOfDate
in: query
required: false
schema:
type: string
format: date-time
- name: entityEnum
in: query
required: false
schema:
type: integer
format: int32
- name: entityId
in: query
required: false
schema:
type: integer
format: int32
- name: auditType
in: query
required: false
schema:
type: string
- name: entitySession
in: query
required: false
schema:
type: integer
format: int32
- name: cancellationToken
in: header
required: false
responses:
'200':
description: OK
content:
text/plain:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxErrorPortfolioDto'
xml:
name: TaxErrorPortfolioDto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxErrorPortfolioDto'
xml:
name: TaxErrorPortfolioDto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxErrorPortfolioDto'
xml:
name: TaxErrorPortfolioDto
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxErrorPortfolioDto'
xml:
name: TaxErrorPortfolioDto
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxErrorPortfolioDto'
xml:
name: TaxErrorPortfolioDto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.CostBasis.TaxErrorPortfolioDto'
xml:
name: TaxErrorPortfolioDto
wrapped: true
type: array
security:
- Authorization: []
/v1/Confirm/TaxError/UpdateReviewed/List:
post:
tags:
- Confirm/TaxError
summary: Gets the Tax Errors
operationId: TaxError_UpdateReviewedValueAsync
parameters:
- name: reviewValue
in: query
required: true
schema:
type: boolean
- name: cancellationToken
in: header
required: false
responses:
'204':
description: No Content
security:
- Authorization: []
requestBody:
content:
text/plain:
schema:
items:
type: integer
format: int32
type: array
application/json:
schema:
items:
type: integer
format: int32
type: array
text/json:
schema:
items:
type: integer
format: int32
type: array
application/x-www-form-urlencoded:
schema:
items:
type: integer
format: int32
type: array
multipart/form-data:
schema:
items:
type: integer
format: int32
type: array
required: true
components:
schemas:
OAS.WebApi.DTO.Portfolio.CostBasis.TaxErrorPortfolioDto:
properties:
id:
type: integer
format: int32
errorMessage:
type: string
accountNumber:
type: string
assetId:
type: integer
format: int32
ticker:
type: string
productName:
type: string
acquiredDate:
type: string
format: date-time
longTermCost:
type: number
format: double
shortTermCost:
type: number
format: double
longTermUnits:
type: number
format: double
shortTermUnits:
type: number
format: double
custodian:
type: string
reviewed:
type: boolean
lotEditedDate:
type: string
format: date-time
accountId:
type: integer
format: int32
amortizedCost:
type: number
format: double
auditTypeId:
type: integer
format: int32
costUnits:
type: number
format: double
custodianRecordId:
type: string
downloadSourceId:
type: integer
format: int32
downloadFormatId:
type: integer
format: int32
expectedUnits:
type: number
format: double
householdId:
type: integer
format: int32
householdName:
type: string
longTerm:
type: boolean
productId:
type: integer
format: int32
registrationId:
type: integer
format: int32
registrationType:
type: string
qualified:
type: boolean
registrationName:
type: string
representativeNumber:
type: integer
format: int32
resolutionMessage:
type: string
assetCostCustodianId:
type: integer
format: int32
xml:
name: TaxErrorPortfolioDto
type: object
securitySchemes:
Authorization:
type: apiKey
description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
name: Authorization
in: header