Orion Advisor Solutions

Orion Advisor Solutions Integrations/Asset Map API

The Integrations/AssetMap API from Orion Advisor Solutions — 8 operation(s) for integrations/assetmap.

GitHub OpenAPI

Operations 8

POST /v1/Integrations/AssetMap/Actions/Remove Removes the AssetMap integration for the current firm #
POST /v1/Integrations/AssetMap/Actions/Setup Adds the AssetMap integration for the current firm #
GET /v1/Integrations/AssetMap/GetConfigurations Asset map get configurations async #
GET /v1/Integrations/AssetMap/GetLoginToken Gets a login token from Asset-Map #
GET /v1/Integrations/AssetMap/GetToken Gets an authentication token from Asset-Map #
GET /v1/Integrations/AssetMap/OAuth2Login Proxies the OAuth2 login request to Asset-Map API to avoid CORS issues #
GET /v1/Integrations/AssetMap/Redirect Gets the redirect URL for the user to authenticate with Asset-Map #
GET /v1/Integrations/AssetMap/SaveToken Used to get token from Fidelity #

Documentation

📖
Documentation
https://developers.orionadvisor.com/quick-start/
📖
Documentation
https://developers.orionadvisor.com/guides/
📖
APIReference
https://api.orionadvisor.com/api/swagger/ui/index
📖
GettingStarted
https://developers.orionadvisor.com/quick-start/

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-integrations-assetmap-api-openapi.yml

Other Resources

🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

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OpenAPI Specification

orion-advisor-solutions-integrations-assetmap-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Integrations/Asset Map API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Integrations/AssetMap
paths:
  /v1/Integrations/AssetMap/Actions/Remove:
    post:
      tags:
      - Integrations/AssetMap
      summary: Removes the AssetMap integration for the current firm
      description: The user must have the necessary privileges to remove the integration.
      operationId: AssetMap_RemoveServiceAsync
      parameters:
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: boolean
            application/json:
              schema:
                type: boolean
            text/json:
              schema:
                type: boolean
            application/xml:
              schema:
                type: boolean
            text/xml:
              schema:
                type: boolean
            multipart/form-data:
              schema:
                type: boolean
      security:
      - Authorization: []
  /v1/Integrations/AssetMap/Actions/Setup:
    post:
      tags:
      - Integrations/AssetMap
      summary: Adds the AssetMap integration for the current firm
      operationId: AssetMap_SetupServiceAsync
      parameters:
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.BasicIntegrationConfigDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.BasicIntegrationConfigDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.BasicIntegrationConfigDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.BasicIntegrationConfigDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.BasicIntegrationConfigDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.BasicIntegrationConfigDto'
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.IntegrationSetupRequestDto'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.IntegrationSetupRequestDto'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.IntegrationSetupRequestDto'
          application/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.IntegrationSetupRequestDto'
          text/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.IntegrationSetupRequestDto'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.IntegrationSetupRequestDto'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.IntegrationSetupRequestDto'
        required: true
  /v1/Integrations/AssetMap/GetConfigurations:
    get:
      tags:
      - Integrations/AssetMap
      operationId: AssetMap_GetConfigurationsAsync
      parameters:
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.AssetMapController.Configurations'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.AssetMapController.Configurations'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.AssetMapController.Configurations'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.AssetMapController.Configurations'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.AssetMapController.Configurations'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.Domains.Integrations.AssetMapController.Configurations'
      security:
      - Authorization: []
      summary: Asset map get configurations async
      x-summary-source: derived
  /v1/Integrations/AssetMap/GetLoginToken:
    get:
      tags:
      - Integrations/AssetMap
      summary: Gets a login token from Asset-Map
      operationId: AssetMap_GetLoginTokenAsync
      parameters:
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: string
            application/json:
              schema:
                type: string
            text/json:
              schema:
                type: string
            application/xml:
              schema:
                type: string
            text/xml:
              schema:
                type: string
            multipart/form-data:
              schema:
                type: string
      security:
      - Authorization: []
  /v1/Integrations/AssetMap/GetToken:
    get:
      tags:
      - Integrations/AssetMap
      summary: Gets an authentication token from Asset-Map
      operationId: AssetMap_GetTokenAsync
      parameters:
      - name: code
        in: query
        required: true
        schema:
          type: string
      - name: authorization
        in: query
        required: true
        schema:
          type: string
      - name: ct
        in: header
        required: true
      responses:
        '204':
          description: No Content
      security:
      - Authorization: []
  /v1/Integrations/AssetMap/OAuth2Login:
    get:
      tags:
      - Integrations/AssetMap
      summary: Proxies the OAuth2 login request to Asset-Map API to avoid CORS issues
      operationId: AssetMap_OAuth2LoginAsync
      parameters:
      - name: accessToken
        in: query
        description: The Asset-Map access token
        required: true
        schema:
          type: string
      - name: ct
        in: header
        description: Cancellation token
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: string
            application/json:
              schema:
                type: string
            text/json:
              schema:
                type: string
            application/xml:
              schema:
                type: string
            text/xml:
              schema:
                type: string
            multipart/form-data:
              schema:
                type: string
      security:
      - Authorization: []
  /v1/Integrations/AssetMap/Redirect:
    get:
      tags:
      - Integrations/AssetMap
      summary: Gets the redirect URL for the user to authenticate with Asset-Map
      operationId: AssetMap_GetRedirectUrlAsync
      parameters:
      - name: ct
        in: header
        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: []
  /v1/Integrations/AssetMap/SaveToken:
    get:
      tags:
      - Integrations/AssetMap
      summary: Used to get token from Fidelity
      operationId: AssetMap_SaveTokenAsync
      parameters:
      - name: code
        in: query
        required: true
        schema:
          type: string
      - name: authorization
        in: query
        required: true
        schema:
          type: string
      - name: ct
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: string
            application/json:
              schema:
                type: string
            text/json:
              schema:
                type: string
            application/xml:
              schema:
                type: string
            text/xml:
              schema:
                type: string
            multipart/form-data:
              schema:
                type: string
      security:
      - Authorization: []
components:
  schemas:
    OAS.WebApi.DTO.Integrations.IntegrationSetupRequestDto:
      properties:
        key:
          type: integer
          format: int32
        productName:
          type: string
        termsAccepted:
          type: boolean
      xml:
        name: IntegrationSetupRequestDto
      type: object
    OAS.WebApi.DTO.Integrations.BasicIntegrationConfigDto:
      properties:
        partnerAppId:
          description: The unique ID of the partner app.
          type: integer
          format: int32
        productName:
          description: The unique name of the partner app product.
          type: string
      xml:
        name: BasicIntegrationConfigDto
      type: object
    OAS.WebApi.Domains.Integrations.AssetMapController.Configurations:
      properties:
        apiurl:
          type: string
        orionRedirectUri:
          type: string
      xml:
        name: Configurations
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header