Shareworks Read Access API

openapi: 3.0.1
info:
  title: Shareworks Admin REST Authentication Token Read Access API
  description: Shareworks Admin REST API
  version: 1.0.0
servers:
- url: https://shareworks.solium.com/rest/admin
  description: Production
- url: https://sum-qa02.shareworks.com/rest/admin
  description: Sandbox
security:
- accessToken: []
tags:
- name: Read Access
paths:
  /v1/auth/tokens:
    post:
      tags:
      - Read Access
      summary: POST Auth Token
      description: Create a JWT authentication request and retrieve an access token
      operationId: issue
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AccessTokenResponse'
        '400':
          description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '401':
          description: You request was successful and valid but you do not have access to this resource.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '403':
          description: When a request tries to access a resource that doesn't belong to them.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '422':
          description: There was a validation error. Check the error message to see what values caused the error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '500':
          description: Servers are not working as expected.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
  /v1/refresh/tokens:
    post:
      tags:
      - Read Access
      summary: POST Refresh Auth Token
      description: Create a JWT authentication request and get a new access token
      operationId: refresh
      parameters:
      - name: Shareworks-Request-Id
        in: header
        description: An identifier unique to this request.  If a connection is broken or a response does not come in a timely manner, submit the same request again with this same identifier. Shareworks ensures that duplicate requests with the same identifier will only be processed once and will all return the same response.
        required: false
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AccessTokenRequest'
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AccessTokenResponse'
        '400':
          description: "The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body.\n\nAlso occurs when using Shareworks-Request-Id header if:  \n- A previous request with the identifier has been submitted but is not yet complete  \n    - errors[] will include {code: 461, message: A request with the provided Shareworks-Request-Id is currently in-progress}  \n- A previous, but different, request was already processed with the same identifier  \n    - errors[] will include {code: 460, message: The provided Shareworks-Request-Id header is not unique for this user}"
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '401':
          description: You request was successful and valid but you do not have access to this resource.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '403':
          description: When a request tries to access a resource that doesn't belong to them.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '422':
          description: There was a validation error. Check the error message to see what values caused the error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '500':
          description: Servers are not working as expected.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
  /v1/terminate/tokens:
    post:
      tags:
      - Read Access
      summary: POST Terminate Token
      description: 'Revoke access to the token '
      operationId: terminateSession
      parameters:
      - name: Shareworks-Request-Id
        in: header
        description: An identifier unique to this request.  If a connection is broken or a response does not come in a timely manner, submit the same request again with this same identifier. Shareworks ensures that duplicate requests with the same identifier will only be processed once and will all return the same response.
        required: false
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AccessTokenRequest'
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AccessTokenResponse'
        '400':
          description: "The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body.\n\nAlso occurs when using Shareworks-Request-Id header if:  \n- A previous request with the identifier has been submitted but is not yet complete  \n    - errors[] will include {code: 461, message: A request with the provided Shareworks-Request-Id is currently in-progress}  \n- A previous, but different, request was already processed with the same identifier  \n    - errors[] will include {code: 460, message: The provided Shareworks-Request-Id header is not unique for this user}"
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '401':
          description: You request was successful and valid but you do not have access to this resource.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '403':
          description: When a request tries to access a resource that doesn't belong to them.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '422':
          description: There was a validation error. Check the error message to see what values caused the error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '500':
          description: Servers are not working as expected.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
  /v1/company/{companyId}/authorized-capital:
    get:
      tags:
      - Read Access
      summary: GET Authorized Capital
      description: Retrieve the top-level calculated cap table information for the company
      operationId: getCompanyEquityDetails
      parameters:
      - name: companyId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AuthorizedCapitalDetails'
        '400':
          description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '401':
          description: You request was successful and valid but you do not have access to this resource.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '403':
          description: When a request tries to access a resource that doesn't belong to them.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '422':
          description: There was a validation error. Check the error message to see what values caused the error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '500':
          description: Servers are not working as expected.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
  /v1/company/{companyId}/authorized-capital/plan/{planId}:
    get:
      tags:
      - Read Access
      summary: GET Authorized Capital Plan
      description: Retrieve an in-depth calculated summary for the specified plan
      operationId: getCompanyPlanDetails
      parameters:
      - name: companyId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: planId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PlanSummaryDetailsWithGrants'
        '400':
          description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '401':
          description: You request was successful and valid but you do not have access to this resource.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '403':
          description: When a request tries to access a resource that doesn't belong to them.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '422':
          description: There was a validation error. Check the error message to see what values caused the error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '500':
          description: Servers are not working as expected.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
  /v1/company/{companyId}/authorized-capital/securities/{classOfSecurities}:
    get:
      tags:
      - Read Access
      summary: GET Authorized Capital Class
      description: Retrieve an in-depth calculated summary for the specified class of securities
      operationId: getCompanySecuritiesDetails
      parameters:
      - name: companyId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: classOfSecurities
        in: path
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ClassOfSecuritiesDetails'
        '400':
          description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '401':
          description: You request was successful and valid but you do not have access to this resource.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '403':
          description: When a request tries to access a resource that doesn't belong to them.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '422':
          description: There was a validation error. Check the error message to see what values caused the error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '500':
          description: Servers are not working as expected.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
  /v1/company/{companyId}/authorized-capital/409a:
    get:
      tags:
      - Read Access
      summary: GET 409A Valuations
      description: Retrieve a list of the 409A valuations for all funds within a company
      operationId: getFundDetails
      parameters:
      - name: companyId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/FundDetails'
        '400':
          description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '401':
          description: You request was successful and valid but you do not have access to this resource.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '403':
          description: When a request tries to access a resource that doesn't belong to them.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '422':
          description: There was a validation error. Check the error message to see what values caused the error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '500':
          description: Servers are not working as expected.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
  /v1/company/{companyId}/authorized-capital/designations:
    get:
      tags:
      - Read Access
      summary: GET Stock Designations (All)
      description: Retrieve a list of all stock designations within a company
      operationId: getStockDesignations
      parameters:
      - name: companyId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SecuritiesDesignationDetails'
        '400':
          description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '401':
          description: You request was successful and valid but you do not have access to this resource.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '403':
          description: When a request tries to access a resource that doesn't belong to them.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '422':
          description: There was a validation error. Check the error message to see what values caused the error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '500':
          description: Servers are not working as expected.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
  /v1/company/{companyId}/award-type:
    get:
      tags:
      - Read Access
      summary: GET Award Type (All)
      description: Retrieve a list of all award types assigned to the specified company
      operationId: getAllAwardTypeDetails
      parameters:
      - name: companyId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/AwardTypeDetails'
        '400':
          description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '401':
          description: You request was successful and valid but you do not have access to this resource.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '403':
          description: When a request tries to access a resource that doesn't belong to them.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '422':
          description: There was a validation error. Check the error message to see what values caused the error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '500':
          description: Servers are not working as expected.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
  /v1/company/integration:
    post:
      tags:
      - Read Access
      summary: POST Company Integration Key
      description: Verifies and Activates a Company Integration Key
      operationId: submit
      parameters:
      - name: Shareworks-Request-Id
        in: header
        description: An identifier unique to this request.  If a connection is broken or a response does not come in a timely manner, submit the same request again with this same identifier. Shareworks ensures that duplicate requests with the same identifier will only be processed once and will all return the same response.
        required: false
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CompanyIntegrationRequest'
      responses:
        '201':
          description: Successfully activated the Company Integration Key
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CompanyIntegrationDetails'
        '400':
          description: "The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body.\n\nAlso occurs when using Shareworks-Request-Id header if:  \n- A previous request with the identifier has been submitted but is not yet complete  \n    - errors[] will include {code: 461, message: A request with the provided Shareworks-Request-Id is currently in-progress}  \n- A previous, but different, request was already processed with the same identifier  \n    - errors[] will include {code: 460, message: The provided Shareworks-Request-Id header is not unique for this user}"
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '401':
          description: You request was successful and valid but you do not have access to this resource.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '403':
          description: When a request tries to access a resource that doesn't belong to them.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '422':
          description: There was a validation error. Check the error message to see what values caused the error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '500':
          description: Servers are not working as expected.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
  /v1/company:
    get:
      tags:
      - Read Access
      summary: GET Company (All)
      description: Retrieve the details of all managed companies
      operationId: getAllCompanyDetails
      parameters:
      - name: pageSize
        in: query
        description: Number of items to return per page. Default is 50. Maximum is 250
        schema:
          type: integer
          format: int32
      - name: pageNumber
        in: query
        description: Which page of the data set to fetch. Default is 1.
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          headers:
            Page-Number:
              description: Identifies which page of the target data set is returned in this response (1 to n). (Only present when the response is paginated)
              style: simple
            Page-Size:
              description: The number of items per page used to paginate the target data set. (Only present when the response is paginated)
              style: simple
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/CompanyDetails'
        '400':
          description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '401':
          description: You request was successful and valid but you do not have access to this resource.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '403':
          description: When a request tries to access a resource that doesn't belong to them.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '422':
          description: There was a validation error. Check the error message to see what values caused the error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '500':
          description: Servers are not working as expected.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
  /v1/company/{companyId}:
    get:
      tags:
      - Read Access
      summary: GET Company (Single)
      description: Retrieve the details of the specified company
      operationId: getCompanyDetails
      parameters:
      - name: companyId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CompanyDetails'
        '400':
          description: The request was unacceptable, often due to missing a required parameter, malformed query, or malformed request body.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '401':
          description: You request was successful and valid but you do not have access to this resource.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '403':
          description: When a request tries to access a resource that doesn't belong to them.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '422':
          description: There was a validation error. Check the error message to see what values caused the error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
        '500':
          description: Servers are not working as expected.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RestApiErrorResponse'
              encoding:
                ? ''
                : contentType: application/json
  /v1/company/{companyId}/stakeholder/{stakeholderId}/stock-certificate:
    get:
      tags:
      - Read Access
      summary: GET Stock Certificate (All)
      description: Retrieve the details of all stock certificates belonging to the specified stakeholder
      operationId: getStockCertificates
      parameters:
      - name: companyId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: stakeholderId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: pageSize
        in: query
        description: Number of items to return per page. Default is 50. Maximum is 250
        schema:
          type: integer
          format: int32
      - name: pageNumber
        in: query
        description: Which page of the data set to fetch. Default is 1.
        schema

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# Full source: https://raw.githubusercontent.com/api-evangelist/shareworks/refs/heads/main/openapi/shareworks-read-access-api-openapi.yml