Shareworks Write Access API

openapi: 3.0.1
info:
  title: Shareworks Admin REST Authentication Token Write 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: Write Access
paths:
  /v1/company:
    post:
      tags:
      - Write Access
      summary: POST Company (Create)
      description: Create a new private company with the default setup
      operationId: createCompany
      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/CompanyCrudRequest'
      responses:
        '201':
          description: Created. An object is created and returned
          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.\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}:
    put:
      tags:
      - Write Access
      summary: PUT Company (Update)
      description: Update the details of the specified company
      operationId: updateCompany
      parameters:
      - name: companyId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CompanyCrudRequest'
      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}/plan:
    post:
      tags:
      - Write Access
      summary: POST Plan (Create)
      description: Create a plan for the specified company
      operationId: createEquityIncentivePlan
      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
      - name: companyId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/SharePoolPlanCreationRequest'
      responses:
        '201':
          description: Created. An object is created and returned
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SharePoolPlanDetails'
        '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}/stakeholder/{stakeholderId}/stock-certificate:
    post:
      tags:
      - Write Access
      summary: POST Stock Certificate (Create)
      description: Create a stock certificate for the specified stakeholder
      operationId: createStockCertificate
      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: true
        schema:
          type: string
      - name: companyId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: stakeholderId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/StockCertificateCrudRequest'
      responses:
        '201':
          description: Created. An object is created and returned
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StockCertificateDetails'
        '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}/stakeholder/stock-certificate/{stockCertificateId}:
    put:
      tags:
      - Write Access
      summary: PUT Stock Certificate (Update)
      description: Update the details of the specified stock certificate
      operationId: updateStockCertificate
      parameters:
      - name: companyId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: stockCertificateId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/StockCertificateCrudRequest'
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StockCertificateDetails'
        '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/stock-designation:
    post:
      tags:
      - Write Access
      summary: POST Stock Filing Designation (Create)
      description: Create a new stock filing by adding one new stock designation to the most recent filing
      operationId: createStockFilingWithNewDesignation
      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
      - name: companyId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/StockFilingWithNewDesignationCreationRequest'
      responses:
        '201':
          description: Created. An object is created and returned
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StockFilingDetails'
        '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}/vesting-schedule:
    post:
      tags:
      - Write Access
      summary: POST Vesting Schedule (Create)
      description: Create a vesting schedule for the specified company
      operationId: createVestingSchedule
      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
      - name: companyId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/VestingScheduleCrudRequest'
      responses:
        '201':
          description: Created. An object is created and returned
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/VestingScheduleDetails'
        '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}/vesting-schedule/{vestingScheduleId}:
    put:
      tags:
      - Write Access
      summary: PUT Vesting Schedule (Update)
      description: Update the details of the specified vesting schedule
      operationId: updateVestingSchedule
      parameters:
      - name: companyId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: vestingScheduleId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/VestingScheduleCrudRequest'
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/VestingScheduleDetails'
        '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}/board/appointment:
    post:
      tags:
      - Write Access
      summary: POST Company Board Appointment (Create)
      description: Create a company board appointment to assign a stakeholder to the board
      operationId: createAppointment
      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
      - name: companyId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CompanyBoardAppointmentCreateCrudRequest'
      responses:
        '201':
          description: Created. An object is created and returned
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CompanyBoardAppointmentDetails'
        '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}/board:
    put:
      tags:
      - Write Access
      summary: PUT Company Board (Update)
      description: Update the details of the company board for officer/director tracking
      operationId: updateCompanyBoard
      parameters:
      - name: companyId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CompanyBoardCrudRequest'
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CompanyBoardDetails'
        '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
    post:
      tags:
      - Write Access
      summary: POST Company Board (Create)
      description: Create the company board for officer/director tracking
      operationId: createCompanyBoard
      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
      - name: companyId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CompanyBoardCrudRequest'
      responses:
        '201':
          description: Created. An object is created and returned
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CompanyBoardDetails'
        '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 

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