Silverfin Client Meetings API

openapi: 3.2.0
info:
  title: Silverfin Client Meetings API
  description: This is the currently supported stable version of the Silverfin API.
  version: 1.0.0
servers:
- url: https://live.getsilverfin.com
tags:
- name: Client Meetings
paths:
  /api/v4/f/{firm_id}/companies/{company_id}/client_meetings:
    get:
      tags:
      - Client Meetings
      summary: List completed client meetings
      description: 'List the completed client meetings for the specified company, ordered by

        most recently completed first.


        Required scope: `client_meetings:read`'
      security:
      - OAuth2:
        - client_meetings:read
      operationId: getClientMeetingsList
      parameters:
      - name: page
        in: query
        schema:
          type: integer
          default: 1
      - name: per_page
        in: query
        schema:
          type: integer
          default: 10
          maximum: 200
      - name: firm_id
        in: path
        schema:
          type: integer
        required: true
      - name: company_id
        in: path
        schema:
          type: integer
        required: true
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                type: array
                items:
                  type: object
                  properties:
                    id:
                      type: integer
                      example: 123
                    title:
                      type: string
                      example: Q3 review meeting
                    summary:
                      type: string
                    completed_at:
                      type: string
                      format: date-time
                    created_at:
                      type: string
                      format: date-time
                    updated_at:
                      type: string
                      format: date-time
                    discussed_messages_count:
                      type: integer
                      example: 3
                      description: Notes plus todos discussed during the meeting
                    action_points_count:
                      type: integer
                      example: 1
                      description: Todos from the meeting that were not discussed
  /api/v4/f/{firm_id}/companies/{company_id}/client_meetings/attachments:
    post:
      tags:
      - Client Meetings
      summary: Upload attachment
      description: 'Upload an attachment to the current client meeting for the specified

        company. A meeting can have up to 5 attachments. Upload one file per

        request — call this endpoint repeatedly to attach multiple files.


        Supported file types: .aac .flac .mp3 .mpa .mpeg .mpga .mp4 .opus .pcm

        .wav .webm .png .jpg .jpeg .webp .txt .pdf


        Required scope: `client_meetings:external_notes:write`'
      security:
      - OAuth2:
        - client_meetings:external_notes:write
      operationId: createClientMeetingAttachment
      requestBody:
        content:
          multipart/form-data:
            schema:
              type: object
              properties:
                bot_name:
                  type: string
                  description: 'Custom name to display as the uploader, if left empty, we use

                    the authenticated user''s name

                    '
                content:
                  type: string
                  format: binary
              required:
              - content
      parameters:
      - name: firm_id
        in: path
        schema:
          type: integer
        required: true
      - name: company_id
        in: path
        schema:
          type: integer
        required: true
      responses:
        '204':
          description: File is successfully uploaded
        '422':
          description: 'Possible reasons:<br>

            - The company has no current meeting

            - Maximum number of attachments already uploaded

            - Unsupported file type

            '
          content:
            application/json:
              schema:
                type: object
                required:
                - error
                properties:
                  error:
                    type: string
                example:
                  error: The company has no current meeting
  /api/v4/f/{firm_id}/companies/{company_id}/client_meetings/current:
    get:
      tags:
      - Client Meetings
      summary: Get the current client meeting
      description: 'Get the current (in progress) client meeting for the specified company,

        including its items (talking points, action points and titles in meeting

        order), attachments and links.


        Required scope: `client_meetings:read`'
      security:
      - OAuth2:
        - client_meetings:read
      operationId: getCurrentClientMeeting
      parameters:
      - name: firm_id
        in: path
        schema:
          type: integer
        required: true
      - name: company_id
        in: path
        schema:
          type: integer
        required: true
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                type: object
                properties:
                  id:
                    type: integer
                    example: 123
                  title:
                    type: string
                    example: Q3 review meeting
                  summary:
                    type: string
                  completed_at:
                    type:
                    - string
                    - 'null'
                    format: date-time
                    description: null when the meeting is still in progress
                  created_at:
                    type: string
                    format: date-time
                  updated_at:
                    type: string
                    format: date-time
                  items:
                    type: array
                    description: Talking points, action points and titles in meeting order
                    items:
                      type: object
                      properties:
                        type:
                          type: string
                          example: remark
                          description: Either 'remark' (a talking point or action point) or 'title'
                        id:
                          type: integer
                          example: 123
                        text:
                          type: string
                          example: Financial position
                        created_at:
                          type: string
                          format: date-time
                          description: Only returned for remarks
                        author_name:
                          type: string
                          example: Jason
                          description: Only returned for remarks
                        todo:
                          type: boolean
                          description: Only returned for remarks
                        done_at:
                          type:
                          - string
                          - 'null'
                          format: date-time
                          description: Only returned for todos
                        done_by_name:
                          type:
                          - string
                          - 'null'
                          example: Jason
                          description: Only returned for todos
                        tags:
                          type: array
                          description: Tag names. Only returned for remarks
                          items:
                            type: string
                            example: Talking point
                        attachments:
                          type: array
                          description: Only returned for remarks
                          items:
                            type: object
                            properties:
                              id:
                                type: integer
                                example: 123
                              file_name:
                                type: string
                                example: meeting_notes.pdf
                              size:
                                type: integer
                                description: Size in bytes
                                example: 52428
                              uploaded_by:
                                type: string
                                example: Jason
                              download_url:
                                type: string
                  attachments:
                    type: array
                    items:
                      type: object
                      properties:
                        id:
                          type: integer
                          example: 123
                        file_name:
                          type: string
                          example: meeting_notes.pdf
                        size:
                          type: integer
                          description: Size in bytes
                          example: 52428
                        uploaded_by:
                          type: string
                          example: Jason
                        download_url:
                          type: string
                  links:
                    type: array
                    items:
                      type: object
                      properties:
                        title:
                          type: string
                          example: Quarterly figures
                        url:
                          type: string
                          example: https://example.com/quarterly-figures
        '404':
          description: The company has no current meeting
          content:
            application/json:
              schema:
                type: object
                required:
                - error
                properties:
                  error:
                    type: string
                example:
                  error: The company has no current meeting
  /api/v4/f/{firm_id}/companies/{company_id}/client_meetings/{client_meeting_id}:
    get:
      tags:
      - Client Meetings
      summary: Get a client meeting
      description: 'Get a single client meeting for the specified company, including its

        items (talking points, action points and titles in meeting order),

        attachments and links.


        Required scope: `client_meetings:read`'
      security:
      - OAuth2:
        - client_meetings:read
      operationId: getClientMeeting
      parameters:
      - name: firm_id
        in: path
        schema:
          type: integer
        required: true
      - name: company_id
        in: path
        schema:
          type: integer
        required: true
      - name: client_meeting_id
        in: path
        schema:
          type: integer
        required: true
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                type: object
                properties:
                  id:
                    type: integer
                    example: 123
                  title:
                    type: string
                    example: Q3 review meeting
                  summary:
                    type: string
                  completed_at:
                    type:
                    - string
                    - 'null'
                    format: date-time
                    description: null when the meeting is still in progress
                  created_at:
                    type: string
                    format: date-time
                  updated_at:
                    type: string
                    format: date-time
                  items:
                    type: array
                    description: Talking points, action points and titles in meeting order
                    items:
                      type: object
                      properties:
                        type:
                          type: string
                          example: remark
                          description: Either 'remark' (a talking point or action point) or 'title'
                        id:
                          type: integer
                          example: 123
                        text:
                          type: string
                          example: Financial position
                        created_at:
                          type: string
                          format: date-time
                          description: Only returned for remarks
                        author_name:
                          type: string
                          example: Jason
                          description: Only returned for remarks
                        todo:
                          type: boolean
                          description: Only returned for remarks
                        done_at:
                          type:
                          - string
                          - 'null'
                          format: date-time
                          description: Only returned for todos
                        done_by_name:
                          type:
                          - string
                          - 'null'
                          example: Jason
                          description: Only returned for todos
                        tags:
                          type: array
                          description: Tag names. Only returned for remarks
                          items:
                            type: string
                            example: Talking point
                        attachments:
                          type: array
                          description: Only returned for remarks
                          items:
                            type: object
                            properties:
                              id:
                                type: integer
                                example: 123
                              file_name:
                                type: string
                                example: meeting_notes.pdf
                              size:
                                type: integer
                                description: Size in bytes
                                example: 52428
                              uploaded_by:
                                type: string
                                example: Jason
                              download_url:
                                type: string
                  attachments:
                    type: array
                    items:
                      type: object
                      properties:
                        id:
                          type: integer
                          example: 123
                        file_name:
                          type: string
                          example: meeting_notes.pdf
                        size:
                          type: integer
                          description: Size in bytes
                          example: 52428
                        uploaded_by:
                          type: string
                          example: Jason
                        download_url:
                          type: string
                  links:
                    type: array
                    items:
                      type: object
                      properties:
                        title:
                          type: string
                          example: Quarterly figures
                        url:
                          type: string
                          example: https://example.com/quarterly-figures
components:
  securitySchemes:
    OAuth2:
      type: oauth2
      flows:
        authorizationCode:
          authorizationUrl: https://live.getsilverfin.com/oauth/authorize
          tokenUrl: https://live.getsilverfin.com/oauth/token
          scopes:
            administration:read: ''
            administration:write: ''
            client_meetings:read: ''
            client_meetings:external_notes:write: ''
            communication:read: ''
            communication:write: ''
            financials:read: ''
            financials:write: ''
            financials:transactions:read: ''
            financials:transactions:write: ''
            insights:read: ''
            insights:write: ''
            workflows:read: ''
            workflows:write: ''
            permanent_documents:read: ''
            permanent_documents:write: ''
            webhooks: ''
            links: ''
            user:email: ''
            user:firm: ''
            user:profile: ''
x-provenance:
  method: searched
  source: https://developer.silverfin.com/reference
  harvested: '2026-10-14'
  tool: harvest-readme-openapi.py
  note: Assembled verbatim from the OpenAPI definition ReadMe embeds in each operation page of the provider's developer portal; paths and components merged by API title, nothing authored.
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  merge:
    pages: 180
    deduped: 213
    conflicts_kept_first: 0