Silverfin Groups API

openapi: 3.2.0
info:
  title: Silverfin Groups 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: Groups
paths:
  /api/v4/f/{firm_id}/groups:
    get:
      tags:
      - Groups
      summary: List all groups
      description: 'List all groups.


        Required scope(s): `administration:read`'
      security:
      - OAuth2:
        - administration:read
      operationId: getGroupsList
      parameters:
      - name: Accept
        in: header
        schema:
          type: string
        example: application/json
      - name: Accept-Language
        in: header
        schema:
          type: string
        example: en
      - name: page
        in: query
        schema:
          type: integer
          default: 1
      - name: per_page
        in: query
        schema:
          type: integer
          default: 200
      - name: firm_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
                      description: group_id
                    name:
                      type: string
                    created_at:
                      type: string
    post:
      tags:
      - Groups
      summary: Create a group
      description: 'Create a group.


        Required scope(s): `administration:write`'
      security:
      - OAuth2:
        - administration:write
      operationId: createGroup
      requestBody:
        content:
          multipart/form-data:
            schema:
              type: object
              properties:
                name:
                  type: string
              required:
              - name
      parameters:
      - name: Accept
        in: header
        schema:
          type: string
        example: application/json
      - name: firm_id
        in: path
        schema:
          type: integer
        required: true
      responses:
        '201':
          description: Successful response
          content:
            application/json:
              schema:
                type: object
                properties:
                  id:
                    type: integer
                    description: group_id
                  name:
                    type: string
                  created_at:
                    type: string
  /api/v4/f/{firm_id}/groups/{group_id}:
    delete:
      tags:
      - Groups
      summary: Delete a group
      description: 'Delete a group.


        Required scope(s): `administration:write`'
      security:
      - OAuth2:
        - administration:write
      operationId: deleteGroup
      parameters:
      - name: Accept
        in: header
        schema:
          type: string
        example: application/json
      - name: firm_id
        in: path
        schema:
          type: integer
        required: true
      - name: group_id
        in: path
        schema:
          type: integer
        required: true
      responses:
        '204':
          description: Successful empty body response
  /api/v4/f/{firm_id}/groups/{group_id}/companies:
    get:
      tags:
      - Groups
      summary: List all companies in a group
      description: 'List all companies in a group.


        Required scope(s): `administration:read`'
      security:
      - OAuth2:
        - administration:read
      operationId: getCompaniesFromGroupList
      parameters:
      - name: Accept
        in: header
        schema:
          type: string
        example: application/json
      - name: Accept-Language
        in: header
        schema:
          type: string
        example: en
      - name: page
        in: query
        schema:
          type: integer
          default: 1
      - name: per_page
        in: query
        schema:
          type: integer
          default: 200
      - name: firm_id
        in: path
        schema:
          type: integer
        required: true
      - name: group_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
                      description: company_id
                    name:
                      type: string
    post:
      tags:
      - Groups
      summary: Add a company to a group by id
      description: 'Add a company to a group by id.


        Required scope(s): `administration:write`'
      security:
      - OAuth2:
        - administration:write
      operationId: addCompanyToGroupById
      requestBody:
        content:
          multipart/form-data:
            schema:
              type: object
              properties:
                company_id:
                  type: integer
              required:
              - company_id
      parameters:
      - name: Accept
        in: header
        schema:
          type: string
        example: application/json
      - name: firm_id
        in: path
        schema:
          type: integer
        required: true
      - name: group_id
        in: path
        schema:
          type: integer
        required: true
      responses:
        '201':
          description: Successful response
  /api/v4/f/{firm_id}/groups/{group_id}/companies/{company_id}:
    delete:
      tags:
      - Groups
      summary: Delete a company from a group by id
      description: 'Delete a company from a group by id.


        Required scope(s): `administration:write`'
      security:
      - OAuth2:
        - administration:write
      operationId: deleteCompanyFromGroupById
      parameters:
      - name: Accept
        in: header
        schema:
          type: string
        example: application/json
      - name: firm_id
        in: path
        schema:
          type: integer
        required: true
      - name: group_id
        in: path
        schema:
          type: integer
        required: true
      - name: company_id
        in: path
        schema:
          type: integer
        required: true
      responses:
        '204':
          description: Successful empty body response
  /api/v4/f/{firm_id}/groups/{group_id}/users:
    delete:
      tags:
      - Groups
      summary: Delete a user from a group by id
      description: 'Delete a user from a group by id.


        Required scope(s): `administration:read`'
      security:
      - OAuth2:
        - administration:write
      operationId: deleteUserFromGroupById
      parameters:
      - name: Accept
        in: header
        schema:
          type: string
        example: application/json
      - name: user_id
        in: query
        schema:
          type: integer
        required: true
      - name: firm_id
        in: path
        schema:
          type: integer
        required: true
      - name: group_id
        in: path
        schema:
          type: integer
        required: true
      responses:
        '204':
          description: Successful empty body response
    get:
      tags:
      - Groups
      summary: List all users in a group
      description: 'List all users in a group.


        Required scope(s): `administration:read`'
      security:
      - OAuth2:
        - administration:read
      operationId: getUsersFromGroupList
      parameters:
      - name: Accept
        in: header
        schema:
          type: string
        example: application/json
      - name: Accept-Language
        in: header
        schema:
          type: string
        example: en
      - name: page
        in: query
        schema:
          type: integer
          default: 1
      - name: per_page
        in: query
        schema:
          type: integer
          default: 200
      - name: firm_id
        in: path
        schema:
          type: integer
        required: true
      - name: group_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
                      description: user_id
                    name:
                      type: string
                    username:
                      type: string
                    created_at:
                      type: string
                    email:
                      type: string
    post:
      tags:
      - Groups
      summary: Add a user to a group by id
      description: 'Add a user to a group by id.

        Only contributors, not external users, can be added to groups.


        Required scope(s): `administration:write`'
      security:
      - OAuth2:
        - administration:write
      operationId: addUserToGroupById
      requestBody:
        content:
          multipart/form-data:
            schema:
              type: object
              properties:
                user_id:
                  type: integer
              required:
              - user_id
      parameters:
      - name: Accept
        in: header
        schema:
          type: string
        example: application/json
      - name: firm_id
        in: path
        schema:
          type: integer
        required: true
      - name: group_id
        in: path
        schema:
          type: integer
        required: true
      responses:
        '201':
          description: Successful response
          content:
            application/json:
              schema:
                type: array
                items:
                  type: object
                  properties:
                    id:
                      type: integer
                      description: user_id
                    name:
                      type: string
                    username:
                      type: string
                    created_at:
                      type: string
                    email:
                      type: string
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