Silverfin

Silverfin Templates API

The Templates API from Silverfin — 16 operation(s) for templates.

GitHub OpenAPI

Operations 31

GET /api/v4/f/{firm_id}/account_templates List all account templates in this firm #
POST /api/v4/f/{firm_id}/account_templates Create a new account template #
DELETE /api/v4/f/{firm_id}/account_templates/{id} Remove an account template #
GET /api/v4/f/{firm_id}/account_templates/{id} Show all properties of a certain account template #
POST /api/v4/f/{firm_id}/account_templates/{id} Update an existing account template #
DELETE /api/v4/f/{firm_id}/account_templates/{id}/shared_parts/{shared_part_id} Remove a shared part from an account template #
POST /api/v4/f/{firm_id}/account_templates/{id}/shared_parts/{shared_part_id} Add a shared part to an account template #
GET /api/v4/f/{firm_id}/export_files List all existing export file templates #
POST /api/v4/f/{firm_id}/export_files Create a new export file template #
GET /api/v4/f/{firm_id}/export_files/{id} Get details of an export file template #
POST /api/v4/f/{firm_id}/export_files/{id} Update an existing export file template #
DELETE /api/v4/f/{firm_id}/export_files/{id} Delete an export file template #
DELETE /api/v4/f/{firm_id}/export_files/{id}/shared_parts/{shared_part_id} Remove a shared part from an export file #
POST /api/v4/f/{firm_id}/export_files/{id}/shared_parts/{shared_part_id} Add a shared part to an export file #
GET /api/v4/f/{firm_id}/export_pdfs List all existing export pdf styles #
GET /api/v4/f/{firm_id}/permanent_texts List all permanent texts active in this firm #
GET /api/v4/f/{firm_id}/reconciliations List all reconciliations active in this firm #
POST /api/v4/f/{firm_id}/reconciliations Create a new reconciliation #
POST /api/v4/f/{firm_id}/reconciliations/test Initiate a liquid test run #
GET /api/v4/f/{firm_id}/reconciliations/test_runs/{id} Check results of a liquid test run #
POST /api/v4/f/{firm_id}/reconciliations/verify_liquid Lint Liquid code #
GET /api/v4/f/{firm_id}/reconciliations/{reconciliation_id} Get details of a reconciliation template #
POST /api/v4/f/{firm_id}/reconciliations/{reconciliation_id} Update a reconciliation template #
DELETE /api/v4/f/{firm_id}/reconciliations/{reconciliation_id} Remove a reconciliation template #
DELETE /api/v4/f/{firm_id}/reconciliations/{reconciliation_id}/shared_parts/{shared_part_id} Remove a shared part from a reconciliation #
POST /api/v4/f/{firm_id}/reconciliations/{reconciliation_id}/shared_parts/{shared_part_id} Add a shared part to a reconciliation #
GET /api/v4/f/{firm_id}/shared_parts List all shared parts #
POST /api/v4/f/{firm_id}/shared_parts Add a shared part #
DELETE /api/v4/f/{firm_id}/shared_parts/{shared_part_id} Delete a shared part #
GET /api/v4/f/{firm_id}/shared_parts/{shared_part_id} Get detail of a shared part #
POST /api/v4/f/{firm_id}/shared_parts/{shared_part_id} Update a shared part #

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/silverfin/refs/heads/main/openapi/silverfin-templates-api-openapi.yml

Schemas & Data

📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/silverfin/refs/heads/main/json-schema/silverfin-export-file-template-new-with-locale-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/silverfin/refs/heads/main/json-schema/silverfin-export-file-template-new-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/silverfin/refs/heads/main/json-schema/silverfin-insights-segment-results-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/silverfin/refs/heads/main/json-schema/silverfin-insights-segment-run-recently-finished-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/silverfin/refs/heads/main/json-schema/silverfin-export-file-template-info-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/silverfin/refs/heads/main/json-schema/silverfin-insights-segment-run-pending-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/silverfin/refs/heads/main/json-schema/silverfin-action-payload-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/silverfin/refs/heads/main/json-schema/silverfin-account-with-type-payload-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/silverfin/refs/heads/main/json-schema/silverfin-retained-earnings-account-payload-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/silverfin/refs/heads/main/json-schema/silverfin-sync-reference-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/silverfin/refs/heads/main/json-schema/silverfin-extra-field-labels-payload-schema.json
📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/silverfin/refs/heads/main/json-schema/silverfin-sync-point-schema.json

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OpenAPI Specification

silverfin-templates-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Silverfin Templates API
  description: This is the currently supported stable version of the Silverfin API.
  version: 1.0.0
servers:
- url: https://live.getsilverfin.com
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/silverfin/refs/heads/main/openapi/silverfin-templates-api-openapi.yml