arch-client-api

Descriptor

Candidate descriptor · transport http

Tools

• get_accounts — Get all accounts for caller
• get_accounts_by_id — Get data for a specific account
• get_list_activities — Get all activities accessible to the user
• get_single_activity — Get activity by id
• patch_activities_by_id — Update activity by id
• get_list_activity_files — Get all files for a specific activity
• post_activities_files — Query activity files
• get_activity_download_single_file — Download the file, as originally received.
• get_addepar_exports — Get Addepar export results for accessible accounts
• get_cash_flows — Get data for a set of cash flows available to the user
• post_cash_flows — Add a new cash flow to Arch. Assumes USD.
• get_cash_flows_by_id — Get a specific cash flow by ID.
• list_firms — Get a paginated list of firms
• get_individual_firm — Get a firm by ID.
• get_holdings — Get a paginated list of holdings
• post_holdings — Add a new holding to Arch
• get_holdings_by_id — Get data for a specific holding
• create_funds_holding — Add a new funds or real estate holding to Arch
• create_company_holding — Add a new company holding to Arch
• create_account_holding — Add a new account holding to Arch
• get_list_holding_file_types — Get uploadable file types for a holding
• get_holdings_by_id_files — Get all files for a specific holding
• post_holding_single_file_upload — Upload a new file
• post_holding_statement_upload — Upload a statement file
• post_holding_cashflow_upload — Upload a cash flow notice
• get_holdings_by_id_files_by_id_download — Download the file, as originally received.
• get_investing_entities — Get all investing entities accessible to the user
• post_investing_entities — Add a new investing entity to Arch
• get_single_investing_entity — Get info about one investing entity
• get_investing_entities_by_id_holdings — Get data for a set of holdings under an investing entity
• get_single_issuing_entity — Get data for a specific issuing entity
• get_list_issuing_entities — Get issuing entities accessible to the user.
• get_lookthroughs — (Deprecated) Get lookthroughs for the specified account
• get_offerings — Get all offering ids for the caller
• get_offerings_by_id — Get an offering by id
• get_tasks_by_id — Get a task by ID.
• post_tasks_by_id_complete — Complete a task by ID.
• get_tasks — Get all tasks for the user.
• patch_tasks_by_id_assign — Assign one or more tasks to a user with userId.
• patch_tasks_by_id_task_notes — Update the notes section of a task.
• get_tasks_by_id_comments — Get all user comments for a task.
• get_list_tax_documents — Get all tax documents
• get_tax_document_by_id — Get a single tax document by ID
• get_tax_document_list_files — Get all files for a specific tax document
• get_tax_document_download_file — Download individual tax doc file
• get_list_user_roles — Get a paginated list of user roles
• post_user_roles — Create new user roles
• delete_user_roles — Remove user roles
• get_users_by_id — Get data for a user
• patch_users_by_id — Update data for a user. Unspecified fields will not be updated.
• post_users — Create new user
• post_auth_token — Authenticate using client credentials

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