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JSON OpenAPI specification
YAML OpenAPI specification

Topics

Introduction
Authentication

Endpoints

Authentication Token
- Retrieve token POST
Company Client Tags
Clients
User
Relationships
Household
Household Timeline & Goals
Household Expenditure
Household Assets
Household Assets Improvements
Household Incomes
Household Liabilities
Household Liabilities Repayments
Household Savings
Household Savings Contributions
Household Savings Withdrawals
Household Pensions
Household Pension Contributions
Household Pension Withdrawals
Fact Find
Status
- Get the status of the server GET

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Relationships

Operations related to client relationships