API changelog

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JSON OpenAPI specification
YAML OpenAPI specification

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upcoming

main default
dev
upcoming

Topics

Introduction
Authentication

Endpoints

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

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API changelog

Download source

JSON OpenAPI specification
YAML OpenAPI specification

Toggle dark mode

Relationships

Operations related to client relationships