List firm templates

GET/api/v1/advisory-firms/{firm_id}/templates

List firm-level COA / Bank Rules / Review Checklist templates. Optionally filter by kind.

Operation ID: list_firm_templates_api_v1_advisory_firms__firm_id__templates_get·View as markdown·OpenAPI slice

Authentication

Bearer token authentication. Pass your DayZero API token in the Authorization header and the target business UUID in x-business-id.

Parameters

Path

firm_idstringrequired

Query

kindstring: Filter by template kind

Responses

200Successful Response

Schema: SuccessEnvelope_FirmTemplateListResponse_

successboolean
messagestring
codestring
dataFirmTemplateListResponse

401Unauthorized - Authentication required

403Forbidden - Insufficient permissions

404Not Found - Resource does not exist

422Validation Error

Schema: HTTPValidationError

detailarray · ValidationErrorValidationError

5 fields

locarray · string | integerrequired
msgstringrequired
typestringrequired
inputobject
ctxobject

Code samples

GET/api/v1/advisory-firms/{firm_id}/templates

bash

curl -X GET 'https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/templates' \
  -H 'Authorization: Bearer dz_your_token' \
  -H 'x-business-id: YOUR_BUSINESS_ID'