Get the firm Account Master Map

GET/api/v1/advisory-firms/{firm_id}/account-map

Every map entry for the firm, auto-seeded from all Plaid/Teal accounts across the firm's businesses that have no entry yet, with ingestion coverage windows computed from transaction data. Only entity_role requires human input.

Operation ID: get_account_map_api_v1_advisory_firms__firm_id__account_map_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

Responses

200Successful Response

Schema: SuccessEnvelope_AccountMapListResponse_

successboolean
messagestring
codestring
dataAccountMapListResponse

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}/account-map

bash

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