generated: '2026-07-18'
method: derived
status: candidate
source: openapi/arch-client-api-openapi.json
note: Candidate MCP tool surface derived one-per-operation from the Arch Client API OpenAPI. No official
  Arch MCP server was found as of the generated date.
server:
  name: arch-client-api
  transport: http
  auth: Bearer JWT (client-credentials via POST /client-api/v0/auth/token)
tools:
- name: get_accounts
  description: Get all accounts for caller
  method: GET
  path: /client-api/v0/accounts
  source_operation: openapi/arch-client-api-openapi.json#GET /client-api/v0/accounts
- name: get_accounts_by_id
  description: Get data for a specific account
  method: GET
  path: /client-api/v0/accounts/{id}
  source_operation: openapi/arch-client-api-openapi.json#GET /client-api/v0/accounts/{id}
- name: get_list_activities
  description: Get all activities accessible to the user
  method: GET
  path: /client-api/v0/activities
  source_operation: openapi/arch-client-api-openapi.json#get-list-activities
- name: get_single_activity
  description: Get activity by id
  method: GET
  path: /client-api/v0/activities/{id}
  source_operation: openapi/arch-client-api-openapi.json#get-single-activity
- name: patch_activities_by_id
  description: Update activity by id
  method: PATCH
  path: /client-api/v0/activities/{id}
  source_operation: openapi/arch-client-api-openapi.json#PATCH /client-api/v0/activities/{id}
- name: get_list_activity_files
  description: Get all files for a specific activity
  method: GET
  path: /client-api/v0/activities/{id}/files
  source_operation: openapi/arch-client-api-openapi.json#get-list-activity-files
- name: post_activities_files
  description: Query activity files
  method: POST
  path: /client-api/v0/activities/files
  source_operation: openapi/arch-client-api-openapi.json#POST /client-api/v0/activities/files
- name: get_activity_download_single_file
  description: Download the file, as originally received.
  method: GET
  path: /client-api/v0/activities/{activityId}/files/{fileId}/download
  source_operation: openapi/arch-client-api-openapi.json#get-activity-download-single-file
- name: get_addepar_exports
  description: Get Addepar export results for accessible accounts
  method: GET
  path: /client-api/v0/addepar/exports
  source_operation: openapi/arch-client-api-openapi.json#get-addepar-exports
- name: get_cash_flows
  description: Get data for a set of cash flows available to the user
  method: GET
  path: /client-api/v0/cash-flows
  source_operation: openapi/arch-client-api-openapi.json#GET /client-api/v0/cash-flows
- name: post_cash_flows
  description: Add a new cash flow to Arch. Assumes USD.
  method: POST
  path: /client-api/v0/cash-flows
  source_operation: openapi/arch-client-api-openapi.json#POST /client-api/v0/cash-flows
- name: get_cash_flows_by_id
  description: Get a specific cash flow by ID.
  method: GET
  path: /client-api/v0/cash-flows/{id}
  source_operation: openapi/arch-client-api-openapi.json#GET /client-api/v0/cash-flows/{id}
- name: list_firms
  description: Get a paginated list of firms
  method: GET
  path: /client-api/v0/firms
  source_operation: openapi/arch-client-api-openapi.json#list-firms
- name: get_individual_firm
  description: Get a firm by ID.
  method: GET
  path: /client-api/v0/firms/{id}
  source_operation: openapi/arch-client-api-openapi.json#get-individual-firm
- name: get_holdings
  description: Get a paginated list of holdings
  method: GET
  path: /client-api/v0/holdings
  source_operation: openapi/arch-client-api-openapi.json#GET /client-api/v0/holdings
- name: post_holdings
  description: Add a new holding to Arch
  method: POST
  path: /client-api/v0/holdings
  source_operation: openapi/arch-client-api-openapi.json#POST /client-api/v0/holdings
- name: get_holdings_by_id
  description: Get data for a specific holding
  method: GET
  path: /client-api/v0/holdings/{id}
  source_operation: openapi/arch-client-api-openapi.json#GET /client-api/v0/holdings/{id}
- name: create_funds_holding
  description: Add a new funds or real estate holding to Arch
  method: POST
  path: /client-api/v0/holdings/fund
  source_operation: openapi/arch-client-api-openapi.json#create-funds-holding
- name: create_company_holding
  description: Add a new company holding to Arch
  method: POST
  path: /client-api/v0/holdings/company
  source_operation: openapi/arch-client-api-openapi.json#create-company-holding
- name: create_account_holding
  description: Add a new account holding to Arch
  method: POST
  path: /client-api/v0/holdings/account
  source_operation: openapi/arch-client-api-openapi.json#create-account-holding
- name: get_list_holding_file_types
  description: Get uploadable file types for a holding
  method: GET
  path: /client-api/v0/holdings/{holdingId}/files/types
  source_operation: openapi/arch-client-api-openapi.json#get-list-holding-file-types
- name: get_holdings_by_id_files
  description: Get all files for a specific holding
  method: GET
  path: /client-api/v0/holdings/{id}/files
  source_operation: openapi/arch-client-api-openapi.json#GET /client-api/v0/holdings/{id}/files
- name: post_holding_single_file_upload
  description: Upload a new file
  method: POST
  path: /client-api/v0/holdings/{id}/files
  source_operation: openapi/arch-client-api-openapi.json#post-holding-single-file-upload
- name: post_holding_statement_upload
  description: Upload a statement file
  method: POST
  path: /client-api/v0/holdings/{id}/files/statements
  source_operation: openapi/arch-client-api-openapi.json#post-holding-statement-upload
- name: post_holding_cashflow_upload
  description: Upload a cash flow notice
  method: POST
  path: /client-api/v0/holdings/{id}/files/cash-flows
  source_operation: openapi/arch-client-api-openapi.json#post-holding-cashflow-upload
- name: get_holdings_by_id_files_by_id_download
  description: Download the file, as originally received.
  method: GET
  path: /client-api/v0/holdings/{holdingId}/files/{fileId}/download
  source_operation: openapi/arch-client-api-openapi.json#GET /client-api/v0/holdings/{holdingId}/files/{fileId}/download
- name: get_investing_entities
  description: Get all investing entities accessible to the user
  method: GET
  path: /client-api/v0/investing-entities
  source_operation: openapi/arch-client-api-openapi.json#GET /client-api/v0/investing-entities
- name: post_investing_entities
  description: Add a new investing entity to Arch
  method: POST
  path: /client-api/v0/investing-entities
  source_operation: openapi/arch-client-api-openapi.json#POST /client-api/v0/investing-entities
- name: get_single_investing_entity
  description: Get info about one investing entity
  method: GET
  path: /client-api/v0/investing-entities/{id}
  source_operation: openapi/arch-client-api-openapi.json#get-single-investing-entity
- name: get_investing_entities_by_id_holdings
  description: Get data for a set of holdings under an investing entity
  method: GET
  path: /client-api/v0/investing-entities/{id}/holdings
  source_operation: openapi/arch-client-api-openapi.json#GET /client-api/v0/investing-entities/{id}/holdings
- name: get_single_issuing_entity
  description: Get data for a specific issuing entity
  method: GET
  path: /client-api/v0/issuing-entities/{id}
  source_operation: openapi/arch-client-api-openapi.json#get-single-issuing-entity
- name: get_list_issuing_entities
  description: Get issuing entities accessible to the user.
  method: GET
  path: /client-api/v0/issuing-entities
  source_operation: openapi/arch-client-api-openapi.json#get-list-issuing-entities
- name: get_lookthroughs
  description: (Deprecated) Get lookthroughs for the specified account
  method: GET
  path: /client-api/v0/lookthroughs
  source_operation: openapi/arch-client-api-openapi.json#GET /client-api/v0/lookthroughs
- name: get_offerings
  description: Get all offering ids for the caller
  method: GET
  path: /client-api/v0/offerings
  source_operation: openapi/arch-client-api-openapi.json#GET /client-api/v0/offerings
- name: get_offerings_by_id
  description: Get an offering by id
  method: GET
  path: /client-api/v0/offerings/{id}
  source_operation: openapi/arch-client-api-openapi.json#GET /client-api/v0/offerings/{id}
- name: get_tasks_by_id
  description: Get a task by ID.
  method: GET
  path: /client-api/v0/tasks/{id}
  source_operation: openapi/arch-client-api-openapi.json#GET /client-api/v0/tasks/{id}
- name: post_tasks_by_id_complete
  description: Complete a task by ID.
  method: POST
  path: /client-api/v0/tasks/{id}/complete
  source_operation: openapi/arch-client-api-openapi.json#POST /client-api/v0/tasks/{id}/complete
- name: get_tasks
  description: Get all tasks for the user.
  method: GET
  path: /client-api/v0/tasks
  source_operation: openapi/arch-client-api-openapi.json#GET /client-api/v0/tasks
- name: patch_tasks_by_id_assign
  description: Assign one or more tasks to a user with userId.
  method: PATCH
  path: /client-api/v0/tasks/{userId}/assign
  source_operation: openapi/arch-client-api-openapi.json#PATCH /client-api/v0/tasks/{userId}/assign
- name: patch_tasks_by_id_task_notes
  description: Update the notes section of a task.
  method: PATCH
  path: /client-api/v0/tasks/{id}/task-notes
  source_operation: openapi/arch-client-api-openapi.json#PATCH /client-api/v0/tasks/{id}/task-notes
- name: get_tasks_by_id_comments
  description: Get all user comments for a task.
  method: GET
  path: /client-api/v0/tasks/{id}/comments
  source_operation: openapi/arch-client-api-openapi.json#GET /client-api/v0/tasks/{id}/comments
- name: get_list_tax_documents
  description: Get all tax documents
  method: GET
  path: /client-api/v0/tax-documents
  source_operation: openapi/arch-client-api-openapi.json#get-list-tax-documents
- name: get_tax_document_by_id
  description: Get a single tax document by ID
  method: GET
  path: /client-api/v0/tax-documents/{taxDocId}
  source_operation: openapi/arch-client-api-openapi.json#get-tax-document-by-id
- name: get_tax_document_list_files
  description: Get all files for a specific tax document
  method: GET
  path: /client-api/v0/tax-documents/{taxDocId}/files
  source_operation: openapi/arch-client-api-openapi.json#get-tax-document-list-files
- name: get_tax_document_download_file
  description: Download individual tax doc file
  method: GET
  path: /client-api/v0/tax-documents/{taxDocId}/files/{fileId}/download
  source_operation: openapi/arch-client-api-openapi.json#get-tax-document-download-file
- name: get_list_user_roles
  description: Get a paginated list of user roles
  method: GET
  path: /client-api/v0/user-roles
  source_operation: openapi/arch-client-api-openapi.json#get-list-user-roles
- name: post_user_roles
  description: Create new user roles
  method: POST
  path: /client-api/v0/user-roles
  source_operation: openapi/arch-client-api-openapi.json#POST /client-api/v0/user-roles
- name: delete_user_roles
  description: Remove user roles
  method: DELETE
  path: /client-api/v0/user-roles
  source_operation: openapi/arch-client-api-openapi.json#DELETE /client-api/v0/user-roles
- name: get_users_by_id
  description: Get data for a user
  method: GET
  path: /client-api/v0/users/{id}
  source_operation: openapi/arch-client-api-openapi.json#GET /client-api/v0/users/{id}
- name: patch_users_by_id
  description: Update data for a user. Unspecified fields will not be updated.
  method: PATCH
  path: /client-api/v0/users/{id}
  source_operation: openapi/arch-client-api-openapi.json#PATCH /client-api/v0/users/{id}
- name: post_users
  description: Create new user
  method: POST
  path: /client-api/v0/users
  source_operation: openapi/arch-client-api-openapi.json#POST /client-api/v0/users
- name: post_auth_token
  description: Authenticate using client credentials
  method: POST
  path: /client-api/v0/auth/token
  source_operation: openapi/arch-client-api-openapi.json#POST /client-api/v0/auth/token