generated: '2026-10-14' method: generated source: openapi/moment-account-management-api-openapi.yml, openapi/moment-account-management-extended-api-openapi.yml, openapi/moment-analytics-api-openapi.yml, openapi/moment-data-api-openapi.yml, openapi/moment-filter-lists-api-openapi.yml, openapi/moment-live-inventory-api-openapi.yml, openapi/moment-models-api-openapi.yml, openapi/moment-orders-api-openapi.yml, openapi/moment-organizations-api-openapi.yml, openapi/moment-organizations-roles-users-permissions-apis-openapi.yml, openapi/moment-portfolio-optimizer-api-openapi.yml, openapi/moment-quotes-api-openapi.yml, openapi/moment-refdata-service-api-openapi.yml, openapi/moment-reporting-api-openapi.yml, openapi/moment-rfq-api-openapi.yml, openapi/moment-risk-api-openapi.yml, openapi/moment-risk-control-api-openapi.yml, openapi/moment-transactions-api-openapi.yml description: Recommended x-agentic-access execution contracts, classified heuristically from the OpenAPI. A governance starting point for exposing this API to AI agents — review and bind audience per deployment. See research/curity/agentic-governance/. summary: operations: 157 by_action_class: connected: 80 acting: 77 by_consequence: read: 80 write: 53 physical: 19 safety-critical: 5 human_in_the_loop_required: 5 operations: - path: /v1/account/batch/statistics/ method: post operationId: batchGetAccountStatistics x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/account/document/ method: post operationId: uploadAccountDocument x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/account/{account_id}/ method: get operationId: accountDetail x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/account/{account_id}/cash_allocation/ method: put operationId: updateCashAllocation x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/account/{account_id}/do_not_trade/ method: put operationId: updateDoNotTrade x-agentic-access: action-class: acting consequence: physical subject: required audience: null token: max-ttl: 300 exchange: true purpose-required: true escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/account/{account_id}/lots/ method: get operationId: getAccountLots x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/account/{account_id}/order/ method: post operationId: placeOrder x-agentic-access: action-class: acting consequence: physical subject: required audience: null token: max-ttl: 300 exchange: true purpose-required: true escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/account/{account_id}/order/{order_id}/ method: delete operationId: cancelOrder x-agentic-access: action-class: acting consequence: physical subject: required audience: null token: max-ttl: 300 exchange: true purpose-required: true escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/account/{account_id}/restrictions/ method: put operationId: updateAccountRestrictions x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/account/{account_id}/settings/ method: put operationId: updateAccountSettings x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/account/{account_id}/sleeve/ method: post operationId: createSleeve x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/account/{account_id}/sleeve/{sleeve_id}/ method: patch operationId: updateSleeve x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/account/{account_id}/sleeve/{sleeve_id}/ method: delete operationId: deleteSleeve x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/account/{account_id}/sleeve/{sleeve_id}/assign-lots/ method: put operationId: assignLotsToSleeve x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/account/{account_id}/sleeve/{sleeve_id}/model/ method: put operationId: assignSleeveToModel x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/account/{account_id}/sleeve/{sleeve_id}/model/ method: delete operationId: unassignSleeveFromModel x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/account/{account_id}/statistics/ method: get operationId: getAccountStatistics x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/account/{account_id}/stats/ method: get x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/advisor/{advisor_id}/stats/ method: get x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/lot/{id}/overrides/ method: put operationId: upsertLotOverrides x-agentic-access: action-class: acting consequence: safety-critical subject: required audience: null token: max-ttl: 120 exchange: true purpose-required: true proof-of-possession: true escalation: human-in-the-loop: required audit: required - path: /v1/account/organizations/{organization_id}/accounts/ method: get operationId: getOrganizationAccounts x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/account/organizations/{organization_id}/advisor-codes/ method: get operationId: getOrganizationAdvisorCodes x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/account/organizations/{organization_id}/advisors/{advisor_id}/accounts/ method: get operationId: getAdvisorAccounts x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/account/organizations/{organization_id}/advisors/{advisor_id}/users/ method: get operationId: getAdvisorUsers x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/account/organizations/{organization_id}/users/account-counts/ method: post operationId: getAccountCounts x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/account/organizations/{organization_id}/users/advisor-codes/ method: post operationId: getAdvisorCodesBatch x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/account/organizations/{organization_id}/users/{user_id}/access/ method: get operationId: getUserOrgAccountAccess x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/account/organizations/{organization_id}/users/{user_id}/accounts/ method: get operationId: getAccountsForUser x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/account/organizations/{organization_id}/users/{user_id}/advisor-codes/ method: get operationId: getAdvisorCodes x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/account/organizations/{organization_id}/users/{user_id}/manual-accounts/ method: get operationId: getManualAccountOverrides x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/account/organizations/{organization_id}/users/{user_id}/manual-accounts/ method: post operationId: createManualAccountOverride x-agentic-access: action-class: acting consequence: safety-critical subject: required audience: null token: max-ttl: 120 exchange: true purpose-required: true proof-of-possession: true escalation: human-in-the-loop: required audit: required - path: /v1/account/organizations/{organization_id}/users/{user_id}/organization-account-statuses/ method: get operationId: getOrganizationAccountStatusesForUser x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/account/{account_id}/cash-raise/ method: get operationId: getCashRaises x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/account/{account_id}/cash-raise/ method: post operationId: createCashRaise x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/account/{account_id}/cash-raise/{cash_raise_id}/ method: patch operationId: updateCashRaise x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/account/{account_id}/cash-raise/{cash_raise_id}/ method: delete operationId: cancelCashRaise x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/account/{account_id}/cash-raise/{cash_raise_id}/ method: get operationId: getCashRaiseById x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/account/{account_id}/cash-raise/{cash_raise_id}/complete/ method: post operationId: completeCashRaise x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/account/{account_id}/extra/ method: patch operationId: updateAccountMetadata x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/account/{account_id}/projected-cash/ method: get operationId: getProjectedCash x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/cash-raise/resolve method: post operationId: resolveCashRaises x-agentic-access: action-class: acting consequence: physical subject: required audience: null token: max-ttl: 300 exchange: true purpose-required: true escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/analytics/portfolio-stats/ method: post operationId: postPortfolioStats x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/analytics/{instrument_id}/markup-calculator/ method: get operationId: getMarkupCalculator x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/analytics/{instrument_id}/price-to-yield/ method: get operationId: priceToYield x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/analytics/{instrument_id}/yield-grid/ method: get operationId: getYieldGrid x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/data/corporate-actions/ method: get operationId: listCorporateActions x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/data/corporate-actions/{event_id}/ method: get operationId: retrieveCorporateAction x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/data/instrument/ method: get operationId: listInstruments x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/data/instrument/bulk-download/ method: get operationId: bulkDownloadReference x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/data/instrument/bulk-download/info/ method: get operationId: bulkDownloadInfo x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/data/instrument/{instrument_id}/ method: get operationId: retrieveInstrument x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/data/instrument/{instrument_id}/price/ method: get operationId: getPrices x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/data/marks/ method: get operationId: getMarks x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/list/ method: get operationId: listLists x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/list/ method: post operationId: createList x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/list/{list_id}/ method: post operationId: createVersion x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/list/{list_id}/ method: delete operationId: deleteList x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/list/{list_id}/version/ method: get operationId: listVersions x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/list/{list_id}/version/{version_id}/ method: get operationId: getVersion x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/data/inventory/ method: post operationId: postLiveInventory x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/data/inventory/ method: get operationId: getLiveInventory x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/data/maturity-bucket/percentile/ method: get operationId: getMaturityBucketPercentiles x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/data/maturity-bucket/percentile/batch/ method: post operationId: postMaturityBucketPercentilesBatch x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/allocation-template-assignment/ method: get operationId: ListAllocationTemplateAssignments x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/allocation-template-assignment/ method: post operationId: CreateAllocationTemplateAssignment x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/allocation-template-assignment/{assignment_id}/ method: get operationId: GetAllocationTemplateAssignment x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/allocation-template-assignment/{assignment_id}/ method: patch operationId: UpdateAllocationTemplateAssignment x-agentic-access: action-class: acting consequence: safety-critical subject: required audience: null token: max-ttl: 120 exchange: true purpose-required: true proof-of-possession: true escalation: human-in-the-loop: required audit: required - path: /v1/allocation-template-assignment/{assignment_id}/ method: delete operationId: UnassignAllocationTemplateAssignment x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/allocation-template-assignment/{assignment_id}/preview/ method: post operationId: PreviewAllocationTemplateAssignment x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/allocation-template/ method: get operationId: ListAllocationTemplates x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/allocation-template/ method: post operationId: CreateAllocationTemplate x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/allocation-template/{template_id}/ method: get operationId: GetAllocationTemplate x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/allocation-template/{template_id}/ method: patch operationId: UpdateAllocationTemplateMetadata x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/allocation-template/{template_id}/archive/ method: post operationId: ArchiveAllocationTemplate x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/allocation-template/{template_id}/publish-preview/ method: post operationId: PreviewAllocationTemplatePublish x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/allocation-template/{template_id}/publish/ method: post operationId: PublishAllocationTemplate x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/allocation-template/{template_id}/restore/ method: post operationId: RestoreAllocationTemplate x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/allocation-template/{template_id}/unarchive/ method: post operationId: UnarchiveAllocationTemplate x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/allocation-template/{template_id}/versions/ method: get operationId: ListAllocationTemplateVersions x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/allocation-template/{template_id}/versions/{version_id}/ method: get operationId: GetAllocationTemplateVersion x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/model/ method: get operationId: ListModels x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/model/ method: post operationId: CreateModel x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/model/preview/ method: post operationId: PreviewModel x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/model/{model_id}/ method: get operationId: GetModel x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/model/{model_id}/ method: patch operationId: UpdateModel x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/model/{model_id}/ method: delete operationId: DeleteModel x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/model/{model_id}/history/ method: get operationId: GetModelHistory x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/trading/allocation/{id}/ method: delete operationId: deleteAllocation x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/trading/booking-configurations/{id}/ method: delete operationId: deleteBookingConfigurationByID x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/trading/events/ method: get operationId: getEvents x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/trading/list-rfq/batch/ method: post operationId: createBatchListRFQWithAutoEx x-agentic-access: action-class: acting consequence: physical subject: required audience: null token: max-ttl: 300 exchange: true purpose-required: true escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/trading/order/ method: post operationId: postOrder x-agentic-access: action-class: acting consequence: physical subject: required audience: null token: max-ttl: 300 exchange: true purpose-required: true escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/trading/order/ method: get operationId: getAllOrders x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/trading/order/bulk/ method: post operationId: bulkOrderSubmission x-agentic-access: action-class: acting consequence: physical subject: required audience: null token: max-ttl: 300 exchange: true purpose-required: true escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/trading/order/{id}/ method: delete operationId: deleteOrderByOrderID x-agentic-access: action-class: acting consequence: physical subject: required audience: null token: max-ttl: 300 exchange: true purpose-required: true escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/trading/order/{id}/ method: get operationId: getOrderByOrderID x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/trading/order/{id}/allocate/ method: post operationId: allocateOrderByOrderID x-agentic-access: action-class: acting consequence: physical subject: required audience: null token: max-ttl: 300 exchange: true purpose-required: true escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/trading/order/{id}/approve/ method: post operationId: approveOrderByOrderID x-agentic-access: action-class: acting consequence: physical subject: required audience: null token: max-ttl: 300 exchange: true purpose-required: true escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/trading/order/{id}/execution-order/custodian/manual/ method: post operationId: createExecutionOrderCustodianManual x-agentic-access: action-class: acting consequence: physical subject: required audience: null token: max-ttl: 300 exchange: true purpose-required: true escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/trading/order/{id}/execution-order/external/ method: post operationId: createExecutionOrderExternalTrade x-agentic-access: action-class: acting consequence: physical subject: required audience: null token: max-ttl: 300 exchange: true purpose-required: true escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/trading/order/{id}/execution-order/lob/manual/ method: post operationId: createExecutionOrderLobManual x-agentic-access: action-class: acting consequence: physical subject: required audience: null token: max-ttl: 300 exchange: true purpose-required: true escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/trading/order/{id}/execution-order/lob/sor/ method: post operationId: createExecutionOrderLobSor x-agentic-access: action-class: acting consequence: physical subject: required audience: null token: max-ttl: 300 exchange: true purpose-required: true escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/trading/order/{id}/execution-order/rfq/autoex/ method: post operationId: createExecutionOrderAutoExRFQ x-agentic-access: action-class: acting consequence: physical subject: required audience: null token: max-ttl: 300 exchange: true purpose-required: true escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/trading/order/{id}/execution-order/rfq/manual/ method: post operationId: createExecutionOrderManualRFQ x-agentic-access: action-class: acting consequence: physical subject: required audience: null token: max-ttl: 300 exchange: true purpose-required: true escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/trading/order/{id}/execution-order/{execution_order_id}/ method: delete operationId: cancelExecutionOrder x-agentic-access: action-class: acting consequence: physical subject: required audience: null token: max-ttl: 300 exchange: true purpose-required: true escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/trading/order/{id}/execution-order/{execution_order_id}/external/trade-report/ method: post operationId: reportExternalTrade x-agentic-access: action-class: acting consequence: physical subject: required audience: null token: max-ttl: 300 exchange: true purpose-required: true escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/trading/order/{id}/reject/ method: post operationId: rejectOrderByOrderID x-agentic-access: action-class: acting consequence: physical subject: required audience: null token: max-ttl: 300 exchange: true purpose-required: true escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/trading/rfq/ method: post operationId: createRFQ x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/trading/rfq/{id}/ method: delete operationId: deleteRfq x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/org/ip/ method: get operationId: getIPAllowlist x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/org/ip/ method: post operationId: addIPAllowList x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/org/ip/{ip_address}/ method: delete operationId: removeIPAllowList x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/org/self/ method: get operationId: getOrganizationInfo x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/org/ip/ method: post operationId: AddFIXIPAllowlist x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/org/ip/ method: get operationId: GetFIXIPAllowlist x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/org/ip/{ip_address}/ method: delete operationId: RemoveFIXIPAllowlist x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/org/{org_id}/ip-allowlist/ method: put operationId: updateOrganizationIPAllowlist x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/optimization/ method: post operationId: postOptimization x-agentic-access: action-class: acting consequence: safety-critical subject: required audience: null token: max-ttl: 120 exchange: true purpose-required: true proof-of-possession: true escalation: human-in-the-loop: required audit: required - path: /v1/optimization/backtests/ method: post operationId: postBacktest x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/optimization/backtests/{backtest_id}/ method: get operationId: getBacktestStatus x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/optimization/preview/ method: post operationId: postPreview x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/optimization/replacement-candidates/ method: post operationId: postReplacementCandidates x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/optimization/{optimization_id}/ method: get operationId: getOptimizationStatus x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/optimization/{optimization_id}/orders/ method: get operationId: getOptimizationsOrders x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/trading/calendar/ method: get operationId: getTradingCalendar x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/trading/fractional-universe/ method: get operationId: getFractionalUniverse x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/trading/market/{instrument_id}/ method: get operationId: getUnifiedMarket x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/trading/order-book/{instrument_id}/ method: get operationId: getFullOrderBook x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/trading/quote/{instrument_id}/ method: get operationId: getTopOfOrderBook x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/trading/quotes/hydrate/ method: post operationId: hydrateQuotes x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/trading/trade-price/{instrument_id}/ method: get operationId: getTradePrice x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /health method: get operationId: getHealth x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/equity/snapshot method: get operationId: getEquitySnapshot x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/equity/{id} method: get operationId: getEquityByID x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/fixed-income/analytics method: post operationId: postFixedIncomeAnalytics x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/fixed-income/snapshot method: get operationId: getFixedIncomeSnapshot x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/fixed-income/{id} method: get operationId: getFixedIncomeByID x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/fund/holdings/snapshot method: get operationId: getFundHoldingsSnapshot x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/fund/holdings/{id} method: get operationId: getFundHoldings x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/fund/snapshot method: get operationId: getFundSnapshot x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/fund/{id} method: get operationId: getFundByID x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/security/resolve method: post operationId: postSecurityResolve x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/security/snapshot method: get operationId: getSecuritySnapshot x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/security/{id} method: get operationId: getSecurityByID x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/report/ method: post operationId: generateProposalPDF x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/trading/rfq/ method: get operationId: listRFQs x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/trading/rfq/ method: post operationId: createRFQ x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/trading/rfq/event/ method: get operationId: getRFQEvents x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/trading/rfq/list/ method: post operationId: createListRFQ x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/trading/rfq/{id}/ method: delete operationId: deleteRfq x-agentic-access: action-class: acting consequence: write subject: required audience: null token: max-ttl: 900 escalation: human-in-the-loop: conditional triggers: - abnormal - high-value audit: required - path: /v1/trading/rfq/{id}/ method: get operationId: getRFQ x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/risk/{ib_id}/group/ method: get operationId: listRiskGroups x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/risk/{ib_id}/group/{group_id}/universe/ method: get operationId: getTradeableUniverse x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/trading/risk/controls/ method: get operationId: getRiskControls x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/trading/risk/controls/ method: post operationId: createRiskControl x-agentic-access: action-class: acting consequence: safety-critical subject: required audience: null token: max-ttl: 120 exchange: true purpose-required: true proof-of-possession: true escalation: human-in-the-loop: required audit: required - path: /v1/transactions/{instrument_id}/ method: get operationId: getTransactions x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none - path: /v1/transactions/{instrument_id}/summary/ method: get operationId: getDailyTransactionSummaries x-agentic-access: action-class: connected consequence: read subject: optional token: max-ttl: 3600 audit: none