openapi: 3.2.0
info:
  title: Account Management Extended Advisor API
  version: 1.0.0
  description: Account Management Extended API for managing account metadata and cash raise operations.
servers:
- url: https://live.moment-api.com
- url: https://paper.moment-api.com
tags:
- name: Advisor
paths:
  /v1/account/organizations/{organization_id}/advisors/{advisor_id}/accounts/:
    get:
      tags:
      - Advisor
      summary: Get accounts associated with an advisor
      description: Lists accounts associated with an advisor, paginated
      operationId: getAdvisorAccounts
      parameters:
      - name: organization_id
        in: path
        description: Organization ID
        required: true
        schema:
          type: string
      - name: advisor_id
        in: path
        description: Advisor ID
        required: true
        schema:
          type: string
      - name: page
        in: query
        description: Page number (1-based)
        schema:
          type: integer
          default: 1
          minimum: 1
      - name: limit
        in: query
        description: Number of items per page
        schema:
          type: integer
          default: 50
          maximum: 100
          minimum: 1
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                type: object
                properties:
                  accounts:
                    type: array
                    items:
                      $ref: '#/components/schemas/AdvisorAccount'
                required:
                - accounts
        '400':
          description: Invalid request parameters
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '403':
          description: Forbidden - no access to organization
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '404':
          description: Organization or advisor not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
  /v1/account/organizations/{organization_id}/advisors/{advisor_id}/users/:
    get:
      tags:
      - Advisor
      summary: Get users associated with an advisor
      description: Lists users associated with an advisor, paginated
      operationId: getAdvisorUsers
      parameters:
      - name: organization_id
        in: path
        description: Organization ID
        required: true
        schema:
          type: string
      - name: advisor_id
        in: path
        description: Advisor ID
        required: true
        schema:
          type: string
      - name: page
        in: query
        description: Page number (1-based)
        schema:
          type: integer
          default: 1
          minimum: 1
      - name: limit
        in: query
        description: Number of items per page
        schema:
          type: integer
          default: 50
          maximum: 100
          minimum: 1
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                type: object
                properties:
                  users:
                    type: array
                    items:
                      $ref: '#/components/schemas/AdvisorUser'
                required:
                - users
        '400':
          description: Invalid request parameters
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '403':
          description: Forbidden - no access to organization
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
        '404':
          description: Organization or advisor not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIError'
components:
  schemas:
    APIError:
      type: object
      description: Standard error response format returned by all API endpoints.
      properties:
        error:
          type: string
          description: Human-readable error message describing what went wrong.
        error_details:
          description: Additional structured information about the error.
          x-go-type: any
          x-go-type-skip-optional-pointer: true
          x-oapi-codegen-extra-tags:
            exhaustruct: optional
        error_type:
          $ref: '#/components/schemas/ErrorType'
      required:
      - error
      - error_type
    ErrorType:
      type: string
      description: High-level error category for programmatic error handling.
      enum:
      - invalid_request
      - not_found
      - server_error
      - unauthorized
      - rate_limited
      - forbidden
      - closed
      - not_implemented
      - resource_conflict
      x-enum-varnames:
      - ErrorTypeInvalidRequest
      - ErrorTypeNotFound
      - ErrorTypeServerError
      - ErrorTypeUnauthorized
      - ErrorTypeRateLimited
      - ErrorTypeForbidden
      - ErrorTypeNeedsMarketState
      - ErrorTypeNotImplemented
      - ErrorTypeResourceConflict
    AdvisorAccount:
      type: object
      properties:
        account_id:
          description: The account ID
          type: string
        account_name:
          description: The account name
          type: string
        custodian:
          description: The custodian
          type: string
      required:
      - account_id
      - account_name
      - custodian
    AdvisorUser:
      type: object
      properties:
        user_id:
          description: The user ID
          type: string
      required:
      - user_id
x-provenance:
  method: searched
  source: https://docs.moment.com/reference
  harvested: '2026-10-14'
  tool: harvest-readme-openapi.py
  note: Assembled verbatim from the OpenAPI definition ReadMe embeds in each operation page of the provider's developer portal; paths and components merged by API title, nothing authored.
  assembled_from:
  - https://docs.moment.com/reference/cancelcashraise.md
  - https://docs.moment.com/reference/completecashraise.md
  - https://docs.moment.com/reference/createcashraise.md
  - https://docs.moment.com/reference/createmanualaccountoverride.md
  - https://docs.moment.com/reference/getaccountcounts.md
  - https://docs.moment.com/reference/getaccountsforuser.md
  - https://docs.moment.com/reference/getadvisoraccounts.md
  - https://docs.moment.com/reference/getadvisorcodes.md
  - https://docs.moment.com/reference/getadvisorcodesbatch.md
  - https://docs.moment.com/reference/getadvisorusers.md
  - https://docs.moment.com/reference/getcashraisebyid.md
  - https://docs.moment.com/reference/getcashraises.md
  - https://docs.moment.com/reference/getmanualaccountoverrides.md
  - https://docs.moment.com/reference/getorganizationaccounts.md
  - https://docs.moment.com/reference/getorganizationaccountstatusesforuser.md
  - https://docs.moment.com/reference/getorganizationadvisorcodes.md
  - https://docs.moment.com/reference/getprojectedcash.md
  - https://docs.moment.com/reference/getuserorgaccountaccess.md
  - https://docs.moment.com/reference/resolvecashraises.md
  - https://docs.moment.com/reference/updateaccountmetadata.md
  - https://docs.moment.com/reference/updatecashraise.md
  merge:
    pages: 21
    deduped: 56
    conflicts_kept_first: 0