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API Reference/client-messages

client-messages

Messaging between advisory firms and their clients.

10 endpoints.

  • GET/api/v1/client-messages/conversationsList client conversations
  • POST/api/v1/client-messages/conversationsCreate a conversation
  • GET/api/v1/client-messages/conversations/{conversation_id}Get conversation detail
  • POST/api/v1/client-messages/conversations/{conversation_id}/messagesReply to a conversation (client)
  • GET/api/v1/client-messages/firm/conversationsList client conversations (firm)
  • GET/api/v1/client-messages/firm/conversations/{conversation_id}Get conversation detail (firm)
  • POST/api/v1/client-messages/firm/conversations/{conversation_id}/messagesReply to a conversation (advisor)
  • PUT/api/v1/client-messages/firm/conversations/{conversation_id}/statusUpdate conversation status
  • GET/api/v1/client-messages/firm/unread-countUnread conversation count (firm)
  • GET/api/v1/client-messages/unread-countUnread conversation count

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