# Advisory Firm Entity Groups — DayZero API

8 endpoints. OpenAPI for just this tag: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups/openapi.json · HTML: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups · All tags: https://www.ondayzero.com/docs/reference/index.md

## Endpoints

- `GET /api/v1/advisory-firms/{firm_id}/entity-groups` — List entity groups
- `POST /api/v1/advisory-firms/{firm_id}/entity-groups` — Create entity group
- `DELETE /api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}` — Delete entity group
- `GET /api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}` — Get entity group
- `PATCH /api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}` — Update entity group
- `POST /api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}/businesses` — Add business to entity group
- `PUT /api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}/businesses` — Set entity group businesses
- `DELETE /api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}/businesses/{business_id}` — Remove business from entity group

---

## GET /api/v1/advisory-firms/{firm_id}/entity-groups

> List entity groups

- **Tag:** advisory-firm-entity-groups
- **Operation ID:** `list_entity_groups`

### Description

List all entity groups for a firm with their member businesses.

### Authentication

Bearer token in `Authorization` header.
Required header: `x-business-id: <business uuid>`.

### Parameters

- `firm_id` (path, string, required)

### Responses

#### 200 — Successful Response

Schema: `SuccessEnvelope_EntityGroupListResponse_`

- `success` (boolean)
- `message` (string)
- `code` (string)
- `data` (EntityGroupListResponse)

#### 401 — Unauthorized - Missing or expired token, an MCP OAuth token used against the REST API, or no access to this business

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 403 — Forbidden - Insufficient permissions

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 422 — Validation Error

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

### Code samples

#### cURL

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

#### JavaScript

```javascript
const response = await fetch('https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/entity-groups', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer dz_your_token',
    'x-business-id': 'YOUR_BUSINESS_ID',
  },
});
const data = await response.json();
```

#### Python

```python
import httpx

headers = {
    "Authorization": "Bearer dz_your_token",
    "x-business-id": "YOUR_BUSINESS_ID",
}

response = httpx.get("https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/entity-groups", headers=headers)
data = response.json()
```

### See also

- HTML version: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups/list-entity-groups
- OpenAPI slice: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups/list-entity-groups/openapi.json
- Other endpoints in **advisory-firm-entity-groups**: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups (markdown bundle: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups.md, OpenAPI: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups/openapi.json)
- Endpoint catalog: https://www.ondayzero.com/docs/reference/index.md

---

## POST /api/v1/advisory-firms/{firm_id}/entity-groups

> Create entity group

- **Tag:** advisory-firm-entity-groups
- **Operation ID:** `create_entity_group`

### Description

Create a named group of related client businesses. Requires owner or admin role. Initial members may be provided via business_ids.

### Authentication

Bearer token in `Authorization` header.
Required header: `x-business-id: <business uuid>`.

### Parameters

- `firm_id` (path, string, required)

### Request body

Schema: `CreateEntityGroupRequest`

- `name` (string · required)
- `description` (string)
- `group_type` (string) — Semantic tag for the group (e.g. 'consolidation')
- `primary_business_id` (string) — Optional parent/holding entity of the group
- `business_ids` (array · string) — Initial member businesses (must be active firm clients)

### Responses

#### 201 — Successful Response

Schema: `SuccessEnvelope_EntityGroupResponse_`

- `success` (boolean)
- `message` (string)
- `code` (string)
- `data` (EntityGroupResponse)

#### 400 — Bad Request - Invalid input

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 401 — Unauthorized - Missing or expired token, an MCP OAuth token used against the REST API, or no access to this business

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 403 — Forbidden - Insufficient permissions

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 409 — Conflict - Resource already exists or is in an incompatible state

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 422 — Validation Error

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

### Code samples

#### cURL

```bash
curl -X POST 'https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/entity-groups' \
  -H 'Authorization: Bearer dz_your_token' \
  -H 'x-business-id: YOUR_BUSINESS_ID' \
  -H 'Content-Type: application/json' \
  -d '{
  "name": "string"
}'
```

#### JavaScript

```javascript
const response = await fetch('https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/entity-groups', {
  method: 'POST',
  headers: {
    Authorization: 'Bearer dz_your_token',
    'x-business-id': 'YOUR_BUSINESS_ID',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
  "name": "string"
}),
});
const data = await response.json();
```

#### Python

```python
import httpx

headers = {
    "Authorization": "Bearer dz_your_token",
    "x-business-id": "YOUR_BUSINESS_ID",
}

payload = {'name': 'string'}

response = httpx.post("https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/entity-groups", headers=headers, json=payload)
data = response.json()
```

### See also

- HTML version: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups/create-entity-group
- OpenAPI slice: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups/create-entity-group/openapi.json
- Other endpoints in **advisory-firm-entity-groups**: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups (markdown bundle: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups.md, OpenAPI: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups/openapi.json)
- Endpoint catalog: https://www.ondayzero.com/docs/reference/index.md

---

## DELETE /api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}

> Delete entity group

- **Tag:** advisory-firm-entity-groups
- **Operation ID:** `delete_entity_group`

### Description

Delete an entity group and its memberships. Member businesses themselves are not affected.

### Authentication

Bearer token in `Authorization` header.
Required header: `x-business-id: <business uuid>`.

### Parameters

- `firm_id` (path, string, required)
- `group_id` (path, string, required)

### Responses

#### 200 — Successful Response

Schema: `app__core__success__MessageResponse`

- `success` (boolean)
- `message` (string)
- `code` (string)

#### 401 — Unauthorized - Missing or expired token, an MCP OAuth token used against the REST API, or no access to this business

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 403 — Forbidden - Insufficient permissions

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 404 — Not Found - Resource does not exist

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 422 — Validation Error

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

### Code samples

#### cURL

```bash
curl -X DELETE 'https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}' \
  -H 'Authorization: Bearer dz_your_token' \
  -H 'x-business-id: YOUR_BUSINESS_ID'
```

#### JavaScript

```javascript
const response = await fetch('https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}', {
  method: 'DELETE',
  headers: {
    Authorization: 'Bearer dz_your_token',
    'x-business-id': 'YOUR_BUSINESS_ID',
  },
});
const data = await response.json();
```

#### Python

```python
import httpx

headers = {
    "Authorization": "Bearer dz_your_token",
    "x-business-id": "YOUR_BUSINESS_ID",
}

response = httpx.delete("https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}", headers=headers)
data = response.json()
```

### See also

- HTML version: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups/delete-entity-group
- OpenAPI slice: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups/delete-entity-group/openapi.json
- Other endpoints in **advisory-firm-entity-groups**: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups (markdown bundle: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups.md, OpenAPI: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups/openapi.json)
- Endpoint catalog: https://www.ondayzero.com/docs/reference/index.md

---

## GET /api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}

> Get entity group

- **Tag:** advisory-firm-entity-groups
- **Operation ID:** `get_entity_group`

### Description

Get an entity group with its member businesses.

### Authentication

Bearer token in `Authorization` header.
Required header: `x-business-id: <business uuid>`.

### Parameters

- `firm_id` (path, string, required)
- `group_id` (path, string, required)

### Responses

#### 200 — Successful Response

Schema: `SuccessEnvelope_EntityGroupResponse_`

- `success` (boolean)
- `message` (string)
- `code` (string)
- `data` (EntityGroupResponse)

#### 401 — Unauthorized - Missing or expired token, an MCP OAuth token used against the REST API, or no access to this business

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 403 — Forbidden - Insufficient permissions

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 404 — Not Found - Resource does not exist

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 422 — Validation Error

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

### Code samples

#### cURL

```bash
curl -X GET 'https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}' \
  -H 'Authorization: Bearer dz_your_token' \
  -H 'x-business-id: YOUR_BUSINESS_ID'
```

#### JavaScript

```javascript
const response = await fetch('https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer dz_your_token',
    'x-business-id': 'YOUR_BUSINESS_ID',
  },
});
const data = await response.json();
```

#### Python

```python
import httpx

headers = {
    "Authorization": "Bearer dz_your_token",
    "x-business-id": "YOUR_BUSINESS_ID",
}

response = httpx.get("https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}", headers=headers)
data = response.json()
```

### See also

- HTML version: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups/get-entity-group
- OpenAPI slice: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups/get-entity-group/openapi.json
- Other endpoints in **advisory-firm-entity-groups**: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups (markdown bundle: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups.md, OpenAPI: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups/openapi.json)
- Endpoint catalog: https://www.ondayzero.com/docs/reference/index.md

---

## PATCH /api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}

> Update entity group

- **Tag:** advisory-firm-entity-groups
- **Operation ID:** `update_entity_group`

### Description

Update a group's name, description, type, or primary entity.

### Authentication

Bearer token in `Authorization` header.
Required header: `x-business-id: <business uuid>`.

### Parameters

- `firm_id` (path, string, required)
- `group_id` (path, string, required)

### Request body

Schema: `UpdateEntityGroupRequest`

- `name` (string)
- `description` (string)
- `group_type` (string)
- `primary_business_id` (string)

### Responses

#### 200 — Successful Response

Schema: `SuccessEnvelope_EntityGroupResponse_`

- `success` (boolean)
- `message` (string)
- `code` (string)
- `data` (EntityGroupResponse)

#### 400 — Bad Request - Invalid input

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 401 — Unauthorized - Missing or expired token, an MCP OAuth token used against the REST API, or no access to this business

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 403 — Forbidden - Insufficient permissions

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 404 — Not Found - Resource does not exist

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 409 — Conflict - Resource already exists or is in an incompatible state

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 422 — Validation Error

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

### Code samples

#### cURL

```bash
curl -X PATCH 'https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}' \
  -H 'Authorization: Bearer dz_your_token' \
  -H 'x-business-id: YOUR_BUSINESS_ID' \
  -H 'Content-Type: application/json' \
  -d '{
  "name": "string",
  "description": "string",
  "group_type": "string",
  "primary_business_id": "string"
}'
```

#### JavaScript

```javascript
const response = await fetch('https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}', {
  method: 'PATCH',
  headers: {
    Authorization: 'Bearer dz_your_token',
    'x-business-id': 'YOUR_BUSINESS_ID',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
  "name": "string",
  "description": "string",
  "group_type": "string",
  "primary_business_id": "string"
}),
});
const data = await response.json();
```

#### Python

```python
import httpx

headers = {
    "Authorization": "Bearer dz_your_token",
    "x-business-id": "YOUR_BUSINESS_ID",
}

payload = {'name': 'string',
 'description': 'string',
 'group_type': 'string',
 'primary_business_id': 'string'}

response = httpx.patch("https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}", headers=headers, json=payload)
data = response.json()
```

### See also

- HTML version: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups/update-entity-group
- OpenAPI slice: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups/update-entity-group/openapi.json
- Other endpoints in **advisory-firm-entity-groups**: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups (markdown bundle: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups.md, OpenAPI: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups/openapi.json)
- Endpoint catalog: https://www.ondayzero.com/docs/reference/index.md

---

## POST /api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}/businesses

> Add business to entity group

- **Tag:** advisory-firm-entity-groups
- **Operation ID:** `add_entity_group_business`

### Description

Add an active firm client business to an entity group.

### Authentication

Bearer token in `Authorization` header.
Required header: `x-business-id: <business uuid>`.

### Parameters

- `firm_id` (path, string, required)
- `group_id` (path, string, required)

### Request body

Schema: `EntityGroupMemberRequest`

- `business_id` (string · required)

### Responses

#### 201 — Successful Response

Schema: `SuccessEnvelope_EntityGroupResponse_`

- `success` (boolean)
- `message` (string)
- `code` (string)
- `data` (EntityGroupResponse)

#### 400 — Bad Request - Invalid input

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 401 — Unauthorized - Missing or expired token, an MCP OAuth token used against the REST API, or no access to this business

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 403 — Forbidden - Insufficient permissions

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 404 — Not Found - Resource does not exist

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 409 — Conflict - Resource already exists or is in an incompatible state

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 422 — Validation Error

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

### Code samples

#### cURL

```bash
curl -X POST 'https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}/businesses' \
  -H 'Authorization: Bearer dz_your_token' \
  -H 'x-business-id: YOUR_BUSINESS_ID' \
  -H 'Content-Type: application/json' \
  -d '{
  "business_id": "string"
}'
```

#### JavaScript

```javascript
const response = await fetch('https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}/businesses', {
  method: 'POST',
  headers: {
    Authorization: 'Bearer dz_your_token',
    'x-business-id': 'YOUR_BUSINESS_ID',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
  "business_id": "string"
}),
});
const data = await response.json();
```

#### Python

```python
import httpx

headers = {
    "Authorization": "Bearer dz_your_token",
    "x-business-id": "YOUR_BUSINESS_ID",
}

payload = {'business_id': 'string'}

response = httpx.post("https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}/businesses", headers=headers, json=payload)
data = response.json()
```

### See also

- HTML version: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups/add-entity-group-business
- OpenAPI slice: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups/add-entity-group-business/openapi.json
- Other endpoints in **advisory-firm-entity-groups**: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups (markdown bundle: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups.md, OpenAPI: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups/openapi.json)
- Endpoint catalog: https://www.ondayzero.com/docs/reference/index.md

---

## PUT /api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}/businesses

> Set entity group businesses

- **Tag:** advisory-firm-entity-groups
- **Operation ID:** `set_entity_group_businesses`

### Description

Replace the group's membership with the given business set.

### Authentication

Bearer token in `Authorization` header.
Required header: `x-business-id: <business uuid>`.

### Parameters

- `firm_id` (path, string, required)
- `group_id` (path, string, required)

### Request body

Schema: `SetEntityGroupMembersRequest`

- `business_ids` (array · string · required) — Full member set; replaces existing membership

### Responses

#### 200 — Successful Response

Schema: `SuccessEnvelope_EntityGroupResponse_`

- `success` (boolean)
- `message` (string)
- `code` (string)
- `data` (EntityGroupResponse)

#### 400 — Bad Request - Invalid input

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 401 — Unauthorized - Missing or expired token, an MCP OAuth token used against the REST API, or no access to this business

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 403 — Forbidden - Insufficient permissions

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 404 — Not Found - Resource does not exist

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 422 — Validation Error

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

### Code samples

#### cURL

```bash
curl -X PUT 'https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}/businesses' \
  -H 'Authorization: Bearer dz_your_token' \
  -H 'x-business-id: YOUR_BUSINESS_ID' \
  -H 'Content-Type: application/json' \
  -d '{
  "business_ids": []
}'
```

#### JavaScript

```javascript
const response = await fetch('https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}/businesses', {
  method: 'PUT',
  headers: {
    Authorization: 'Bearer dz_your_token',
    'x-business-id': 'YOUR_BUSINESS_ID',
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
  "business_ids": []
}),
});
const data = await response.json();
```

#### Python

```python
import httpx

headers = {
    "Authorization": "Bearer dz_your_token",
    "x-business-id": "YOUR_BUSINESS_ID",
}

payload = {'business_ids': []}

response = httpx.put("https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}/businesses", headers=headers, json=payload)
data = response.json()
```

### See also

- HTML version: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups/set-entity-group-businesses
- OpenAPI slice: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups/set-entity-group-businesses/openapi.json
- Other endpoints in **advisory-firm-entity-groups**: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups (markdown bundle: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups.md, OpenAPI: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups/openapi.json)
- Endpoint catalog: https://www.ondayzero.com/docs/reference/index.md

---

## DELETE /api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}/businesses/{business_id}

> Remove business from entity group

- **Tag:** advisory-firm-entity-groups
- **Operation ID:** `remove_entity_group_business`

### Description

Remove a business from an entity group.

### Authentication

Bearer token in `Authorization` header.
Required header: `x-business-id: <business uuid>`.

### Parameters

- `firm_id` (path, string, required)
- `group_id` (path, string, required)
- `business_id` (path, string, required)

### Responses

#### 200 — Successful Response

Schema: `app__core__success__MessageResponse`

- `success` (boolean)
- `message` (string)
- `code` (string)

#### 401 — Unauthorized - Missing or expired token, an MCP OAuth token used against the REST API, or no access to this business

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 403 — Forbidden - Insufficient permissions

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 404 — Not Found - Resource does not exist

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

#### 422 — Validation Error

Schema: `ErrorResponse`

- `error` (string · required) — Error category: `validation_error`, `unauthorized`, `forbidden`, `not_found`, `conflict`, `rate_limited`, `server_error`, or `service_unavailable`.
- `message` (string · required) — Human-readable explanation, safe to show to end users.
- `code` (string · required) — Stable machine-readable code in `CATEGORY_NNN` form (e.g. `NOT_FOUND_006`, `AUTH_010`, `GEN_002`).
- `request_id` (string) — Correlation id for support requests. Echoes the `x-request-id` request header when one was supplied.
- `errors` (object) — Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

### Code samples

#### cURL

```bash
curl -X DELETE 'https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}/businesses/{business_id}' \
  -H 'Authorization: Bearer dz_your_token' \
  -H 'x-business-id: YOUR_BUSINESS_ID'
```

#### JavaScript

```javascript
const response = await fetch('https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}/businesses/{business_id}', {
  method: 'DELETE',
  headers: {
    Authorization: 'Bearer dz_your_token',
    'x-business-id': 'YOUR_BUSINESS_ID',
  },
});
const data = await response.json();
```

#### Python

```python
import httpx

headers = {
    "Authorization": "Bearer dz_your_token",
    "x-business-id": "YOUR_BUSINESS_ID",
}

response = httpx.delete("https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/entity-groups/{group_id}/businesses/{business_id}", headers=headers)
data = response.json()
```

### See also

- HTML version: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups/remove-entity-group-business
- OpenAPI slice: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups/remove-entity-group-business/openapi.json
- Other endpoints in **advisory-firm-entity-groups**: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups (markdown bundle: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups.md, OpenAPI: https://www.ondayzero.com/docs/reference/advisory-firm-entity-groups/openapi.json)
- Endpoint catalog: https://www.ondayzero.com/docs/reference/index.md