# Advisory Firm Reports — DayZero API

> Cross-client reporting for advisory firms.

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

## Endpoints

- `GET /api/v1/advisory-firms/{firm_id}/reports` — List available firm reports
- `GET /api/v1/advisory-firms/{firm_id}/reports/portfolio-overview` — Get portfolio overview
- `GET /api/v1/advisory-firms/{firm_id}/reports/work-queue` — Get work queue
- `GET /api/v1/advisory-firms/{firm_id}/reports/{report_name}` — Generate firm report

---

## GET /api/v1/advisory-firms/{firm_id}/reports

> List available firm reports

- **Tag:** advisory-firm-reports
- **Operation ID:** `list_firm_report_types`

### Description

Get list of available reports for this advisory firm.

### 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_ListFirmReportTypesResponse_`

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

#### 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}/reports' \
  -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}/reports', {
  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}/reports", headers=headers)
data = response.json()
```

### See also

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

---

## GET /api/v1/advisory-firms/{firm_id}/reports/portfolio-overview

> Get portfolio overview

- **Tag:** advisory-firm-reports
- **Operation ID:** `get_portfolio_overview`

### Description

Quick access to the client portfolio overview report.

### Authentication

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

### Parameters

- `firm_id` (path, string, required)

### Responses

#### 200 — Successful Response

Schema: `app__core__success__SuccessEnvelope_GetPortfolioOverviewResponse___2`

- `success` (boolean)
- `message` (string)
- `code` (string)
- `data` (app__api__v1__schemas__advisory_firm_reports__GetPortfolioOverviewResponse)

#### 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}/reports/portfolio-overview' \
  -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}/reports/portfolio-overview', {
  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}/reports/portfolio-overview", headers=headers)
data = response.json()
```

### See also

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

---

## GET /api/v1/advisory-firms/{firm_id}/reports/work-queue

> Get work queue

- **Tag:** advisory-firm-reports
- **Operation ID:** `get_work_queue`

### Description

Get prioritized work queue for the advisory firm.

### Authentication

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

### Parameters

- `firm_id` (path, string, required)

### Responses

#### 200 — Successful Response

Schema: `app__core__success__SuccessEnvelope_GetWorkQueueResponse___2`

- `success` (boolean)
- `message` (string)
- `code` (string)
- `data` (app__api__v1__schemas__advisory_firm_reports__GetWorkQueueResponse)

#### 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}/reports/work-queue' \
  -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}/reports/work-queue', {
  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}/reports/work-queue", headers=headers)
data = response.json()
```

### See also

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

---

## GET /api/v1/advisory-firms/{firm_id}/reports/{report_name}

> Generate firm report

- **Tag:** advisory-firm-reports
- **Operation ID:** `generate_firm_report`

### Description

Generate a specific report for an advisory firm.

### Authentication

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

### Parameters

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

### Responses

#### 200 — Successful Response

Schema: `SuccessEnvelope_GenerateFirmReportResponse_`

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

#### 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 GET 'https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/reports/{report_name}' \
  -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}/reports/{report_name}', {
  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}/reports/{report_name}", headers=headers)
data = response.json()
```

### See also

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