List firm templates

GET /api/v1/advisory-firms/{firm_id}/templates

List firm-level COA / Bank Rules / Review Checklist templates. Optionally filter by kind.

Operation ID: list_firm_templates_api_v1_advisory_firms__firm_id__templates_get · View as markdown · OpenAPI slice

Authentication

Bearer token authentication. Pass your DayZero API token in the Authorization header and the target business UUID in x-business-id.

Parameters

Path

firm_id string required

Query

kind string

Filter by template kind

Responses

200 Successful Response

Schema: FirmTemplateListResponse

templates array · FirmTemplateResponse FirmTemplateResponse
9 fields
id string required
advisory_firm_id string required
kind string required
name string required
description string
payload object required
created_by string
created_at string · date-time required
updated_at string · date-time required
count integer required

401 Unauthorized - Authentication required

403 Forbidden - Insufficient permissions

404 Not Found - Resource does not exist

422 Validation Error

Schema: HTTPValidationError

detail array · ValidationError ValidationError
5 fields
loc array · string | integer required
msg string required
type string required
input object
ctx object