List advisory firms

GET /api/v1/advisory-firms

List advisory firms for a user. Defaults to the authenticated user; pass user_id to filter by a different user.

Operation ID: list_advisory_firms_api_v1_advisory_firms_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

Query

user_id string: Filter firms by this user's memberships
cursor string: Cursor for pagination
limit integer: Pagination limit
direction string default: next: Pagination direction: 'next' or 'prev'
include_total_count boolean default: False: Whether to include total count (expensive - avoid if possible)
sort_by string: Column name to sort by (e.g. 'created_at', 'amount', 'name'). When changing sort, reset cursor to None.
descending boolean default: True: Sort direction: true for descending (newest/largest first), false for ascending

Responses

200 Successful Response

Schema: AdvisoryFirmListResponse

items array · AdvisoryFirmResponse requiredAdvisoryFirmResponse

List of items

11 fields

name string required: Firm name.
address string: Firm business address.
ein string: Tax Employer Identification Number.
logo_url string: URL or S3 key for the firm logo.
stripe_customer_id string: Stripe customer ID for subscription billing.
client_messaging_enabled boolean: Whether clients can use the messaging portal.
ap_automation_enabled boolean: Whether clients see the AP automation bills page in the client portal.
client_visible_integrations array · string: Integration IDs visible to clients in the client portal.
id string required: Advisory firm UUID.
slack_connected boolean: Whether a Slack webhook URL is configured.
slack_webhook_url_masked string: Masked Slack webhook URL (never exposes the full secret).

total integer

Total number of items (null when not calculated for performance)

limit integer

Pagination limit

next_cursor string

Cursor for next page

prev_cursor string

Cursor for previous page

has_next boolean required

Whether there are more items

has_prev boolean required

Whether there are previous items

401 Unauthorized - Authentication required

403 Forbidden - Insufficient permissions

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

Code samples

GET /api/v1/advisory-firms

bash

curl -X GET 'https://api.ondayzero.com/api/v1/advisory-firms' \
  -H 'Authorization: Bearer dz_your_token' \
  -H 'x-business-id: YOUR_BUSINESS_ID'

javascript

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

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", headers=headers)
data = response.json()