Start free trial

Update advisory firm

PUT/api/v1/advisory-firms/{firm_id}

Update advisory firm details.

Operation ID: update_firm_api_v1_advisory_firms__firm_id__put·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_idstringrequired

Request body

Schema: AdvisoryFirmUpdateRequest

namestring
addressstring
einstring
logo_urlstring
stripe_customer_idstring
client_messaging_enabledboolean
ap_automation_enabledboolean
client_ai_assistant_enabledboolean
client_digest_email_enabledboolean
client_digest_frequencystring
slack_webhook_urlstring

Slack Incoming Webhook URL. Set to empty string to disconnect.

client_visible_integrationsarray · string

Integration IDs visible to clients. Valid values: stripe, plaid, ramp, square, shopify, slack.

mfa_enforcedboolean

Require Clerk MFA for firm owners/admins on sensitive actions.

Responses

200Successful Response

Schema: SuccessEnvelope_AdvisoryFirmResponse_

successboolean
messagestring
codestring
dataAdvisoryFirmResponse

400Bad Request - Invalid input

401Unauthorized - Authentication required

403Forbidden - Insufficient permissions

404Not Found - Resource does not exist

422Validation Error

Schema: HTTPValidationError

detailarray · ValidationErrorValidationError
5 fields
locarray · string | integerrequired
msgstringrequired
typestringrequired
inputobject
ctxobject