Download a client's financial digest PDF
/api/v1/advisory-firms/{firm_id}/clients/{business_id}/digest-preview/pdfThe branded PDF the client would receive with the digest email.
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_idstringrequiredbusiness_idstringrequired
Query
frequencystringdefault:monthlyOne of:
weekly,monthly
Responses
400Bad Request - Invalid input
Schema: ErrorResponse
errorstringrequiredError category:
validation_error,unauthorized,forbidden,not_found,conflict,rate_limited,server_error, orservice_unavailable.messagestringrequiredHuman-readable explanation, safe to show to end users.
codestringrequiredStable machine-readable code in
CATEGORY_NNNform (e.g.NOT_FOUND_006,AUTH_010,GEN_002).request_idstringCorrelation id for support requests. Echoes the
x-request-idrequest header when one was supplied.errorsobjectField-level validation messages keyed by field name. Present on 400/422 validation failures only.
401Unauthorized - Missing or expired token, an MCP OAuth token used against the REST API, or no access to this business
Schema: ErrorResponse
errorstringrequiredError category:
validation_error,unauthorized,forbidden,not_found,conflict,rate_limited,server_error, orservice_unavailable.messagestringrequiredHuman-readable explanation, safe to show to end users.
codestringrequiredStable machine-readable code in
CATEGORY_NNNform (e.g.NOT_FOUND_006,AUTH_010,GEN_002).request_idstringCorrelation id for support requests. Echoes the
x-request-idrequest header when one was supplied.errorsobjectField-level validation messages keyed by field name. Present on 400/422 validation failures only.
403Forbidden - Insufficient permissions
Schema: ErrorResponse
errorstringrequiredError category:
validation_error,unauthorized,forbidden,not_found,conflict,rate_limited,server_error, orservice_unavailable.messagestringrequiredHuman-readable explanation, safe to show to end users.
codestringrequiredStable machine-readable code in
CATEGORY_NNNform (e.g.NOT_FOUND_006,AUTH_010,GEN_002).request_idstringCorrelation id for support requests. Echoes the
x-request-idrequest header when one was supplied.errorsobjectField-level validation messages keyed by field name. Present on 400/422 validation failures only.
404Not Found - Resource does not exist
Schema: ErrorResponse
errorstringrequiredError category:
validation_error,unauthorized,forbidden,not_found,conflict,rate_limited,server_error, orservice_unavailable.messagestringrequiredHuman-readable explanation, safe to show to end users.
codestringrequiredStable machine-readable code in
CATEGORY_NNNform (e.g.NOT_FOUND_006,AUTH_010,GEN_002).request_idstringCorrelation id for support requests. Echoes the
x-request-idrequest header when one was supplied.errorsobjectField-level validation messages keyed by field name. Present on 400/422 validation failures only.
422Validation Error
Schema: ErrorResponse
errorstringrequiredError category:
validation_error,unauthorized,forbidden,not_found,conflict,rate_limited,server_error, orservice_unavailable.messagestringrequiredHuman-readable explanation, safe to show to end users.
codestringrequiredStable machine-readable code in
CATEGORY_NNNform (e.g.NOT_FOUND_006,AUTH_010,GEN_002).request_idstringCorrelation id for support requests. Echoes the
x-request-idrequest header when one was supplied.errorsobjectField-level validation messages keyed by field name. Present on 400/422 validation failures only.