List client conversations (firm)

GET/api/v1/client-messages/firm/conversations

List all client conversations across the firm's businesses.

Operation ID: list_firm_conversations·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

firm_idstring: Advisory firm ID (defaults to user's first firm)
business_idstring: Filter by business
statusstring: Filter by status
categorystring: Filter by category
cursorstring: Pagination cursor
limitintegerdefault: 50
include_total_countbooleandefault: False

Responses

200Successful Response

Schema: SuccessEnvelope_ConversationListResponse_

successboolean
messagestring
codestring
dataapp__api__v1__schemas__client_messages__ConversationListResponse

401Unauthorized - Missing or expired token, an MCP OAuth token used against the REST API, or no access to this business

Schema: ErrorResponse

errorstringrequired: Error category: validation_error, unauthorized, forbidden, not_found, conflict, rate_limited, server_error, or service_unavailable.
messagestringrequired: Human-readable explanation, safe to show to end users.
codestringrequired: Stable machine-readable code in CATEGORY_NNN form (e.g. NOT_FOUND_006, AUTH_010, GEN_002).
request_idstring: Correlation id for support requests. Echoes the x-request-id request header when one was supplied.
errorsobject: Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

403Forbidden - Insufficient permissions

Schema: ErrorResponse

errorstringrequired: Error category: validation_error, unauthorized, forbidden, not_found, conflict, rate_limited, server_error, or service_unavailable.
messagestringrequired: Human-readable explanation, safe to show to end users.
codestringrequired: Stable machine-readable code in CATEGORY_NNN form (e.g. NOT_FOUND_006, AUTH_010, GEN_002).
request_idstring: Correlation id for support requests. Echoes the x-request-id request header when one was supplied.
errorsobject: Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

422Validation Error

Schema: ErrorResponse

errorstringrequired: Error category: validation_error, unauthorized, forbidden, not_found, conflict, rate_limited, server_error, or service_unavailable.
messagestringrequired: Human-readable explanation, safe to show to end users.
codestringrequired: Stable machine-readable code in CATEGORY_NNN form (e.g. NOT_FOUND_006, AUTH_010, GEN_002).
request_idstring: Correlation id for support requests. Echoes the x-request-id request header when one was supplied.
errorsobject: Field-level validation messages keyed by field name. Present on 400/422 validation failures only.

Code samples

GET/api/v1/client-messages/firm/conversations

bash

curl -X GET 'https://api.ondayzero.com/api/v1/client-messages/firm/conversations' \
  -H 'Authorization: Bearer dz_your_token' \
  -H 'x-business-id: YOUR_BUSINESS_ID'