Documentation Index
Fetch the complete documentation index at: /llms.txt
Use this file to discover all available pages before exploring further.
Choose Platform API endpoints for workspace accounts, counterparties, connections, reconciliation, workflows, and cases.
| Your job | Start with | Read next |
|---|---|---|
| Save a counterparty and its payment identifiers | GET /v2/counterparties | Onboard a counterparty |
| Find workspace accounts and their holdings | GET /v2/accounts | Working with responses |
| Understand which entity owns an account | GET /v2/parties | Workspace data model |
| Organize accounts into groups | GET /v2/groups | Workspace data model |
| Select a connection family and provider | GET /v2/account-connections | Connections and providers |
| Read stored transfers and trades | GET /v2/accounts/transfers | Transaction identity and amounts |
| Inspect balance roll-forward results | GET /v2/reconciliation/roll-forward | Reconciliation outcomes |
| Discover workflow templates and inspect runs | GET /v2/workflows, GET /v2/workflows/runs | Workflow execution, sync, and delivery |
| Review and resolve a manual case | GET /v2/cases | Triage a manual case |
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