Webhooks

Download Spec

All webhook related paths.

Get signing keys

get /auth/verify_keys

Get list of signing keys used to verify webhooks

OAuth2 oauth-client-credentials

Required Scopes:

webhooks:readwebhooks:admin

All Scopes

account_liquidations:admin · Trigger/read/cancel accounts liquidations
account_liquidations:read · Read accounts liquidations
account_returns:read · Read accounts returns
accounts:admin · Create/update/delete accounts and account groups
accounts:read · Read accounts and account groups
checks:admin · Create checks
checks:read · Read checks
credit_fundings:read · Credit Fundings read operations
fees:admin · Create and read fee operations
fees:read · Read fee operations
instruments:read · Read instruments
mandates:admin · Create/update/delete mandates
mandates:read · Read mandates
orders:admin · Create/update/delete orders
orders:read · Read orders
payments:admin · Payins and withdrawal operations
payments:read · Payins and withdrawal read operations
portfolios:admin · Modify portfolios
portfolios:read · Read portfolios
positions:read · Read positions
prices:read · Read instrument prices
reference_accounts:admin · Create/update/delete reference accounts
reference_accounts:read · Read reference accounts
reports:admin · Create reports
reports:read · Read reports
savings_plans:admin · Create/read savings plans
savings_plans:read · Read savings plans
taxes:admin · Modify tax residencies
taxes:read · Read tax residencies
topups:admin · Topups operations
topups:read · Topups read operations
transactions:read · Read cash and securities transactions
users:admin · Create/update/delete users
users:read · Read users
valuations:read · Read valuations
virtual_cash_balances:admin · Virtual cash balances
webhooks:admin · Create/update/delete webhooks
webhooks:read · Read webhooks

Flow Type:: Client Credentials

Token URL:: https://sandbox.upvest.co/auth/token

upvest-client-id

string

uuid

required

Tenant Client ID

Example: "ebabcf4d-61c3-4942-875c-e265a7c2d062"

authorization

string

^Bearer [a-zA-Z0-9\-\._~+/]*=*

required

Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750

Example: "Bearer c2VjcmV0Cg=="

signature

string

required

https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header

signature-input

string

required

https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he

upvest-api-version

string

Upvest API version (Note: Do not include quotation marks)

Default: "1"
Enum: 1
Example: 1

Response

Examples Schema

JWKS signing public keys

{
  "keys": [
    {
      "kid": "9ed77463-c18e-4794-ab5c-17423f9b801a",
      "kty": "EC",
      "crv": "P-521",
      "x": "AcYAf5Ou0UvtehpeRvyhnvvrUQvjI4B3VCxfSmxK4gqKJGxO_jTB-nTdrHbBfmZpwmwYR86DppMg43E579K5MQ54",
      "y": "ALkrId77iD0Ye2vBS5bTkLqPH-bo8urTpTXiNc6Ub-VOFbXfJrR0tQ8COvVXXu58BTu8jWV-1mtbjfJpDl3ISbcK"
    }
  ]
}

Unauthorized. The caller has not been authenticated.

{
  "status": 401,
  "type": "unauthorized"
}

Forbidden. The caller has been authenticated but is not allowed to take the requested action.

{
  "status": 403,
  "type": "forbidden"
}

Not Acceptable. The resource does not have a current representation that would be acceptable to the user agent. "Accept" header defined unsupported value.

{
  "status": 406,
  "type": "not_acceptable"
}

Too Many Requests. The caller has exceeded their quota for the time period and has been throttled.

{
  "status": 429,
  "type": "too_many_requests"
}

Internal Server Error. The service encountered an unexpected error.

{
  "status": 500,
  "type": "internal_server_error"
}

Service Unavailable. The service handling for this request cannot be reached at this time.

{
  "status": 503,
  "type": "method_not_allowed"
}

Gateway Timeout. The service gateway has reached its internal timeout.

{
  "status": 504,
  "type": "gateway_timeout"
}

keys

array[object]

required

List of verification keys

object

kid

string

uuid

Key ID

kty

string

Cryptographic algorithm family used with the key.

EC -

Default: "EC"
Enum: EC

crv

string

Elliptic curve family.

P-521 -

Default: "P-521"
Enum: P-521

string

Curve parameter

string

Curve parameter

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

List all webhooks

get /webhooks

List all webhooks

OAuth2 oauth-client-credentials

Required Scopes:

webhooks:readwebhooks:admin

All Scopes

account_liquidations:admin · Trigger/read/cancel accounts liquidations
account_liquidations:read · Read accounts liquidations
account_returns:read · Read accounts returns
accounts:admin · Create/update/delete accounts and account groups
accounts:read · Read accounts and account groups
checks:admin · Create checks
checks:read · Read checks
credit_fundings:read · Credit Fundings read operations
fees:admin · Create and read fee operations
fees:read · Read fee operations
instruments:read · Read instruments
mandates:admin · Create/update/delete mandates
mandates:read · Read mandates
orders:admin · Create/update/delete orders
orders:read · Read orders
payments:admin · Payins and withdrawal operations
payments:read · Payins and withdrawal read operations
portfolios:admin · Modify portfolios
portfolios:read · Read portfolios
positions:read · Read positions
prices:read · Read instrument prices
reference_accounts:admin · Create/update/delete reference accounts
reference_accounts:read · Read reference accounts
reports:admin · Create reports
reports:read · Read reports
savings_plans:admin · Create/read savings plans
savings_plans:read · Read savings plans
taxes:admin · Modify tax residencies
taxes:read · Read tax residencies
topups:admin · Topups operations
topups:read · Topups read operations
transactions:read · Read cash and securities transactions
users:admin · Create/update/delete users
users:read · Read users
valuations:read · Read valuations
virtual_cash_balances:admin · Virtual cash balances
webhooks:admin · Create/update/delete webhooks
webhooks:read · Read webhooks

Flow Type:: Client Credentials

Token URL:: https://sandbox.upvest.co/auth/token

upvest-client-id

string

uuid

required

Tenant Client ID

Example: "ebabcf4d-61c3-4942-875c-e265a7c2d062"

authorization

string

^Bearer [a-zA-Z0-9\-\._~+/]*=*

required

Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750

Example: "Bearer c2VjcmV0Cg=="

signature

string

required

https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header

signature-input

string

required

https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he

upvest-api-version

string

Upvest API version (Note: Do not include quotation marks)

Default: "1"
Enum: 1
Example: 1

sort

string

Sort the result by created_at, updated_at, title, url, or enabled.

Default: "created_at"
Enum: created_at

updated_at

title

url

enabled

order

string

Sort order of the result list if the sort parameter is specified. Use ASC for ascending or DESC for descending sort order.

Default: "ASC"
Enum: ASC

DESC

offset

int

i32

Use the offset argument to specify where in the list of results to start when returning items for a particular query.

Min: 0

limit

int

i32

Use the limit argument to specify the maximum number of items returned.

Default: 100
Min: 0
Max: 1000

Response

Examples Schema

An object with a data property that contains an array of webhook subscription objects.

{
  "meta": {
    "offset": 0,
    "limit": 100,
    "count": 1,
    "total_count": 1,
    "sort": "id",
    "order": "ASC"
  },
  "data": [
    {
      "id": "a8eb3540-5a84-40f9-b2bb-7f99f282fc5a",
      "created_at": "2021-07-21T14:10:00.00Z",
      "updated_at": "2021-07-21T14:10:00.00Z",
      "title": "User webhook",
      "url": "https://tenant.tld/webhooks/users",
      "type": [
        "USER"
      ],
      "enabled": false,
      "config": {
        "delay": "5s",
        "max_package_size": 10240
      }
    }
  ]
}

Bad Request. The incoming request had a malformed parameter/object.

{
  "status": 400,
  "type": "bad_request"
}

Unauthorized. The caller has not been authenticated.

{
  "status": 401,
  "type": "unauthorized"
}

Forbidden. The caller has been authenticated but is not allowed to take the requested action.

{
  "status": 403,
  "type": "forbidden"
}

Not Acceptable. The resource does not have a current representation that would be acceptable to the user agent. "Accept" header defined unsupported value.

{
  "status": 406,
  "type": "not_acceptable"
}

Too Many Requests. The caller has exceeded their quota for the time period and has been throttled.

{
  "status": 429,
  "type": "too_many_requests"
}

Internal Server Error. The service encountered an unexpected error.

{
  "status": 500,
  "type": "internal_server_error"
}

Service Unavailable. The service handling for this request cannot be reached at this time.

{
  "status": 503,
  "type": "method_not_allowed"
}

Gateway Timeout. The service gateway has reached its internal timeout.

{
  "status": 504,
  "type": "gateway_timeout"
}

Create a webhook subscription

post /webhooks

Create a webhook subscription

OAuth2 oauth-client-credentials

Required Scopes:

webhooks:admin

All Scopes

account_liquidations:admin · Trigger/read/cancel accounts liquidations
account_liquidations:read · Read accounts liquidations
account_returns:read · Read accounts returns
accounts:admin · Create/update/delete accounts and account groups
accounts:read · Read accounts and account groups
checks:admin · Create checks
checks:read · Read checks
credit_fundings:read · Credit Fundings read operations
fees:admin · Create and read fee operations
fees:read · Read fee operations
instruments:read · Read instruments
mandates:admin · Create/update/delete mandates
mandates:read · Read mandates
orders:admin · Create/update/delete orders
orders:read · Read orders
payments:admin · Payins and withdrawal operations
payments:read · Payins and withdrawal read operations
portfolios:admin · Modify portfolios
portfolios:read · Read portfolios
positions:read · Read positions
prices:read · Read instrument prices
reference_accounts:admin · Create/update/delete reference accounts
reference_accounts:read · Read reference accounts
reports:admin · Create reports
reports:read · Read reports
savings_plans:admin · Create/read savings plans
savings_plans:read · Read savings plans
taxes:admin · Modify tax residencies
taxes:read · Read tax residencies
topups:admin · Topups operations
topups:read · Topups read operations
transactions:read · Read cash and securities transactions
users:admin · Create/update/delete users
users:read · Read users
valuations:read · Read valuations
virtual_cash_balances:admin · Virtual cash balances
webhooks:admin · Create/update/delete webhooks
webhooks:read · Read webhooks

Flow Type:: Client Credentials

Token URL:: https://sandbox.upvest.co/auth/token

upvest-client-id

string

uuid

required

Tenant Client ID

Example: "ebabcf4d-61c3-4942-875c-e265a7c2d062"

authorization

string

^Bearer [a-zA-Z0-9\-\._~+/]*=*

required

Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750

Example: "Bearer c2VjcmV0Cg=="

signature

string

required

https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header

signature-input

string

required

https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he

upvest-api-version

string

Upvest API version (Note: Do not include quotation marks)

Default: "1"
Enum: 1
Example: 1

title

string

^[a-zA-Z0-9 ()\[\]{}.-]{1,32}$

required

Title of the webhook for use on tenant side.

url

string

url

required

The callback URL to be called by the webhook.

Max Length: 1000

type

array[string]

What kind of events to be sent by the webhook.

Default: ["ALL"]

string

Enum: ALL

USER

USER_CHECK

ORDER

ORDER_CANCELLATION

EXECUTION

POSITION

CASH_BALANCE

ACCOUNT

ACCOUNT_GROUP

REPORT

TREASURY_REPORT

DIRECT_DEBIT

WITHDRAWAL

PORTFOLIO

PORTFOLIO_ALLOCATION

PORTFOLIO_ORDER

CORPORATE_ACTION

ACCOUNT_VALUATION

INTRADAY_ACCOUNT_VALUATION

CASH_TRANSACTION

SECURITY_TRANSACTION

ACCOUNT_LIQUIDATION

ACCOUNT_RETURNS

VIRTUAL_CASH_INCREASE

VIRTUAL_CASH_DECREASE

FEE_COLLECTION

SAVINGS_PLAN

SAVINGS_PLAN_EXECUTION

config

object (config)

Configuration of webhook packages collection.

delay

string

^[1-9][0-9]?[sm]$

Maximum time of package collection.

max_package_size

int

Maximum package size (bytes)

Min: 100
Max: 1048576

Request

{
  "title": "User webhook",
  "url": "https://tenant.tld/webhooks/users",
  "type": [
    "USER"
  ],
  "config": {
    "delay": "5s",
    "max_package_size": 10240
  }
}

Response

Examples Schema

Returns a webhook subscription object if a valid webhook subscription object ID was provided.

{
  "id": "a8eb3540-5a84-40f9-b2bb-7f99f282fc5a",
  "created_at": "2021-07-21T14:10:00.00Z",
  "updated_at": "2021-07-21T14:10:00.00Z",
  "title": "User webhook",
  "url": "https://tenant.tld/webhooks/users",
  "type": [
    "USER"
  ],
  "enabled": false,
  "config": {
    "delay": "5s",
    "max_package_size": 10240
  }
}

Bad Request. The incoming request had a malformed parameter/object.

{
  "status": 400,
  "type": "bad_request"
}

Unauthorized. The caller has not been authenticated.

{
  "status": 401,
  "type": "unauthorized"
}

Forbidden. The caller has been authenticated but is not allowed to take the requested action.

{
  "status": 403,
  "type": "forbidden"
}

Not Acceptable. The resource does not have a current representation that would be acceptable to the user agent. "Accept" header defined unsupported value.

{
  "status": 406,
  "type": "not_acceptable"
}

Too Many Requests. The caller has exceeded their quota for the time period and has been throttled.

{
  "status": 429,
  "type": "too_many_requests"
}

Internal Server Error. The service encountered an unexpected error.

{
  "status": 500,
  "type": "internal_server_error"
}

Service Unavailable. The service handling for this request cannot be reached at this time.

{
  "status": 503,
  "type": "method_not_allowed"
}

Gateway Timeout. The service gateway has reached its internal timeout.

{
  "status": 504,
  "type": "gateway_timeout"
}

string

uuid

required

Webhook unique identifier.

created_at

string

date-time

required

Date and time when the resource was created. RFC 3339-5, ISO8601 UTC

updated_at

string

date-time

required

Date and time when the resource was last updated. RFC 3339-5, ISO8601 UTC

title

string

^[a-zA-Z0-9 ()\[\]{}.-]{1,32}$

required

Title of the webhook for use on tenant side.

url

string

url

required

The callback URL to be called by the webhook.

Max Length: 1000

enabled

boolean

required

Enable/disable webhook.

type

array[string]

required

What kind of events to be sent by the webhook.

Default: ["ALL"]

string

Enum: ALL

USER

USER_CHECK

ORDER

ORDER_CANCELLATION

EXECUTION

POSITION

CASH_BALANCE

ACCOUNT

ACCOUNT_GROUP

REPORT

TREASURY_REPORT

DIRECT_DEBIT

WITHDRAWAL

PORTFOLIO

PORTFOLIO_ALLOCATION

PORTFOLIO_ORDER

CORPORATE_ACTION

ACCOUNT_VALUATION

INTRADAY_ACCOUNT_VALUATION

CASH_TRANSACTION

SECURITY_TRANSACTION

ACCOUNT_LIQUIDATION

ACCOUNT_RETURNS

VIRTUAL_CASH_INCREASE

VIRTUAL_CASH_DECREASE

FEE_COLLECTION

SAVINGS_PLAN

SAVINGS_PLAN_EXECUTION

config

object (config)

required

Configuration of webhook packages collection.

delay

string

^[1-9][0-9]?[sm]$

Maximum time of package collection.

max_package_size

int

Maximum package size (bytes)

Min: 100
Max: 1048576

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

Retrieve a webhook subscription

get /webhooks/{webhook_id}

Retrieve a webhook subscription

OAuth2 oauth-client-credentials

Required Scopes:

webhooks:readwebhooks:admin

All Scopes

account_liquidations:admin · Trigger/read/cancel accounts liquidations
account_liquidations:read · Read accounts liquidations
account_returns:read · Read accounts returns
accounts:admin · Create/update/delete accounts and account groups
accounts:read · Read accounts and account groups
checks:admin · Create checks
checks:read · Read checks
credit_fundings:read · Credit Fundings read operations
fees:admin · Create and read fee operations
fees:read · Read fee operations
instruments:read · Read instruments
mandates:admin · Create/update/delete mandates
mandates:read · Read mandates
orders:admin · Create/update/delete orders
orders:read · Read orders
payments:admin · Payins and withdrawal operations
payments:read · Payins and withdrawal read operations
portfolios:admin · Modify portfolios
portfolios:read · Read portfolios
positions:read · Read positions
prices:read · Read instrument prices
reference_accounts:admin · Create/update/delete reference accounts
reference_accounts:read · Read reference accounts
reports:admin · Create reports
reports:read · Read reports
savings_plans:admin · Create/read savings plans
savings_plans:read · Read savings plans
taxes:admin · Modify tax residencies
taxes:read · Read tax residencies
topups:admin · Topups operations
topups:read · Topups read operations
transactions:read · Read cash and securities transactions
users:admin · Create/update/delete users
users:read · Read users
valuations:read · Read valuations
virtual_cash_balances:admin · Virtual cash balances
webhooks:admin · Create/update/delete webhooks
webhooks:read · Read webhooks

Flow Type:: Client Credentials

Token URL:: https://sandbox.upvest.co/auth/token

upvest-client-id

string

uuid

required

Tenant Client ID

Example: "ebabcf4d-61c3-4942-875c-e265a7c2d062"

authorization

string

^Bearer [a-zA-Z0-9\-\._~+/]*=*

required

Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750

Example: "Bearer c2VjcmV0Cg=="

signature

string

required

https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header

signature-input

string

required

https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he

upvest-api-version

string

Upvest API version (Note: Do not include quotation marks)

Default: "1"
Enum: 1
Example: 1

webhook_id

string

uuid

required

Webhook identifier

Response

Examples Schema

Returns a webhook subscription object if a valid webhook subscription object ID was provided.

{
  "id": "a8eb3540-5a84-40f9-b2bb-7f99f282fc5a",
  "created_at": "2021-07-21T14:10:00.00Z",
  "updated_at": "2021-07-21T14:10:00.00Z",
  "title": "User webhook",
  "url": "https://tenant.tld/webhooks/users",
  "type": [
    "USER"
  ],
  "enabled": true,
  "config": {
    "delay": "5s",
    "max_package_size": 1024
  }
}

Unauthorized. The caller has not been authenticated.

{
  "status": 401,
  "type": "unauthorized"
}

Forbidden. The caller has been authenticated but is not allowed to take the requested action.

{
  "status": 403,
  "type": "forbidden"
}

Not Found. The requested resource could not be found.

{
  "status": 404,
  "type": "not_found"
}

Not Acceptable. The resource does not have a current representation that would be acceptable to the user agent. "Accept" header defined unsupported value.

{
  "status": 406,
  "type": "not_acceptable"
}

Too Many Requests. The caller has exceeded their quota for the time period and has been throttled.

{
  "status": 429,
  "type": "too_many_requests"
}

Internal Server Error. The service encountered an unexpected error.

{
  "status": 500,
  "type": "internal_server_error"
}

Service Unavailable. The service handling for this request cannot be reached at this time.

{
  "status": 503,
  "type": "method_not_allowed"
}

Gateway Timeout. The service gateway has reached its internal timeout.

{
  "status": 504,
  "type": "gateway_timeout"
}

string

uuid

required

Webhook unique identifier.

created_at

string

date-time

required

Date and time when the resource was created. RFC 3339-5, ISO8601 UTC

updated_at

string

date-time

required

Date and time when the resource was last updated. RFC 3339-5, ISO8601 UTC

title

string

^[a-zA-Z0-9 ()\[\]{}.-]{1,32}$

required

Title of the webhook for use on tenant side.

url

string

url

required

The callback URL to be called by the webhook.

Max Length: 1000

enabled

boolean

required

Enable/disable webhook.

type

array[string]

required

What kind of events to be sent by the webhook.

Default: ["ALL"]

string

Enum: ALL

USER

USER_CHECK

ORDER

ORDER_CANCELLATION

EXECUTION

POSITION

CASH_BALANCE

ACCOUNT

ACCOUNT_GROUP

REPORT

TREASURY_REPORT

DIRECT_DEBIT

WITHDRAWAL

PORTFOLIO

PORTFOLIO_ALLOCATION

PORTFOLIO_ORDER

CORPORATE_ACTION

ACCOUNT_VALUATION

INTRADAY_ACCOUNT_VALUATION

CASH_TRANSACTION

SECURITY_TRANSACTION

ACCOUNT_LIQUIDATION

ACCOUNT_RETURNS

VIRTUAL_CASH_INCREASE

VIRTUAL_CASH_DECREASE

FEE_COLLECTION

SAVINGS_PLAN

SAVINGS_PLAN_EXECUTION

config

object (config)

required

Configuration of webhook packages collection.

delay

string

^[1-9][0-9]?[sm]$

Maximum time of package collection.

max_package_size

int

Maximum package size (bytes)

Min: 100
Max: 1048576

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

Delete a webhook subscription

delete /webhooks/{webhook_id}

Delete a webhook subscription

OAuth2 oauth-client-credentials

Required Scopes:

webhooks:admin

All Scopes

account_liquidations:admin · Trigger/read/cancel accounts liquidations
account_liquidations:read · Read accounts liquidations
account_returns:read · Read accounts returns
accounts:admin · Create/update/delete accounts and account groups
accounts:read · Read accounts and account groups
checks:admin · Create checks
checks:read · Read checks
credit_fundings:read · Credit Fundings read operations
fees:admin · Create and read fee operations
fees:read · Read fee operations
instruments:read · Read instruments
mandates:admin · Create/update/delete mandates
mandates:read · Read mandates
orders:admin · Create/update/delete orders
orders:read · Read orders
payments:admin · Payins and withdrawal operations
payments:read · Payins and withdrawal read operations
portfolios:admin · Modify portfolios
portfolios:read · Read portfolios
positions:read · Read positions
prices:read · Read instrument prices
reference_accounts:admin · Create/update/delete reference accounts
reference_accounts:read · Read reference accounts
reports:admin · Create reports
reports:read · Read reports
savings_plans:admin · Create/read savings plans
savings_plans:read · Read savings plans
taxes:admin · Modify tax residencies
taxes:read · Read tax residencies
topups:admin · Topups operations
topups:read · Topups read operations
transactions:read · Read cash and securities transactions
users:admin · Create/update/delete users
users:read · Read users
valuations:read · Read valuations
virtual_cash_balances:admin · Virtual cash balances
webhooks:admin · Create/update/delete webhooks
webhooks:read · Read webhooks

Flow Type:: Client Credentials

Token URL:: https://sandbox.upvest.co/auth/token

upvest-client-id

string

uuid

required

Tenant Client ID

Example: "ebabcf4d-61c3-4942-875c-e265a7c2d062"

authorization

string

^Bearer [a-zA-Z0-9\-\._~+/]*=*

required

Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750

Example: "Bearer c2VjcmV0Cg=="

signature

string

required

https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header

signature-input

string

required

https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he

upvest-api-version

string

Upvest API version (Note: Do not include quotation marks)

Default: "1"
Enum: 1
Example: 1

webhook_id

string

uuid

required

Webhook identifier

Response

Examples Schema

Request has been processed successfully.

Empty response

Unauthorized. The caller has not been authenticated.

{
  "status": 401,
  "type": "unauthorized"
}

Forbidden. The caller has been authenticated but is not allowed to take the requested action.

{
  "status": 403,
  "type": "forbidden"
}

Not Found. The requested resource could not be found.

{
  "status": 404,
  "type": "not_found"
}

Too Many Requests. The caller has exceeded their quota for the time period and has been throttled.

{
  "status": 429,
  "type": "too_many_requests"
}

Internal Server Error. The service encountered an unexpected error.

{
  "status": 500,
  "type": "internal_server_error"
}

Service Unavailable. The service handling for this request cannot be reached at this time.

{
  "status": 503,
  "type": "method_not_allowed"
}

Gateway Timeout. The service gateway has reached its internal timeout.

{
  "status": 504,
  "type": "gateway_timeout"
}

No schema

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

Update a webhook subscription

patch /webhooks/{webhook_id}

Update a webhook subscription

OAuth2 oauth-client-credentials

Required Scopes:

webhooks:admin

All Scopes

account_liquidations:admin · Trigger/read/cancel accounts liquidations
account_liquidations:read · Read accounts liquidations
account_returns:read · Read accounts returns
accounts:admin · Create/update/delete accounts and account groups
accounts:read · Read accounts and account groups
checks:admin · Create checks
checks:read · Read checks
credit_fundings:read · Credit Fundings read operations
fees:admin · Create and read fee operations
fees:read · Read fee operations
instruments:read · Read instruments
mandates:admin · Create/update/delete mandates
mandates:read · Read mandates
orders:admin · Create/update/delete orders
orders:read · Read orders
payments:admin · Payins and withdrawal operations
payments:read · Payins and withdrawal read operations
portfolios:admin · Modify portfolios
portfolios:read · Read portfolios
positions:read · Read positions
prices:read · Read instrument prices
reference_accounts:admin · Create/update/delete reference accounts
reference_accounts:read · Read reference accounts
reports:admin · Create reports
reports:read · Read reports
savings_plans:admin · Create/read savings plans
savings_plans:read · Read savings plans
taxes:admin · Modify tax residencies
taxes:read · Read tax residencies
topups:admin · Topups operations
topups:read · Topups read operations
transactions:read · Read cash and securities transactions
users:admin · Create/update/delete users
users:read · Read users
valuations:read · Read valuations
virtual_cash_balances:admin · Virtual cash balances
webhooks:admin · Create/update/delete webhooks
webhooks:read · Read webhooks

Flow Type:: Client Credentials

Token URL:: https://sandbox.upvest.co/auth/token

upvest-client-id

string

uuid

required

Tenant Client ID

Example: "ebabcf4d-61c3-4942-875c-e265a7c2d062"

authorization

string

^Bearer [a-zA-Z0-9\-\._~+/]*=*

required

Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750

Example: "Bearer c2VjcmV0Cg=="

signature

string

required

https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header

signature-input

string

required

https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he

upvest-api-version

string

Upvest API version (Note: Do not include quotation marks)

Default: "1"
Enum: 1
Example: 1

webhook_id

string

uuid

required

Webhook identifier

title

string

^[a-zA-Z0-9 ()\[\]{}.-]{1,32}$

Title of the webhook for use on tenant side.

url

string

url

The callback URL to be called by the webhook.

Max Length: 1000

enabled

boolean

Enable/disable webhook.

type

array[string]

What kind of events to be sent by the webhook.

Default: ["ALL"]

string

Enum: ALL

USER

USER_CHECK

ORDER

ORDER_CANCELLATION

EXECUTION

POSITION

CASH_BALANCE

ACCOUNT

ACCOUNT_GROUP

REPORT

TREASURY_REPORT

DIRECT_DEBIT

WITHDRAWAL

PORTFOLIO

PORTFOLIO_ALLOCATION

PORTFOLIO_ORDER

CORPORATE_ACTION

ACCOUNT_VALUATION

INTRADAY_ACCOUNT_VALUATION

CASH_TRANSACTION

SECURITY_TRANSACTION

ACCOUNT_LIQUIDATION

ACCOUNT_RETURNS

VIRTUAL_CASH_INCREASE

VIRTUAL_CASH_DECREASE

FEE_COLLECTION

SAVINGS_PLAN

SAVINGS_PLAN_EXECUTION

config

object (config)

Configuration of webhook packages collection.

delay

string

^[1-9][0-9]?[sm]$

Maximum time of package collection.

max_package_size

int

Maximum package size (bytes)

Min: 100
Max: 1048576

Request

{
  "url": "https://tenant.tld/webhooks/users",
  "type": [
    "USER"
  ]
}

Response

Examples Schema

Returns a webhook subscription object if a valid webhook subscription object ID was provided.

{
  "id": "a8eb3540-5a84-40f9-b2bb-7f99f282fc5a",
  "created_at": "2021-07-21T14:10:00.00Z",
  "updated_at": "2021-07-21T14:10:00.00Z",
  "title": "User webhook",
  "url": "https://tenant.tld/webhooks/users",
  "type": [
    "USER"
  ],
  "enabled": true,
  "config": {
    "delay": "5s",
    "max_package_size": 10240
  }
}

Bad Request. The incoming request had a malformed parameter/object.

{
  "status": 400,
  "type": "bad_request"
}

Unauthorized. The caller has not been authenticated.

{
  "status": 401,
  "type": "unauthorized"
}

Forbidden. The caller has been authenticated but is not allowed to take the requested action.

{
  "status": 403,
  "type": "forbidden"
}

Not Found. The requested resource could not be found.

{
  "status": 404,
  "type": "not_found"
}

Not Acceptable. The resource does not have a current representation that would be acceptable to the user agent. "Accept" header defined unsupported value.

{
  "status": 406,
  "type": "not_acceptable"
}

Too Many Requests. The caller has exceeded their quota for the time period and has been throttled.

{
  "status": 429,
  "type": "too_many_requests"
}

Internal Server Error. The service encountered an unexpected error.

{
  "status": 500,
  "type": "internal_server_error"
}

Service Unavailable. The service handling for this request cannot be reached at this time.

{
  "status": 503,
  "type": "method_not_allowed"
}

Gateway Timeout. The service gateway has reached its internal timeout.

{
  "status": 504,
  "type": "gateway_timeout"
}

string

uuid

required

Webhook unique identifier.

created_at

string

date-time

required

Date and time when the resource was created. RFC 3339-5, ISO8601 UTC

updated_at

string

date-time

required

Date and time when the resource was last updated. RFC 3339-5, ISO8601 UTC

title

string

^[a-zA-Z0-9 ()\[\]{}.-]{1,32}$

required

Title of the webhook for use on tenant side.

url

string

url

required

The callback URL to be called by the webhook.

Max Length: 1000

enabled

boolean

required

Enable/disable webhook.

type

array[string]

required

What kind of events to be sent by the webhook.

Default: ["ALL"]

string

Enum: ALL

USER

USER_CHECK

ORDER

ORDER_CANCELLATION

EXECUTION

POSITION

CASH_BALANCE

ACCOUNT

ACCOUNT_GROUP

REPORT

TREASURY_REPORT

DIRECT_DEBIT

WITHDRAWAL

PORTFOLIO

PORTFOLIO_ALLOCATION

PORTFOLIO_ORDER

CORPORATE_ACTION

ACCOUNT_VALUATION

INTRADAY_ACCOUNT_VALUATION

CASH_TRANSACTION

SECURITY_TRANSACTION

ACCOUNT_LIQUIDATION

ACCOUNT_RETURNS

VIRTUAL_CASH_INCREASE

VIRTUAL_CASH_DECREASE

FEE_COLLECTION

SAVINGS_PLAN

SAVINGS_PLAN_EXECUTION

config

object (config)

required

Configuration of webhook packages collection.

delay

string

^[1-9][0-9]?[sm]$

Maximum time of package collection.

max_package_size

int

Maximum package size (bytes)

Min: 100
Max: 1048576

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

Test a webhook

post /webhooks/{webhook_id}/test

Test a webhook

OAuth2 oauth-client-credentials

Required Scopes:

webhooks:admin

All Scopes

account_liquidations:admin · Trigger/read/cancel accounts liquidations
account_liquidations:read · Read accounts liquidations
account_returns:read · Read accounts returns
accounts:admin · Create/update/delete accounts and account groups
accounts:read · Read accounts and account groups
checks:admin · Create checks
checks:read · Read checks
credit_fundings:read · Credit Fundings read operations
fees:admin · Create and read fee operations
fees:read · Read fee operations
instruments:read · Read instruments
mandates:admin · Create/update/delete mandates
mandates:read · Read mandates
orders:admin · Create/update/delete orders
orders:read · Read orders
payments:admin · Payins and withdrawal operations
payments:read · Payins and withdrawal read operations
portfolios:admin · Modify portfolios
portfolios:read · Read portfolios
positions:read · Read positions
prices:read · Read instrument prices
reference_accounts:admin · Create/update/delete reference accounts
reference_accounts:read · Read reference accounts
reports:admin · Create reports
reports:read · Read reports
savings_plans:admin · Create/read savings plans
savings_plans:read · Read savings plans
taxes:admin · Modify tax residencies
taxes:read · Read tax residencies
topups:admin · Topups operations
topups:read · Topups read operations
transactions:read · Read cash and securities transactions
users:admin · Create/update/delete users
users:read · Read users
valuations:read · Read valuations
virtual_cash_balances:admin · Virtual cash balances
webhooks:admin · Create/update/delete webhooks
webhooks:read · Read webhooks

Flow Type:: Client Credentials

Token URL:: https://sandbox.upvest.co/auth/token

upvest-client-id

string

uuid

required

Tenant Client ID

Example: "ebabcf4d-61c3-4942-875c-e265a7c2d062"

authorization

string

^Bearer [a-zA-Z0-9\-\._~+/]*=*

required

Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750

Example: "Bearer c2VjcmV0Cg=="

signature

string

required

https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header

signature-input

string

required

https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he

upvest-api-version

string

Upvest API version (Note: Do not include quotation marks)

Default: "1"
Enum: 1
Example: 1

webhook_id

string

uuid

required

Webhook identifier

Response

Examples Schema

The request has been successfully accepted and will be processed asynchronously.

Empty response

Unauthorized. The caller has not been authenticated.

{
  "status": 401,
  "type": "unauthorized"
}

Forbidden. The caller has been authenticated but is not allowed to take the requested action.

{
  "status": 403,
  "type": "forbidden"
}

Not Found. The requested resource could not be found.

{
  "status": 404,
  "type": "not_found"
}

Not Acceptable. The resource does not have a current representation that would be acceptable to the user agent. "Accept" header defined unsupported value.

{
  "status": 406,
  "type": "not_acceptable"
}

Too Many Requests. The caller has exceeded their quota for the time period and has been throttled.

{
  "status": 429,
  "type": "too_many_requests"
}

Internal Server Error. The service encountered an unexpected error.

{
  "status": 500,
  "type": "internal_server_error"
}

Service Unavailable. The service handling for this request cannot be reached at this time.

{
  "status": 503,
  "type": "method_not_allowed"
}

Gateway Timeout. The service gateway has reached its internal timeout.

{
  "status": 504,
  "type": "gateway_timeout"
}

No schema

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

type

string

required

URL to a document describing the error condition.

status

int

required

Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.

title

string

A short, human-readable title for the general error type; the title should not change for given types.

detail

string

A human-readable description of the specific error.

instance

string

This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.

request_id

string

Correlation ID for the original request.

upvest-request-id

string

uuid

Example: "169ae4c7-ebd7-4041-94da-25369653eba7"

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