Altafid API Documentation

Base URL: https://api.altafid.dev.altafid.net
Environment: UAT
Tenant UUID: T019A16FF372A70B5A9307B00CE85E4DA

Test Credentials

Username	`kaboom-poc@yopmail.com`
Password	`Password123!`

Global Headers (All Authenticated Requests)

Header	Value	Description
`Authorization`	`Bearer {token}`	Access token from login
`x-tenant-uuid`	`T019A16FF372A70B5A9307B00CE85E4DA`	Tenant identifier
`x-user-email`	`kaboom-poc@yopmail.com`	User email
`x-user-id`	`TS019C06688AA57248B9EA5325DBDFC48E`	User staff UUID
`x-user-type`	`TENANT_STAFF`	User type

Authentication

Authenticate and obtain access tokens

Request Body

{
  "username": "kaboom-poc@yopmail.com",
  "password": "Password123!"
}

cURL

curl 'https://api.altafid.dev.altafid.net/api/auth/login' \
  -H 'accept: application/json, text/plain, */*' \
  -H 'accept-language: en-US,en;q=0.5' \
  -H 'content-type: application/json' \
  -H 'origin: https://conpat.uat.altafid.net' \
  -H 'referer: https://conpat.uat.altafid.net/' \
  -H 'user-agent: Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/143.0.0.0 Safari/537.36' \
  --data-raw '{"username":"kaboom-poc@yopmail.com","password":"Password123!"}'

Response 200 OK

{
  "status": "LOGIN_SUCCESS",
  "token": "eyJhbGciOiJIUzI1NiJ9...",
  "refreshToken": "eyJhbGciOiJIUzI1NiJ9...",
  "username": "kaboom-poc@yopmail.com",
  "tenantUuid": "T019A16FF372A70B5A9307B00CE85E4DA",
  "tenantStaffUuid": "TS019C06688AA57248B9EA5325DBDFC48E",
  "tenantCode": "CONPAT_UAT",
  "userType": "TENANT_STAFF",
  "staffType": "ADMIN",
  "firstName": "kaboom",
  "lastName": "poc",
  "expiresIn": 3600000,
  "refreshExpiresIn": 604800000
}

Response Fields

Field	Type	Description
`token`	string	Access token (expires in 1 hour)
`refreshToken`	string	Refresh token (expires in 7 days)
`tenantUuid`	string	Use in x-tenant-uuid header
`tenantStaffUuid`	string	Use in x-user-id header
`username`	string	Use in x-user-email header
`expiresIn`	number	Milliseconds until expiration (3600000 = 1 hour)

POST/api/auth/refresh

Refresh expired access token

Request Body

{
  "refreshToken": "eyJhbGciOiJIUzI1NiJ9..."
}

cURL

curl 'https://api.altafid.dev.altafid.net/api/auth/refresh' \
  -H 'accept: application/json, text/plain, */*' \
  -H 'accept-language: en-US,en;q=0.5' \
  -H 'content-type: application/json' \
  -H 'origin: https://conpat.uat.altafid.net' \
  -H 'referer: https://conpat.uat.altafid.net/' \
  -H 'user-agent: Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/143.0.0.0 Safari/537.36' \
  --data-raw '{"refreshToken":"YOUR_REFRESH_TOKEN"}'

Response 200 OK

{
  "token": "eyJhbGciOiJIUzI1NiJ9...",
  "refreshToken": "eyJhbGciOiJIUzI1NiJ9...",
  "expiresIn": 3600000
}

Tasks

POST/api/tasks

Create a new task

⚠️ Important:
Kaboom AI integration can use this API to create a new task
partnerId must equal tenantUuid = T019A16FF372A70B5A9307B00CE85E4DA

Request Body

Field	Type	Required	Description
`taskName`	string	✅	Task title
`taskType`	enum	✅	`EMAIL`, `CALL`, `TODO`
`queue`	enum	✅	See enums reference below
`status`	enum	✅	Queue-specific status (see matrix below)
`priority`	enum	✅	`HIGH`, `MEDIUM`, `LOW`
`partnerId`	string	✅	Must be tenantUuid (T019A16FF372A70B5A9307B00CE85E4DA)
`contactId`	string	No	Contact UUID (from contacts API)
`assignedToId`	string	✅	Staff UUID (from staff API)
`dueDate`	string	✅	ISO 8601 format
`description`	string	✅	HTML supported
`createdById`	string	✅	Creator staff UUID
`createdByType`	string	✅	`ADVISOR_STAFF`

Request Example

{
  "taskName": "TestEmail",
  "taskType": "EMAIL",
  "queue": "ACCOUNT_ONBOARDING",
  "status": "PENDING_DOCUMENTS",
  "priority": "HIGH",
  "partnerId": "T019A16FF372A70B5A9307B00CE85E4DA",
  "contactId": "C019A5EE30BE0703E97DF93284EDE4CFE",
  "assignedToId": "TS019C06688AA57248B9EA5325DBDFC48E",
  "dueDate": "2026-01-29T00:00:00.000Z",
  "description": "Test",
  "createdById": "TS019C06688AA57248B9EA5325DBDFC48E",
  "createdByType": "ADVISOR_STAFF"
}

cURL: Complete Task Creation Example

curl 'https://api.altafid.dev.altafid.net/api/tasks' \
  -H 'accept: application/json' \
  -H 'authorization: Bearer eyJhbGciOiJIUzI1NiJ9...' \
  -H 'content-type: application/json' \
  -H 'x-tenant-uuid: T019A16FF372A70B5A9307B00CE85E4DA' \
  -H 'x-user-email: kaboom-poc@yopmail.com' \
  -H 'x-user-id: TS019C06688AA57248B9EA5325DBDFC48E' \
  -H 'x-user-type: TENANT_STAFF' \
  --data-raw '{"taskName":"TestEmail","taskType":"EMAIL","queue":"ACCOUNT_ONBOARDING","status":"PENDING_DOCUMENTS","priority":"HIGH","partnerId":"T019A16FF372A70B5A9307B00CE85E4DA","contactId":"C019A5EE30BE0703E97DF93284EDE4CFE","assignedToId":"TS019C06688AA57248B9EA5325DBDFC48E","dueDate":"2026-01-29T00:00:00.000Z","description":"Test
","createdById":"TS019C06688AA57248B9EA5325DBDFC48E","createdByType":"ADVISOR_STAFF"}'

Response 200 OK

{
  "id": 536,
  "tenantUuid": "T019A16FF372A70B5A9307B00CE85E4DA",
  "taskNumber": "AO-3",
  "taskName": "TestEmail",
  "taskType": "EMAIL",
  "queue": "ACCOUNT_ONBOARDING",
  "status": "PENDING_DOCUMENTS",
  "priority": "HIGH",
  "partnerId": "T019A16FF372A70B5A9307B00CE85E4DA",
  "partnerName": "CONPAT_UAT",
  "contactId": "C019A5EE30BE0703E97DF93284EDE4CFE",
  "contactName": "Alejandra Kabakian",
  "assignedToId": "TS019C06688AA57248B9EA5325DBDFC48E",
  "assignedToName": "kaboom poc",
  "dueDate": "2026-01-29T00:00:00",
  "description": "Test",
  "deleted": false,
  "createdByType": "ADVISOR_STAFF",
  "createdById": "TS019C06688AA57248B9EA5325DBDFC48E",
  "createdByName": "kaboom poc",
  "createdAt": "2026-01-28T21:32:56.430351",
  "updatedAt": "2026-01-28T21:32:56.430353"
}

Enums Reference

Task Types

Value	Description
`EMAIL`	Email task
`CALL`	Phone call task
`TODO`	To-do item (displays as TO_DO in UI)

Priority Levels

Value	Description
`HIGH`	High priority
`MEDIUM`	Medium priority
`LOW`	Low priority

Queues & Allowed Statuses

Queue	Allowed Statuses
`SALES`	`OPEN`, `IN_PROGRESS`, `DONE`
`CUSTOMER_SERVICE`	`OPEN`, `IN_PROGRESS`, `DONE`
`ACCOUNT_ONBOARDING`	`OPEN`, `IN_PROGRESS`, `CLOSED`, `STAND_BY`, `PENDING_DOCUMENTS`, `SIGNATURE`, `BANK_APPROVAL`, `CASH_ASSETS_DEPOSIT`, `CLIENT_WEB_CREDENTIALS`, `ACCOUNT_REVIEW`
`GENERAL`	`OPEN`, `IN_PROGRESS`, `DONE`
`INVESTMENT`	`OPEN`, `IN_PROGRESS`, `DONE`
`PROSPECTS_FLOW`	`PROSPECT`, `PENDING_MEETING`, `PENDING_DOCUMENTS`, `PENDING_CONFIGURATION`, `PENDING_PRESENTATION`, `PENDING_REPORT`, `PENDING_CONFIRMATION`, `CLOSED_PROSPECT`
`BUSINESS`	`ACCOUNT_CREATION`, `PENDING_SIGNATURE`, `PENDING_TRANSFER`, `DONE`

Contacts

Use contacts API to get contactId for task creation

GET/api/contacts/firm/TENANT/{tenantUuid}?searchTerm={term}

Search contacts by name or email

Query Parameters

Parameter	Type	Required	Description
`searchTerm`	string	No	Search by first/last name or email
`page`	integer	No	Page number (default: 0)
`size`	integer	No	Page size (default: 20)

cURL

curl 'https://api.altafid.dev.altafid.net/api/contacts/firm/TENANT/T019A16FF372A70B5A9307B00CE85E4DA?page=0&size=20&searchTerm=Mark' \
  -H 'accept: application/json' \
  -H 'authorization: Bearer eyJhbGciOiJIUzI1NiJ9...' \
  -H 'x-tenant-uuid: T019A16FF372A70B5A9307B00CE85E4DA' \
  -H 'x-user-email: kaboom-poc@yopmail.com' \
  -H 'x-user-id: TS019C06688AA57248B9EA5325DBDFC48E' \
  -H 'x-user-type: TENANT_STAFF'

Response 200 OK

{
  "content": [
    {
      "displayName": "Mark Henry",
      "contactUuid": "C019C03AFB97379B48C926FCE1552D05F",
      "firstName": "Mark",
      "middleName": null,
      "paternalLastName": "Henry",
      "maternalLastName": null,
      "contactType": "ACTIVE",
      "status": "ACTIVE",
      "firmType": "TENANT",
      "firmEntityUuid": "T019A16FF372A70B5A9307B00CE85E4DA",
      "firmName": "CONPAT_UAT",
      "preferredEmail": "mark@gmail.com",
      "primaryEmail": "mark@gmail.com",
      "preferredPhoneNumber": {
        "country": "IN",
        "phoneCountryCode": "+91",
        "phoneNumber": "9844521687"
      },
      "contactMeans": "PHONE",
      "preferredContactLanguage": "ENGLISH"
    },
    {
      "displayName": "Stephen Mark Kerr .",
      "contactUuid": "C019A5EE77B9F72F3847EA5CB38237A2A",
      "firstName": "Stephen",
      "middleName": "Mark",
      "paternalLastName": "Kerr",
      "maternalLastName": ".",
      "contactType": "SUBSCRIBER",
      "status": "ACTIVE",
      "preferredEmail": "stephenkerr@nielsen.com",
      "primaryEmail": "",
      "preferredPhoneNumber": {
        "country": "CL",
        "phoneCountryCode": "+56",
        "phoneNumber": "982195593"
      }
    }
  ],
  "totalElements": 2,
  "totalPages": 1
}

💡 Use contactUuid as contactId when creating tasks

Tenant Staff

Use staff API to get assignedToId for task creation

GET/api/tenant-staff/search?name={name}

Search staff members by name

Query Parameters

Parameter	Type	Required	Description
`name`	string	Yes	Search by first/last name or email
`page`	integer	No	Page number (default: 0)
`size`	integer	No	Page size (default: 20)

cURL

curl 'https://api.altafid.dev.altafid.net/api/tenant-staff/search?page=0&size=20&name=kab' \
  -H 'accept: application/json' \
  -H 'authorization: Bearer eyJhbGciOiJIUzI1NiJ9...' \
  -H 'x-tenant-uuid: T019A16FF372A70B5A9307B00CE85E4DA' \
  -H 'x-user-email: kaboom-poc@yopmail.com' \
  -H 'x-user-id: TS019C06688AA57248B9EA5325DBDFC48E' \
  -H 'x-user-type: TENANT_STAFF'

Response 200 OK

{
  "content": [
    {
      "tenantStaffUuid": "TS019C06688AA57248B9EA5325DBDFC48E",
      "tenantUuid": "T019A16FF372A70B5A9307B00CE85E4DA",
      "firstName": "kaboom",
      "middleName": "",
      "paternalLastName": "poc",
      "maternalLastName": "",
      "userEmail": "kaboom-poc@yopmail.com",
      "email": "kaboom-poc@yopmail.com",
      "staffType": "ADMIN",
      "legalResidence": "United States",
      "timeZone": "UTC -5:00",
      "platformLanguage": "en-US",
      "commissionCurrency": "USD",
      "contactPhone": null,
      "jobPosition": null,
      "dateOfBirth": null,
      "currentResidence": null,
      "isActive": true,
      "createdAt": "2026-01-28T21:00:40.613087",
      "updatedAt": "2026-01-28T21:02:03.638174"
    }
  ],
  "totalElements": 1,
  "totalPages": 1
}

💡 Use tenantStaffUuid as assignedToId when creating tasks

POST/api/tasks/filter?page={page}&size={size}

Retrieve a paginated list of tasks with optional filters

Query Parameters

Parameter	Type	Required	Description
`page`	integer	No	Page number (default: 0)
`size`	integer	No	Page size (default: 20)

Request Body

Field	Type	Required	Description
`formUuid`	string	No	Form UUID filter
`langCode`	string	No	Language code (e.g., en-US)

cURL

curl 'https://api.altafid.dev.altafid.net/api/tasks/filter?page=0&size=20' \
  -H 'accept: application/json, text/plain, */*' \
  -H 'accept-language: en-US,en;q=0.5' \
  -H 'authorization: Bearer eyJhbGciOiJIUzI1NiJ9...' \
  -H 'content-type: application/json' \
  -H 'origin: https://conpat.uat.altafid.net' \
  -H 'referer: https://conpat.uat.altafid.net/' \
  -H 'user-agent: Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/143.0.0.0 Safari/537.36' \
  -H 'x-tenant-uuid: T019A16FF372A70B5A9307B00CE85E4DA' \
  -H 'x-user-email: kaboom-poc@yopmail.com' \
  -H 'x-user-id: TS019C06688AA57248B9EA5325DBDFC48E' \
  -H 'x-user-type: TENANT_STAFF' \
  --data-raw '{"formUuid":"FF019ACE73F70976DFA062DF0E93EFBCAE","langCode":"en-US"}'

PUT/api/tasks/{taskId}

Update an existing task by ID

Path Parameters

Parameter	Type	Required	Description
`taskId`	integer	✅	Task ID from task creation response

Request Body

Send only the fields you want to update. All fields from the create task API are supported.

Field	Type	Description
`taskName`	string	Task title
`taskType`	enum	`EMAIL`, `CALL`, `TODO`
`queue`	enum	Task queue
`status`	enum	Task status
`priority`	enum	`HIGH`, `MEDIUM`, `LOW`
`assignedToId`	string	Staff UUID
`dueDate`	string	ISO 8601 format
`description`	string	Task description (HTML supported)

Request Example (Update Priority)

{
  "priority": "MEDIUM"
}

cURL

curl 'https://api.altafid.dev.altafid.net/api/tasks/536' \
  -X 'PUT' \
  -H 'accept: application/json, text/plain, */*' \
  -H 'accept-language: en-US,en;q=0.5' \
  -H 'authorization: Bearer eyJhbGciOiJIUzI1NiJ9...' \
  -H 'content-type: application/json' \
  -H 'origin: https://conpat.uat.altafid.net' \
  -H 'referer: https://conpat.uat.altafid.net/' \
  -H 'user-agent: Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/143.0.0.0 Safari/537.36' \
  -H 'x-tenant-uuid: T019A16FF372A70B5A9307B00CE85E4DA' \
  -H 'x-user-email: kaboom-poc@yopmail.com' \
  -H 'x-user-id: TS019C06688AA57248B9EA5325DBDFC48E' \
  -H 'x-user-type: TENANT_STAFF' \
  --data-raw '{"priority":"MEDIUM"}'

Response 200 OK

Returns the updated task object with the same structure as the create task response.

GET/api/contacts/firm/TENANT/{tenantUuid}?page={page}&size={size}

List all tenant contacts with pagination

Query Parameters

Parameter	Type	Required	Description
`page`	integer	No	Page number (default: 0)
`size`	integer	No	Page size (default: 20)

cURL

curl 'https://api.altafid.dev.altafid.net/api/contacts/firm/TENANT/T019A16FF372A70B5A9307B00CE85E4DA?page=0&size=20' \
  -H 'accept: application/json, text/plain, */*' \
  -H 'accept-language: en-US,en;q=0.5' \
  -H 'authorization: Bearer eyJhbGciOiJIUzI1NiJ9...' \
  -H 'origin: https://conpat.uat.altafid.net' \
  -H 'referer: https://conpat.uat.altafid.net/' \
  -H 'user-agent: Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/143.0.0.0 Safari/537.36' \
  -H 'x-tenant-uuid: T019A16FF372A70B5A9307B00CE85E4DA' \
  -H 'x-user-email: kaboom-poc@yopmail.com' \
  -H 'x-user-id: TS019C06688AA57248B9EA5325DBDFC48E' \
  -H 'x-user-type: TENANT_STAFF'

GET/api/tenant-staff/all/paginated?page={page}&size={size}

List all tenant staff with pagination

Query Parameters

Parameter	Type	Required	Description
`page`	integer	No	Page number (default: 0)
`size`	integer	No	Page size (default: 20)

cURL

curl 'https://api.altafid.dev.altafid.net/api/tenant-staff/all/paginated?page=0&size=20' \
  -H 'accept: application/json, text/plain, */*' \
  -H 'accept-language: en-US,en;q=0.5' \
  -H 'authorization: Bearer eyJhbGciOiJIUzI1NiJ9...' \
  -H 'origin: https://conpat.uat.altafid.net' \
  -H 'referer: https://conpat.uat.altafid.net/' \
  -H 'user-agent: Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/143.0.0.0 Safari/537.36' \
  -H 'x-tenant-uuid: T019A16FF372A70B5A9307B00CE85E4DA' \
  -H 'x-user-email: kaboom-poc@yopmail.com' \
  -H 'x-user-id: TS019C06688AA57248B9EA5325DBDFC48E' \
  -H 'x-user-type: TENANT_STAFF'

POST/api/contacts

Create a new contact

⚠️ Important:
Kaboom AI integration can use this API to create a new lead/contact
firmId must equal tenantUuid = T019A16FF372A70B5A9307B00CE85E4DA

Request Body

Field	Type	Required	Description
`firstName`	string	✅	First name
`middleName`	string	No	Middle name
`paternalLastName`	string	✅	Paternal last name
`maternalLastName`	string	No	Maternal surname
`preferredEmail`	string	✅*	Email address (*required if no phone)
`phoneNumber`	object	✅*	Phone number object (*required if no email)
`contactMeans`	enum	✅	`EMAIL`, `PHONE`
`contactType`	enum	✅	`SUBSCRIBER`
`status`	enum	✅	`ACTIVE`
`firmId`	string	✅	Must be tenantUuid (T019A16FF372A70B5A9307B00CE85E4DA)
`firmType`	string	✅	`TENANT`
`preferredContactLanguage`	string	✅	`ENGLISH`
`contactManagerId`	string	No	Staff UUID (from staff search API)
`contactManagerFirmType`	string	No	`TENANT`
`stage`	string	No	etapa1 or etapa2 or etapa3

💡 Note: At least one contact means (email or phone) is required. Use contactManagerId from the staff search API to assign a contact manager.

Request Example

{
  "firstName": "poc",
  "paternalLastName": "last",
  "contactType": "SUBSCRIBER",
  "firmId": "T019A16FF372A70B5A9307B00CE85E4DA",
  "firmType": "TENANT",
  "preferredContactLanguage": "ENGLISH",
  "status": "ACTIVE",
  "middleName": "middle",
  "maternalLastName": "maternal",
  "preferredEmail": "poctestcontact@example.com",
  "contactManagerId": "TS019A25A48E6177E8B989E9AECCA3F6DF",
  "stage": "etapa2",
  "contactMeans": "EMAIL",
  "contactManagerFirmType": "TENANT"
}

cURL

curl 'https://api.altafid.dev.altafid.net/api/contacts' \
  -H 'accept: application/json, text/plain, */*' \
  -H 'authorization: Bearer eyJhbGciOiJIUzI1NiJ9...' \
  -H 'content-type: application/json' \
  -H 'x-tenant-uuid: T019A16FF372A70B5A9307B00CE85E4DA' \
  -H 'x-user-email: kaboom-poc@yopmail.com' \
  -H 'x-user-id: TS019C06688AA57248B9EA5325DBDFC48E' \
  -H 'x-user-type: TENANT_STAFF' \
  --data-raw '{"firstName":"poc","paternalLastName":"last","contactType":"SUBSCRIBER","firmId":"T019A16FF372A70B5A9307B00CE85E4DA","firmType":"TENANT","preferredContactLanguage":"ENGLISH","status":"ACTIVE","middleName":"middle","maternalLastName":"maternal","preferredEmail":"poctestcontact@example.com","contactManagerId":"TS019A25A48E6177E8B989E9AECCA3F6DF","stage":"etapa2","contactMeans":"EMAIL","contactManagerFirmType":"TENANT"}'

Response 201 Created

{
  "contactUuid": "C019A5EE30BE0703E97DF93284EDE4CFE",
  "firstName": "poc",
  "middleName": "middle",
  "paternalLastName": "last",
  "maternalLastName": "maternal",
  "displayName": "poc middle last maternal",
  "preferredEmail": "poctestcontact@example.com",
  "contactType": "SUBSCRIBER",
  "status": "ACTIVE",
  "firmType": "TENANT",
  "firmEntityUuid": "T019A16FF372A70B5A9307B00CE85E4DA",
  "preferredContactLanguage": "ENGLISH",
  "contactMeans": "EMAIL",
  "createdAt": "2026-01-29T04:30:00.000000",
  "updatedAt": "2026-01-29T04:30:00.000000"
}

Accounts

GET/api/accounts/linked?keyword={keyword}

Search linked accounts by account number or keyword

Query Parameters

Parameter	Type	Required	Description
`keyword`	string	No	Search by account number or name
`page`	integer	No	Page number (default: 0)
`size`	integer	No	Page size (default: 50)
`sort`	string	No	Sort field (e.g., accountNumber)

cURL

curl 'https://api.altafid.dev.altafid.net/api/accounts/linked?page=0&size=50&sort=accountNumber&keyword=11' \
  -H 'accept: application/json, text/plain, */*' \
  -H 'accept-language: en-US,en;q=0.5' \
  -H 'authorization: Bearer eyJhbGciOiJIUzI1NiJ9...' \
  -H 'origin: https://conpat.uat.altafid.net' \
  -H 'referer: https://conpat.uat.altafid.net/' \
  -H 'user-agent: Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/143.0.0.0 Safari/537.36' \
  -H 'x-tenant-uuid: T019A16FF372A70B5A9307B00CE85E4DA' \
  -H 'x-user-email: kaboom-poc@yopmail.com' \
  -H 'x-user-id: TS019C06688AA57248B9EA5325DBDFC48E' \
  -H 'x-user-type: TENANT_STAFF'

Response 200 OK

{
  "content": [
    {
      "accountUuid": "14c5c174-4e5f-5be7-bb73-d7d511452ef5",
      "linkState": "linked",
      "linkDate": "2000-01-01T00:00:00",
      "tenantUuid": "T019A16FF372A70B5A9307B00CE85E4DA",
      "accountNumber": "11000457",
      "custodian": "stonex",
      "accountStatus": "O",
      "accountType": "UNKNOWN",
      "marginAccount": true,
      "taxResidency": null,
      "disposalMethodForMutualFunds": "FIFO",
      "disposalMethodForOtherSecurities": "FIFO",
      "w8W9Indicator": null,
      "baseCurrency": "USD",
      "defaultFxCurrency": "USD",
      "positionOnly": true,
      "taxable": true,
      "householdUuid": "H019A691D490478708B45387D9212BA1A",
      "householdName": "Sociedad De Inversiones Macam Limitada",
      "partnershipManagerUuid": "",
      "partnershipManagerName": "",
      "relationshipManagerUuid": "TS019A5F3EFF7476BEA03564E19B3AEBE1",
      "relationshipManagerName": "Sebastián Costa",
      "snapshotDate": "2025-11-27T00:00:00",
      "distinctFxCurrencies": "USD/USDE",
      "trading": "Discretionary",
      "currentEodBalanceClp": 348838258.54,
      "previousEodBalanceClp": 349429695.45,
      "netDepositsClp": 0.00,
      "dayChangeClp": -591436.91,
      "gainLossClp": -591436.91,
      "currentEodBalanceEur": 320815.20,
      "previousEodBalanceEur": 320755.02,
      "netDepositsEur": 0.00,
      "dayChangeEur": 60.18,
      "gainLossEur": 60.18,
      "currentEodBalanceUsd": 375442.02,
      "previousEodBalanceUsd": 375371.59,
      "netDepositsUsd": 0.00,
      "dayChangeUsd": 70.43,
      "gainLossUsd": 70.43
    }
  ],
  "page": 0,
  "size": 50,
  "totalElements": 1,
  "totalPages": 1
}

GET/api/accounts/linked

List all linked accounts with pagination

Query Parameters

Parameter	Type	Required	Description
`page`	integer	No	Page number (default: 0)
`size`	integer	No	Page size (default: 50)
`sort`	string	No	Sort field (e.g., accountNumber)
`keyword`	string	No	Leave empty to list all accounts

cURL

curl 'https://api.altafid.dev.altafid.net/api/accounts/linked?page=0&size=50&sort=accountNumber&keyword=' \
  -H 'accept: application/json, text/plain, */*' \
  -H 'accept-language: en-US,en;q=0.5' \
  -H 'authorization: Bearer eyJhbGciOiJIUzI1NiJ9...' \
  -H 'origin: https://conpat.uat.altafid.net' \
  -H 'referer: https://conpat.uat.altafid.net/' \
  -H 'user-agent: Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/143.0.0.0 Safari/537.36' \
  -H 'x-tenant-uuid: T019A16FF372A70B5A9307B00CE85E4DA' \
  -H 'x-user-email: kaboom-poc@yopmail.com' \
  -H 'x-user-id: TS019C06688AA57248B9EA5325DBDFC48E' \
  -H 'x-user-type: TENANT_STAFF'

Response 200 OK

Returns the same structure as the search endpoint with paginated account data.

💡 Use accountUuid to reference accounts in other API calls

Altafid API Documentation

Test Credentials

Global Headers (All Authenticated Requests)

Authentication

POST/api/auth/login

Request Body

cURL

Response 200 OK

Response Fields

POST/api/auth/refresh

Request Body

cURL

Response 200 OK

Tasks

POST/api/tasks

Request Body

Request Example

cURL: Complete Task Creation Example

Response 200 OK

Enums Reference

Task Types

Priority Levels

Queues & Allowed Statuses

Contacts

GET/api/contacts/firm/TENANT/{tenantUuid}?searchTerm={term}

Query Parameters

cURL

Response 200 OK

Tenant Staff

GET/api/tenant-staff/search?name={name}

Query Parameters

cURL

Response 200 OK

POST/api/tasks/filter?page={page}&size={size}

Query Parameters

Request Body

cURL

PUT/api/tasks/{taskId}

Path Parameters

Request Body

Request Example (Update Priority)

cURL

Response 200 OK

GET/api/contacts/firm/TENANT/{tenantUuid}?page={page}&size={size}

Query Parameters

cURL

GET/api/tenant-staff/all/paginated?page={page}&size={size}

Query Parameters

cURL

POST/api/contacts

Request Body

Request Example

cURL

Response 201 Created

Accounts

GET/api/accounts/linked?keyword={keyword}

Query Parameters

cURL

Response 200 OK

GET/api/accounts/linked

Query Parameters

cURL

Response 200 OK