License types

Your API license determines which endpoints you can call. Your Masttro team can tell you which license your credentials use.

Full access

The full API license includes every endpoint in the API reference.

Core data license

The core data license covers the essentials for portfolio aggregation: tenants, clients, holdings and transactions.

Endpoint	Included
`POST /Auth/Token`	Yes
`GET /Tenants`	Yes
`GET /Clients`	Yes
`GET /Holdings/{id}`	Yes
`GET /Transactions/{id}`	Yes
`GET /Transactions/log/{id}`	Yes
All other endpoints	No

Calls outside the license are rejected:

Use the documented path casing On the core data license, access is checked against the request path. Use the exact casing shown in this documentation (/Tenants, /Clients, /Holdings/…, /Transactions/…). A lowercase path such as /holdings/24 is rejected with 401.

MCP availability and commercial terms

Masttro MCP is available only to clients and integrations entitled to the underlying Masttro capabilities and expressly enabled for MCP access. Your license must include the MCP Server feature. Only then can a platform administrator grant the MCP Server permission on a user profile. See Before you start: enable MCP access.

At launch, Masttro does not charge an additional standalone MCP platform fee for appropriately entitled API clients, unless otherwise stated in the applicable agreement. External applications and AI providers may impose their own fees.

Masttro may modify available MCP tools, entitlements or commercial terms in the future with appropriate prior notice and subject to applicable contractual commitments.

Changes to endpoints and tools

Available REST endpoints, response fields and MCP tools may evolve over time. Masttro will provide appropriate notice of material changes that affect supported integrations and will apply the published deprecation policy where applicable.

Upgrading

To access performance, tax lots, closed-end funds, GWM structure, reports, documents or Document AI, contact your Masttro representative.