API reference

GWM structure

GET/GWM/{id}
MCP tool get_gwm_structureFull license only

Returns the nodes of a client's Global Wealth Map: owners, entities, investment vehicles and accounts, with ownership percentages and valuations. Use parentNodeId to rebuild the tree.

Parameters

NameInTypeDescription
idpathintegerrequiredClient id. 0 is not supported on this endpoint.
ccyquerystringoptionalCurrency for valuation, for example USD.
statusqueryintegeroptionalOmit for active nodes only. 1 returns only removed nodes. 2 returns active and removed nodes.
tenantIdquerystringoptionalTenant to query, from /Tenants. Default: your user's main tenant.

Example request

Response

FieldTypeDescription
nodeIdstringNode id, {nodeType}_{id}.
namestringNode name in GWM.
aliasstringNode alias in GWM.
bankBrokerstringBank or broker assigned to the node.
accountNumberstringAccount number, for account nodes.
ownershipPctnumber | nullOwnership percentage of the node.
valuationnumber | nullValuation of the node, in ccy.
parentNodeIdstringParent node id, {parentType}_{parentId}.
datestringDate the request was made.
groupNodeIdinteger | nullInternal group node id.
statusstring"Active" for current nodes. Removed nodes (returned with status=1 or 2) carry a different value.

Errors

StatusBody
400"The user does not have access to this client or the client does not exist." Also returned for id=0.
400"The user does not have access to this tenant or the tenant does not exist."

Plus the common 401 and 429 responses. See Errors.