Getting Started
1
Create or Select a Project
Set up a new project or select an existing one. See Organizations & Projects.
2
Configure the Connector
Enable the connector and set up a Connector Profile in your project. See Setup Connector Profile.
Connector Profile · OAuth 2.0
Machine-to-machine access using an Ontra API client. Production requires mutual TLS (mTLS) with a self-signed certificat…
3
Link an Account
Link an account from the dashboard (or via StackOne Hub).See the guide for the authentication type chosen in the Connector Profile:
Link Account · OAuth 2.0
4
Use Actions
Connect an AI platform to the linked account’s actions. See AI Platforms.Other ways to call actions are listed in Protocols & SDKs.
Actions
70 actions
Action
Description
List Accounts
Retrieves a paginated list of accounts.
Get Account
Retrieves a single account by id.
List Contractual Relationships
Retrieves a paginated list of all contractual relationships.
Get Contractual Relationship
Retrieves a single contractual relationship by id.
Get Contractual Relationship Counterparty
Retrieves the contractual relationship’s counterparty.
Get Contractual Relationship Party
Retrieves the contractual relationship’s party.
Get Contractual Relationship Relationship Type
Retrieves the contractual relationship’s relationship type.
Create Contractual Relationship
Creates a new contractual relationship.
Update Contractual Relationship
Updates an contractual relationship.
Delete Contractual Relationship
Deletes a single contractual relationships by id.
List Contractual Relationship Types
Retrieves a paginated list of all contractual relationship types.
List Currencies
Retrieves a paginated list of currencies.
List Entities
Retrieves a paginated list of entities, e.g. a list of Funds in Insight.
Get Entity
Retrieves a single entity by id.
Get Entity Currency
Retrieves the entity’s default currency.
Get Entity Entity Type
Retrieves the entity’s type, e.g. Limited Liability Company.
List Entity Holding Relationships
Retrieves the entity’s holdings.
Get Entity Jurisdiction
Retrieves the entity’s jurisdiction.
List Entity Owner Relationships
Retrieves the entity’s owners.
List Purposes For Entity
Retrieves the entity’s purposes, e.g. General Partner, Co-investment Vehicle, etc.
List Registrations For Entity
Retrieves the entity’s registrations.
List Entity Tax Identifiers
Retrieves the entity’s tax identifiers.
Get Entity Tax Treatment
Retrieves the entity’s tax treatment.
Create Entity
Creates a new entity, e.g. a Fund in Insight.
Update Entity
Updates an entity.
Delete Entity
Deletes a single entity by id.
List Entity Types
Retrieves a paginated list of entity types.
List Entity Purposes
Retrieves a paginated list of entity purposes.
List Entity Registrations
Retrieves a paginated list of entity registrations.
Get Entity Registration
Retrieves a single entity registration by id.
Create Entity Registration
Creates a new Entity Registration.
Update Entity Registration
Updates an entity registration.
Delete Entity Registration
Deletes a single entity registration by id.
List External Entities
Retrieves a paginated list of external entities, e.g. a list of Legal Entity Names in Insight.
Get External Entity
Retrieves a single external entity by id.
List External Entity Holding Relationships
Retrieves the external entity’s holdings.
Get External Entity Jurisdiction
Retrieves the external entity’s jurisdiction.
Create External Entity
Creates a new external entity, e.g. a Legal Entity Name in Insight.
Update External Entity
Updates an external entity.
Delete External Entity
Deletes a single external entity by id.
List Jurisdictions
Retrieves a paginated list of jurisdictions.
List Ownership Relationships
Retrieves a paginated list of all ownership relationships.
Get Ownership Relationship
Retrieves a single ownership relationship by id.
Get Ownership Relationship Currency
Retrieves the ownership relationship’s currency.
Get Ownership Relationship Holding
Retrieves the ownership relationship’s holding.
Get Ownership Relationship Owner
Retrieves the ownership relationship’s owner.
Get Ownership Relationship Relationship Type
Retrieves the ownership relationship’s relationship type.
Create Ownership Relationship
Creates a new ownership relationship.
Update Ownership Relationship
Updates an ownership relationship.
Delete Ownership Relationship
Deletes a single ownership relationships by id.
List Ownership Relationship Types
Retrieves a paginated list of all ownership relationship types.
List People
Retrieves a paginated list of person entities.
Get Person
Retrieves a single person entity by id.
List Person Holding Relationships
Retrieves the person’s holdings.
Create Person
Creates a new person.
Update Person
Updates a person.
Delete Person
Deletes a single person by id.
List Registered Agents
Retrieves a paginated list of registered agents.
List Registration Authorities
Retrieves a paginated list of registration authorities.
List Tags
Retrieves a paginated list of tags.
Get Tag
Retrieves a single tag by id.
Create Tag
Creates a new Tag.
Update Tag
Updates a tag.
List Tax Identifiers
Retrieves a paginated list of tax identifiers.
Get Tax Identifier
Retrieves a single tax identifier by id.
Create Tax Identifier
Creates a new Tax Identifier.
Update Tax Identifier
Updates a tax identifier.
Delete Tax Identifier
Deletes a single tax identifier by id.
List Tax Identifier Types
Retrieves a paginated list of tax identifier types.
List Tax Treatments
Retrieves a paginated list of tax treatments.