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Adaptek Api
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Checked 19h ago · Updated 3d ago
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adaptek
Adaptek Api
get
Returns a list of people for a portal user based on default agent
OpenAPI 3.0.1
2026-08-06
207
388
629.3 KB
517cf2397b0d
AdvisorAlertPreferences
2
AdvisorAvailabilities
3
Advisors
13
AdvisorUserInvitations
1
Agencies
2
AgencyImages
3
ApplicationOutputs
2
Applications
3
ASBAgencyUsers
4
Assets
2
Branding
13
CaseCentralToKonnexMeData
1
Ceres
1
ClientReviewReport
3
CRS
1
EmailClientStatusUpdate
1
ExternalFmoAgencyUsers
4
Files
6
FireLight
4
Fmos
2
Folders
9
GDrive
29
Incomes
1
InsuranceAccounts
2
InternalMigration
6
InvestmentAccounts
2
Leads
5
Liabilities
1
People
9
get
Runs the stored procedure for calculating a person's net worth values.
get
Returns a person
get
Returns a list of people for an agent
get
Returns a list of people for a portal user based on default agent
get
Returns a list of weighted filtered people for an agent
get
Get marriage details
get
Returns a list of weighted filtered people for an agent
get
Get Spouse Relationship Details
get
Get the most recent COMRA Score and answers for a given person. Will return scores where personId is listed as either the primary person or the spouse.
PeopleFTK
3
PersonElectronicContacts
1
PersonEmailAddresses
2
PersonInformationRequests
1
PersonMerge
1
PersonNotes
1
PersonPhoneNumbers
1
PersonPhysicalAddresses
1
PersonSocialSecurity
2
Registration
6
SalesForce
15
TalkDesk
5
TextNotificationConsumers
2
TextNotificationHistories
2
UserEmails
3
UserRoles
1
Users
13
VaultUser
1
VaultUser2FA
9
VaultUserPermissions
1
Zapier
1
People
Returns a list of people for a portal user based on default agent
get
/v1/People/PortalUser/{portalId}
Path parameters
portalId
integer
required
Response
The list of people
AdaptekApiApplicationPeopleQueriesGetPeopleByPortalUserGetPeopleByPortalUserResponse
required
people
AdaptekApiApplicationPeopleStrippedPersonModel[]
nullable
count
integer