MCP Tool Catalog
This catalog is generated directly from the tools/list response. Grouping is by REST endpoint root as stated in each tool's description field 17 categories, ~100 tools.
Status legend:
| Label | Meaning |
|---|---|
| (blank) | No restriction stated in schema |
Deprecated | Schema states a replacement tool exists; avoid for new integrations |
Sandbox only | Schema states this tool is registered only in dev/qa/sandbox environments |
Contents
- Accounts
- Orders
- Instruments & Quotes
- Funding — Deposits & Withdrawals
- Asset Transfers
- Trade Allocations & Advisor Views
- Exchanges (Instrument-to-Instrument)
- Users & Onboarding
- Entities (Business/Trust Accounts)
- Bank Accounts
- Documents
- Statements, Confirms & Tax Forms
- Transactions
- Settlements & Reconciliation
- Reports
- Reference Data
- Documentation Search
Accounts
| Tool | Endpoint | Status | Description |
|---|---|---|---|
create_account | POST /accounts | Creates a trading Account. | |
get_account | GET /accounts/{accountID} | Retrieves Account details by accountID. | |
update_account | PATCH /accounts/{accountID} | Updates Account details by accountID. | |
get_account_summary | GET /accounts/{accountID}/summary | Deprecated | The full Account Summary API is now deprecated. Schema states: use the individual APIs for Positions, Transactions, or Orders instead (list_account_positions, list_account_transactions, or the order tools). |
list_account_statements | GET /accounts/{accountID}/statements | Retrieves a list of Account Statements by accountID. | |
list_account_positions | GET /accounts/{accountID}/summary/positions | Retrieves a list of Account Positions by accountID. | |
get_account_cash | GET /accounts/{accountID}/summary/money | Retrieves an Account Cash details by accountID. | |
get_account_margin | GET /accounts/{accountID}/summary/margin | Retrieves Account Margin details by accountID. | |
list_account_lots | GET /accounts/{accountID}/position-details | Retrieves an Account Lots details by accountID. | |
list_account_options_positions | GET /accounts/{accountID}/options/positions | Retrieves Account Option Positions. | |
list_commission_schedules | GET /accounts/{accountID}/commissions | Retrieves a list of Commissions Schedules by accountID. | |
get_account_performance | GET /accounts/{accountID}/performance-returns | Retrieves end of day account performance including balances, cash flows, rate of return, and other attributes. | |
get_account_virtual_bank | GET /accounts/{accountID}/funding/deposit-instructions | Retrieves an Account Virtual Bank Account details by accountID. | |
list_account_deposits | GET /accounts/{accountID}/funding/deposits | Retrieves a list of Account Deposits by accountID. | |
list_account_withdrawals | GET /accounts/{accountID}/funding/redemptions | Retrieves a list of Account Withdrawals by accountID. | |
create_account_beneficiaries | POST /accounts/{accountID}/beneficiaries | Creates an Account Beneficiary by accountID. | |
get_account_beneficiaries | GET /accounts/{accountID}/beneficiaries | Retrieves a list of Account Beneficiaries by accountID. | |
delete_account_beneficiaries | DELETE /accounts/{accountID}/beneficiaries | Removes all Account Beneficiaries by accountID. | |
list_account_violations | GET /accounts/{accountID}/violations | Retrieves a list of Account Violations by accountID (good-faith violations, PDT violations, and an account equity breakdown, per schema). | |
get_account_violations_summary | GET /accounts/{accountID}/summary/violations | Retrieves Account Violations Summary details by accountID. |
Orders
| Tool | Endpoint | Status | Description |
|---|---|---|---|
create_order | POST /orders | Create an Order — equity, fractional, options, fixed income, or mutual fund. | |
get_order | GET /orders/{orderID} | Retrieves an Order details by orderID. | |
update_order | PATCH /orders/{orderID} | Updates an Order by orderID. Schema states current use is to cancel a resting order via method: CANCEL. | |
list_account_resting_orders | GET /accounts/{accountID}/summary/orders | Retrieves a list of Account Orders by accountID; returns currently pending Orders awaiting fill or cancellation. | |
list_account_historical_orders | GET /accounts/{accountID}/reports/order-history | Retrieves a list of Account Orders by accountID; returns orders that have been closed (filled or canceled). | |
get_order_by_order_no | GET /orders/byOrderNo/{orderNo} | Retrieves an Order by OrderNo. |
Instruments & Quotes
| Tool | Endpoint | Status | Description |
|---|---|---|---|
list_instruments | GET /instruments | Retrieves a list of Instruments. | |
get_instrument | GET /instruments/{symbolOrInstrumentID} | Retrieves an Instrument details by symbol or instrumentID. | |
get_instrument_options_chain | GET /instruments/{symbolOrInstrumentID}/options | Retrieves an Instrument Options Chain by symbol or instrumentID. | |
get_instrument_option_expiration_dates | GET /instruments/{symbolOrInstrumentID}/options/expiration-dates | Retrieve an Instrument Option Expiration details by symbol or instrumentID. | |
search_instruments | POST /instruments/filter | Searches Instruments based on filter criteria. Schema states these filter fields are oriented toward fixed-income/debt instrument attributes. | |
get_quote | GET /quotes | Fetch the realtime or 15-minute delayed referential quote details for a specific security. | |
get_quote_vdr | GET /quotes/vdr | Fetch the NBBO quote details for a specific security. | |
get_quote_depth | POST /quotes/depth | Get the Depth of Book for an Instrument. Schema states this API currently only works with debt instruments. |
Funding — Deposits & Withdrawals
| Tool | Endpoint | Status | Description |
|---|---|---|---|
create_deposit | POST /funding/deposits | Creates a Deposit. Schema states supported methods: ACH, BULK_FUNDING, CASH_PROMOTION, CASH_TRANSFER. | |
list_deposits | GET /funding/deposits | Retrieves a list of Deposits across all accounts. | |
get_deposit | GET /funding/deposits/{depositID} | Retrieves Deposit details by depositID. | |
update_deposit_ach_settlement | PATCH /funding/deposits/{depositID}/achSettlement | Sandbox only | Schema states: "NON-PROD / SANDBOX ONLY. Sensitive non-production financial operation... registered only in dev/qa/sandbox environments." |
get_recurring_deposit | GET /funding/recurring-deposits/{recurringID} | Retrieves Recurring Deposits details by recurringID. | |
update_recurring_deposit | PATCH /funding/recurring-deposits/{recurringID} | Updates Recurring Deposit details by recurringID. | |
delete_recurring_deposit | DELETE /funding/recurring-deposits/{recurringID} | Deactivates Recurring Deposit details by recurringID. | |
create_withdrawal | POST /funding/redemptions | Creates a Withdrawal. Schema states supported methods: ACH, WIRE, CASH_TRANSFER, BULK_FUNDING. | |
list_withdrawals | GET /funding/redemptions | Retrieves a list of Withdrawals across all accounts. | |
get_withdrawal | GET /funding/redemptions/{redemptionID} | Retrieves a Withdrawal by redemptionID. |
Asset Transfers
| Tool | Endpoint | Status | Description |
|---|---|---|---|
create_acats_transfer | POST /asset-transfers/acats | ACATS transfer — the Automated Customer Account Transfer Service, for moving securities to/from an external brokerage per schema. | |
update_acat_transfer | PATCH /asset-transfers/acats | Review ACAT transfer request; used to reject securities from the transfer. | |
list_acats_brokers | GET /asset-transfers/acats/brokers | Retrieve a list of available ACATS brokers. | |
create_minor_graduation | POST /asset-transfers/minor-graduation | Transfers assets from a minor's custodial account to their own named account once they reach the age of majority, per schema. | |
create_internal_asset_transfer | POST /asset-transfers/transfers | Transfers cash and/or securities between accounts at DriveWealth under the same ownership. | |
get_transfer | GET /asset-transfers/{assetTransferID} | Get a Transfer's current details. | |
list_transfers | GET /asset-transfers | Lists all Transfers across all Accounts; filterable by Transfer type. |
Trade Allocations & Advisor Views
| Tool | Endpoint | Status | Description |
|---|---|---|---|
create_trade_allocation | POST /managed/allocations | Create a Trade Allocation. | |
get_trade_allocation | GET /managed/allocations/{allocationID} | Retrieves Trade Allocation by allocationID. | |
list_allocations_by_advisor | GET /users/USERID/managed/orders | Fetches a user's sub-account order allocations by userID. | |
list_orders_by_advisor | GET /users/USERID/managed/orders/summary | Fetches a User's sub-account order allocations summary by date. | |
list_trade_allocations_by_advisor | GET /users/USERID/managed/allocations | Fetches a list of a User's allocations. | |
get_bod_by_advisor | GET /users/USERID/managed/bod | Fetches a list of sub-accounts' beginning-of-day holdings by userID. |
Exchanges (Instrument-to-Instrument)
| Tool | Endpoint | Status | Description |
|---|---|---|---|
create_exchange | POST /exchanges | Creates an Instrument Exchange — sale of a held instrument and purchase of another. | |
update_exchange | PATCH /exchanges | Updates an Instrument Exchange; currently used to cancel via method: CANCEL. | |
get_exchange | GET /exchanges/{exchangeIdentifier} | Retrieves specific exchange details. | |
list_account_exchanges | GET /accounts/{accountID}/summary/exchanges | Retrieves a list of Account Instrument Exchanges by accountID. | |
get_account_exchange_history | GET /accounts/{accountID}/reports/exchange-history | Retrieves a list of Account Instrument Exchange History by accountID. |
Users & Onboarding
| Tool | Endpoint | Status | Description |
|---|---|---|---|
create_user | POST /users | Creates a User. | |
get_user | GET /users/USERID | Retrieves a User details by userID. | |
update_user | PATCH /users/USERID | Updates a User details by userID. | |
get_user_kyc_status | GET /users/USERID/kyc-status | Retrieves a User KYC by userID. | |
list_user_accounts | GET /users/USERID/accounts | Retrieves a list of User Accounts by userID. | |
list_user_physical_documents | GET /users/USERID/documents | Retrieves a list of User Physical Documents by userID. | |
list_user_linked_bank_accounts | GET /users/USERID/bank-accounts | Retrieves a list of User Linked Bank Accounts by userID. | |
list_user_recurring_deposits | GET /users/USERID/recurring-deposits | Retrieves a list of User Recurring Deposits by userID. | |
list_user_deposits | GET /users/USERID/funding/deposits | Retrieves a list of User Deposits by userID. | |
list_user_withdrawals | GET /users/USERID/funding/redemptions | Retrieves a list of User Withdrawals by userID. |
Entities (Business/Trust Accounts)
| Tool | Endpoint | Status | Description |
|---|---|---|---|
create_entity | POST /entities | Creates an Entity — a business or trust (CORPORATION, LLC, or TRUST) per schema. | |
get_entity | GET /entities/{entityId} | Retrieves an Entity details by entityId. | |
update_entity | PATCH /entities/{entityId} | Updates an Entity. |
Bank Accounts
| Tool | Endpoint | Status | Description |
|---|---|---|---|
link_bank_account | POST /bank-accounts | Links an external Bank Account. | |
retrieve_linked_bank_account | GET /bank-accounts/{bankAccountID} | Retrieves a Linked Bank Account by bankAccountID. | |
update_linked_bank_account | PATCH /bank-accounts/{bankAccountID} | Updates a Linked Bank Account by bankAccountID. | |
delete_linked_bank_account | DELETE /bank-accounts/{bankAccountID} | Removes a Linked Bank Account by bankAccountID. |
Documents
| Tool | Endpoint | Status | Description |
|---|---|---|---|
upload_physical_document | POST /documents | Uploads a Physical Document — per schema, for KYC identity verification or asset-transfer supporting paperwork. | |
retrieve_physical_document_url | GET /documents/{documentID}/url | Retrieves a Physical Document by documentID; returns a short-lived download URL per schema. |
Statements, Confirms & Tax Forms
| Tool | Endpoint | Status | Description |
|---|---|---|---|
get_statement | GET /statements/{accountID}/{fileKey} | Retrieves an Account Statement (Monthly, Trade Confirms, Tax Forms, etc.) by accountID and fileKey. | |
list_account_tax_statements | GET /accounts/{accountID}/taxforms | Retrieves a list of Account Tax Statements by accountID. | |
list_account_trade_confirmations | GET /accounts/{accountID}/confirms | Retrieves a list of Account Trade Confirmations by accountID. |
Transactions
| Tool | Endpoint | Status | Description |
|---|---|---|---|
get_account_transaction_summary | GET /accounts/{accountID}/summary/transactions | Deprecated | Schema states: deprecated; use list_account_transactions for historical transactions and list_account_historical_orders for orders. |
list_account_transactions | GET /accounts/{accountID}/transactions | Retrieves a list of Account Transactions by accountID. |
Settlements & Reconciliation
| Tool | Endpoint | Status | Description |
|---|---|---|---|
get_settlements | GET /settlements | Retrieves a list of Settlements. | |
get_settlement | GET /settlements/{settlementID} | Retrieves Settlement by settlementID. | |
update_settlement | PATCH /settlements/{settlementID} | Updates Settlement by settlementID. | |
attest_settlement | PATCH /settlements/{settlementID}/attest | Attests a Settlement if in a successful state and not already attested; schema notes this is only available if the attestation feature is enabled for the Correspondent Client. | |
list_reconciliations | GET /funding/reconciliations | Fetches a list of daily reconciliations for a firm using cashless settlement. | |
get_reconciliation | GET /funding/reconciliations/{reconciliationID} | Fetches reconciliation details for a firm using cashless settlement. | |
update_reconciliation | PATCH /funding/reconciliations/{reconciliationID} | Sandbox only | Schema states: "NON-PROD / SANDBOX ONLY. Sensitive non-production financial operation... registered only in dev/qa/sandbox environments." |
attest_reconciliation | PATCH /funding/reconciliations/{reconciliationID}/attest | Attests a reconciliation report if successful and not already attested; schema notes this is only available if the attestation feature is enabled for the Correspondent Client. |
Reports
| Tool | Endpoint | Status | Description |
|---|---|---|---|
get_correspondent_reports | GET /correspondantReport | Fetches daily reports (positions, account activity, balances, etc.) in file format; returns a short-lived download URL per schema. | |
create_daily_trade_summary | POST /accounts/{accountID}/reports/daily-trade-summary | Creates a job to generate a DVP/RVP Report. | |
list_daily_trade_summaries | GET /accounts/{accountID}/reports/daily-trade-summary | Lists DVP/RVP reports. | |
get_daily_trade_summary | GET /accounts/{accountID}/reports/daily-trade-summary/{reportID} | Retrieves a DVP/RVP report by reportID. |
Reference Data
| Tool | Endpoint | Status | Description |
|---|---|---|---|
list_supported_countries | GET /countries | Retrieves a list of allowed countries for onboarding. status (ACTIVE/INACTIVE) is a required input per schema. |
Documentation Search
| Tool | Endpoint | Status | Description |
|---|---|---|---|
search_docs | (none stated) | Search the DriveWealth API documentation for endpoint details, request/response shapes, required parameters, and field descriptions. |
Updated 12 days ago
Did this page help you?