Referência da APIClientes
Atualizar objetivos/restrições/contexto do cliente
O perfil é o contexto que agente, MCP e relatórios leem. Histórico via trilha de auditoria.
AuthorizationBearer <token>
In: header
Path Parameters
orgstring
clientIdstring
objectives?array<object>
restrictions?array<object>
risk_profile?string | null
suitability?unknown
horizon?string | null
notes?string | null
Response Body
curl -X PUT "https://api.databolsa.com/v1/advisor/orgs/string/clients/string/profile" \ -H "Content-Type: application/json" \ -d '{}'{
"objectives": [
{
"kind": "string",
"description": "string",
"target_amount_cents": 0,
"target_date": "string"
}
],
"restrictions": [
{
"kind": "no_asset",
"symbol": "string",
"asset_class": "string",
"max_pct": 0,
"description": "string"
}
],
"risk_profile": "string",
"suitability": null,
"horizon": "string",
"notes": "string",
"updated_at": "string"
}{
"type": "string",
"title": "string",
"status": 0,
"detail": "string",
"code": "string"
}