SDK TypeScript

npm install @databolsa/advisor-sdk

import { DataBolsaAdvisor } from "@databolsa/advisor-sdk";

const advisor = new DataBolsaAdvisor({
  apiKey: process.env.DATABOLSA_ADVISOR_API_KEY, // db_org_… da organização
});

const me = await advisor.getMe();                        // orgs em que posso agir
const org = me.organizations[0].org_slug;

const { data: clients } = await advisor.listClients(org, { status: "active" });
const portfolios = await advisor.listClientPortfolios(org, clients[0].id);
const carteira = await advisor.getPortfolio(org, portfolios.data[0].id);

// Escreve no dado real do escritório — e entra na trilha de auditoria:
await advisor.updateClientProfile(org, clients[0].id, {
  risk_profile: "moderado",
  restrictions: [{ kind: "concentracao", asset_class: "acoes", max_pct: 40 }],
});