integrations

List investment holdings

Add MCP server to your AI tool

Allow AI tools and LLMs to interact with the API documentation portal through MCP.

MCP server URL

https://docs.usehearsay.com/mcp

Standard setup for AI tools providing an mcp.json file

mcp.json 
{
  "integrations MCP server": {
    "url": "https://docs.usehearsay.com/mcp"
  }
}
Close
GET /financial-data/investments/holdings/get
Access token

Returns one page of investment holdings (security, quantity, price, value, cost basis) for an account, a Plaid item, or every item linked to the case, sorted by value; filter by security type or tags. On a case shared with opposing counsel, accounts the caller may not see are excluded, and attachedTags leave out tags the other side added by hand. Returns 404 when a Plaid item or account id sent belongs to another case.

Query parameters

  • page number

    Default value is 1.

  • perPage number

    Default value is 10.

  • skip number

    If skip/limit not provided, page/perPage will take precedence

  • limit number

    If skip/limit not provided, page/perPage will take precedence

  • caseId string Required

    Case ID this financial data belongs to.

  • plaidItemId string

    Internal PlaidItem document ID. Optional for extraction code users — resolved automatically from caseId.

  • type string

    Filter by security type (e.g. equity, etf, derivative).

  • financialAccountId string

    Filter by a specific financial account ID.

  • sortBy string

    Field to sort by.

    Value is totalValue. Default value is totalValue.

  • sortOrder string

    Sort direction.

    Values are asc or desc. Default value is desc.

  • tagIds array[string]

    Filter holdings that have at least one of the provided tag IDs.

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • data object Required
      Hide data attributes Show data attributes object
      • total number Required
      • page number
      • perPage number
      • skip number
      • limit number
      • totalPages number Required
      • nextPage number | null Required
      • previousPage number | null Required
      • data array[object]
        Hide data attributes Show data attributes object
        • id string Required
        • financialAccount string Required
        • assetName string | null Required
        • tickerSymbol string | null Required
        • type string | null Required
        • subtype string | null Required
        • quantity number | null Required
        • price number | null Required
        • totalValue number | null Required
        • costBasis number | null Required
        • currency string | null Required
        • tags array[object]
          Hide tags attributes Show tags attributes object
          • id string Required
          • name string Required
        • attachedTags array[object]
          Hide attachedTags attributes Show attachedTags attributes object
          • tagId string Required

            Tag id (Tag._id)

          • tag string Required

            Tag display name (Tag.name)

          • addedBy string Required

            Values are user, ai, auto, auto-import, system, or default.

          • addedById string | null
          • removedAt string(date-time) | null
          • removedBy string | null

            Values are user, ai, auto, auto-import, system, or default.

          • removedById string | null
    • statusCode number Required
    • timestamp string(date-time) Required
GET /financial-data/investments/holdings/get 
curl \
 --request GET 'http://api.example.com/financial-data/investments/holdings/get?caseId=string' \
 --header "Authorization: Bearer $ACCESS_TOKEN"
Response examples (200) 
{
  "data": {
    "total": 42,
    "page": 1,
    "perPage": 20,
    "skip": 0,
    "limit": 20,
    "totalPages": 3,
    "nextPage": 2,
    "previousPage": 42.0,
    "data": [
      {
        "id": "65a1b2c3d4e5f6a7b8c9d0f1",
        "financialAccount": "65a1b2c3d4e5f6a7b8c9d0e2",
        "assetName": "Example Index Fund",
        "tickerSymbol": "EXIF",
        "type": "mutual fund",
        "subtype": "string",
        "quantity": 12.5,
        "price": 101.2,
        "totalValue": 1265,
        "costBasis": 1180,
        "currency": "USD",
        "tags": [
          {
            "id": "65a1b2c3d4e5f6a7b8c9d0a1",
            "name": "Responsive"
          }
        ],
        "attachedTags": [
          {
            "tagId": "507f1f77bcf86cd799439011",
            "tag": "Important",
            "addedBy": "user",
            "addedById": "507f1f77bcf86cd799439012",
            "removedAt": "2026-05-04T09:42:00Z",
            "removedBy": "user",
            "removedById": "string"
          }
        ]
      }
    ]
  },
  "statusCode": 200,
  "timestamp": "2026-01-15T10:15:00.000Z"
}