Export an account's 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

{
  "integrations MCP server": {
    "url": "https://docs.usehearsay.com/mcp"
  }
}

POST /financial-data/account/{accountId}/holdings/export

Access token

Queues a background job that builds a CSV or PDF of one account's holdings (with the given filters) and returns its job id; poll GET /financial-data/export/:jobId for the download URL. On a case shared with opposing counsel, an account the caller may not see returns 404.

Path parameters

accountId string Required

application/json

Body Required

caseId string Required

Case ID this financial data belongs to.
format string Required

Export format.

Values are csv or pdf.
filters object

Optional filters to narrow down exported holdings.
Hide filters attributes Show filters attributes object
- type string
  
  Filter by security type (e.g. equity, etf, derivative, mutual fund).
- tagIds array[string]
  
  Filter by tag IDs. Only exports holdings that have at least one of the provided tags.

Responses

201 application/json
Hide response attributes Show response attributes object
- data object Required
  
  Hide data attribute Show data attribute object
  
  jobId string Required
  
  Export job id. Poll GET /financial-data/export/:jobId for status and the download URL.
- statusCode number Required
- timestamp string(date-time) Required

POST /financial-data/account/{accountId}/holdings/export

curl \
 --request POST 'http://api.example.com/financial-data/account/{accountId}/holdings/export' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{
  "caseId": "string",
  "format": "csv",
  "filters": {
    "type": "string",
    "tagIds": [
      "string"
    ]
  }
}'

Request examples

{
  "caseId": "string",
  "format": "csv",
  "filters": {
    "type": "string",
    "tagIds": [
      "string"
    ]
  }
}

Response examples (201)

{
  "data": {
    "jobId": "65a1b2c3d4e5f6a7b8c9d0f1"
  },
  "statusCode": 201,
  "timestamp": "2026-01-15T10:15:00.000Z"
}