Omni AI
ModelsExpand Collapse
chart_payload: object { chartId, actionButtons, dataChart }
Typed chart payload rendered inline in assistant content.
content_part_chart_payload: object { payload }
Chart payload content part.
payload: object { chartId, actionButtons, dataChart }
Typed chart payload rendered inline in assistant content.
content_part_structured_action_payload: object { action, action_id }
Structured action content part.
action: object { prefill_order } or object { open_chart } or object { open_screener } or object { open_entitlement_consent }
Structured actions that Omni AI can return to clients.
These actions provide machine-readable instructions for the client to execute, such as prefilling an order ticket, opening a chart, or navigating to a route.
PrefillOrder: object { prefill_order }
OpenChart: object { open_chart }
OpenScreener: object { open_screener }
Open a stock screener with filters
open_screener: object { filters, columns, field_filter, 3 more }
Open a stock screener with filters
columns: optional array of string
Optional field/column selection for screener results. When a null/undefined value is observed, it indicates it does not apply.
page_size: optional number
Optional page size. When a null/undefined value is observed, it indicates it does not apply.
content_part_suggested_actions_payload: object { payload }
open_screener_action: object { filters, columns, field_filter, 3 more }
Action to open a stock screener with filters.
columns: optional array of string
Optional field/column selection for screener results. When a null/undefined value is observed, it indicates it does not apply.
page_size: optional number
Optional page size. When a null/undefined value is observed, it indicates it does not apply.
prefill_new_order_action: object { orders }
New-order prefill action.
Orders to prefill using the same shape accepted by the orders API.
quantity: string
Quantity to trade. For COMMON_STOCK: shares (may be fractional if supported). For OPTION (single-leg): contracts (must be an integer)
id: optional string
Optional client-provided unique ID (idempotency). Required to be unique per account.
expires_at: optional string
The timestamp when the order should expire (UTC). Required when time_in_force is GOOD_TILL_DATE.
extended_hours: optional boolean
Allow trading outside regular trading hours. Some brokers disallow options outside RTH.
structured_action: object { prefill_order } or object { open_chart } or object { open_screener } or object { open_entitlement_consent }
Structured actions that Omni AI can return to clients.
These actions provide machine-readable instructions for the client to execute, such as prefilling an order ticket, opening a chart, or navigating to a route.
PrefillOrder: object { prefill_order }
OpenChart: object { open_chart }
OpenScreener: object { open_screener }
Open a stock screener with filters
open_screener: object { filters, columns, field_filter, 3 more }
Open a stock screener with filters
columns: optional array of string
Optional field/column selection for screener results. When a null/undefined value is observed, it indicates it does not apply.
page_size: optional number
Optional page size. When a null/undefined value is observed, it indicates it does not apply.
Omni AIEntitlements
Thread-centric AI assistant for conversational trading. Create threads to start conversations, poll response objects for in-progress output, and read finalized messages from thread history. Thread/message/response endpoints require an explicit account_id. Entitlement endpoints are caller-scoped and use account_ids.
Delete Entitlement
Get Entitlement Agreements
ModelsExpand Collapse
entitlement_agreement_resource_list: array of EntitlementAgreementResource { agreement_id, agreement_key, document_content, 4 more }
entitlement_resource_list: array of EntitlementResource { agreement_id, entitlement_code, entitlement_id, 2 more }
Omni AIMessages
Thread-centric AI assistant for conversational trading. Create threads to start conversations, poll response objects for in-progress output, and read finalized messages from thread history. Thread/message/response endpoints require an explicit account_id. Entitlement endpoints are caller-scoped and use account_ids.
Submit Feedback
Omni AIResponses
Thread-centric AI assistant for conversational trading. Create threads to start conversations, poll response objects for in-progress output, and read finalized messages from thread history. Thread/message/response endpoints require an explicit account_id. Entitlement endpoints are caller-scoped and use account_ids.
Get Response By ID
ModelsExpand Collapse
response: object { id, status, thread_id, 4 more }
response_content_part: ContentPartTextPayload { text } or ContentPartThinkingPayload { thoughts } or ContentPartStructuredActionPayload { action, action_id } or 3 more
Omni AIThreads
Thread-centric AI assistant for conversational trading. Create threads to start conversations, poll response objects for in-progress output, and read finalized messages from thread history. Thread/message/response endpoints require an explicit account_id. Entitlement endpoints are caller-scoped and use account_ids.