Omni AI
ModelsExpand Collapse
ChartPayload object { chartId, actionButtons, dataChart }
Typed chart payload rendered inline in assistant content.
ContentPartChartPayload object { payload }
Chart payload content part.
Typed chart payload rendered inline in assistant content.
ContentPartStructuredActionPayload object { action, action_id }
Structured action content part.
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 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.
OpenEntitlementConsent object { open_entitlement_consent }
Open entitlement consent flow
open_entitlement_consent: OpenEntitlementConsentAction { account_ids, agreement_key, entitlement_codes, reason }
ContentPartSuggestedActionsPayload object { payload }
OpenScreenerAction 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.
PrefillNewOrderAction 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.
symbol: optional string
Trading symbol. For equities, use the ticker symbol (e.g., “TSLA”).
For options, use the OSI symbol (e.g., “TSLA 250117C00190000”).
Either symbol or instrument_id must be provided.
Action to prefill order details for user confirmation.
The user must review and authorize the order before submission to the trading API. This action provides parsed order data that can be used to prefill an order ticket UI or submitted directly via the orders API after user confirmation.
StructuredAction = 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 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.
OpenEntitlementConsent object { open_entitlement_consent }
Open entitlement consent flow
open_entitlement_consent: OpenEntitlementConsentAction { account_ids, agreement_key, entitlement_codes, reason }
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.
Get Entitlements
Create Entitlements
Delete Entitlement
Get Entitlement Agreements
ModelsExpand Collapse
EntitlementAgreementResourceList = array of EntitlementAgreementResource { agreement_id, agreement_key, document_content, 4 more }
EntitlementResourceList = 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.
Get Message By ID
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
Cancel Response
ModelsExpand Collapse
ResponseContentPart = 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.