Cobalt Docs
Api referenceAccounts

List brokerage accounts

All brokerage-shaped accounts (SnapTrade, Plaid investment, manual investment). Inspect `source` on each item to distinguish. SnapTrade-only fields (`snaptradeAuthorizationId`, `needsReauth`) are null/false for non-SnapTrade rows.

GET
/accounts/brokerage

Authorization

bearerAuth
AuthorizationBearer <token>

Cobalt API key (prefix ck_live_). Issue from dashboard → Settings → API keys.

In: header

Query Parameters

source?string

Filter by account origin. Default all.

Response Body

application/json

application/json

curl -X GET "https://example.com/accounts/brokerage"
{
  "accounts": [
    {
      "accountDetails": {
        "balance": "string",
        "id": "string",
        "lastSync": "string"
      },
      "accountStatus": "string",
      "accountType": "string",
      "balances": [
        {
          "buyingPower": "string",
          "cash": "string",
          "currencyCode": "string",
          "currencyName": "string",
          "id": "string",
          "lastSync": "string"
        }
      ],
      "id": "string",
      "institutionName": "string",
      "name": "string",
      "needsReauth": true,
      "snaptradeAuthorizationId": "string",
      "plaidAccountId": "string",
      "source": "plaid"
    }
  ]
}
{
  "code": "string",
  "error": "string"
}

MCP Server

Connect AI agents to your financial data using the Model Context Protocol.

Create manual account POST

Create a manual (non-bank-linked) account — bank, credit_card, investment, or loan — and seed today's balance snapshot. `subtype` must belong to the chosen `type` vocabulary (see schema). `creditLimit` only valid when `type === "credit_card"`. `currentBalance` is signed: positive for assets, negative for liabilities.