{"info":{"_postman_id":"412f5b8f-66a5-4bc6-b77e-882d873a7b86","name":"Mont Capital - Integration","description":"<html><head></head><body><p>A API de Integração Mont Capital permite que sistemas parceiros consultem informações de clientes, contas, posições e movimentações financeiras de forma segura e padronizada. A versão atual da API é a <strong>v1.1</strong>.</p>\n<h2 id=\"url-base\">URL base</h2>\n<pre class=\"click-to-expand-wrapper is-snippet-wrapper\"><code>https://integration.montcapital.com.br/v1.1\n\n</code></pre><h2 id=\"autenticação\">Autenticação</h2>\n<p>Todos os endpoints exigem autenticação por meio de um <strong>Token Bearer</strong>. Inclua o token no cabeçalho da requisição:</p>\n<pre class=\"click-to-expand-wrapper is-snippet-wrapper\"><code>Authorization: Bearer {seu_token}\nAccept: application/json\n\n</code></pre><p>O token deve ser mantido em segurança e não deve ser exposto em aplicações frontend, repositórios públicos ou logs.</p>\n<h1 id=\"modulos-disponiveis\">Módulos disponíveis</h1>\n<p>A API está organizada em dois módulos principais:</p>\n<h2 id=\"1-meu-escritório\">1. Meu Escritório</h2>\n<p>O módulo Meu Escritório disponibiliza informações consolidadas dos clientes, suas posições de investimentos e movimentações financeiras.É indicado para integrações com sistemas internos, plataformas de gestão, dashboards, ferramentas de atendimento e soluções de acompanhamento patrimonial.</p>\n<h3 id=\"consultar-clientes\">Consultar clientes</h3>\n<p>Retorna a lista de clientes disponíveis para o integrador.</p>\n<pre class=\"click-to-expand-wrapper is-snippet-wrapper\"><code>GET /clientes\n\n</code></pre><h3 id=\"filtros-disponíveis\">Filtros disponíveis</h3>\n<div class=\"click-to-expand-wrapper is-table-wrapper\"><table>\n<thead>\n<tr>\n<th>Parâmetro</th>\n<th>Descrição</th>\n</tr>\n</thead>\n<tbody>\n<tr>\n<td><code>name</code></td>\n<td>Filtra o cliente pelo nome</td>\n</tr>\n<tr>\n<td><code>cpf_cnpj</code></td>\n<td>Filtra pelo CPF ou CNPJ</td>\n</tr>\n<tr>\n<td><code>investor_profile</code></td>\n<td>Filtra pelo perfil do investidor</td>\n</tr>\n<tr>\n<td><code>broker</code></td>\n<td>Filtra pela corretora</td>\n</tr>\n<tr>\n<td><code>page</code></td>\n<td>Define a página da consulta</td>\n</tr>\n</tbody>\n</table>\n</div><h3 id=\"atualização-dos-dados\">Atualização dos dados</h3>\n<p>Os dados de clientes são disponibilizados em <strong>D+0</strong> e atualizados automaticamente às <strong>7h e às 12h</strong>, no horário de Brasília — UTC-3.</p>\n<h3 id=\"consultar-posições\">Consultar posições</h3>\n<p>Retorna as posições de investimentos dos clientes, permitindo consultar a composição patrimonial e os ativos custodiados.</p>\n<pre class=\"click-to-expand-wrapper is-snippet-wrapper\"><code>GET /posicoes\n\n</code></pre><h3 id=\"filtros-disponíveis-1\">Filtros disponíveis</h3>\n<div class=\"click-to-expand-wrapper is-table-wrapper\"><table>\n<thead>\n<tr>\n<th>Parâmetro</th>\n<th>Descrição</th>\n</tr>\n</thead>\n<tbody>\n<tr>\n<td><code>client</code></td>\n<td>Filtra as posições de um cliente específico</td>\n</tr>\n<tr>\n<td><code>broker</code></td>\n<td>Filtra pela corretora</td>\n</tr>\n<tr>\n<td><code>page</code></td>\n<td>Define a página da consulta</td>\n</tr>\n</tbody>\n</table>\n</div><h3 id=\"atualização-dos-dados-1\">Atualização dos dados</h3>\n<p>Os dados de posições são disponibilizados em <strong>D-1</strong> e atualizados diariamente às <strong>15h</strong>, no horário de Brasília — UTC-3.</p>\n<h3 id=\"consultar-movimentações\">Consultar movimentações</h3>\n<p>Retorna as movimentações financeiras e operacionais relacionadas aos clientes e às suas contas.</p>\n<pre class=\"click-to-expand-wrapper is-snippet-wrapper\"><code>GET /movimentacoes\n\n</code></pre><h3 id=\"filtros-disponíveis-2\">Filtros disponíveis</h3>\n<div class=\"click-to-expand-wrapper is-table-wrapper\"><table>\n<thead>\n<tr>\n<th>Parâmetro</th>\n<th>Descrição</th>\n</tr>\n</thead>\n<tbody>\n<tr>\n<td><code>client</code></td>\n<td>Filtra as movimentações de um cliente específico</td>\n</tr>\n<tr>\n<td><code>broker</code></td>\n<td>Filtra pela corretora</td>\n</tr>\n<tr>\n<td><code>page</code></td>\n<td>Define a página da consulta</td>\n</tr>\n</tbody>\n</table>\n</div><h3 id=\"atualização-dos-dados-2\">Atualização dos dados</h3>\n<p>Os dados de movimentações são disponibilizados em <strong>D-1</strong> e atualizados diariamente às <strong>15h</strong>, no horário de Brasília — UTC-3.</p>\n<h2 id=\"2-indicações\">2. Indicações</h2>\n<p>O módulo Inndicações é destinado ao acompanhamento de indicados, contas em corretoras, posições e movimentações relacionadas a esses relacionamentos. Ele pode ser utilizado para integrações comerciais, acompanhamento de novas indicações, gestão de contas e consolidação de informações de investimentos.</p>\n<h3 id=\"consultar-indicados\">Consultar indicados</h3>\n<p>Retorna a lista de pessoas ou clientes indicados.</p>\n<pre class=\"click-to-expand-wrapper is-snippet-wrapper\"><code>GET /indicados\n\n</code></pre><p>Os dados são disponibilizados em <strong>D-1</strong>.</p>\n<h3 id=\"consultar-contas-em-corretoras\">Consultar contas em corretoras</h3>\n<p>Retorna as contas de corretoras associadas aos indicados.</p>\n<pre class=\"click-to-expand-wrapper is-snippet-wrapper\"><code>GET /contas-corretoras\n\n</code></pre><p>Os dados são disponibilizados em <strong>D+0</strong> e atualizados a cada hora.</p>\n<h3 id=\"consultar-posições-dos-indicados\">Consultar posições dos indicados</h3>\n<p>Retorna as posições de investimentos vinculadas aos indicados.</p>\n<pre class=\"click-to-expand-wrapper is-snippet-wrapper\"><code>GET /posicoes\n\n</code></pre><p>Os dados são disponibilizados em <strong>D-1</strong> e atualizados diariamente às <strong>15h</strong>, no horário de Brasília — UTC-3.</p>\n<h3 id=\"consultar-movimentações-dos-indicados\">Consultar movimentações dos indicados</h3>\n<p>Retorna as movimentações financeiras vinculadas aos indicados.</p>\n<pre class=\"click-to-expand-wrapper is-snippet-wrapper\"><code>GET /movimentacoes\n\n</code></pre><p>Os dados são disponibilizados em <strong>D-1</strong> e atualizados diariamente às <strong>15h</strong>, no horário de Brasília — UTC-3.</p>\n<h1 id=\"paginacao\">Paginação</h1>\n<p>As consultas que retornam listas utilizam o parâmetro <code>page</code> para navegação entre páginas. Exemplo:</p>\n<pre class=\"click-to-expand-wrapper is-snippet-wrapper\"><code>GET /clientes?page=1\n\n</code></pre><p>O integrador deve verificar os metadados retornados pela API para identificar se existem páginas adicionais e continuar a consulta até obter todos os registros. Recomenda-se que a integração:</p>\n<ol>\n<li><p>Comece pela primeira página;</p>\n</li>\n<li><p>Consulte as páginas seguintes enquanto houver resultados;</p>\n</li>\n<li><p>Evite chamadas repetidas desnecessariamente;</p>\n</li>\n<li><p>Armazene o último processamento realizado quando aplicável;</p>\n</li>\n<li><p>Implemente tratamento para respostas vazias ou sem novos registros.</p>\n</li>\n</ol>\n<h1 id=\"fluxo-recomendado-de-integracao\">Fluxo recomendado de integração</h1>\n<p>Um fluxo básico de integração pode seguir as seguintes etapas:</p>\n<ol>\n<li><p>Solicitar e armazenar com segurança o token de acesso;</p>\n</li>\n<li><p>Consultar os clientes ou indicados disponíveis;</p>\n</li>\n<li><p>Utilizar o identificador do cliente para consultar posições e movimentações;</p>\n</li>\n<li><p>Aplicar filtros por cliente ou corretora quando necessário;</p>\n</li>\n<li><p>Controlar a paginação das respostas;</p>\n</li>\n<li><p>Considerar a periodicidade de atualização de cada recurso;</p>\n</li>\n<li><p>Atualizar os dados do sistema integrado conforme a disponibilidade da API;</p>\n</li>\n<li><p>Registrar erros, códigos HTTP e identificadores de requisição para facilitar o suporte.</p>\n</li>\n</ol>\n<h1 id=\"periodicidade-dos-dados\">Periodicidade dos dados</h1>\n<div class=\"click-to-expand-wrapper is-table-wrapper\"><table>\n<thead>\n<tr>\n<th>Recurso</th>\n<th>Disponibilidade</th>\n<th>Frequência de atualização</th>\n</tr>\n</thead>\n<tbody>\n<tr>\n<td>Clientes</td>\n<td>D+0</td>\n<td>Às 7h e às 12h</td>\n</tr>\n<tr>\n<td>Contas de corretoras</td>\n<td>D+0</td>\n<td>Atualização contínua, com sincronização a cada segundo</td>\n</tr>\n<tr>\n<td>Indicados</td>\n<td>D-1</td>\n<td>Atualização diária</td>\n</tr>\n<tr>\n<td>Posições</td>\n<td>D-1</td>\n<td>Diariamente às 15h</td>\n</tr>\n<tr>\n<td>Movimentações</td>\n<td>D-1</td>\n<td>Diariamente às 15h</td>\n</tr>\n</tbody>\n</table>\n</div><p><strong>Importante:</strong> D+0 significa que os dados são referentes ao próprio dia, enquanto D-1 significa que os dados correspondem ao dia anterior. A atualização pode não ocorrer em tempo real.</p>\n<h1 id=\"api-gateway\">API Gateway</h1>\n<p>A api gateway possui bloqueio por geolocalização e nossa whitelist é:</p>\n<ul>\n<li><p>Brazil - BR</p>\n</li>\n<li><p>Canada - CA</p>\n</li>\n<li><p>Chile - CL</p>\n</li>\n<li><p>United States - US</p>\n</li>\n<li><p>Portugal - PT</p>\n</li>\n</ul>\n<h1 id=\"boas-praticas-para-integradores\">Boas práticas para integradores</h1>\n<ul>\n<li><p>Utilize sempre HTTPS nas requisições.</p>\n</li>\n<li><p>Nunca exponha o token no código do frontend.</p>\n</li>\n<li><p>Armazene o token em variáveis de ambiente ou em um gerenciador seguro de segredos.</p>\n</li>\n<li><p>Implemente paginação em todas as consultas de listagem.</p>\n</li>\n<li><p>Evite consultar posições e movimentações com frequência superior à atualização dos dados.</p>\n</li>\n<li><p>Crie rotinas de retentativa para falhas temporárias de comunicação.</p>\n</li>\n<li><p>Registre o status HTTP e o identificador da requisição retornado pela API.</p>\n</li>\n<li><p>Considere que posições e movimentações são dados de D-1.</p>\n</li>\n<li><p>Valide se o cliente ou indicado existe antes de solicitar seus dados relacionados.</p>\n</li>\n<li><p>Faça o tratamento adequado para respostas sem registros.</p>\n</li>\n<li><p>Respeite os limites de requisição informados nos cabeçalhos da API, como <code>X-RateLimit-Limit</code> e <code>X-RateLimit-Remaining</code>.</p>\n</li>\n</ul>\n<h2 id=\"resumo-rápido-dos-recursos\">Resumo rápido dos recursos</h2>\n<div class=\"click-to-expand-wrapper is-table-wrapper\"><table>\n<thead>\n<tr>\n<th>Módulo</th>\n<th>Recurso</th>\n<th>Finalidade</th>\n</tr>\n</thead>\n<tbody>\n<tr>\n<td>Meu Escritório</td>\n<td>Clientes</td>\n<td>Consultar a base de clientes</td>\n</tr>\n<tr>\n<td>Meu Escritório</td>\n<td>Posições</td>\n<td>Consultar os investimentos dos clientes</td>\n</tr>\n<tr>\n<td>Meu Escritório</td>\n<td>Movimentações</td>\n<td>Consultar as movimentações dos 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