API Documentation
Integrate Milemarker data with your systems
The Milemarker API provides programmatic access to your firm's data. Use the API to build custom integrations, automate workflows, or sync data with other systems. All endpoints use REST conventions and return JSON responses.
Architecture
Response Format
Authentication
All API requests require authentication using a Bearer token. Obtain your API credentials from Settings > API Keys.
curl -X GET "https://api.milemarker.io/v1/clients" \ -H "Authorization: Bearer YOUR_API_KEY" \ -H "Content-Type: application/json"
Base URL
https://api.milemarker.io/v1
All endpoints are relative to this base URL.
/clients
Retrieve a list of all clients in your firm.
Query params: page, limit, search, sort
/clients/{id}
Retrieve details for a specific client.
Returns: client profile, accounts, contacts
/clients/{id}/accounts
Retrieve all accounts for a client.
Returns: account list with balances and holdings
/accounts/{id}/positions
Retrieve current positions for an account.
Returns: securities, quantities, values, cost basis
/accounts/{id}/transactions
Retrieve transaction history for an account.
Query params: start_date, end_date, type
/performance/{client_id}
Retrieve performance data for a client.
Query params: period (mtd, ytd, 1y, inception)
/documents/upload
Upload a document to a client's vault.
Body: file, client_id, category
| Tier | Requests/Minute | Requests/Day |
|---|---|---|
| Standard | 60 | 10,000 |
| Enterprise | 300 | 100,000 |
The API uses standard HTTP status codes. All errors return a JSON object with an error message.
{
"error": {
"code": "INVALID_REQUEST",
"message": "The client_id parameter is required",
"status": 400
}
}
Complete API documentation with interactive examples is available at docs.milemarker.io. Contact your Success Manager to request API access.