# Advicent.FactFinderService API

> Advicent.FactFinderService API on Apizie: 151 endpoints (Description: This operation retrieves all Account Types for the specified country. Purpose: Provides access…, Description: This operation retrieves all Account Types for the specified id. Purpose: Provides access to…, Description: This operation retrieves all Accounts for the specified Fact Finder ID and/or external source…, Description: The operation creates an Account. Purpose: Allows for creation of Accounts on a Fact Finder., …) returned as clean JSON through one API key. 151 endpoints are live now. Call it over REST at https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/{endpoint} or from Claude, ChatGPT and Cursor through the Apizie MCP server. Free plan: 1,000 requests a month.

- Project key: `finance:naviplancentral-factfinder`
- Category: Finance
- Status: live
- Source: https://naviplancentral.com
- Page: https://zieapi.vercel.app/api/finance/naviplancentral-factfinder
- OpenAPI: https://zieapi.vercel.app/api/finance/naviplancentral-factfinder/openapi.json

An API for accessing the NaviPlan Fact Finder.

## Endpoints

### Description: This operation retrieves all Account Types for the specified country. Purpose: Provides access…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/account-types-get-by-country`

| Parameter | Type | Required | Description |
|---|---|---|---|
| country | string | yes | The country used to filter Account Types |

### Description: This operation retrieves all Account Types for the specified id. Purpose: Provides access to…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/account-types-get-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The ID of Account Type used to retreive the Account Type information |

### Description: This operation retrieves all Accounts for the specified Fact Finder ID and/or external source…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/accounts-get-accounts-by-fact-finder-id-by-factfinderid-exte`

| Parameter | Type | Required | Description |
|---|---|---|---|
| factFinderId | integer | yes | The ID of the Fact Finder used to retrieve Accounts |
| externalSourceId | string | no | The external ID used to filter Accounts |

### Description: The operation creates an Account. Purpose: Allows for creation of Accounts on a Fact Finder.
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/accounts-post-by-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| body | object | yes | JSON request body |

### Retrieves all holdings in the specified Account.
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/accounts-get-account-holdings-by-accountid`

| Parameter | Type | Required | Description |
|---|---|---|---|
| accountId | integer | yes | The ID of the Account used to retrieve the Account Holding data |

### Creates a holding and adds it to an existing Account.
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/accounts-post-account-holding-by-accountid-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| accountId | integer | yes | The existing Account ID used to identify which Account to add the holding to |
| body | object | yes | JSON request body |

### Updates all holdings associated with an account
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/accounts-put-holdings-by-accountid-holdings`

| Parameter | Type | Required | Description |
|---|---|---|---|
| accountId | integer | yes | The account with the holding to be updated |
| body | object | yes | JSON request body |

### Description: This operation retrieves a single Account Holding for the specified Account Holding ID and…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/accounts-get-account-holding-by-accountid-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| accountId | integer | yes | The ID of the Account used to retrieve the Account Holding data |
| id | integer | yes | The ID of the Account Holding used to retrieve the Account Holding data |

### Updates a holding associated with an account
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/accounts-put-by-accountid-id-holding`

| Parameter | Type | Required | Description |
|---|---|---|---|
| accountId | integer | yes | The account with the holding to be updated |
| id | integer | yes | The id of the holding to update |
| body | object | yes | JSON request body |

### Description: This operation deletes a single Account Holding for the specified Account Holding ID and…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/accounts-delete-account-holding-by-accountid-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| accountId | integer | yes | The ID of the Account used to retrieve the Account data that the specified holding belongs to. |
| id | integer | yes | The ID of the Account Holding used to delete the Account Holding |

### Get all of the savings strategies for a specific account
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/accounts-get-savings-strategies-by-account-id-by-accountid`

| Parameter | Type | Required | Description |
|---|---|---|---|
| accountId | integer | yes | The id of the account to retrieve the savings strategies from |

### Creates a savings strategy on a specific account
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/accounts-post-savings-strategy-by-accountid-savingsstrategy`

| Parameter | Type | Required | Description |
|---|---|---|---|
| accountId | integer | yes | Id of the account to create a savings strategy for |
| body | object | yes | JSON request body |

### Deletes all savings strategies tied to an account
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/accounts-delete-savings-strategies-by-accountid`

| Parameter | Type | Required | Description |
|---|---|---|---|
| accountId | integer | yes | Id of the account that holds the savings strategies |

### Get a specific savings strategy for an account
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/accounts-get-savings-strategies-by-account-id-and-savings-st`

| Parameter | Type | Required | Description |
|---|---|---|---|
| accountId | integer | yes | The id of the account to retrieve the savings strategies from |
| id | integer | yes | The id of the savings strategy to get |

### Updates a specific savings strategy
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/accounts-put-savings-strategy-by-accountid-id-savingsstrateg`

| Parameter | Type | Required | Description |
|---|---|---|---|
| accountId | integer | yes | Id of the account that holds the savings strategy |
| id | integer | yes | Id of the savings strategy to update |
| body | object | yes | JSON request body |

### Deletes a specific savings strategy
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/accounts-delete-savings-strategy-by-accountid-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| accountId | integer | yes | Id of the account that holds the savings strategy |
| id | integer | yes | Id of the savings strategy to be deleted |

### Description: This operation retrieves a single Account for the specified Account ID. Purpose: Provides…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/accounts-get-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The ID of the Account used to retrieve the Account data |

### Description: The operation updates an Account, deletes associated saving strategies if the account type…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/accounts-put-by-id-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The existing Account ID used to identify which Account to update |
| body | object | yes | JSON request body |

### Description: The operation removes an Account tied to a Fact Finder. Purpose: Allows for removal of an…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/accounts-delete-account-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The Account ID used to identify which Account to remove |

### Description: This operation submits the Fact Finder data to an external system. Purpose: Allows Fact Finder…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/clients-post-by-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| body | object | yes | JSON request body |

### Description: This operation retrieves all Critical Illness Insurance Policies for the specified Fact Finder…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/critical-illness-insurance-policies-get-critical-illness-ins`

| Parameter | Type | Required | Description |
|---|---|---|---|
| factFinderId | integer | yes | The ID of the Fact Finder used to retrieve Critical Illness Insurance Policies |

### Description: The operation creates a Critical Illness Insurance Policy. Purpose: Allows for creation of…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/critical-illness-insurance-policies-post-by-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| body | object | yes | JSON request body |

### Description: This operation retrieves a single Critical Illness Insurance Policy for the specified Critical…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/critical-illness-insurance-policies-get-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The ID of the Critical Illness Insurance Policy used to retreive the Critical Illness Insurance Policy |

### Description: The operation updates a Critical Illness Insurance Policy. Purpose: Allows for complete…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/critical-illness-insurance-policies-put-by-id-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The existing Critical Illness Insurance Policy ID used to identify which Critical Illness Insurance Policy to update |
| body | object | yes | JSON request body |

### Description: The operation removes a Critical Illness Insurance Policy tied to a Fact Finder. Purpose:…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/critical-illness-insurance-policies-delete-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The Critical Illness Insurance Policy ID used to identify which Critical Illness Insurance Policy to remove |

### Description: This operation retrieves all Critical Illness Insurance Policy Types for the specified country.…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/critical-illness-insurance-policy-types-get-by-country`

| Parameter | Type | Required | Description |
|---|---|---|---|
| country | string | yes | The country used to filter Critical Illness Insurance Policy Types |

### Description: This operation retrieves the Critical Illness Insurance Policy Type for the specified id.…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/critical-illness-insurance-policy-types-get-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The ID of Critical Illness Insurance Policy Type used to retreive the Critical Illness Insurance Policy Type information |

### Description: This operation retrieves all Defined Benefit Pensions for the specified Fact Finder ID.…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/defined-benefit-pensions-get-defined-benefit-pensions-by-fac`

| Parameter | Type | Required | Description |
|---|---|---|---|
| factFinderId | integer | yes | The ID of the Fact Finder used to retrieve Defined Benefit Pensions |

### Description: The operation creates a Defined Benefit Pension. Purpose: Allows for creation of Defined…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/defined-benefit-pensions-post-by-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| body | object | yes | JSON request body |

### Description: This operation retrieves a single Defined Benefit Pension for the specified Defined Benefit…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/defined-benefit-pensions-get-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The ID of the Defined Benefit Pension used to retreive the Defined Benefit Pension |

### Description: The operation updates a Defined Benefit Pension. Purpose: Allows for complete replacement of a…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/defined-benefit-pensions-put-defined-benefit-pension-by-id-m`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The existing Defined Benefit Pension ID used to identify which Defined Benefit Pension to update |
| body | object | yes | JSON request body |

### Description: The operation removes a Defined Benefit Pension tied to a Fact Finder. Purpose: Allows for…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/defined-benefit-pensions-delete-defined-benefit-pension-by-i`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The Defined Benefit Pension ID used to identify which Defined Benefit Pension to remove |

### Description: This operation retrieves all Demographic information for the specified Fact Finder ID. Purpose:…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/demographics-get-demographics-by-fact-finder-id-by-factfinde`

| Parameter | Type | Required | Description |
|---|---|---|---|
| factFinderId | integer | yes | The ID of the Fact Finder used to retrieve Demographic information |

### Description: The operation creates Demographic information. Purpose: Allows for creation of Demographic…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/demographics-post-by-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| body | object | yes | JSON request body |

### Description: This operation retrieves all Dependents for the specified Demographic information ID. Purpose:…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/demographics-get-dependents-by-demographicid`

| Parameter | Type | Required | Description |
|---|---|---|---|
| demographicId | integer | yes | The ID of the Demographic information used to retrieve Dependents |

### Description: The operation creates a Dependent. Purpose: Allows for creation of Dependents on a Fact Finder.
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/demographics-post-by-demographicid-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| demographicId | integer | yes | The ID of the Demographic information to add the Dependent to |
| body | object | yes | JSON request body |

### Description: This operation retrieves a single Dependent for the specified Dependent ID. Purpose: Provides…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/demographics-get-dependent-by-demographicid-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| demographicId | integer | yes | The ID of the Demographic information used to retrieve Dependents |
| id | integer | yes | The ID of the Dependent used to retreive the Dependent |

### Description: The operation updates a Dependent. Purpose: Allows for complete replacement of a Dependent on a…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/demographics-put-by-demographicid-id-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| demographicId | integer | yes | The ID of the Demographic information used to identify which Dependent to update |
| id | integer | yes | The existing Dependent ID used to identify which Dependent to update |
| body | object | yes | JSON request body |

### Description: The operation removes a Dependent tied to a Fact Finder. Purpose: Allows for removal of a…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/demographics-delete-dependent-by-demographicid-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| demographicId | integer | yes | The ID of the Demographic information used to identify which Dependent to remove |
| id | integer | yes | The Dependent ID used to identify which Dependent to remove |

### Description: This operation retrieves Demographic information for the specified Demographic information ID.…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/demographics-get-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The ID of the Demographic information used to retreive the Demographic information |

### Description: The operation updates Demographic information. Purpose: Allows for complete replacement of…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/demographics-put-by-id-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The existing Demographic information ID used to identify which Demographic information to update |
| body | object | yes | JSON request body |

### Description: This operation retrieves all Disability Insurance Policies for the specified Fact Finder ID.…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/disability-insurance-policies-get-disability-insurance-polic`

| Parameter | Type | Required | Description |
|---|---|---|---|
| factFinderId | integer | yes | The ID of the Fact Finder used to retrieve Disability Insurance Policies |

### Description: The operation creates a Disability Insurance Policy. Purpose: Allows for creation of Disability…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/disability-insurance-policies-post-by-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| body | object | yes | JSON request body |

### Description: This operation retrieves a single Disability Insurance Policy for the specified Disability…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/disability-insurance-policies-get-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The ID of the Disability Insurance Policy used to retreive the Disability Insurance Policy |

### Description: The operation updates a Disability Insurance Policy. Purpose: Allows for complete replacement…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/disability-insurance-policies-put-by-id-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The existing Disability Insurance Policy ID used to identify which Disability Insurance Policy to update |
| body | object | yes | JSON request body |

### Description: The operation removes a Disability Insurance Policy tied to a Fact Finder. Purpose: Allows for…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/disability-insurance-policies-delete-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The Disability Insurance Policy ID used to identify which Disability Insurance Policy to remove |

### Description: This operation retrieves all Disability Insurance Policy Types for the specified country.…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/disability-insurance-policy-types-get-by-country`

| Parameter | Type | Required | Description |
|---|---|---|---|
| country | string | yes | The country used to filter Disability Insurance Policy Types |

### Description: This operation retrieves all Disability Insurance Policy Types for the specified id. Purpose:…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/disability-insurance-policy-types-get-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The ID of Disability Insurance Policy Type used to retreive the Disability Insurance Policy Type information |

### Description: This operation retrieves all Education Goals for the specified Fact Finder ID. Purpose:…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/education-goals-get-education-goals-by-fact-finder-id-by-fac`

| Parameter | Type | Required | Description |
|---|---|---|---|
| factFinderId | integer | yes | The ID of the Fact Finder used to retrieve Education Goals |

### Description: The operation creates an Education Goal. Purpose: Allows for creation of Education Goals on a…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/education-goals-post-by-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| body | object | yes | JSON request body |

### Description: This operation retrieves all Education Goal Expenses for the specified Education Goal ID.…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/education-goals-get-education-expenses-by-education-goal-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| educationGoalId | integer | yes | The ID of the Education Goal used to retrieve Education Goal Expenses |

### Description: The operation creates an Education Goal Expense. Purpose: Allows for creation of Education Goal…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/education-goals-post-by-educationgoalid-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| educationGoalId | integer | yes | The Education Goal ID used to locate the Goal to add the expense to |
| body | object | yes | JSON request body |

### Description: This operation retrieves a single Education Goal Expense for the specified Education Goal…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/education-goals-get-education-expense-by-educationgoalid-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| educationGoalId | integer | yes | The ID of the Education Goal used to retrieve Education Goal Expenses |
| id | integer | yes | The ID of the Education Goal Expense used to retreive the Education Goal Expense |

### Description: The operation updates an Education Goal Expense. Purpose: Allows for complete replacement of an…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/education-goals-put-by-educationgoalid-id-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| educationGoalId | integer | yes | The Education Goal ID used to locate the Goal to update the Expense under |
| id | integer | yes | The existing Education Goal Expense ID used to identify which Education Goal Expense to update |
| body | object | yes | JSON request body |

### Description: The operation removes an Education Goal Expense tied to a Fact Finder. Purpose: Allows for…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/education-goals-delete-by-educationgoalid-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| educationGoalId | integer | yes | The Education Goal ID used to locate the Goal to delete the Expense under |
| id | integer | yes | The Education Goal Expense ID used to identify which Education Goal Expense to remove |

### Description: This operation retrieves a single Education Goal for the specified Education Goal ID. Purpose:…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/education-goals-get-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The ID of the Education Goal used to retreive the Education Goal |

### Description: The operation creates an Education Goal Expense. Purpose: Allows for creation of Education Goal…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/education-goals-put-by-id-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The Education Goal ID used to locate the Goal to add the Expense to |
| body | object | yes | JSON request body |

### Description: The operation removes an Education Goal tied to a Fact Finder. Purpose: Allows for removal of…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/education-goals-delete-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The Education Goal ID used to identify which Education Goal to remove |

### Description: This operation retrieves all Expense Types for the specified country. Purpose: Provides access…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/expense-types-get-by-country`

| Parameter | Type | Required | Description |
|---|---|---|---|
| country | string | yes | The country used to filter Expense Types |

### Description: This operation retrieves all Expense Types for the specified country. Purpose: Provides access…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/expense-types-get-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The ID of Expense Type used to retreive the Expense Type information |

### Description: This operation retrieves all Expenses for the specified Fact Finder ID. Purpose: Provides…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/expenses-get-expenses-by-fact-finder-id-by-factfinderid`

| Parameter | Type | Required | Description |
|---|---|---|---|
| factFinderId | integer | yes | The ID of the Fact Finder used to retrieve Expenses |

### Description: The operation creates an Expense. Purpose: Allows for creation of Expenses on a Fact Finder.
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/expenses-post-by-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| body | object | yes | JSON request body |

### Description: This operation retrieves a single Expense for the specified Expense ID. Purpose: Provides…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/expenses-get-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The ID of the Expense used to retreive the Expense |

### Description: The operation updates an Expense. Purpose: Allows for complete replacement of an Expense on a…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/expenses-put-by-id-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The existing Expense ID used to identify which Expense to update |
| body | object | yes | JSON request body |

### Description: The operation removes an Expense tied to a Fact Finder. Purpose: Allows for removal of an…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/expenses-delete-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The Expense ID used to identify which Expense to remove |

### Description: This operation retrieves all Fact Finders for the specified householdId, or if null, all…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/fact-finders-get-by-household-id-by-householdid`

| Parameter | Type | Required | Description |
|---|---|---|---|
| householdId | integer | no | The ID of the household used to retrieve the fact finders. If not set, uses all households associated with the user |

### Description: The operation creates a completely empty draft Fact Finder. Requirements: A householdId and…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/fact-finders-post-by-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| body | object | yes | JSON request body |

### Description: The operation creates a new Populated Fact Finder. Requirements: A householdId and list of…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/fact-finders-post-populate-by-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| body | object | yes | JSON request body |

### Description: This operation retrieves all Fact Finder Modules for the specified Fact Finder ID. Purpose:…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/fact-finder-modules-get-by-factfinderid`

| Parameter | Type | Required | Description |
|---|---|---|---|
| factFinderId | integer | yes | The ID of the Fact Finder used to retrieve Fact Finder Modules |

### Description: This operation retrieves a single Fact Finder Module for the specified Fact Finder Module ID.…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/fact-finder-modules-get-by-factfinderid-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| factFinderId | integer | yes | The ID of the Fact Finder used to retrieve Fact Finder Module |
| id | integer | yes | The ID of the Fact Finder Module used to retreive the Fact Finder Module |

### Description: The operation updates a Fact Finder Module. Purpose: Allows for complete replacement of a Fact…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/fact-finder-modules-put-by-model-factfinderid-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| factFinderId | integer | yes | The ID of the Fact Finder used to identify the Fact Finder Module to update |
| id | integer | yes | The existing Fact Finder Module ID used to identify which Fact Finder Module to update |
| body | object | yes | JSON request body |

### Description: The operation retrieves Snapshots of a Fact Finder. Purpose: Allows for advisors to view all…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/fact-finders-get-snapshots-by-factfinderid`

| Parameter | Type | Required | Description |
|---|---|---|---|
| factFinderId | integer | yes | The ID of the Fact Finder to retrieve Snapshots for |

### Description: The operation creates a Snapshot of a Fact Finder. Purpose: Allows for advisors to compare the…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/fact-finders-post-snapshots-by-factfinderid`

| Parameter | Type | Required | Description |
|---|---|---|---|
| factFinderId | integer | yes | The ID of the Fact Finder used to create the Fact Finder Snapshot |

### Description: This operation retrieves a single Fact Finder for the specified Fact Finder ID. Purpose:…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/fact-finders-get-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The ID of the Fact Finder used to retrieve the Fact Finder |

### Description: The operation updates a Fact Finder. Purpose: Allows for the updating of a Fact Finder.
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/fact-finders-put-by-id-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The existing Fact Finder ID used to identify which Fact Finder to update |
| body | object | yes | JSON request body |

### Description: This operation deletes a single Fact Finder for the specified Fact Finder ID. Purpose: Deletes…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/fact-finders-delete-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The ID of the Fact Finder to be deleted |

### Description: The operation populates a fact finder. Purpose: Allows for the population of a Fact Finder…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/fact-finders-put-populate-fact-finder-by-id-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The existing Fact Finder ID used to identify which Fact Finder to populate. |
| body | object | yes | JSON request body |

### Description: This operation retrieves all Filing Status Types for the specified country. Purpose: Provides…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/filing-status-types-get-by-country`

| Parameter | Type | Required | Description |
|---|---|---|---|
| country | string | yes | The country used to filter Filing Status Types |

### Description: This operation retrieves all Filing Status Type for the specified id. Purpose: Provides access…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/filing-status-types-get-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The ID of Filing Status Type used to retreive the Filing Status Type information |

### Description: This operation retrieves all Frequency Types for the specified country and entity. Purpose:…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/frequency-types-get-by-entity-country`

| Parameter | Type | Required | Description |
|---|---|---|---|
| entity | string | yes | The entity used to filter Frequency Types |
| country | string | yes | The country used to filter Frequency Types |

### Description: This operation retrieves the Frequency Type for the specified id. Purpose: Provides access to…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/frequency-types-get-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The ID of Frequency Type used to retreive the Frequency Type information |

### Description: This operation retrieves all Income Types for the specified country. Purpose: Provides access…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/income-types-get-by-country`

| Parameter | Type | Required | Description |
|---|---|---|---|
| country | string | yes | The country used to filter Income Types |

### Description: This operation retrieves the Income Type for the specified id. Purpose: Provides access to the…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/income-types-get-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The ID of Income Type used to retreive the Income Type information |

### Description: This operation retrieves all Incomes for the specified Fact Finder ID. Purpose: Provides access…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/incomes-get-incomes-by-fact-finder-id-by-factfinderid`

| Parameter | Type | Required | Description |
|---|---|---|---|
| factFinderId | integer | yes | The ID of the Fact Finder used to retrieve Incomes |

### Description: The operation creates an Income. Purpose: Allows for creation of Incomes on a Fact Finder.
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/incomes-post-by-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| body | object | yes | JSON request body |

### Description: This operation retrieves a single Income for the specified Income ID. Purpose: Provides access…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/incomes-get-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The ID of the Income used to retreive the Income |

### Description: The operation updates an Income. Purpose: Allows for complete replacement of an Income on a…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/incomes-put-by-id-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The existing Income ID used to identify which Income to update |
| body | object | yes | JSON request body |

### Description: The operation removes an Income tied to a Fact Finder. Purpose: Allows for removal of an Income…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/incomes-delete-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The Income ID used to identify which Income to remove |

### Description: This operation retrieves all Liabilities for the specified Fact Finder ID. Purpose: Provides…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/liabilities-get-liabilities-by-fact-finder-id-by-factfinderi`

| Parameter | Type | Required | Description |
|---|---|---|---|
| factFinderId | integer | yes | The ID of the Fact Finder used to retrieve Liabilities |
| externalSourceId | string | no | The external source ID used to filter Liabilities |

### Description: The operation creates a Liability. Purpose: Allows for creation of Liabilities on a Fact Finder.
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/liabilities-post-by-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| body | object | yes | JSON request body |

### Description: This operation retrieves a single Liability for the specified Liability ID. Purpose: Provides…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/liabilities-get-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The ID of the Liability used to retreive the Liability |

### Description: The operation updates a Liability. Purpose: Allows for complete replacement of a Liability on a…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/liabilities-put-by-id-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The existing Liability ID used to identify which Liability to update |
| body | object | yes | JSON request body |

### Description: The operation removes a Liability tied to a Fact Finder. Purpose: Allows for removal of a…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/liabilities-delete-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The Liability ID used to identify which Liability to remove |

### Description: This operation retrieves all Liability Types for the specified country. Purpose: Provides…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/liability-types-get-by-country`

| Parameter | Type | Required | Description |
|---|---|---|---|
| country | string | yes | The country used to filter Liability Types |

### Description: This operation retrieves the Liability Type for the specified id. Purpose: Provides access to…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/liability-types-get-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The ID of Liability Type used to retreive the Liability Type information |

### Description: This operation retrieves all Life Insurance Policies for the specified Fact Finder ID. Purpose:…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/life-insurance-policies-get-life-insurance-policies-by-fact`

| Parameter | Type | Required | Description |
|---|---|---|---|
| factFinderId | integer | yes | The ID of the Fact Finder used to retrieve Life Insurance Policies |

### Description: The operation creates a Life Insurance Policy. Purpose: Allows for creation of Life Insurance…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/life-insurance-policies-post-by-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| body | object | yes | JSON request body |

### Description: This operation retrieves a single Life Insurance Policy for the specified Life Insurance Policy…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/life-insurance-policies-get-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The ID of the Life Insurance Policy used to retreive the Life Insurance Policy |

### Description: The operation updates a Life Insurance Policy, deletes associated sub-accounts if the policy…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/life-insurance-policies-put-by-id-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The existing Life Insurance Policy ID used to identify which Life Insurance Policy to update |
| body | object | yes | JSON request body |

### Description: The operation removes a Life Insurance Policy tied to a Fact Finder. Purpose: Allows for…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/life-insurance-policies-delete-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The Life Insurance Policy ID used to identify which Life Insurance Policy to remove |

### Description: Get all the subaccounts for an existing Life Insurance Policy. Purpose: Provides access to all…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/life-insurance-policies-get-subaccounts-by-lifeinsurancepoli`

| Parameter | Type | Required | Description |
|---|---|---|---|
| lifeInsurancePolicyId | integer | yes | The ID of the Life Insurance Policy used to retrieve the Life Insurance Policy Subaccounts. |

### Description: Creates a subaccount and adds it to an existing Life Insurance Policy. Purpose: Allows for…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/life-insurance-policies-post-subaccount-by-lifeinsurancepoli`

| Parameter | Type | Required | Description |
|---|---|---|---|
| lifeInsurancePolicyId | integer | yes | The ID of the Life Insurance Policy used to create the Life Insurance Policy Subaccount. |
| body | object | yes | JSON request body |

### Description: Get a specific subaccount for an existing Life Insurance Policy. Purpose: Provides access to…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/life-insurance-policies-get-subaccount-by-lifeinsurancepolic`

| Parameter | Type | Required | Description |
|---|---|---|---|
| lifeInsurancePolicyId | integer | yes | The ID of the Life Insurance Policy used to retrieve the Life Insurance Policy Subaccount. |
| id | integer | yes | The ID of the Life Insurance Policy Subaccount. |

### Description: Updates an existing Life Insurance Policy Subaccount for an existing Life Insurance Policy.…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/life-insurance-policies-put-subaccount-by-lifeinsurancepolic`

| Parameter | Type | Required | Description |
|---|---|---|---|
| lifeInsurancePolicyId | integer | yes | The ID of the Life Insurance Policy used to update the Life Insurance Policy Subaccount. |
| id | integer | yes | The ID of the Life Insurance Policy Subaccount. |
| body | object | yes | JSON request body |

### Description: Deletes an existing Life Insurance Policy Subaccount for an existing Life Insurance Policy.…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/life-insurance-policies-delete-subaccount-by-lifeinsurancepo`

| Parameter | Type | Required | Description |
|---|---|---|---|
| lifeInsurancePolicyId | integer | yes | The ID of the Life Insurance Policy used to delete the Life Insurance Policy Subaccount. |
| id | integer | yes | The ID of the Life Insurance Policy Subaccount. |

### Description: This operation retrieves all Life Insurance Policy Types for the specified country. Purpose:…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/life-insurance-policy-types-get-by-country`

| Parameter | Type | Required | Description |
|---|---|---|---|
| country | string | yes | The country used to filter Life Insurance Policy Types |

### Description: This operation retrieves the Life Insurance Policy Type for the specified id. Purpose: Provides…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/life-insurance-policy-types-get-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The ID of Life Insurance Policy Type used to retreive the Life Insurance Policy Type information |

### Description: This operation retrieves all Lifestyle Asset Types for the specified country. Purpose: Provides…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/lifestyle-asset-types-get-by-country`

| Parameter | Type | Required | Description |
|---|---|---|---|
| country | string | yes | The country used to filter Lifestyle Asset Types |

### Description: This operation retrieves the Lifestyle Asset Type for the specified id. Purpose: Provides…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/lifestyle-asset-types-get-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The ID of Lifestyle Asset Type used to retreive the Lifestyle Asset Type information |

### Description: This operation retrieves all Lifestyle Assets for the specified Fact Finder ID. Purpose:…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/lifestyle-assets-get-lifestyle-assets-by-fact-finder-id-by-f`

| Parameter | Type | Required | Description |
|---|---|---|---|
| factFinderId | integer | yes | The ID of the Fact Finder used to retrieve Lifestyle Assets |

### Description: The operation creates a Lifestyle Asset. Purpose: Allows for creation of Lifestyle Assets on a…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/lifestyle-assets-post-by-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| body | object | yes | JSON request body |

### Description: This operation retrieves a single Lifestyle Asset for the specified Lifestyle Asset ID.…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/lifestyle-assets-get-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The ID of the Lifestyle Asset used to retreive the Lifestyle Asset |

### Description: The operation updates a Lifestyle Asset. Purpose: Allows for complete replacement of a…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/lifestyle-assets-put-by-id-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The existing Lifestyle Asset ID used to identify which Lifestyle Asset to update |
| body | object | yes | JSON request body |

### Description: The operation removes a Lifestyle Asset tied to a Fact Finder. Purpose: Allows for removal of a…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/lifestyle-assets-delete-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The Lifestyle Asset ID used to identify which Lifestyle Asset to remove |

### Description: This operation retrieves all Long Term Care Insurance Policies for the specified Fact Finder…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/long-term-care-insurance-policies-get-long-term-care-insuran`

| Parameter | Type | Required | Description |
|---|---|---|---|
| factFinderId | integer | yes | The ID of the Fact Finder used to retrieve Long Term Care Insurance Policies |

### Description: The operation creates a Long Term Care Insurance Policy. Purpose: Allows for creation of Long…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/long-term-care-insurance-policies-post-by-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| body | object | yes | JSON request body |

### Description: This operation retrieves a single Long Term Care Insurance Policy for the specified Long Term…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/long-term-care-insurance-policies-get-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The ID of the Long Term Care Insurance Policy used to retreive the Long Term Care Insurance Policy |

### Description: The operation updates a Long Term Care Insurance Policy. Purpose: Allows for complete…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/long-term-care-insurance-policies-put-by-id-model`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The existing Long Term Care Insurance Policy ID used to identify which Long Term Care Insurance Policy to update |
| body | object | yes | JSON request body |

### Description: The operation removes a Long Term Care Insurance Policy tied to a Fact Finder. Purpose: Allows…
`POST https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/long-term-care-insurance-policies-delete-by-id`

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | The Long Term Care Insurance Policy ID used to identify which Long Term Care Insurance Policy to remove |

### Description: This operation retrieves all Major Purchase Goal Types for the specified country. Purpose:…
`GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/major-purchase-goal-types-get-by-country`

| Parameter | Type | Required | Description |
|---|---|---|---|
| country | string | yes | The country used to filter Major Purchase Goal Types |

…and 31 more. See the OpenAPI spec.

## Example
```
curl "https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/account-types-get-by-country" \
  -H "x-api-key: $APIZIE_KEY"
```

## FAQ

### How do I call the Advicent.FactFinderService API?
Create a free Apizie key, then send GET https://zieapi.vercel.app/v1/finance:naviplancentral-factfinder/account-types-get-by-country with the header x-api-key. Every endpoint returns { project, data, timestamp }.

### Is the Advicent.FactFinderService API free on Apizie?
Yes. The Free plan includes 1,000 requests a month at 100 requests a minute, no credit card.

### Can AI agents use the Advicent.FactFinderService API?
Yes. Add the Apizie MCP server (https://zieapi.vercel.app/mcp) to Claude, ChatGPT, Cursor or VS Code, then ask in plain language. The agent calls run_scraper with project key finance:naviplancentral-factfinder.

### What is the status of the Advicent.FactFinderService API?
Live: works with just an Apizie key