Naviplancentral Plan

Connector for the naviplancentral-plan API, generated deterministically from its OpenAPI spec (endpoints, auth, and methods match the spec exactly — nothing is invented).

• Base URL: https://demo.uat.naviplancentral.com/plan
• Auth: bearer (pass your key via the apiKey input)

Operations

• advisors_get — GET /api/Advisors — Retrieve Advisors
• advisors_getbyhouseholdidclientid — GET /api/Advisors/{householdId}/{clientId} — Retrieve Advisors for a Client
• advisors_getbyid — GET /api/Advisors/{id} — Retrieve an Advisor
• assumptions_getbyplanid — GET /api/Assumptions — Retrieve plan assumptions
• businessentities_getbyplanid — GET /api/BusinessEntities — Retrieve business entities
• businessentities_getbyidplanid — GET /api/BusinessEntities/{id} — Retrieve a business entity

Inputs

• apiKey — your naviplancentral-plan API key
• operation — one of the operations above
• path parameters when an operation's path contains {...}
• query — optional JSON object of query params
• body — JSON object for create/update ops

Example

operation: advisors_get
apiKey: <your key>