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POST
/
index.php
/
api
/
dakota
cURL
curl --request POST \
  --url https://marketplace-as-a-service.herokuapp.com/index.php/api/dakota \
  --header 'Content-Type: text/plain' \
  --header 'Oauth-Token: <api-key>' \
  --data '<JSON example>'

​
How to Use

  1. Copy any of the JSON examples below.
  2. Go to the API playground by clicking on the “Try it” button.
  3. Paste the JSON into the request body field.
  4. Click “Send” button to execute the request.

​
Examples

​
Count Account Records

{
  "module": "account",
  "count_only": "1"
}

​
List All Accounts

{
  "module": "account"
}

​
List Accounts with Specific Fields

{
  "module": "account",
  "filters": {
    "fields": ["name", "createddate", "aum__c", "website"],
    "order_by": "name:DESC",
    "max_num": "10"
  }
}

​
Get Parent Account Details

{
    "module": "account",
    "filters": {
        "fields": [
            "sfid",
            "name",
            "type",
            "account.parentid.name",
            "account.parentid.type"
        ]
    }
}

​
Filter By Account ID

{
  "module": "account",
  "filters": {
    "filter": [
      {
        "sfid": {
          "$equals": "0017600000cmqHcAAI"
        }
      }
    ]
  }
}

​
Filter By Account Type (Bank)

{
  "module": "account",
  "filters": {
    "filter": [
      {
        "type": {
          "$equals": "Bank"
        }
      }
    ]
  }
}

​
Filter By Account Type (Not Consultant)

{
  "module": "account",
  "filters": {
    "filter": [
      {
        "type": {
          "$not_equals": "Consultant"
        }
      }
    ]
  }
}

​
Filter By Account Name (OR Example)

{
  "module": "account",
  "filters": {
    "filter": [
      {
        "$or": [
          {
            "name": {
              "$contains": "Test"
            }
          },
          {
            "name": {
              "$equals": "Test2"
            }
          }
        ]
      }
    ]
  }
}

​
Filter By Account Name and Type (AND Example)

{
  "module": "account",
  "filters": {
    "filter": [
      {
        "$and": [
          {
            "name": {
              "$equals": "Dakota QA 2"
            }
          },
          {
            "type": {
              "$equals": "Endowment"
            }
          }
        ]
      }
    ]
  }
}

​
Filter By AUM Range

{
  "module": "account",
  "filters": {
    "order_by": "name:DESC",
    "max_num": 50,
    "offset": 0,
    "filter": [
      {
        "aum__c": {
          "$between": [100, 500000]
        }
      }
    ],
    "fields": ["sfid", "name", "lastmodifieddate", "aum__c"]
  }
}

​
Filter By Date Range

{
  "module": "account",
  "filters": {
    "order_by": "name:DESC",
    "max_num": 50,
    "offset": 0,
    "filter": [
      {
        "lastmodifieddate": {
          "$between": ["2025-01-01", "2025-01-20"]
        }
      }
    ],
    "fields": ["sfid", "name", "lastmodifieddate", "aum__c"]
  }
}

​
Filter By AUM Greater Than

{
  "module": "account",
  "filters": {
    "filter": [
      {
        "aum__c": {
          "$gt": "1200000"
        }
      }
    ]
  }
}

​
Filter By AUM Greater Than or Equal

{
  "module": "account",
  "filters": {
    "filter": [
      {
        "aum__c": {
          "$gte": "1000000"
        }
      }
    ]
  }
}

​
Filter By AUM Less Than

{
  "module": "account",
  "filters": {
    "filter": [
      {
        "aum__c": {
          "$lt": "1000000"
        }
      }
    ]
  }
}

​
Filter By AUM Less Than or Equal

{
  "module": "account",
  "filters": {
    "filter": [
      {
        "aum__c": {
          "$lte": "1000000"
        }
      }
    ]
  }
}

​
Filter By Created Date Range (Last 30 Days)

{
  "module": "account",
  "filters": {
    "filter": [
      {
        "createddate": {
          "$dateRange": "last_30_days"
        }
      }
    ]
  }
}

​
Filter By Name with Special Characters

{
  "module": "account",
  "filters": {
    "filter": [
      {
        "name": {
          "$equals": "Malcolm \"Mac\" Mayer"
        }
      }
    ]
  }
}

Authorizations

​
Oauth-Token
string
header
required

Get the OAuth token by calling the /oauth2 authentication API. Use the access_token from the response to authorize your API requests.

Body

text/plain

Copy any of the JSON examples and paste it into the request body field.