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POST /api/v1/copilot/questions

Ask Navigator (answers only from what you may see; logged).

  • Scope ai:use
  • Idempotency-Key
  • operationId aiAsk

The token needs the scope ai:use, and the person or service account behind it needs the matching privileges and account permissions, exactly as on the screens. See Scopes.

Idempotency-Key. Send a unique Idempotency-Key (up to 255 characters, e.g. a UUID) with every POST. Retrying with the same key and body replays the first answer for 24 hours, so a timeout never creates a second order; the same key with a different body is refused (idempotency_key_reused).

Request

POST /api/v1/copilot/questions

Headers

HeaderRequiredValue
AuthorizationyesBearer <token>: an OAuth access token (vat_…) or a personal access token (vpt_…). Get a token
Idempotency-KeyyesA unique string up to 255 characters (a UUID). Idempotency
Content-Typeyesapplication/json

Body: Question

FieldTypeRequiredDescription
questionstringyesYour question.

Decimals (money, prices, quantities, percentages) are sent as strings, ids as strings, times as ISO 8601 UTC.

Examples

Keep the token in an environment variable (VESTORIS_TOKEN), never in the script.

curl

curl -X POST "https://vestoris.com/api/v1/copilot/questions" \
  -H "Authorization: Bearer $VESTORIS_TOKEN" \
  -H 'Idempotency-Key: 7f9c2b1e-4d0a-4a7e-9a51-3c2f0b8d6e11' \
  -H "Content-Type: application/json" \
  -d '{"question":"Which account is furthest from its model?"}'

Python (requests)

import os, requests

r = requests.post(
    "https://vestoris.com/api/v1/copilot/questions",
    headers={
        "Authorization": f"Bearer {os.environ['VESTORIS_TOKEN']}",
        "Idempotency-Key": "7f9c2b1e-4d0a-4a7e-9a51-3c2f0b8d6e11",
    },
    json={
        "question": "Which account is furthest from its model?"
    },
    timeout=30,
)
r.raise_for_status()  # errors are application/problem+json with a stable "code"
print(r.json())

JavaScript (fetch)

const res = await fetch("https://vestoris.com/api/v1/copilot/questions", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.VESTORIS_TOKEN}`,
    "Idempotency-Key": "7f9c2b1e-4d0a-4a7e-9a51-3c2f0b8d6e11",
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
      "question": "Which account is furthest from its model?"
  }),
});
const data = await res.json();
if (!res.ok) throw new Error(`${data.code}: ${data.detail}`); // problem+json
console.log(data);

Response

200 OK, application/json: CopilotAnswer. Rate-limit headers: RateLimit-Limit, RateLimit-Remaining, RateLimit-Reset.

Response fields
FieldTypeDescription
answerstringNavigator's answer, in plain text.
by_aibooleanTrue when the AI wrote the answer; false when the deterministic fallback did.
suggested_actionslistActions Navigator suggests (each opens a screen or the Intent Pipeline; none runs by itself).
notestringWhat Navigator could see.

Example response

HTTP/1.1 200 OK
Content-Type: application/json

{
    "answer": "Growth Fund B is furthest from its model: Information Technology is 4.1 points over target (tolerance 1.5).",
    "by_ai": true,
    "suggested_actions": [
        {
            "label": "Rebalance Growth Fund B in the Intent Pipeline",
            "request": "Rebalance GRW-B"
        }
    ],
    "note": "Answers only from the accounts you may see."
}

Example values. Your values depend on your firm's data; prices, orders and fills are simulated.

Status codes and errors

Errors are application/problem+json (RFC 9457) with a stable code to program against; the detail says what to fix. See Errors.

StatusWhenProblem codes
200Success
200 / 201The same Idempotency-Key again: the first answer is replayed (24 hours)
400The request is malformedinvalid_request invalid_json
401No token, or it is invalid or expiredinvalid_token
403The token lacks the scope, or the person or service account behind it lacks the privilege or account permissioninsufficient_scope forbidden ip_not_allowed
409Not possible in the current stateinvalid_transition conflict idempotency_in_progress
422Validation failed (the detail says which field), or blockedvalidation_failed idempotency_key_reused
428A required header is missingidempotency_key_required
429Rate limited: wait for Retry-After secondsrate_limited
{
    "type": "https://vestoris.com/developers/errors#validation_failed",
    "title": "Validation failed",
    "status": 422,
    "detail": "Quantity must be greater than zero.",
    "code": "validation_failed",
    "instance": "/api/v1/copilot/questions"
}

On the screens

The same thing in the app is explained in: