@robosystems/client 0.2.32 → 0.2.33

package/sdk.gen.d.ts

@@ -1,5 +1,5 @@
 import type { Client, Options as Options2, TDataShape } from './client';
-import type { AutoSelectAgentData, AutoSelectAgentErrors, AutoSelectAgentResponses, BatchProcessQueriesData, BatchProcessQueriesErrors, BatchProcessQueriesResponses, CallMcpToolData, CallMcpToolErrors, CallMcpToolResponses, CancelOperationData, CancelOperationErrors, CancelOperationResponses, CancelOrgSubscriptionData, CancelOrgSubscriptionErrors, CancelOrgSubscriptionResponses, CheckCreditBalanceData, CheckCreditBalanceErrors, CheckCreditBalanceResponses, CheckPasswordStrengthData, CheckPasswordStrengthErrors, CheckPasswordStrengthResponses, CheckStorageLimitsData, CheckStorageLimitsErrors, CheckStorageLimitsResponses, CompleteSsoAuthData, CompleteSsoAuthErrors, CompleteSsoAuthResponses, CreateBackupData, CreateBackupErrors, CreateBackupResponses, CreateCheckoutSessionData, CreateCheckoutSessionErrors, CreateCheckoutSessionResponses, CreateConnectionData, CreateConnectionErrors, CreateConnectionResponses, CreateFileUploadData, CreateFileUploadErrors, CreateFileUploadResponses, CreateGraphData, CreateGraphErrors, CreateGraphResponses, CreatePortalSessionData, CreatePortalSessionErrors, CreatePortalSessionResponses, CreateRepositorySubscriptionData, CreateRepositorySubscriptionErrors, CreateRepositorySubscriptionResponses, CreateSubgraphData, CreateSubgraphErrors, CreateSubgraphResponses, CreateUserApiKeyData, CreateUserApiKeyErrors, CreateUserApiKeyResponses, DeleteConnectionData, DeleteConnectionErrors, DeleteConnectionResponses, DeleteFileData, DeleteFileErrors, DeleteFileResponses, DeleteSubgraphData, DeleteSubgraphErrors, DeleteSubgraphResponses, ExecuteCypherQueryData, ExecuteCypherQueryErrors, ExecuteCypherQueryResponses, ExecuteSpecificAgentData, ExecuteSpecificAgentErrors, ExecuteSpecificAgentResponses, ExportGraphSchemaData, ExportGraphSchemaErrors, ExportGraphSchemaResponses, ForgotPasswordData, ForgotPasswordErrors, ForgotPasswordResponses, GenerateSsoTokenData, GenerateSsoTokenErrors, GenerateSsoTokenResponses, GetAgentMetadataData, GetAgentMetadataErrors, GetAgentMetadataResponses, GetAvailableExtensionsData, GetAvailableExtensionsErrors, GetAvailableExtensionsResponses, GetAvailableGraphTiersData, GetAvailableGraphTiersErrors, GetAvailableGraphTiersResponses, GetBackupDownloadUrlData, GetBackupDownloadUrlErrors, GetBackupDownloadUrlResponses, GetBackupStatsData, GetBackupStatsErrors, GetBackupStatsResponses, GetCaptchaConfigData, GetCaptchaConfigResponses, GetCheckoutStatusData, GetCheckoutStatusErrors, GetCheckoutStatusResponses, GetConnectionData, GetConnectionErrors, GetConnectionOptionsData, GetConnectionOptionsErrors, GetConnectionOptionsResponses, GetConnectionResponses, GetCreditSummaryData, GetCreditSummaryErrors, GetCreditSummaryResponses, GetCurrentAuthUserData, GetCurrentAuthUserErrors, GetCurrentAuthUserResponses, GetCurrentUserData, GetCurrentUserResponses, GetDatabaseHealthData, GetDatabaseHealthErrors, GetDatabaseHealthResponses, GetDatabaseInfoData, GetDatabaseInfoErrors, GetDatabaseInfoResponses, GetFileData, GetFileErrors, GetFileResponses, GetGraphCapacityData, GetGraphCapacityErrors, GetGraphCapacityResponses, GetGraphLimitsData, GetGraphLimitsErrors, GetGraphLimitsResponses, GetGraphMetricsData, GetGraphMetricsErrors, GetGraphMetricsResponses, GetGraphSchemaData, GetGraphSchemaErrors, GetGraphSchemaResponses, GetGraphsData, GetGraphsErrors, GetGraphsResponses, GetGraphSubscriptionData, GetGraphSubscriptionErrors, GetGraphSubscriptionResponses, GetGraphUsageAnalyticsData, GetGraphUsageAnalyticsErrors, GetGraphUsageAnalyticsResponses, GetMaterializationStatusData, GetMaterializationStatusErrors, GetMaterializationStatusResponses, GetOperationStatusData, GetOperationStatusErrors, GetOperationStatusResponses, GetOrgBillingCustomerData, GetOrgBillingCustomerErrors, GetOrgBillingCustomerResponses, GetOrgData, GetOrgErrors, GetOrgLimitsData, GetOrgLimitsErrors, GetOrgLimitsResponses, GetOrgResponses, GetOrgSubscriptionData, GetOrgSubscriptionErrors, GetOrgSubscriptionResponses, GetOrgUpcomingInvoiceData, GetOrgUpcomingInvoiceErrors, GetOrgUpcomingInvoiceResponses, GetOrgUsageData, GetOrgUsageErrors, GetOrgUsageResponses, GetPasswordPolicyData, GetPasswordPolicyResponses, GetServiceOfferingsData, GetServiceOfferingsErrors, GetServiceOfferingsResponses, GetServiceStatusData, GetServiceStatusResponses, GetStorageUsageData, GetStorageUsageErrors, GetStorageUsageResponses, GetSubgraphInfoData, GetSubgraphInfoErrors, GetSubgraphInfoResponses, GetSubgraphQuotaData, GetSubgraphQuotaErrors, GetSubgraphQuotaResponses, InitOAuthData, InitOAuthErrors, InitOAuthResponses, InviteOrgMemberData, InviteOrgMemberErrors, InviteOrgMemberResponses, ListAgentsData, ListAgentsErrors, ListAgentsResponses, ListBackupsData, ListBackupsErrors, ListBackupsResponses, ListConnectionsData, ListConnectionsErrors, ListConnectionsResponses, ListCreditTransactionsData, ListCreditTransactionsErrors, ListCreditTransactionsResponses, ListFilesData, ListFilesErrors, ListFilesResponses, ListMcpToolsData, ListMcpToolsErrors, ListMcpToolsResponses, ListOrgGraphsData, ListOrgGraphsErrors, ListOrgGraphsResponses, ListOrgInvoicesData, ListOrgInvoicesErrors, ListOrgInvoicesResponses, ListOrgMembersData, ListOrgMembersErrors, ListOrgMembersResponses, ListOrgSubscriptionsData, ListOrgSubscriptionsErrors, ListOrgSubscriptionsResponses, ListSubgraphsData, ListSubgraphsErrors, ListSubgraphsResponses, ListTablesData, ListTablesErrors, ListTablesResponses, ListUserApiKeysData, ListUserApiKeysResponses, ListUserOrgsData, ListUserOrgsResponses, LoginUserData, LoginUserErrors, LoginUserResponses, LogoutUserData, LogoutUserResponses, MaterializeGraphData, MaterializeGraphErrors, MaterializeGraphResponses, OauthCallbackData, OauthCallbackErrors, OauthCallbackResponses, QueryTablesData, QueryTablesErrors, QueryTablesResponses, RecommendAgentData, RecommendAgentErrors, RecommendAgentResponses, RefreshAuthSessionData, RefreshAuthSessionErrors, RefreshAuthSessionResponses, RegisterUserData, RegisterUserErrors, RegisterUserResponses, RemoveOrgMemberData, RemoveOrgMemberErrors, RemoveOrgMemberResponses, ResendVerificationEmailData, ResendVerificationEmailErrors, ResendVerificationEmailResponses, ResetPasswordData, ResetPasswordErrors, ResetPasswordResponses, RestoreBackupData, RestoreBackupErrors, RestoreBackupResponses, RevokeUserApiKeyData, RevokeUserApiKeyErrors, RevokeUserApiKeyResponses, SelectGraphData, SelectGraphErrors, SelectGraphResponses, SsoTokenExchangeData, SsoTokenExchangeErrors, SsoTokenExchangeResponses, StreamOperationEventsData, StreamOperationEventsErrors, StreamOperationEventsResponses, SyncConnectionData, SyncConnectionErrors, SyncConnectionResponses, UpdateFileData, UpdateFileErrors, UpdateFileResponses, UpdateOrgData, UpdateOrgErrors, UpdateOrgMemberRoleData, UpdateOrgMemberRoleErrors, UpdateOrgMemberRoleResponses, UpdateOrgResponses, UpdateUserApiKeyData, UpdateUserApiKeyErrors, UpdateUserApiKeyResponses, UpdateUserData, UpdateUserErrors, UpdateUserPasswordData, UpdateUserPasswordErrors, UpdateUserPasswordResponses, UpdateUserResponses, UpgradeSubscriptionData, UpgradeSubscriptionErrors, UpgradeSubscriptionResponses, ValidateResetTokenData, ValidateResetTokenErrors, ValidateResetTokenResponses, ValidateSchemaData, ValidateSchemaErrors, ValidateSchemaResponses, VerifyEmailData, VerifyEmailErrors, VerifyEmailResponses } from './types.gen';
+import type { AutoSelectAgentData, AutoSelectAgentErrors, AutoSelectAgentResponses, BatchProcessQueriesData, BatchProcessQueriesErrors, BatchProcessQueriesResponses, CallMcpToolData, CallMcpToolErrors, CallMcpToolResponses, CancelOperationData, CancelOperationErrors, CancelOperationResponses, CancelOrgSubscriptionData, CancelOrgSubscriptionErrors, CancelOrgSubscriptionResponses, CheckCreditBalanceData, CheckCreditBalanceErrors, CheckCreditBalanceResponses, CheckPasswordStrengthData, CheckPasswordStrengthErrors, CheckPasswordStrengthResponses, CheckStorageLimitsData, CheckStorageLimitsErrors, CheckStorageLimitsResponses, CompleteSsoAuthData, CompleteSsoAuthErrors, CompleteSsoAuthResponses, CreateBackupData, CreateBackupErrors, CreateBackupResponses, CreateCheckoutSessionData, CreateCheckoutSessionErrors, CreateCheckoutSessionResponses, CreateConnectionData, CreateConnectionErrors, CreateConnectionResponses, CreateFileUploadData, CreateFileUploadErrors, CreateFileUploadResponses, CreateGraphData, CreateGraphErrors, CreateGraphResponses, CreatePortalSessionData, CreatePortalSessionErrors, CreatePortalSessionResponses, CreateRepositorySubscriptionData, CreateRepositorySubscriptionErrors, CreateRepositorySubscriptionResponses, CreateSubgraphData, CreateSubgraphErrors, CreateSubgraphResponses, CreateUserApiKeyData, CreateUserApiKeyErrors, CreateUserApiKeyResponses, CreateViewData, CreateViewErrors, CreateViewResponses, DeleteConnectionData, DeleteConnectionErrors, DeleteConnectionResponses, DeleteFileData, DeleteFileErrors, DeleteFileResponses, DeleteSubgraphData, DeleteSubgraphErrors, DeleteSubgraphResponses, ExecuteCypherQueryData, ExecuteCypherQueryErrors, ExecuteCypherQueryResponses, ExecuteSpecificAgentData, ExecuteSpecificAgentErrors, ExecuteSpecificAgentResponses, ExportGraphSchemaData, ExportGraphSchemaErrors, ExportGraphSchemaResponses, ForgotPasswordData, ForgotPasswordErrors, ForgotPasswordResponses, GenerateSsoTokenData, GenerateSsoTokenErrors, GenerateSsoTokenResponses, GetAgentMetadataData, GetAgentMetadataErrors, GetAgentMetadataResponses, GetAvailableExtensionsData, GetAvailableExtensionsErrors, GetAvailableExtensionsResponses, GetAvailableGraphTiersData, GetAvailableGraphTiersErrors, GetAvailableGraphTiersResponses, GetBackupDownloadUrlData, GetBackupDownloadUrlErrors, GetBackupDownloadUrlResponses, GetBackupStatsData, GetBackupStatsErrors, GetBackupStatsResponses, GetCaptchaConfigData, GetCaptchaConfigResponses, GetCheckoutStatusData, GetCheckoutStatusErrors, GetCheckoutStatusResponses, GetConnectionData, GetConnectionErrors, GetConnectionOptionsData, GetConnectionOptionsErrors, GetConnectionOptionsResponses, GetConnectionResponses, GetCreditSummaryData, GetCreditSummaryErrors, GetCreditSummaryResponses, GetCurrentAuthUserData, GetCurrentAuthUserErrors, GetCurrentAuthUserResponses, GetCurrentUserData, GetCurrentUserResponses, GetDatabaseHealthData, GetDatabaseHealthErrors, GetDatabaseHealthResponses, GetDatabaseInfoData, GetDatabaseInfoErrors, GetDatabaseInfoResponses, GetFileData, GetFileErrors, GetFileResponses, GetGraphCapacityData, GetGraphCapacityErrors, GetGraphCapacityResponses, GetGraphLimitsData, GetGraphLimitsErrors, GetGraphLimitsResponses, GetGraphMetricsData, GetGraphMetricsErrors, GetGraphMetricsResponses, GetGraphSchemaData, GetGraphSchemaErrors, GetGraphSchemaResponses, GetGraphsData, GetGraphsErrors, GetGraphsResponses, GetGraphSubscriptionData, GetGraphSubscriptionErrors, GetGraphSubscriptionResponses, GetGraphUsageAnalyticsData, GetGraphUsageAnalyticsErrors, GetGraphUsageAnalyticsResponses, GetMaterializationStatusData, GetMaterializationStatusErrors, GetMaterializationStatusResponses, GetOperationStatusData, GetOperationStatusErrors, GetOperationStatusResponses, GetOrgBillingCustomerData, GetOrgBillingCustomerErrors, GetOrgBillingCustomerResponses, GetOrgData, GetOrgErrors, GetOrgLimitsData, GetOrgLimitsErrors, GetOrgLimitsResponses, GetOrgResponses, GetOrgSubscriptionData, GetOrgSubscriptionErrors, GetOrgSubscriptionResponses, GetOrgUpcomingInvoiceData, GetOrgUpcomingInvoiceErrors, GetOrgUpcomingInvoiceResponses, GetOrgUsageData, GetOrgUsageErrors, GetOrgUsageResponses, GetPasswordPolicyData, GetPasswordPolicyResponses, GetServiceOfferingsData, GetServiceOfferingsErrors, GetServiceOfferingsResponses, GetServiceStatusData, GetServiceStatusResponses, GetStorageUsageData, GetStorageUsageErrors, GetStorageUsageResponses, GetSubgraphInfoData, GetSubgraphInfoErrors, GetSubgraphInfoResponses, GetSubgraphQuotaData, GetSubgraphQuotaErrors, GetSubgraphQuotaResponses, InitOAuthData, InitOAuthErrors, InitOAuthResponses, InviteOrgMemberData, InviteOrgMemberErrors, InviteOrgMemberResponses, ListAgentsData, ListAgentsErrors, ListAgentsResponses, ListBackupsData, ListBackupsErrors, ListBackupsResponses, ListConnectionsData, ListConnectionsErrors, ListConnectionsResponses, ListCreditTransactionsData, ListCreditTransactionsErrors, ListCreditTransactionsResponses, ListFilesData, ListFilesErrors, ListFilesResponses, ListMcpToolsData, ListMcpToolsErrors, ListMcpToolsResponses, ListOrgGraphsData, ListOrgGraphsErrors, ListOrgGraphsResponses, ListOrgInvoicesData, ListOrgInvoicesErrors, ListOrgInvoicesResponses, ListOrgMembersData, ListOrgMembersErrors, ListOrgMembersResponses, ListOrgSubscriptionsData, ListOrgSubscriptionsErrors, ListOrgSubscriptionsResponses, ListSubgraphsData, ListSubgraphsErrors, ListSubgraphsResponses, ListTablesData, ListTablesErrors, ListTablesResponses, ListUserApiKeysData, ListUserApiKeysResponses, ListUserOrgsData, ListUserOrgsResponses, LoginUserData, LoginUserErrors, LoginUserResponses, LogoutUserData, LogoutUserResponses, MaterializeGraphData, MaterializeGraphErrors, MaterializeGraphResponses, OauthCallbackData, OauthCallbackErrors, OauthCallbackResponses, QueryTablesData, QueryTablesErrors, QueryTablesResponses, RecommendAgentData, RecommendAgentErrors, RecommendAgentResponses, RefreshAuthSessionData, RefreshAuthSessionErrors, RefreshAuthSessionResponses, RegisterUserData, RegisterUserErrors, RegisterUserResponses, RemoveOrgMemberData, RemoveOrgMemberErrors, RemoveOrgMemberResponses, ResendVerificationEmailData, ResendVerificationEmailErrors, ResendVerificationEmailResponses, ResetPasswordData, ResetPasswordErrors, ResetPasswordResponses, RestoreBackupData, RestoreBackupErrors, RestoreBackupResponses, RevokeUserApiKeyData, RevokeUserApiKeyErrors, RevokeUserApiKeyResponses, SelectGraphData, SelectGraphErrors, SelectGraphResponses, SsoTokenExchangeData, SsoTokenExchangeErrors, SsoTokenExchangeResponses, StreamOperationEventsData, StreamOperationEventsErrors, StreamOperationEventsResponses, SyncConnectionData, SyncConnectionErrors, SyncConnectionResponses, UpdateFileData, UpdateFileErrors, UpdateFileResponses, UpdateOrgData, UpdateOrgErrors, UpdateOrgMemberRoleData, UpdateOrgMemberRoleErrors, UpdateOrgMemberRoleResponses, UpdateOrgResponses, UpdateUserApiKeyData, UpdateUserApiKeyErrors, UpdateUserApiKeyResponses, UpdateUserData, UpdateUserErrors, UpdateUserPasswordData, UpdateUserPasswordErrors, UpdateUserPasswordResponses, UpdateUserResponses, UpgradeSubscriptionData, UpgradeSubscriptionErrors, UpgradeSubscriptionResponses, ValidateResetTokenData, ValidateResetTokenErrors, ValidateResetTokenResponses, ValidateSchemaData, ValidateSchemaErrors, ValidateSchemaResponses, VerifyEmailData, VerifyEmailErrors, VerifyEmailResponses } from './types.gen';
 export type Options<TData extends TDataShape = TDataShape, ThrowOnError extends boolean = boolean> = Options2<TData, ThrowOnError> & {
     /**
      * You can provide a client instance returned by `createClient()` instead of
@@ -232,7 +232,7 @@ export declare const getOrgUsage: <ThrowOnError extends boolean = false>(options
  * Returns active and inactive connections with their current status.
  * Connections can be filtered by:
  * - **Entity**: Show connections for a specific entity
- * - **Provider**: Filter by connection type (sec, quickbooks, plaid)
+ * - **Provider**: Filter by connection type (sec, quickbooks)
  *
  * Each connection shows:
  * - Current sync status and health
@@ -260,11 +260,6 @@ export declare const listConnections: <ThrowOnError extends boolean = false>(opt
  * - Requires admin permissions in QuickBooks
  * - Complete with OAuth callback
  *
- * **Plaid Connections**:
- * - Returns Plaid Link token
- * - User completes bank authentication
- * - Exchange public token for access
- *
  * Note:
  * This operation is included - no credit consumption required.
  */
@@ -286,11 +281,6 @@ export declare const createConnection: <ThrowOnError extends boolean = false>(op
  * - Chart of accounts, transactions, trial balance
  * - Real-time sync capabilities
  *
- * **Plaid**: Bank account connections
- * - Secure bank authentication via Plaid Link
- * - Transaction history and balances
- * - Multi-account support
- *
  * No credits are consumed for viewing connection options.
  */
 export declare const getConnectionOptions: <ThrowOnError extends boolean = false>(options: Options<GetConnectionOptionsData, ThrowOnError>) => import("./client").RequestResult<GetConnectionOptionsResponses, GetConnectionOptionsErrors, ThrowOnError, "fields">;
@@ -377,11 +367,6 @@ export declare const getConnection: <ThrowOnError extends boolean = false>(optio
  * - Generates fresh trial balance
  * - Duration depends on data volume
  *
- * **Plaid Sync**:
- * - Retrieves recent bank transactions
- * - Updates account balances
- * - Categorizes new transactions
- *
  * Note:
  * This operation is included - no credit consumption required.
  *
@@ -1448,6 +1433,16 @@ export declare const listTables: <ThrowOnError extends boolean = false>(options:
  * Staging table queries are included - no credit consumption
  */
 export declare const queryTables: <ThrowOnError extends boolean = false>(options: Options<QueryTablesData, ThrowOnError>) => import("./client").RequestResult<QueryTablesResponses, QueryTablesErrors, ThrowOnError, "fields">;
+/**
+ * Create View
+ *
+ * Build a fact grid from existing facts in the graph.
+ *
+ * Queries Fact nodes by element qnames or canonical concepts, with optional
+ * filters for periods, entities, filing form, fiscal context, and period type.
+ * Returns deduplicated consolidated facts as a pivot table.
+ */
+export declare const createView: <ThrowOnError extends boolean = false>(options: Options<CreateViewData, ThrowOnError>) => import("./client").RequestResult<CreateViewResponses, CreateViewErrors, ThrowOnError, "fields">;
 /**
  * Get Materialization Status
  *
@@ -1843,7 +1838,7 @@ export declare const createGraph: <ThrowOnError extends boolean = false>(options
  *
  * **Available Extensions:**
  * - **RoboLedger**: Complete accounting system with XBRL reporting, general ledger, and financial statements
- * - **RoboInvestor**: Investment portfolio management and tracking
+ * - **RoboInvestor**: Investment portfolio management with securities tracking, trade execution, and risk analysis
  * - **RoboSCM**: Supply chain management and logistics
  * - **RoboFO**: Front office operations and CRM
  * - **RoboHRM**: Human resources management

package/sdk.gen.js

@@ -2,8 +2,8 @@
 // This file is auto-generated by @hey-api/openapi-ts
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.callMcpTool = exports.listMcpTools = exports.recommendAgent = exports.batchProcessQueries = exports.executeSpecificAgent = exports.getAgentMetadata = exports.autoSelectAgent = exports.listAgents = exports.syncConnection = exports.getConnection = exports.deleteConnection = exports.oauthCallback = exports.initOAuth = exports.getConnectionOptions = exports.createConnection = exports.listConnections = exports.getOrgUsage = exports.getOrgLimits = exports.updateOrgMemberRole = exports.removeOrgMember = exports.inviteOrgMember = exports.listOrgMembers = exports.listOrgGraphs = exports.updateOrg = exports.getOrg = exports.listUserOrgs = exports.updateUserApiKey = exports.revokeUserApiKey = exports.createUserApiKey = exports.listUserApiKeys = exports.updateUserPassword = exports.updateUser = exports.getCurrentUser = exports.getServiceStatus = exports.getCaptchaConfig = exports.completeSsoAuth = exports.ssoTokenExchange = exports.generateSsoToken = exports.resetPassword = exports.validateResetToken = exports.forgotPassword = exports.checkPasswordStrength = exports.getPasswordPolicy = exports.verifyEmail = exports.resendVerificationEmail = exports.refreshAuthSession = exports.getCurrentAuthUser = exports.logoutUser = exports.loginUser = exports.registerUser = void 0;
-exports.getOrgSubscription = exports.listOrgSubscriptions = exports.createPortalSession = exports.getOrgBillingCustomer = exports.cancelOperation = exports.getOperationStatus = exports.streamOperationEvents = exports.getServiceOfferings = exports.selectGraph = exports.getGraphCapacity = exports.getAvailableGraphTiers = exports.getAvailableExtensions = exports.createGraph = exports.getGraphs = exports.updateFile = exports.getFile = exports.deleteFile = exports.createFileUpload = exports.listFiles = exports.materializeGraph = exports.getMaterializationStatus = exports.queryTables = exports.listTables = exports.upgradeSubscription = exports.createRepositorySubscription = exports.getGraphSubscription = exports.getSubgraphQuota = exports.getSubgraphInfo = exports.deleteSubgraph = exports.createSubgraph = exports.listSubgraphs = exports.getGraphLimits = exports.getDatabaseInfo = exports.getDatabaseHealth = exports.checkStorageLimits = exports.getStorageUsage = exports.checkCreditBalance = exports.listCreditTransactions = exports.getCreditSummary = exports.validateSchema = exports.exportGraphSchema = exports.getGraphSchema = exports.executeCypherQuery = exports.getGraphUsageAnalytics = exports.getGraphMetrics = exports.getBackupStats = exports.restoreBackup = exports.getBackupDownloadUrl = exports.createBackup = exports.listBackups = void 0;
-exports.getCheckoutStatus = exports.createCheckoutSession = exports.getOrgUpcomingInvoice = exports.listOrgInvoices = exports.cancelOrgSubscription = void 0;
+exports.listOrgSubscriptions = exports.createPortalSession = exports.getOrgBillingCustomer = exports.cancelOperation = exports.getOperationStatus = exports.streamOperationEvents = exports.getServiceOfferings = exports.selectGraph = exports.getGraphCapacity = exports.getAvailableGraphTiers = exports.getAvailableExtensions = exports.createGraph = exports.getGraphs = exports.updateFile = exports.getFile = exports.deleteFile = exports.createFileUpload = exports.listFiles = exports.materializeGraph = exports.getMaterializationStatus = exports.createView = exports.queryTables = exports.listTables = exports.upgradeSubscription = exports.createRepositorySubscription = exports.getGraphSubscription = exports.getSubgraphQuota = exports.getSubgraphInfo = exports.deleteSubgraph = exports.createSubgraph = exports.listSubgraphs = exports.getGraphLimits = exports.getDatabaseInfo = exports.getDatabaseHealth = exports.checkStorageLimits = exports.getStorageUsage = exports.checkCreditBalance = exports.listCreditTransactions = exports.getCreditSummary = exports.validateSchema = exports.exportGraphSchema = exports.getGraphSchema = exports.executeCypherQuery = exports.getGraphUsageAnalytics = exports.getGraphMetrics = exports.getBackupStats = exports.restoreBackup = exports.getBackupDownloadUrl = exports.createBackup = exports.listBackups = void 0;
+exports.getCheckoutStatus = exports.createCheckoutSession = exports.getOrgUpcomingInvoice = exports.listOrgInvoices = exports.cancelOrgSubscription = exports.getOrgSubscription = void 0;
 const client_gen_1 = require("./client.gen");
 /**
  * Register New User
@@ -410,7 +410,7 @@ exports.getOrgUsage = getOrgUsage;
  * Returns active and inactive connections with their current status.
  * Connections can be filtered by:
  * - **Entity**: Show connections for a specific entity
- * - **Provider**: Filter by connection type (sec, quickbooks, plaid)
+ * - **Provider**: Filter by connection type (sec, quickbooks)
  *
  * Each connection shows:
  * - Current sync status and health
@@ -443,11 +443,6 @@ exports.listConnections = listConnections;
  * - Requires admin permissions in QuickBooks
  * - Complete with OAuth callback
  *
- * **Plaid Connections**:
- * - Returns Plaid Link token
- * - User completes bank authentication
- * - Exchange public token for access
- *
  * Note:
  * This operation is included - no credit consumption required.
  */
@@ -478,11 +473,6 @@ exports.createConnection = createConnection;
  * - Chart of accounts, transactions, trial balance
  * - Real-time sync capabilities
  *
- * **Plaid**: Bank account connections
- * - Secure bank authentication via Plaid Link
- * - Transaction history and balances
- * - Multi-account support
- *
  * No credits are consumed for viewing connection options.
  */
 const getConnectionOptions = (options) => (options.client ?? client_gen_1.client).get({
@@ -602,11 +592,6 @@ exports.getConnection = getConnection;
  * - Generates fresh trial balance
  * - Duration depends on data volume
  *
- * **Plaid Sync**:
- * - Retrieves recent bank transactions
- * - Updates account balances
- * - Categorizes new transactions
- *
  * Note:
  * This operation is included - no credit consumption required.
  *
@@ -1923,6 +1908,25 @@ const queryTables = (options) => (options.client ?? client_gen_1.client).post({
     }
 });
 exports.queryTables = queryTables;
+/**
+ * Create View
+ *
+ * Build a fact grid from existing facts in the graph.
+ *
+ * Queries Fact nodes by element qnames or canonical concepts, with optional
+ * filters for periods, entities, filing form, fiscal context, and period type.
+ * Returns deduplicated consolidated facts as a pivot table.
+ */
+const createView = (options) => (options.client ?? client_gen_1.client).post({
+    security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
+    url: '/v1/graphs/{graph_id}/views',
+    ...options,
+    headers: {
+        'Content-Type': 'application/json',
+        ...options.headers
+    }
+});
+exports.createView = createView;
 /**
  * Get Materialization Status
  *
@@ -2379,7 +2383,7 @@ exports.createGraph = createGraph;
  *
  * **Available Extensions:**
  * - **RoboLedger**: Complete accounting system with XBRL reporting, general ledger, and financial statements
- * - **RoboInvestor**: Investment portfolio management and tracking
+ * - **RoboInvestor**: Investment portfolio management with securities tracking, trade execution, and risk analysis
  * - **RoboSCM**: Supply chain management and logistics
  * - **RoboFO**: Front office operations and CRM
  * - **RoboHRM**: Human resources management

package/sdk.gen.ts

@@ -2,7 +2,7 @@
 
 import type { Client, Options as Options2, TDataShape } from './client';
 import { client } from './client.gen';
-import type { AutoSelectAgentData, AutoSelectAgentErrors, AutoSelectAgentResponses, BatchProcessQueriesData, BatchProcessQueriesErrors, BatchProcessQueriesResponses, CallMcpToolData, CallMcpToolErrors, CallMcpToolResponses, CancelOperationData, CancelOperationErrors, CancelOperationResponses, CancelOrgSubscriptionData, CancelOrgSubscriptionErrors, CancelOrgSubscriptionResponses, CheckCreditBalanceData, CheckCreditBalanceErrors, CheckCreditBalanceResponses, CheckPasswordStrengthData, CheckPasswordStrengthErrors, CheckPasswordStrengthResponses, CheckStorageLimitsData, CheckStorageLimitsErrors, CheckStorageLimitsResponses, CompleteSsoAuthData, CompleteSsoAuthErrors, CompleteSsoAuthResponses, CreateBackupData, CreateBackupErrors, CreateBackupResponses, CreateCheckoutSessionData, CreateCheckoutSessionErrors, CreateCheckoutSessionResponses, CreateConnectionData, CreateConnectionErrors, CreateConnectionResponses, CreateFileUploadData, CreateFileUploadErrors, CreateFileUploadResponses, CreateGraphData, CreateGraphErrors, CreateGraphResponses, CreatePortalSessionData, CreatePortalSessionErrors, CreatePortalSessionResponses, CreateRepositorySubscriptionData, CreateRepositorySubscriptionErrors, CreateRepositorySubscriptionResponses, CreateSubgraphData, CreateSubgraphErrors, CreateSubgraphResponses, CreateUserApiKeyData, CreateUserApiKeyErrors, CreateUserApiKeyResponses, DeleteConnectionData, DeleteConnectionErrors, DeleteConnectionResponses, DeleteFileData, DeleteFileErrors, DeleteFileResponses, DeleteSubgraphData, DeleteSubgraphErrors, DeleteSubgraphResponses, ExecuteCypherQueryData, ExecuteCypherQueryErrors, ExecuteCypherQueryResponses, ExecuteSpecificAgentData, ExecuteSpecificAgentErrors, ExecuteSpecificAgentResponses, ExportGraphSchemaData, ExportGraphSchemaErrors, ExportGraphSchemaResponses, ForgotPasswordData, ForgotPasswordErrors, ForgotPasswordResponses, GenerateSsoTokenData, GenerateSsoTokenErrors, GenerateSsoTokenResponses, GetAgentMetadataData, GetAgentMetadataErrors, GetAgentMetadataResponses, GetAvailableExtensionsData, GetAvailableExtensionsErrors, GetAvailableExtensionsResponses, GetAvailableGraphTiersData, GetAvailableGraphTiersErrors, GetAvailableGraphTiersResponses, GetBackupDownloadUrlData, GetBackupDownloadUrlErrors, GetBackupDownloadUrlResponses, GetBackupStatsData, GetBackupStatsErrors, GetBackupStatsResponses, GetCaptchaConfigData, GetCaptchaConfigResponses, GetCheckoutStatusData, GetCheckoutStatusErrors, GetCheckoutStatusResponses, GetConnectionData, GetConnectionErrors, GetConnectionOptionsData, GetConnectionOptionsErrors, GetConnectionOptionsResponses, GetConnectionResponses, GetCreditSummaryData, GetCreditSummaryErrors, GetCreditSummaryResponses, GetCurrentAuthUserData, GetCurrentAuthUserErrors, GetCurrentAuthUserResponses, GetCurrentUserData, GetCurrentUserResponses, GetDatabaseHealthData, GetDatabaseHealthErrors, GetDatabaseHealthResponses, GetDatabaseInfoData, GetDatabaseInfoErrors, GetDatabaseInfoResponses, GetFileData, GetFileErrors, GetFileResponses, GetGraphCapacityData, GetGraphCapacityErrors, GetGraphCapacityResponses, GetGraphLimitsData, GetGraphLimitsErrors, GetGraphLimitsResponses, GetGraphMetricsData, GetGraphMetricsErrors, GetGraphMetricsResponses, GetGraphSchemaData, GetGraphSchemaErrors, GetGraphSchemaResponses, GetGraphsData, GetGraphsErrors, GetGraphsResponses, GetGraphSubscriptionData, GetGraphSubscriptionErrors, GetGraphSubscriptionResponses, GetGraphUsageAnalyticsData, GetGraphUsageAnalyticsErrors, GetGraphUsageAnalyticsResponses, GetMaterializationStatusData, GetMaterializationStatusErrors, GetMaterializationStatusResponses, GetOperationStatusData, GetOperationStatusErrors, GetOperationStatusResponses, GetOrgBillingCustomerData, GetOrgBillingCustomerErrors, GetOrgBillingCustomerResponses, GetOrgData, GetOrgErrors, GetOrgLimitsData, GetOrgLimitsErrors, GetOrgLimitsResponses, GetOrgResponses, GetOrgSubscriptionData, GetOrgSubscriptionErrors, GetOrgSubscriptionResponses, GetOrgUpcomingInvoiceData, GetOrgUpcomingInvoiceErrors, GetOrgUpcomingInvoiceResponses, GetOrgUsageData, GetOrgUsageErrors, GetOrgUsageResponses, GetPasswordPolicyData, GetPasswordPolicyResponses, GetServiceOfferingsData, GetServiceOfferingsErrors, GetServiceOfferingsResponses, GetServiceStatusData, GetServiceStatusResponses, GetStorageUsageData, GetStorageUsageErrors, GetStorageUsageResponses, GetSubgraphInfoData, GetSubgraphInfoErrors, GetSubgraphInfoResponses, GetSubgraphQuotaData, GetSubgraphQuotaErrors, GetSubgraphQuotaResponses, InitOAuthData, InitOAuthErrors, InitOAuthResponses, InviteOrgMemberData, InviteOrgMemberErrors, InviteOrgMemberResponses, ListAgentsData, ListAgentsErrors, ListAgentsResponses, ListBackupsData, ListBackupsErrors, ListBackupsResponses, ListConnectionsData, ListConnectionsErrors, ListConnectionsResponses, ListCreditTransactionsData, ListCreditTransactionsErrors, ListCreditTransactionsResponses, ListFilesData, ListFilesErrors, ListFilesResponses, ListMcpToolsData, ListMcpToolsErrors, ListMcpToolsResponses, ListOrgGraphsData, ListOrgGraphsErrors, ListOrgGraphsResponses, ListOrgInvoicesData, ListOrgInvoicesErrors, ListOrgInvoicesResponses, ListOrgMembersData, ListOrgMembersErrors, ListOrgMembersResponses, ListOrgSubscriptionsData, ListOrgSubscriptionsErrors, ListOrgSubscriptionsResponses, ListSubgraphsData, ListSubgraphsErrors, ListSubgraphsResponses, ListTablesData, ListTablesErrors, ListTablesResponses, ListUserApiKeysData, ListUserApiKeysResponses, ListUserOrgsData, ListUserOrgsResponses, LoginUserData, LoginUserErrors, LoginUserResponses, LogoutUserData, LogoutUserResponses, MaterializeGraphData, MaterializeGraphErrors, MaterializeGraphResponses, OauthCallbackData, OauthCallbackErrors, OauthCallbackResponses, QueryTablesData, QueryTablesErrors, QueryTablesResponses, RecommendAgentData, RecommendAgentErrors, RecommendAgentResponses, RefreshAuthSessionData, RefreshAuthSessionErrors, RefreshAuthSessionResponses, RegisterUserData, RegisterUserErrors, RegisterUserResponses, RemoveOrgMemberData, RemoveOrgMemberErrors, RemoveOrgMemberResponses, ResendVerificationEmailData, ResendVerificationEmailErrors, ResendVerificationEmailResponses, ResetPasswordData, ResetPasswordErrors, ResetPasswordResponses, RestoreBackupData, RestoreBackupErrors, RestoreBackupResponses, RevokeUserApiKeyData, RevokeUserApiKeyErrors, RevokeUserApiKeyResponses, SelectGraphData, SelectGraphErrors, SelectGraphResponses, SsoTokenExchangeData, SsoTokenExchangeErrors, SsoTokenExchangeResponses, StreamOperationEventsData, StreamOperationEventsErrors, StreamOperationEventsResponses, SyncConnectionData, SyncConnectionErrors, SyncConnectionResponses, UpdateFileData, UpdateFileErrors, UpdateFileResponses, UpdateOrgData, UpdateOrgErrors, UpdateOrgMemberRoleData, UpdateOrgMemberRoleErrors, UpdateOrgMemberRoleResponses, UpdateOrgResponses, UpdateUserApiKeyData, UpdateUserApiKeyErrors, UpdateUserApiKeyResponses, UpdateUserData, UpdateUserErrors, UpdateUserPasswordData, UpdateUserPasswordErrors, UpdateUserPasswordResponses, UpdateUserResponses, UpgradeSubscriptionData, UpgradeSubscriptionErrors, UpgradeSubscriptionResponses, ValidateResetTokenData, ValidateResetTokenErrors, ValidateResetTokenResponses, ValidateSchemaData, ValidateSchemaErrors, ValidateSchemaResponses, VerifyEmailData, VerifyEmailErrors, VerifyEmailResponses } from './types.gen';
+import type { AutoSelectAgentData, AutoSelectAgentErrors, AutoSelectAgentResponses, BatchProcessQueriesData, BatchProcessQueriesErrors, BatchProcessQueriesResponses, CallMcpToolData, CallMcpToolErrors, CallMcpToolResponses, CancelOperationData, CancelOperationErrors, CancelOperationResponses, CancelOrgSubscriptionData, CancelOrgSubscriptionErrors, CancelOrgSubscriptionResponses, CheckCreditBalanceData, CheckCreditBalanceErrors, CheckCreditBalanceResponses, CheckPasswordStrengthData, CheckPasswordStrengthErrors, CheckPasswordStrengthResponses, CheckStorageLimitsData, CheckStorageLimitsErrors, CheckStorageLimitsResponses, CompleteSsoAuthData, CompleteSsoAuthErrors, CompleteSsoAuthResponses, CreateBackupData, CreateBackupErrors, CreateBackupResponses, CreateCheckoutSessionData, CreateCheckoutSessionErrors, CreateCheckoutSessionResponses, CreateConnectionData, CreateConnectionErrors, CreateConnectionResponses, CreateFileUploadData, CreateFileUploadErrors, CreateFileUploadResponses, CreateGraphData, CreateGraphErrors, CreateGraphResponses, CreatePortalSessionData, CreatePortalSessionErrors, CreatePortalSessionResponses, CreateRepositorySubscriptionData, CreateRepositorySubscriptionErrors, CreateRepositorySubscriptionResponses, CreateSubgraphData, CreateSubgraphErrors, CreateSubgraphResponses, CreateUserApiKeyData, CreateUserApiKeyErrors, CreateUserApiKeyResponses, CreateViewData, CreateViewErrors, CreateViewResponses, DeleteConnectionData, DeleteConnectionErrors, DeleteConnectionResponses, DeleteFileData, DeleteFileErrors, DeleteFileResponses, DeleteSubgraphData, DeleteSubgraphErrors, DeleteSubgraphResponses, ExecuteCypherQueryData, ExecuteCypherQueryErrors, ExecuteCypherQueryResponses, ExecuteSpecificAgentData, ExecuteSpecificAgentErrors, ExecuteSpecificAgentResponses, ExportGraphSchemaData, ExportGraphSchemaErrors, ExportGraphSchemaResponses, ForgotPasswordData, ForgotPasswordErrors, ForgotPasswordResponses, GenerateSsoTokenData, GenerateSsoTokenErrors, GenerateSsoTokenResponses, GetAgentMetadataData, GetAgentMetadataErrors, GetAgentMetadataResponses, GetAvailableExtensionsData, GetAvailableExtensionsErrors, GetAvailableExtensionsResponses, GetAvailableGraphTiersData, GetAvailableGraphTiersErrors, GetAvailableGraphTiersResponses, GetBackupDownloadUrlData, GetBackupDownloadUrlErrors, GetBackupDownloadUrlResponses, GetBackupStatsData, GetBackupStatsErrors, GetBackupStatsResponses, GetCaptchaConfigData, GetCaptchaConfigResponses, GetCheckoutStatusData, GetCheckoutStatusErrors, GetCheckoutStatusResponses, GetConnectionData, GetConnectionErrors, GetConnectionOptionsData, GetConnectionOptionsErrors, GetConnectionOptionsResponses, GetConnectionResponses, GetCreditSummaryData, GetCreditSummaryErrors, GetCreditSummaryResponses, GetCurrentAuthUserData, GetCurrentAuthUserErrors, GetCurrentAuthUserResponses, GetCurrentUserData, GetCurrentUserResponses, GetDatabaseHealthData, GetDatabaseHealthErrors, GetDatabaseHealthResponses, GetDatabaseInfoData, GetDatabaseInfoErrors, GetDatabaseInfoResponses, GetFileData, GetFileErrors, GetFileResponses, GetGraphCapacityData, GetGraphCapacityErrors, GetGraphCapacityResponses, GetGraphLimitsData, GetGraphLimitsErrors, GetGraphLimitsResponses, GetGraphMetricsData, GetGraphMetricsErrors, GetGraphMetricsResponses, GetGraphSchemaData, GetGraphSchemaErrors, GetGraphSchemaResponses, GetGraphsData, GetGraphsErrors, GetGraphsResponses, GetGraphSubscriptionData, GetGraphSubscriptionErrors, GetGraphSubscriptionResponses, GetGraphUsageAnalyticsData, GetGraphUsageAnalyticsErrors, GetGraphUsageAnalyticsResponses, GetMaterializationStatusData, GetMaterializationStatusErrors, GetMaterializationStatusResponses, GetOperationStatusData, GetOperationStatusErrors, GetOperationStatusResponses, GetOrgBillingCustomerData, GetOrgBillingCustomerErrors, GetOrgBillingCustomerResponses, GetOrgData, GetOrgErrors, GetOrgLimitsData, GetOrgLimitsErrors, GetOrgLimitsResponses, GetOrgResponses, GetOrgSubscriptionData, GetOrgSubscriptionErrors, GetOrgSubscriptionResponses, GetOrgUpcomingInvoiceData, GetOrgUpcomingInvoiceErrors, GetOrgUpcomingInvoiceResponses, GetOrgUsageData, GetOrgUsageErrors, GetOrgUsageResponses, GetPasswordPolicyData, GetPasswordPolicyResponses, GetServiceOfferingsData, GetServiceOfferingsErrors, GetServiceOfferingsResponses, GetServiceStatusData, GetServiceStatusResponses, GetStorageUsageData, GetStorageUsageErrors, GetStorageUsageResponses, GetSubgraphInfoData, GetSubgraphInfoErrors, GetSubgraphInfoResponses, GetSubgraphQuotaData, GetSubgraphQuotaErrors, GetSubgraphQuotaResponses, InitOAuthData, InitOAuthErrors, InitOAuthResponses, InviteOrgMemberData, InviteOrgMemberErrors, InviteOrgMemberResponses, ListAgentsData, ListAgentsErrors, ListAgentsResponses, ListBackupsData, ListBackupsErrors, ListBackupsResponses, ListConnectionsData, ListConnectionsErrors, ListConnectionsResponses, ListCreditTransactionsData, ListCreditTransactionsErrors, ListCreditTransactionsResponses, ListFilesData, ListFilesErrors, ListFilesResponses, ListMcpToolsData, ListMcpToolsErrors, ListMcpToolsResponses, ListOrgGraphsData, ListOrgGraphsErrors, ListOrgGraphsResponses, ListOrgInvoicesData, ListOrgInvoicesErrors, ListOrgInvoicesResponses, ListOrgMembersData, ListOrgMembersErrors, ListOrgMembersResponses, ListOrgSubscriptionsData, ListOrgSubscriptionsErrors, ListOrgSubscriptionsResponses, ListSubgraphsData, ListSubgraphsErrors, ListSubgraphsResponses, ListTablesData, ListTablesErrors, ListTablesResponses, ListUserApiKeysData, ListUserApiKeysResponses, ListUserOrgsData, ListUserOrgsResponses, LoginUserData, LoginUserErrors, LoginUserResponses, LogoutUserData, LogoutUserResponses, MaterializeGraphData, MaterializeGraphErrors, MaterializeGraphResponses, OauthCallbackData, OauthCallbackErrors, OauthCallbackResponses, QueryTablesData, QueryTablesErrors, QueryTablesResponses, RecommendAgentData, RecommendAgentErrors, RecommendAgentResponses, RefreshAuthSessionData, RefreshAuthSessionErrors, RefreshAuthSessionResponses, RegisterUserData, RegisterUserErrors, RegisterUserResponses, RemoveOrgMemberData, RemoveOrgMemberErrors, RemoveOrgMemberResponses, ResendVerificationEmailData, ResendVerificationEmailErrors, ResendVerificationEmailResponses, ResetPasswordData, ResetPasswordErrors, ResetPasswordResponses, RestoreBackupData, RestoreBackupErrors, RestoreBackupResponses, RevokeUserApiKeyData, RevokeUserApiKeyErrors, RevokeUserApiKeyResponses, SelectGraphData, SelectGraphErrors, SelectGraphResponses, SsoTokenExchangeData, SsoTokenExchangeErrors, SsoTokenExchangeResponses, StreamOperationEventsData, StreamOperationEventsErrors, StreamOperationEventsResponses, SyncConnectionData, SyncConnectionErrors, SyncConnectionResponses, UpdateFileData, UpdateFileErrors, UpdateFileResponses, UpdateOrgData, UpdateOrgErrors, UpdateOrgMemberRoleData, UpdateOrgMemberRoleErrors, UpdateOrgMemberRoleResponses, UpdateOrgResponses, UpdateUserApiKeyData, UpdateUserApiKeyErrors, UpdateUserApiKeyResponses, UpdateUserData, UpdateUserErrors, UpdateUserPasswordData, UpdateUserPasswordErrors, UpdateUserPasswordResponses, UpdateUserResponses, UpgradeSubscriptionData, UpgradeSubscriptionErrors, UpgradeSubscriptionResponses, ValidateResetTokenData, ValidateResetTokenErrors, ValidateResetTokenResponses, ValidateSchemaData, ValidateSchemaErrors, ValidateSchemaResponses, VerifyEmailData, VerifyEmailErrors, VerifyEmailResponses } from './types.gen';
 
 export type Options<TData extends TDataShape = TDataShape, ThrowOnError extends boolean = boolean> = Options2<TData, ThrowOnError> & {
     /**
@@ -423,7 +423,7 @@ export const getOrgUsage = <ThrowOnError extends boolean = false>(options: Optio
  * Returns active and inactive connections with their current status.
  * Connections can be filtered by:
  * - **Entity**: Show connections for a specific entity
- * - **Provider**: Filter by connection type (sec, quickbooks, plaid)
+ * - **Provider**: Filter by connection type (sec, quickbooks)
  *
  * Each connection shows:
  * - Current sync status and health
@@ -456,11 +456,6 @@ export const listConnections = <ThrowOnError extends boolean = false>(options: O
  * - Requires admin permissions in QuickBooks
  * - Complete with OAuth callback
  *
- * **Plaid Connections**:
- * - Returns Plaid Link token
- * - User completes bank authentication
- * - Exchange public token for access
- *
  * Note:
  * This operation is included - no credit consumption required.
  */
@@ -491,11 +486,6 @@ export const createConnection = <ThrowOnError extends boolean = false>(options:
  * - Chart of accounts, transactions, trial balance
  * - Real-time sync capabilities
  *
- * **Plaid**: Bank account connections
- * - Secure bank authentication via Plaid Link
- * - Transaction history and balances
- * - Multi-account support
- *
  * No credits are consumed for viewing connection options.
  */
 export const getConnectionOptions = <ThrowOnError extends boolean = false>(options: Options<GetConnectionOptionsData, ThrowOnError>) => (options.client ?? client).get<GetConnectionOptionsResponses, GetConnectionOptionsErrors, ThrowOnError>({
@@ -615,11 +605,6 @@ export const getConnection = <ThrowOnError extends boolean = false>(options: Opt
  * - Generates fresh trial balance
  * - Duration depends on data volume
  *
- * **Plaid Sync**:
- * - Retrieves recent bank transactions
- * - Updates account balances
- * - Categorizes new transactions
- *
  * Note:
  * This operation is included - no credit consumption required.
  *
@@ -1936,6 +1921,25 @@ export const queryTables = <ThrowOnError extends boolean = false>(options: Optio
     }
 });
 
+/**
+ * Create View
+ *
+ * Build a fact grid from existing facts in the graph.
+ *
+ * Queries Fact nodes by element qnames or canonical concepts, with optional
+ * filters for periods, entities, filing form, fiscal context, and period type.
+ * Returns deduplicated consolidated facts as a pivot table.
+ */
+export const createView = <ThrowOnError extends boolean = false>(options: Options<CreateViewData, ThrowOnError>) => (options.client ?? client).post<CreateViewResponses, CreateViewErrors, ThrowOnError>({
+    security: [{ name: 'X-API-Key', type: 'apiKey' }, { scheme: 'bearer', type: 'http' }],
+    url: '/v1/graphs/{graph_id}/views',
+    ...options,
+    headers: {
+        'Content-Type': 'application/json',
+        ...options.headers
+    }
+});
+
 /**
  * Get Materialization Status
  *
@@ -2392,7 +2396,7 @@ export const createGraph = <ThrowOnError extends boolean = false>(options: Optio
  *
  * **Available Extensions:**
  * - **RoboLedger**: Complete accounting system with XBRL reporting, general ledger, and financial statements
- * - **RoboInvestor**: Investment portfolio management and tracking
+ * - **RoboInvestor**: Investment portfolio management with securities tracking, trade execution, and risk analysis
  * - **RoboSCM**: Supply chain management and logistics
  * - **RoboFO**: Front office operations and CRM
  * - **RoboHRM**: Human resources management

package/types.gen.d.ts

@@ -974,7 +974,7 @@ export type ConnectionProviderInfo = {
      *
      * Provider identifier
      */
-    provider: 'sec' | 'quickbooks' | 'plaid';
+    provider: 'sec' | 'quickbooks';
     /**
      * Display Name
      *
@@ -1065,7 +1065,7 @@ export type ConnectionResponse = {
      *
      * Entity identifier
      */
-    entity_id: string;
+    entity_id?: string | null;
     /**
      * Status
      *
@@ -1277,16 +1277,15 @@ export type CreateConnectionRequest = {
      *
      * Connection provider type
      */
-    provider: 'sec' | 'quickbooks' | 'plaid';
+    provider: 'sec' | 'quickbooks';
     /**
      * Entity Id
      *
-     * Entity identifier
+     * Entity identifier. Required for QuickBooks, optional for SEC (SEC creates the entity from filing data).
      */
-    entity_id: string;
+    entity_id?: string | null;
     sec_config?: SecConnectionConfig | null;
     quickbooks_config?: QuickBooksConnectionConfig | null;
-    plaid_config?: PlaidConnectionConfig | null;
 };
 /**
  * CreateGraphRequest
@@ -1391,6 +1390,75 @@ export type CreateSubgraphRequest = {
      */
     fork_parent?: boolean;
 };
+/**
+ * CreateViewRequest
+ */
+export type CreateViewRequest = {
+    /**
+     * Elements
+     *
+     * Element qnames (e.g., 'us-gaap:Assets'). Can combine with canonical_concepts.
+     */
+    elements?: Array<string>;
+    /**
+     * Canonical Concepts
+     *
+     * Canonical concept names (e.g., 'revenue', 'net_income'). Matches all mapped qnames.
+     */
+    canonical_concepts?: Array<string>;
+    /**
+     * Periods
+     *
+     * Period end dates (YYYY-MM-DD format)
+     */
+    periods?: Array<string>;
+    /**
+     * Entity
+     *
+     * Filter by entity ticker, CIK, or name
+     */
+    entity?: string | null;
+    /**
+     * Entities
+     *
+     * Filter by multiple entity tickers (e.g., ['NVDA', 'AAPL'])
+     */
+    entities?: Array<string>;
+    /**
+     * Form
+     *
+     * Filter by SEC filing form type (e.g., '10-K', '10-Q')
+     */
+    form?: string | null;
+    /**
+     * Fiscal Year
+     *
+     * Filter by fiscal year (e.g., 2024)
+     */
+    fiscal_year?: number | null;
+    /**
+     * Fiscal Period
+     *
+     * Filter by fiscal period (e.g., 'FY', 'Q1', 'Q2', 'Q3')
+     */
+    fiscal_period?: string | null;
+    /**
+     * Period Type
+     *
+     * Filter by period type: 'annual', 'quarterly', or 'instant'
+     */
+    period_type?: string | null;
+    /**
+     * Include Summary
+     *
+     * Include summary statistics per element
+     */
+    include_summary?: boolean;
+    /**
+     * View/pivot configuration
+     */
+    view_config?: ViewConfig;
+};
 /**
  * CreditLimits
  *
@@ -4151,47 +4219,6 @@ export type PerformanceInsights = {
      */
     performance_score: number;
 };
-/**
- * PlaidConnectionConfig
- *
- * Plaid-specific connection configuration.
- */
-export type PlaidConnectionConfig = {
-    /**
-     * Public Token
-     *
-     * Plaid public token for exchange
-     */
-    public_token?: string | null;
-    /**
-     * Access Token
-     *
-     * Plaid access token (set after exchange)
-     */
-    access_token?: string | null;
-    /**
-     * Item Id
-     *
-     * Plaid item ID
-     */
-    item_id?: string | null;
-    /**
-     * Institution
-     *
-     * Institution information
-     */
-    institution?: {
-        [key: string]: unknown;
-    } | null;
-    /**
-     * Accounts
-     *
-     * Connected accounts
-     */
-    accounts?: Array<{
-        [key: string]: unknown;
-    }> | null;
-};
 /**
  * PortalSessionResponse
  *
@@ -4441,15 +4468,9 @@ export type SecConnectionConfig = {
     /**
      * Cik
      *
-     * 10-digit CIK number
+     * SEC Central Index Key
      */
     cik: string;
-    /**
-     * Entity Name
-     *
-     * Entity name from SEC
-     */
-    entity_name?: string | null;
 };
 /**
  * SSOCompleteRequest
@@ -5532,6 +5553,98 @@ export type ValidationError = {
         [key: string]: unknown;
     };
 };
+/**
+ * ViewAxisConfig
+ */
+export type ViewAxisConfig = {
+    /**
+     * Type
+     *
+     * Axis type: 'element', 'period', 'dimension', 'entity'
+     */
+    type: string;
+    /**
+     * Dimension Axis
+     *
+     * Dimension axis name for dimension-type axes
+     */
+    dimension_axis?: string | null;
+    /**
+     * Include Null Dimension
+     *
+     * Include facts where this dimension is NULL (default: false)
+     */
+    include_null_dimension?: boolean;
+    /**
+     * Selected Members
+     *
+     * Specific members to include (e.g., ['2024-12-31', '2023-12-31'])
+     */
+    selected_members?: Array<string> | null;
+    /**
+     * Member Order
+     *
+     * Explicit ordering of members (overrides default sort)
+     */
+    member_order?: Array<string> | null;
+    /**
+     * Member Labels
+     *
+     * Custom labels for members (e.g., {'2024-12-31': 'Current Year'})
+     */
+    member_labels?: {
+        [key: string]: string;
+    } | null;
+    /**
+     * Element Order
+     *
+     * Element ordering for hierarchy display (e.g., ['us-gaap:Assets', 'us-gaap:Cash', ...])
+     */
+    element_order?: Array<string> | null;
+    /**
+     * Element Labels
+     *
+     * Custom labels for elements (e.g., {'us-gaap:Cash': 'Cash and Cash Equivalents'})
+     */
+    element_labels?: {
+        [key: string]: string;
+    } | null;
+};
+/**
+ * ViewConfig
+ */
+export type ViewConfig = {
+    /**
+     * Rows
+     *
+     * Row axis configuration
+     */
+    rows?: Array<ViewAxisConfig>;
+    /**
+     * Columns
+     *
+     * Column axis configuration
+     */
+    columns?: Array<ViewAxisConfig>;
+    /**
+     * Values
+     *
+     * Field to use for values (default: numeric_value)
+     */
+    values?: string;
+    /**
+     * Aggregation Function
+     *
+     * Aggregation function: sum, average, count
+     */
+    aggregation_function?: string;
+    /**
+     * Fill Value
+     *
+     * Value to use for missing data
+     */
+    fill_value?: number;
+};
 export type RegisterUserData = {
     body: RegisterRequest;
     path?: never;
@@ -6353,7 +6466,7 @@ export type ListConnectionsData = {
          *
          * Filter by provider type
          */
-        provider?: 'sec' | 'quickbooks' | 'plaid' | null;
+        provider?: 'sec' | 'quickbooks' | null;
     };
     url: '/v1/graphs/{graph_id}/connections';
 };
@@ -8273,6 +8386,30 @@ export type QueryTablesResponses = {
     200: TableQueryResponse;
 };
 export type QueryTablesResponse = QueryTablesResponses[keyof QueryTablesResponses];
+export type CreateViewData = {
+    body: CreateViewRequest;
+    path: {
+        /**
+         * Graph Id
+         */
+        graph_id: string;
+    };
+    query?: never;
+    url: '/v1/graphs/{graph_id}/views';
+};
+export type CreateViewErrors = {
+    /**
+     * Validation Error
+     */
+    422: HttpValidationError;
+};
+export type CreateViewError = CreateViewErrors[keyof CreateViewErrors];
+export type CreateViewResponses = {
+    /**
+     * Successful Response
+     */
+    200: unknown;
+};
 export type GetMaterializationStatusData = {
     body?: never;
     path: {