Caruso GraphQL Admin API
The Caruso Admin API is a GraphQL API for managing investor, fund, and transaction data on the Caruso platform.
This site is the human-readable companion to the auto-generated GraphQL Schema Reference. Use it to onboard, learn the data model, and find ready-to-use query patterns.
Read this first
- Overview — what the API is for and who can call it.
- Authentication & first query — token formats, headers, a minimal call.
- Rate limits — request budgets, headers, complexity caps.
- Error model — error envelope and how to branch on it.
Build something
- Pagination and searching — cursor pagination patterns used across every search endpoint.
- Bulk-updating tags
- Creating a distribution
- Fetching investor portfolio values
- Listing advisers and their firms
- CRM integration
Learn the domain
- Data model overview — Accounts, Investing Entities, Holdings, Funds, Distributions.
- Investor identity — Accounts, Prospects, Investing Entities, Related Parties.
- Funds, unit classes & holdings
- Transactions — capital calls, distributions, redemptions.
- Tax & regulatory — PIR, RWT, NRWT, FATCA/CRS.
- Advisers — adviser profiles, firms, licence holders.
- Glossary.