Demander API - Financial Securities

This article is part of the REST Integration API documentation.

Documentation to consult, insert, update and delete financial securities.

Consultation

List the company’s financial securities. Without filter, considers dataAlteracao from the last 6 months.

Rota: {host}/public/v1/titulos-financeiros?pagina={pagina}&limite={limite}&filtroDataAlteracao={data}&operadorFiltro={operador}
Método: GET

Caution

Pagination

• pagina — base 1 (default 1)
• limite — default 100, maximum 500

Filters

• filtroDataAlteracao — Y-m-d format
• operadorFiltro (optional) — <, >, =, <=, >= (default >=)

Return:

{
  "titulosFinanceiros": [
    {
      "codigo": "5349",
      "numParcela": "1",
      "cpfCNPJCliente": "10.449.962/0001-86",
      "dataEmissao": "2020-01-02 00:00:00",
      "dataVencimento": "2020-02-01 00:00:00",
      "tipoTitulo": "Duplicata",
      "valor": 5792,
      "quitado": 0,
      "ativo": 1,
      "valorMultaJuros": 0,
      "codCliente": 4441,
      "dataUltimaAtualizacao": "2020-02-28 14:30:00",
      "numeroDocumento": "NF-e 1024 / Pedido 102345",
      "dataPagamento": null,
      "valorComissao": 0,
      "codFilial": null,
      "codVendedor": null,
      "dataAlteracao": "2026-07-27 10:00:00"
    }
  ]
}

Insert or update

POST upsert by the compound key codigo + numParcela.

Rota: {host}/public/v1/titulos-financeiros
Método: POST
Body: json

Property	Type	Size	Mandatory	Description
code	string	30	✓	Title code. Part of the upsert key.
numParcela	string	20		Parcel number. Part of the upsert key. Can be omitted.
cpfCNPJCliente	string	20	✓	Customer CPF/CNPJ. Accepts with or without a mask; the API writes formatted.
dataEmissao	date		✓	Date of issue. Format Y-m-d.
dataVencimento	date		✓	Expiration date. Format Y-m-d.
tipoTitulo	string	50	✓	Title type. E.g.: Boleto, Check, Duplicate.
value	decimal		✓	Title value. Accepts 0.
paid off	int			Values: 0 (open) or 1 (paid). Default on inclusion: 0.
active	int			Values: 0 or 1. Default on inclusion: 1.
valorMultaJuros	decimal			Accumulated value of fines and interest. Default on inclusion: 0.
codCliente	int			Customer code in Demander.
dataUltimaAtualizacao	datetime			Used by the Billing Registration module.
numeroDocumento	string	50		Number of the document that generated the title. Ex.: NF-e 1024.
dataPagamento	date			Payment date. Fill out only if the title is paid.
valorComissao	decimal			Amount of the seller’s commission. Default on inclusion: 0.
codFilial	string	15		Code of the branch linked to the title.
codVendedor	int			If informed, restrict viewing to the salesperson and their managers.

Caution

Inclusion

• It is necessary to send all attributes that are mandatory. Return 201.

Update

• Only codigo is mandatory (numParcela when it is part of the key). Return 200.

Body:

{
  "codigo": "5349",
  "numParcela": "1",
  "cpfCNPJCliente": "10.449.962/0001-86",
  "dataEmissao": "2020-01-02",
  "dataVencimento": "2020-02-01",
  "tipoTitulo": "Duplicata",
  "valor": 5792.0,
  "quitado": 0,
  "ativo": 1,
  "valorMultaJuros": 0,
  "codCliente": 4441,
  "dataUltimaAtualizacao": "2020-02-28 14:30:00",
  "numeroDocumento": "NF-e 1024 / Pedido 102345"
}

Return:

{
  "codigo": "5349",
  "numParcela": "1",
  "cpfCNPJCliente": "10.449.962/0001-86",
  "dataEmissao": "2020-01-02 00:00:00",
  "dataVencimento": "2020-02-01 00:00:00",
  "tipoTitulo": "Duplicata",
  "valor": 5792,
  "quitado": 0,
  "ativo": 1,
  "valorMultaJuros": 0,
  "codCliente": 4441,
  "dataUltimaAtualizacao": "2020-02-28 14:30:00",
  "numeroDocumento": "NF-e 1024 / Pedido 102345",
  "dataPagamento": null,
  "valorComissao": 0,
  "codFilial": null,
  "codVendedor": null,
  "dataAlteracao": "2026-07-27 10:00:00"
}

Delete

Removes the financial title.

Rota: {host}/public/v1/titulos-financeiros?codigo={codigo}&numParcela={numParcela}
Método: DELETE

Return:

{
  "mensagem": "Registro excluído com sucesso."
}