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v1

latestOpenAPI 3.0.32026-07-24411867.5 KB

Create a new entity and user

Creates a client user and their primary entity.

post/clients

Headers

ngrok-skip-browser-warningstring required
Example:true

Bypass ngrok browser warning (dev only).

Request body

fnamestring required
lnamestring required
emailstring email required
assigned_advisor_idinteger required
company_namestring nullable

Entity name (Leave blank if individual)

entity_typestring nullable

Entity Type

phone_numberstring nullable
time_zonestring nullable

Response

Client created

idinteger required
emailstring email required
fnamestring required
lnamestring required
full_namestring nullable
time_zonestring nullable
phone_numberstring nullable
preferred_namestring nullable
created_atstring date-time required
activeboolean required

Derived from User#paying

assigned_advisor_idinteger required
work_phone_numberstring nullable
work_phone_extensionstring nullable
work_emailstring email nullable
external_user_idstring nullable
assigned_advisorstring nullable

Assigned advisor full name (string), not an object