Households

List all households

client.Households.List(ctx, query) (*CursorPagination[Household], error)

get/households

Create a new household

client.Households.New(ctx, body) (*Household, error)

post/households

Delete a household

client.Households.Delete(ctx, id) error

delete/households/{id}

Get a household by ID

client.Households.Get(ctx, id) (*Household, error)

get/households/{id}

Update a household

client.Households.Update(ctx, id, body) (*Household, error)

put/households/{id}

List all documents in a household

client.Households.ListDocuments(ctx, id, query) (*CursorPagination[Document], error)

get/households/{id}/documents

List all entities in a household

client.Households.ListEntities(ctx, id, query) (*CursorPagination[Entity], error)

get/households/{id}/entities

List all individuals in a household

client.Households.ListIndividuals(ctx, id, query) (*CursorPagination[Individual], error)

get/households/{id}/individuals

ModelsExpand Collapse

type Household struct{…}

ID string

Unique identifier with household_ prefix

CreatedAt Time

Timestamp when the household was created

formatdate-time

PrimaryRelationshipOwnerID string

User ID of the primary relationship owner

UpdatedAt Time

Timestamp when the household was last updated

formatdate-time

Name stringoptional

Display name for the household

Notes stringoptional

Notes about the household

maxLength65536

PrimaryIndividuals []Individualoptional

Primary client profiles for this household (at most 2)

ID string

Unique identifier with client_profile_ prefix

CreatedAt Time

Timestamp when the individual was created

formatdate-time

FirstName string

First name of the individual

HouseholdID string

Household ID this individual belongs to

IsBeneficiary bool

Whether this client profile should be an eligible beneficiary for entities and gifts

IsDeceased bool

Whether this client profile is deceased

IsGrantor bool

Whether this client profile should be an eligible grantor/owner/other principal for entities

IsPrimary bool

Whether this is one of the (at most) two primary clients on this household

IsTrustee bool

Whether this client profile should be an eligible trustee for entities

LastName string

Last name of the individual

UpdatedAt Time

Timestamp when the individual was last updated

formatdate-time

AddressLine1 stringoptional

Street address line 1 (from address edge)

AddressLine2 stringoptional

Street address line 2 (from address edge)

City stringoptional

City (from address edge)

Country stringoptional

Country (from address edge)

DateOfBirth Timeoptional

Date of birth (encrypted field)

formatdate

DateOfDeath Timeoptional

Date of death if applicable (encrypted field)

formatdate

DeletedAt Timeoptional

Timestamp when the individual was soft deleted

formatdate-time

Email stringoptional

Email address

formatemail

MiddleName stringoptional

Middle name of the individual

Notes stringoptional

Notes about the client profile

maxLength65536

PostalCode stringoptional

ZIP or postal code (from address edge)

State stringoptional

State or province (from address edge)

Suffix stringoptional

Name suffix (Jr., Sr., III, etc.)

type IndividualList struct{…}

Data []Individual

ID string

Unique identifier with client_profile_ prefix

CreatedAt Time

Timestamp when the individual was created

formatdate-time

FirstName string

First name of the individual

HouseholdID string

Household ID this individual belongs to

IsBeneficiary bool

Whether this client profile should be an eligible beneficiary for entities and gifts

IsDeceased bool

Whether this client profile is deceased

IsGrantor bool

Whether this client profile should be an eligible grantor/owner/other principal for entities

IsPrimary bool

Whether this is one of the (at most) two primary clients on this household

IsTrustee bool

Whether this client profile should be an eligible trustee for entities

LastName string

Last name of the individual

UpdatedAt Time

Timestamp when the individual was last updated

formatdate-time

AddressLine1 stringoptional

Street address line 1 (from address edge)

AddressLine2 stringoptional

Street address line 2 (from address edge)

City stringoptional

City (from address edge)

Country stringoptional

Country (from address edge)

DateOfBirth Timeoptional

Date of birth (encrypted field)

formatdate

DateOfDeath Timeoptional

Date of death if applicable (encrypted field)

formatdate

DeletedAt Timeoptional

Timestamp when the individual was soft deleted

formatdate-time

Email stringoptional

Email address

formatemail

MiddleName stringoptional

Middle name of the individual

Notes stringoptional

Notes about the client profile

maxLength65536

PostalCode stringoptional

ZIP or postal code (from address edge)

State stringoptional

State or province (from address edge)

Suffix stringoptional

Name suffix (Jr., Sr., III, etc.)

PageInfo PageInfo

HasNextPage bool

When paginating forwards, are there more items?

HasPreviousPage bool

When paginating backwards, are there more items?

EndCursor stringoptional

Cursor pointing to the last item in the current page

StartCursor stringoptional

Cursor pointing to the first item in the current page

TotalCount int64

Total number of items matching the query (across all pages)